DCIO Internal Sales Desk Manager Roundtable
2018 Annual Meeting
Growing Sales
October 2 - 3, 2018
Baltimore, MD
Hosted by: Legg Mason
*Registration requires an invitation code
CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - DATE & TIME
VENUE - DRESS CODE - TOPICS - VALUE ADD - AGENDA - HOTEL - REGISTER - COST
Current Context
EACH Enterprise is launching the first ever DCIO internal sales desk roundtable. Based on feedback from our members and from DCIO firms around the country, we are bringing together leaders and their designees to discuss service models, regulatory challenges and other hot topics on the DCIO sales desk. We’ll look to leverage ideas from the recordkeeper side of the house and create our own set of best practices and ideas.
In addition to the formal sessions we have scheduled, you will have time to catch up with your industry peers to connect and network. Attendees will receive a summary of ideas and model practices for their own internal company use after the meeting.
Meeting Objective
Forum for internal sales desk managers at DCIO firms to address shared issues, major challenges and opportunities for enhancement, emerging industry trends and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process.
Audience
Attendance is by invitation only. The invitation is extended to DCIO sales desk leaders and their designees.
Date and Time
Tuesday, October 2, 2018
7:00p.m. - Pre-event Networking Dinner
B & O American Brasserie
2 North Charles Street
Baltimore, MD 21201
443-692-6172
Wednesday, October 3, 2018
8:00 a.m. - Breakfast
8:30 a.m. to 3:30 p.m. – Sessions
Venue
Legg Mason
100 International Drive, 4th Floor
Baltimore, MD 21202
Dress Code
Casual Dress for pre-event
Business Casual Dress Code for meetings
Topics
Attendees will contribute to an ongoing dialogue about what is working and what they want to try to improve for their company’s internal sales desk.
Two 90-minute timeslots for moderated breakout discussion sessions:
- By hot topic (technology on the desk, regulations and sustaining high quality customer care)
- Team structure, tasks and process
Value Add
Attendees will each receive a summary, one-page document of the ideas and best practices shared at the meeting. None of the content will be attributable to any one individual or organization. In addition, you may request a confidential custom report (2-3 pages) for your specific organization and target markets, key audiences and attendee challenges.
Agenda
Wednesday, October 3, 2018
8:00 a.m. Continental breakfast buffet
8:30 a.m. Welcome, Introductions, hot topics of the day
9:15 a.m. Hot Topics and biggest challenges on the sales desk today
10:45 a.m. Break
11:00 a.m. Internal Sales Desk activity
- Division of labor between internal/external/recordkeeping service provider/advisory firm HQ/advisor
- Leveraging value adds in the process
- Territory analysis tools
- Role of technology in the process: Salesforce, Sales enablement software (Seismic, Accent Accelerate)
12:00 p.m. Cold Buffet Luncheon
12:30 p.m. Team Management
- Segmentation and organizational structure
- Recruiting, training, hybrid positions and career pathing
- Compensation, rewards and recognition
2:00 p.m. Break
2:15 p.m. Five best practices that work and five worst practices to stay away from
3:15 p.m. Wrap Up and Next Steps
3:30 p.m. Meeting adjourns
Hotel / Transportation
The recommended hotel is the Hyatt Regency Baltimore Inner Harbor. For reservations please call the hotel directly at 1-410-528-1234.
Hyatt Regency Baltimore Inner Harbor
300 Light Street
Baltimore, MD 21202
410-528-1234
Register
Registration requires an invitation code.
Payments by credit card, debit card, check or bank transfer
Cost
| Registration deadline: | Roundtable |
| On or before April 30, 2018 | $1250 |
| After April 30, 2018 | $1475 |
Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before June 30, 2018. For cancellations between July 1, 2018 and August 6, 2018, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $300. No refunds for cancellations after August 6, 2018. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.
