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FNI thanks its Conference Sponsors:
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Upcoming Conferences and Tradeshows
Below is a list of conferences we will attend. We hope to see you at one of these events! Are there any events not listed you would like to see us attend? If so, you can reach us at marketing@finnav.com.
FNI Regional Users' Conferences
Dallas, TX
February 7, 2008
Click here to register
Los Angeles, CA
February 15, 2008
Click here to register
As a financial professional, you know how important it is to stay current with industry changes. We focus on the areas that matter to you and your peers. Here’s a peek at some of the topics that we have in store for you:
- Migrating to Navigator 9.0: The Advent of SQL
- Tracking Private Equity Investments
- Protecting your clients against identity theft
Click here for more information
AICPA "Tax Strategies for the High-Income Individual"
Las Vegas, NV
May 8-9, 2008
Click here for more information
Chaired by renowned tax strategist, Sidney Kess, this comprehensive conference offers the latest approaches to wealth preservation including tax legislation, insurance, compensation, estate planning and more! You will hear from leading experts in this field, all assembled by Sidney Kess in order to assure you hear from the best!
FNI Regional Users' Conferences
Chicago, IL
May 12, 2008
Click here to register
As a financial professional, you know how important it is to stay current with industry changes. We focus on the areas that matter to you and your peers. Here’s a peek at some of the topics that we have in store for you:
- Migrating to Navigator 9.0: The Advent of SQL
- Tracking Private Equity Investments
- Protecting your clients against identity theft
Click here for more information
Family Office Metrics Ops Tech 8
San Francisco, CA
June 9-10, 2008
Click here for more information
If you’re making a significant investment in technology, implementing a new technology solution or operations strategy or simply need to stay current, then you must attend. Hear from the market-leading technology solutions providers along wth sessions on Contolling Spreadsheets, Family Office Master Data Management and a pre-conference workshop on Partnership Accounting.
IIR Family Office Forum
Chicago, IL
June 18-20, 2008
Click here for more information
This conference provides the tools for families and family offices to build and preserve family wealth through an active, ongoing process of planning, building, breaking and rebuilding their investment strategies, risk management plans, and family structures.
World RG "Wealth Management Technology 2008"
San Francisco, CA
June 23-24, 2008
World RG gathers together the client, the manager, and the technology to address what's available in cutting-edge systems and strategies for today's wealth manager. Our CEO, Ed Van Deman presents a session on, "Choosing Technology: 9 Steps to a Financial Management System."
Click here for more information.
Mention Promo Code XMA425 and save $400!
CCH User Conference
Palm Desert, CA
October 26-29, 2008
Click here for more information
Every keynote speech, class, and workshop at the conference is designed exclusively to help you build your business, streamline processes, and simplify your workflow. By the end of the conference, you'll have new knowledge, insights, and ideas on how to provide higher-value services to your clients.
AICPA “Sophisticated Tax Planning for Your Wealthy Clients”
New York, NY
October 2008
This conference assembles an illustrious cast of top-notch industry speakers and presenters and covers Retirement Planning, Eldercare, Estate Planning, Divorce Issues, Tax Strategies for Small Businesses, Insurance Planning and much more. This briefing offers concentrated knowledge about critical tax developments and key issues impacting your high-level clients.
Family Office Metrics Ops Tech 8
New York, NY
November 2008
If you’re making a significant investment in technology, implementing a new technology solution or operations strategy or simply need to stay current, then you must attend. Hear from the market-leading technology solutions providers along wth sessions on Contolling Spreadsheets, Family Office Master Data Management and a pre-conference workshop on Partnership Accounting.
AICPA “Sophisticated Tax Planning for Your Wealthy Clients”
New York, NY
November 2008
This conference assembles an illustrious cast of top-notch industry speakers and presenters and covers Retirement Planning, Eldercare, Estate Planning, Divorce Issues, Tax Strategies for Small Businesses, Insurance Planning and much more. This briefing offers concentrated knowledge about critical tax developments and key issues impacting your high-level clients.
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