Memo #
33060

Registration Now Open: ICI's February 25, 2021 Sales and Marketing Committee Virtual Meeting

| Print

[33060]

January 25, 2021 TO: Sales and Marketing Committee RE: Registration Now Open: ICI's February 25, 2021 Sales and Marketing Committee Virtual Meeting

 

ICI’s Sales and Marketing Committee will hold a two-part videoconferencing meeting via Zoom on Thursday, February 25. The first session will run from 10:15 a.m. to approximately 12:05 p.m., and the second session will run from 1:05 to 2:00 p.m.

Zoom breakout rooms will be offered during the meeting break for informal discussions. Interested members will be randomly assigned to the breakout rooms (approximately six people per room). Each breakout session will include a pre-assigned facilitator.

Agenda

A preliminary meeting agenda is attached. Meeting highlights will include:

  • A Washington update from ICI’s Government Affairs department
  • What the Future May Hold for ERISA Rules and Reg BI
  • A panel discussion about redefining client value in a post-COVID world

Meeting Registration

Committee members should register for the Sales and Marketing Committee meeting at https://cvent.me/1w7gxo . When registering, please provide any topics you would like addressed at this or future meetings.

Registration is limited to two representatives per member firm. You must register online in order to receive the Zoom connection/dial-in information.

We encourage attendees to use the video option throughout the meeting. If you prefer not to use the Zoom platform, you may dial into the meeting.

If you have any questions about the February 25 virtual meeting, please contact Linda Brenner at brenner@ici.org.

 

Linda Brenner
Senior Director, Industry Operations and Diversity & Inclusion

Jeffrey Duckworth
Chair - Sales and Marketing Committee
President of Intermediary Distribution - John Hancock Investments

 

Attachment