January 9, 1989
TO: BOARD OF GOVERNORS NO. 1-89
MARKETING COMMITTEE NO. 1-89
DIRECT MARKETING COMMITTEE NO. 1-89
SALES FORCE MARKETING COMMITTEE NO. 1-89
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 1-89
OPERATIONS COMMITTEE NO. 1-89
RESEARCH COMMITTEE NO. 1-89
SMALL FUNDS COMMITTEE NO. 1-89
MEMBERS INTERESTED IN PUBLIC INFORMATION NO. 1-89
OPERATIONS MEMBERS NO. 5-89
RE: New Series of One-Day Seminars for Telephone Center Managers
and Supervisors
__________________________________________________________
"Telephone Center Management Skills" is the name of the
Institute's new series of regional, one-day seminars, which will
be held in three cities this March. This new series of seminars
will feature presentations on ways to improve the management and
supervisory skills of those who run shareholder service telephone
centers, broker/dealer service telephone centers, and inbound
telemarketing operations. The program will be designed to meet
the special needs of those who manage mutual fund telephone
representatives. Speakers will include industry executives, as
well as outside experts.
In addition, during lunch, registrants will have an opportunity
to meet and exchange ideas 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, as well as
other non-members who have a business relationship with an ICI
member fund group. Please register early, as space will be
limited.
Some of the Topics to be Covered
o Interviewing/ Hiring/ Compensating Mutual Fund Telephone Repre-
sentatives
o Training Mutual Fund Telephone Personnel
o Ideas for Motivating Mutual Fund Telephone Personnel
o Current Issues in Mutual Fund Telephone Center Management
o New Technology for the Mutual Fund Telephone Center
o Case Studies--tips and ideas from those who manage successful
fund telephone centers
o And More!
Dates and Locations
o Chicago March 1, 1989
Hotel Nikko
320 N. Dearborn
Chicago, IL 60610
312/744-1900
o New York March 8, 1989
The Warwick Hotel
65 W. 54th Street
New York, NY 10019
212/247-2700
o Boston March 15, 1989
The Ritz-Carlton
15 Arlington Street
Boston, MA 02117
617/536-5700
The seminars will begin at 9:30 a.m., and will end at
approximately 4:00 p.m. Luncheon will be included in the
registration fee.
How to Register
To register, fund group employees should complete the attached
registration form and return it, along with a check for $150 for
the first registration, and $100 for each additional
registration. Non-members should submit a check for $150 for
each registration. Mail them to:
Ms. Claire Gurnee
Investment Company Institute
1600 M Street, NW Suite 600
Washington, DC 20036
Please make your own hotel reservations. Special room rates have
been arranged at each hotel. Please inform the hotel that you
are attending an Investment Company Institute seminar.
Additional Information
For more registration or logistical information, contact Lauren
Graham at 202/955-3576. For additional program information,
please call me at 202/955-3536.
Stephanie Brown
Marketing Director
REGISTRATION FORM
INVESTMENT COMPANY INSTITUTE
TELEPHONE CENTER MANAGEMENT SKILLS
LOCATION (check one)
Chicago ____ Boston ____
(March 1) (March 15)
New York ____
(March 8)
PLEASE TYPE OR PRINT
Name(s) and Title(s)
---------------------------------------------------------------
---------------------------------------------------------------
---------------------------------------------------------------
_________________________________
Name of Organization
_________________________________
ICI Member Firm (if different)*
_________________________________
Address
_________________________________
City, State, Zip
_________________________________
Telephone
Registration Fee
_____ $150 First Registrant from Institute Member Organization
_____ $100 Each Additional Registrant from Same Member
Organization
_____ $150 Each Non-Member Registrant
Total Fees $_____ (Check made out to Investment Company
Institute)
Return to:
Ms. Claire Gurnee
INVESTMENT COMPANY INSTITUTE
1600 M Street, NW Suite 600
Washington, DC 20036
* If your firm is not an ICI member, please provide the name of
the ICI member with which your firm has a business relationship.