July 17, 1992
TO: MEMBERS - ONE PER COMPLEX NO. 21-92
OPERATIONS MEMBERS NO. 27-92
DIRECT MARKETING COMMITTEE NO. 23-92
MARKETING POLICY COMMITTEE NO. 26-92
RESEARCH COMMITTEE NO. 10-92
SALES FORCE MARKETING COMMITTEE NO. 23-92
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 19-92
SMALL FUNDS COMMITTEE NO. 7-92
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 6-92
RE: FOURTH ANNUAL TELEPHONE CENTER MANAGEMENT SKILLS SEMINAR
__________________________________________________________
For the fourth consecutive year, the Institute will sponsor
regional one-day seminars for those who manage and supervise fund
telephone representatives. The seminars will be held this fall in
three cities: Chicago, New York, and Boston. They will feature
ideas for ways to improve the supervisory and management skills
of those who run shareholder service and wholesaler support sales
operations. Speakers will include industry executives, as well as
outside experts.
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 and
insights into how others manage their telephone operations.
Issues of interest to managers of both sales and service
telephone groups will be addressed. A preliminary agenda for the
sessions is attached.
Dates and Locations
o Chicago September 9
Chicago O’Hare Marriott
8535 West Higgins Road
Chicago, IL 60631
312/693-4444
o New York October 15
New York Marriott Eastside
525 Lexington Avenue
New York, NY 10017
212/755-4000
o Boston November 13
Sheraton Boston Hotel & Towers
39 Dalton Street
Boston, MA 02199
617/236-2000
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:
Conference Registration
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 Stephanie Brown at 202/955-3536 or Barbara Levin at
202/955-3540. For more information on how to register for these
seminars, call at 202/955-3508.
Stephanie Brown
Marketing Director
Barbara Levin
Director-Sales Force
Marketing and Financial
Planning Services
REGISTRATION FORM
INVESTMENT COMPANY INSTITUTE
1992 TELEPHONE CENTER MANAGEMENT SKILLS SEMINARS
LOCATION (check one)
Chicago ____ New York ____
(September 9) (October 15)
Boston ____
(November 13)
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: Conference Registration
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.
INVESTMENT COMPANY INSTITUTE
1992 TELEPHONE CENTER MANAGEMENT SKILLS SEMINAR
PRELIMINARY AGENDA
9:00-9:30 Registration and Coffee and Pastries
9:30-9:50 Welcome and Introduction
9:50-10:50 Interviewing, Hiring and Compensating
Sales and Service Representatives
10:50-11:05 Question and Answer Session
11:05-11:20 Break
11:20-12:05 The Regulatory Aspects of Running a Fund
Telephone Center
12:05-12:15 Question and Answer Session
12:15-1:30 Luncheon
1:30-2:30 Training Sales and Service Representatives
2:30-2:45 Question and Answer Session
2:45-3:00 Break
3:00-4:00 Ideas For Motivating Telephone
Representatives
4:00-4:10 Question and Answer Session