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October 2, 2003
TO: TECHNOLOGY ADVISORY COMMITTEE No. 12-03
RE: TAC MEETING AND BCP ROUNDTABLE - OCTOBER 16 & 17, 2003
As a reminder, the next meeting of the Technology Advisory Committee will take place
on Thursday October 16, 2003 at The Eaton Vance Building, 255 State Street, Boston,
Massachusetts (617 598-8230). On October 17, the Committee will conduct a Business Continuity
Roundtable at the same location. The Committee meeting will begin at 9:00 a.m. on October 16
with “shop talk” discussion and conclude for the day at approximately 3:00 p.m. The BCP
Roundtable will commence on October 17 at 9:00 a.m. and conclude at approximately 3:00 p.m.
Furthermore, there will be a Committee dinner held on October 16. The dinner will take
place at Taranta, which is located at 210 Hanover Street (North End) Boston, Massachusetts (617)
720-0052. A reception will begin at 6:30 p.m. and dinner will follow at 7:00 p.m. Institute policy
is to bill for dinner individual committee members who choose to attend.
Continuing Professional Education
Upon completion of the program, each participant will be eligible for approximately 6 hours
of CPE credit (Management). 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 addressed to NASBA, 150
Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615/880-4200.
Learning Objectives
To provide a comprehensive understanding of mutual fund operations and provide
updates on investor services, technology, and regulatory and legislative developments affecting
mutual funds.
Program Level: Update
No prerequisites or advance preparations are necessary for this meeting.
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If you have any questions regarding this meeting you may contact Peter Salmon at
202/326-5869 or salmon@ici.org. We look forward to seeing you in Boston.
Alan D. Greene
Executive Vice President Peter G. Salmon
State Street Director, Operations & Technology
Chairman
Technology Advisory Committee