MINNEAPOLIS--()--Terrapin Technologies, a leading solution provider to broker-dealers, will sponsor the Kehrer Saltzman & Associates Bank Brokerage CFO Roundtable prior to the 2013 Bank Insurance & Securities Association (BISA) Convention.
“We wouldn’t turn down another opportunity to discuss bank broker-dealer issues with so many CFO’s and other professionals.”
The Bank Brokerage CFO Roundtable will be held from noon to 4:00 PM on Sunday, March 10 at the Westin Diplomat Hotel in Hollywood, Florida. After an informal lunch, participants will discuss ways to improve broker-dealer management and sales. Topics currently on the roundtable agenda include:
- Investment and Insurance Business Summary
- Performance Improvement
- Advisor Compensation
The Roundtable will be run by Kehrer Saltzman & Associates, a strategic management consulting firm that provides the financial advice industry with insights based on a melding of research and experience in managing the delivery of investment, insurance and wealth management.
This is the second year that Terrapin Technologies has sponsored the Bank Brokerage CFO Roundtable. “Last year, we got more out of the roundtable than we put into it,” said Kristefor Lysne, President of Terrapin Technologies. “We wouldn’t turn down another opportunity to discuss bank broker-dealer issues with so many CFO’s and other professionals.”
Terrapin Technologies provides data management solutions and a strategic partnership approach to integrate all areas of a broker-dealer’s operations including accounting, CRM, commissions, compensation, compliance, and sales reporting. When Terrapin introduced Pandia in 1995, it became one of the first solution providers to offer a secure web-based application designed specifically for broker-dealers. Pandia is an integrated and scalable suite of tools and services that gives broker-dealers the knowledge and flexibility they need to run an efficient and growing business. Terrapin Technologies is a privately held company located in Minneapolis, Minnesota. For more information, please visit www.terrapintech.com or contact us at firstname.lastname@example.org