June 21, 1991
TO: DIRECT MARKETING COMMITTEE NO. 22-91
MARKETING COMMITTEE NO. 29-91
RESEARCH COMMITTEE NO. 19-91
SALES FORCE MARKETING COMMITTEE NO. 22-91
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 19-91
SMALL FUNDS COMMITTEE NO. 9-91
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 11-91
OPERATIONS MEMBERS NO. 15-91
MEMBERS - ONE PER COMPLEX NO. 28-91
RE: Third Annual Telephone Center Management Skills Seminars-
Second Notice
__________________________________________________________
The dates of the Institute's regional one-day seminars for those
who manage and supervise fund telephone representatives are fast
approaching.
This year, the seminars will be held in four cities, Minneapolis,
Boston, Los Angeles, and New York in July and August. They will
feature ideas for ways to improve the supervisory and management
skills of those who run shareholder service and wholesaler
support sales and service telephone centers. Speakers will
include industry executives, as well as outside experts. For the
first time this year, each seminar will also include small group
discussions, during which attendees can meet and discuss areas of
common concern with telephone center managers and supervisors
from other fund groups.
Registration for these seminars will be limited to employees of
ICI member organizations and their transfer agents and
telemarketing firms. Please register early, as space will be
limited and it may not be possible to accommodate walk-in
registrations.
Topics to be Covered
These seminars will focus on providing attendees with ideas that
they can use in the management of their own telephone centers.
Topics to be covered include:
* Ideas for Gaining the Support of Senior Management for Your
Telephone Center
* Interviewing, Hiring, and Compensating Fund Telephone
Representatives
* Training Sales and Service Representatives
* Motivating Fund Telephone Representatives
* The Regulatory Aspects of Running a Fund Telephone Center
* Small Group Discussions
Dates and Locations
o Minneapolis July 10
Hotel Sofitel Minneapolis
5601 W. 78th Street
Minneapolis, MN 55439-3899
612/835-1900
o Boston July 16
The Colonnade Hotel
120 Huntington Avenue
Boston, MA 02116
617/424-7000
o Los Angeles July 30
Los Angeles Airport Hilton
5711 West Century Boulevard
Los Angeles, CA 90045
213/410-4000
o New York August 7
New York Marriott Eastside
525 Lexington Avenue
New York, NY 10017
212/755-4000
Lunch will be served. All seminars will begin at 9:30 am, and end
at approximately 4:00 pm.
How to Register
To register, fund group employees should complete the attached
registration form and return it, along with a check for $175 for
the first registration from the fund group, and $100 for each
additional registration from the same fund group. Non-members
should submit a check for $250 for each registration, as well as
a letter from an ICI member stating the relationship of the
registrant to the ICI member firm. Mail to:
Mr. Geoffrey Burke
Investment Company Institute
1600 M Street NW - Suite 600
Washington, DC 20036
More Information
For more information on the program for these seminars, please
call me at 202/955-3536. For more information on how to register
for these seminars, call Geoffrey Burke at 202/955-3508.
Stephanie Brown
Marketing Director
REGISTRATION FORM
INVESTMENT COMPANY INSTITUTE
1991 TELEPHONE CENTER MANAGEMENT SKILLS SEMINARS
LOCATION (check one)
Minneapolis ____ Boston ____
(July 10) (July 16)
Los Angeles ____ New York ___
(July 30) (August 7)
PLEASE TYPE OR PRINT
Name(s) and Title(s)
________________________________________________________________
________________________________________________________________
________________________________________________________________
__________________________________
Name of Organization
__________________________________
ICI Member Firm (if different)*
__________________________________
Address
__________________________________
City, State, Zip
__________________________________
Telephone
Registration Fee
____ $175 First Registrant from Institute Member Organization
____ $100 Each Additional Registrant from Same Member
Organization
____ $250 Each Non-Member Registration
____ Total Fees (Check made out to Investment Company Institute)
Return to: Mr. Geoffrey Burke
INVESTMENT COMPANY INSTITUTE
1600 M Street, NW - Suite 600
Washington, DC 20036
* Non-members: Please supply a letter from a member stating the
relationship of the registrant to the member firm.