Leveraging Financial Automation Registration


Event Registration: Leveraging Financial Automation

Gelman, Rosenberg & Freedman CPAs
4550 Montgomery Avenue, Suite 650N, Bethesda, MD 20814
Wednesday, February 5, 9:00 am – 10:30 am

Gelman, Rosenberg & Freedman CPAs will host Joe Green of Wells Fargo, in a discussion about how to optimize current technologies and utilize innovative (inexpensive) ways to import financial reports from the bank to your system. .

Because this discussion is intended to encourage conversation among a small, intimate group, we are accepting registrations from the first 15 individuals who complete the form below. If we receive additional interest, we will schedule a second event.

Years ago, you had greater technology in your workplace than at home.  Technology has developed so quickly that consumers now have the latest and greatest, and employees are left asking, why can I not press one button for the month-end process?  In many cases, departments have witnessed a metamorphosis in terms of capabilities.  In many situations, installing enterprise resource planning systems and placing a greater deal of financial capital on getting the technology means an important step goes missing: Leveraging the technology.

In this training session, you will learn how to optimize the current tools you have and look at innovative (inexpensive) ways to import financial reports from the bank to your system.  The theme of the session will be ‘The Great Race,’ where we look at the tools in comparison to being in a race.  Ladies and gentleman, start your engines!                                                        

  • Are you a fiduciary and are you meeting your fiduciary requirements?

  • Understanding the new fee disclosure requirements 408(b)(2) and 404(a)(5)

  • Understating revenue sharing

  • Identifying potential fiduciary breaches

  • How to put requirements to practical use

    Breakfast begins at 8:30 am with the program to run from 9 am to 10 am.

EVENT SPEAKERS


Phil Lazzari headshotPhil Lazzari
UBS Financial Services
Senior Vice President

JenJennifer Miller, Regional Sales Director, Great-West Retirement Servicesnifer Miller
East-West Retirement Services
Regional Sales Director

 
Please Complete the Registration Form Below


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