Webinar Calendar
Each year SFN's calendar will offer up to a maximum of nine events. The events vary from webinars, conference calls, open topic forums to white paper presentations. SFN events are determined by issues brought forth by members to address areas they find most important to their business operations.
2012 Webinars
Previous Webinars Available for Download
| January 31 | A Mobile World: What Does (and Does Not) Matter Apps. Mobile sites. Tablets. The interest in mobile opportunities has continued to grow for asset managers – big and small. But what is working so far? And what does that mean for 2012 and beyond? This session will delve into: • What is and is not working in the mobile space for both firms and their clients • How mobile strategies are being tied to e-mail, social media, and other e-business initiatives • Practical advice on getting started with mobile technologies Presented by: Anu Heda, Naissance |
| February 16 | How to Use Shareholder Experience to Grow Assets Long standing prohibitions against client testimonials have limited small funds marketing efforts to displaying the SEC required performance results to attract investors. Funds now have an alternative to leverage the trust, financial results, expertise and services that investors experience in marketing and advertising programs. This Webinar laid out a low cost marketing approach that promotes the firms prior success with investors in these key areas. Presented by: Kathleen Whalen, DALBAR |
| March 22 | Solving the Puzzle of Mutual Fund Distribution Successful mutual fund distribution is a tough task, that’s a fact. What does your firm need to do to stand out in a crowded, ever-changing marketplace? Mike Herndon, Jon Poyer and Bill Wostoupal to shared in their expertise of how mutual funds excel in the distribution of their product. During thewebinar, these experts outlined: • How to craft a comprehensive business plan for all facets of distribution • Which path makes the most sense…in-house salespeople or outsourced third party marketers • What is needed to attack each channel and what resources you will need • Key metrics to track your plan and what time frames are reasonable. If you want some insights on how to solve the puzzle of mutual fund distribution, don’t miss this webinar! Presented by: Mike Herndon, NAV Capital Partners Presented by: Jonathan Poyer, Northern Lights Distributors Presented by: Bill Wostoupal, Gemini Fund Services |
| May 22 | How to Grow in an Industry of Giants Register Now Are sales slow? Investors and advisors aren’t aware of who you are and what you do? You are not alone. Join executives from leading mutual fund companies who are experts on achieving growth. Moderated by industry specialist Dan Sondhelm of SunStar Strategic. Panel will include experts from Compass EMP Funds, Croft Funds, Hennessy Funds and Jensen Funds. Presented by: Dan Sondhelm, SunStar Strategic Presented by: Teresa Nilsen, Hennessy Funds Presented by: David Mertens, Jensen Funds Presented by: David Moore, Compass Financial Advisors Presented by: Kent Croft, Croft Funds |
| June 28 | Website Content that Attracts New Investors—Registration Coming Soon Relevant and timely content is key to your mutual fund website and can help improve your search engine results, drive traffic and generate new investors. Join us for a discussion on how to develop a successful, compliant content strategy for your website and social media initiatives. Presented by: Nina Eisenman, Eisenman Associates |
| July 24 | Mutual Fund Derivatives & Board Oversights—Registration Coming Soon |
| September 18 | To Be Determined (date pending) |
| October 16 | Compliance Update (date pending) Webinar presented by Cohen Fund Audit Services |
| December 04 | To Be Determined (date pending) |
