Financial Navigator, Inc.
| | [User Center]
Home > Support > Conferences and Tradeshows
Seeing is Believing at the Regional Users' Conference

Seeing is Believing

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.

 

http://www.finnav.com/

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.

Register to Attend

To attend, please visit our Regional Conference Registration page at: https://www.finnav.com/services/ruc/regional_users_registration.php, or call toll free at 1-800-468-3636 to speak with a Customer Service Representative.   

Happy Navigating,


Bindu Jandhyala
Marketing Communications Manager
bjandhyala@finnav.com

P.S. Register soon, as space is limited to 20 people per location!