Come to an upcoming conference to learn about new product developments, network with like-minded individuals in your respective fields and meet with FNI staff.
You're Invited: 2008 Regional Users' Conferences
Dear FN User:
Financial Navigator Inc. (FNI) is excited to announce our Regional Users’ Conference (RUC) schedule for 2008. These informative one-day seminars (9:00 AM to 4:00 PM) will be held in the following cities:
In Dallas, TX on February 7, 2008, sponsored by Morgan Stanley
In Los Angeles, CA on February 15, 2008, sponsored by Morgan Stanley
In Chicago, IL on May 12, 2008, sponsored by UBS
Why You Should Attend
We hold these conferences in conjunction with the release of a new version of our software. With the launch of Navigator 9.0, there’s no better time to attend. The RUC is an opportunity for you to:
Learn about new product developments, including handy tips and tricks
Network with like-minded individuals in your respective fields
Meet with FNI staff
Conference Program Topics
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
Conference Presenters
You have an opportunity to hear from several FNI employees who will be presenting material and answering your questions:
Ed Van Deman
CEO/Co-Founder
John Van Deman
CTO/Co-Founder
Dennis Mangalindan
Director Business Development
George Szundi
Senior Product Manager
Kris Sunkara
Senior Manager Client Services
What You'll Get
We believe that learning in a small group environment is an invaluable experience. Attend an event with a group no larger than 20 of your peers from single and multi-client family offices as well as CPA firms and reap the personalized benefits. At the conference you will receive:
Conference binder including PowerPoint slide presentations
Contact information of the attendees for future networking
Visual demonstrations of new features and capabilities
Question/answer session with FNI employees
Breakfast and lunch courtesy of your sponsors
Cost of Attendance
As a subscriber to our Annual Maintenance program, you have an opportunity to attend at no charge. Please check your FNI Annual Maintenance paperwork or call your Account Executive if you have questions about your support level.
Platinum Subscribers
2 individuals may attend at no charge
Gold Subscribers
1 individual may attend at no charge
Silver Subscribers
$395 per individual
Bronze Subscribers
$495 per individual
FN users not currently on an Annual Maintenance Program and additional individuals from participating firms may attend at the Bronze Subscriber rate.
CPE Units
Financial Navigator International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Up to 5 CPE hours will be available for qualified registrants.