August 11, 1992
TO: MARKETING POLICY COMMITTEE NO. 29-92
DIRECT MARKETING COMMITTEE NO. 28-92
SALES FORCE MARKETING COMMITTEE NO. 28-92
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 23-92
RESEARCH COMMITTEE NO. 13-92
SMALL FUNDS COMMITTEE NO. 9-92
OPERATIONS COMMITTEE NO. 23-92
PUBLIC INFORMATION COMMITTEE NO. 30-92
MEMBERS - ONE PER COMPLEX NO. 24-92
RE: Fourth Annual Telephone Center Management Skills
Seminars--Second Notice
__________________________________________________________
This fall, the Institute will sponsor one-day seminars in three
cities for those who manage and supervise fund telephone
representatives. Seminars will be held this September, October,
and November in Chicago, New York, and Boston. They will feature
presentations on how others in the industry are handling
supervisory and management issues, as well as ideas from outside
speakers on sales training, compensation, and motivational
issues. Topics discussed are designed to be of interest to those
who run shareholder service and wholesaler support sales
operations.
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. This year’s seminars will
feature increased coverage of sales-related issues.
The agenda for the Chicago session is attached. The agenda for
the other two seminars will be the same, though some speakers and
the order of the presentations will vary due to speaker
availability.
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 202/955-3508.
Stephanie Brown
Marketing Director
Barbara Levin
Director-Sales Force
Marketing and Financial
Planning Services