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The FTF Client Reporting Forum consists of three live panel discussions that were developed as a result of a recent closed-door, peer-to-peer discussion with your client reporting, performance, and operations peers.

Led by client reporting professionals from Cohen & Steers and Glenmede Trust, these workshops fostered discussions around real-life challenges faced by professionals every day.

The panels take place from April 21 to June 17 to give you the flexibility to attend while you juggle the new work-life balance of the current environment. We hope you join us for these interactive discussions that aim to help you solve problems while collaborating with peers.

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Discussions At-A-Glance:

It's time to get focused on the areas you need help with

Unlike physical conferences where you can end up sitting through content you just don't need, FTF Client Reporting Forum is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you!

View the schedule
3 days
12 speakers
4 categories
Reporting Challenges in Japan & Beyond 20 May 2021, 03:30 PM
Sheetal Joshipura, Jaime Lykes, Alex Shafran & Michiru Wisely
How to Navigate a Data Portal Maze 17 June 2021, 03:30 PM
Mike Beck, CFP®, CIPM, CAIA, Dan Gulko, Phil Lynch & Paul Sinthunont
Can ESG Reporting Be a Competitive Advantage? 21 April 2021, 03:30 PM
Beth Griper, Claire Herbert, Varun Mehta & Lee Souter
Can ESG Reporting Be a Competitive Advantage? 21 April 2021, 03:30 PM
Beth Griper, Claire Herbert, Varun Mehta & Lee Souter

With 12 experts, the tactics you need are just a click away

Our experts will be sharing their years of knowledge, strategies and tactics. If you’re focused on launching or growing your business we've got you covered.

Meet the speakers

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Check out the Categories
Performance Measurement
Client Reporting
ESG
Data Management

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