Achieving Operations Excellence: The Power of Transformation

Achieving Operations Excellence: The Power of Transformation

ICI Chief Industry Operations Officer Marty Burns and Nancy Wiser, global head of operations at Wells Fargo Asset Management, enjoyed an insightful conversation about achieving operations excellence and efficiencies. Topics included:

• Responding to COVID-19 pandemic workplace challenges
• Core competencies, competitive advantages, and what lies ahead
• Digitization, data lakes, and dashboards
• Managing customization and bespoke models
• Providing a consistent service experience across multiple pooled product types, separate accounts, UCITS, and more
• The evolution of fund board interest in operations and technology

Materials

• Archive recording

Unable to attend live? All registrants will receive a link to the recording.

CPE credit was available for this webinar.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.

Continuing professional education (CPE)

Each participant who completes the Achieving Operations Excellence: The Power of Transformation Webinar will be eligible for 1.0 hour of CPE credit in the field of Specialized Knowledge.

To obtain CPE credit for this webinar, you must register as a participant and stay online throughout the webinar. No partial credit will be given.

Learning Objectives: Provide updates on current developments affecting mutual funds, investment advisers, and financial intermediaries.

Program Level: Basic

Delivery Mode: Group Internet Base Course

No prerequisites or advance preparations are necessary for this program.

ICI 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

This webinar was closed to the media and regulators.

If you have any questions, please contact the ICI Conference Division at 202-326-5968 or conferences@ici.org.