The Office of the Future... Today

The Office of the Future... Today


Hosted By: Private Wealth Management Committee
Level: General
Format: Online (Please note that all course times are Eastern Time)

The technology tools available today for businesses have never been better, but many professionals are not taking full advantage of them. This webinar will help professionals understand and utilize the powerful new hardware, software and services available to make their organizations function efficiently and effectively.
Not sure how to best communicate with your clients? Collaborate with your colleagues? Are you concerned about online security and hackers? Want to learn how to drive productivity in your firm? Ready to learn about the latest trends in technology?
In this fast-paced and highly informative webinar, you will learn about the full spectrum of practical technology available to you and your team and how to implement these tools for maximum impact.

Who Should Attend

  • Portfolio managers and analysts who extensively rely on technology and who are looking to improve how they utilize it. 
  • Client facing professionals who are trying to determine the best way to engage and communicate with clients.
  • Firm leaders interested in improving office processes and productivity and seeking direction on implementation. 
  • Office managers looking to understanding what tools and techniques are available and how to best access them.
  • Individuals looking to better exploit their currently available technology and improve their knowledge of available resources.

Registration Deadline: 09 March - 11:59 PM
Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.



  • When

  • Thursday, March 11, 2021
    8:30 AM - 12:30 PM
    Eastern Time

Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!