May 20-21, 2013
The Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215
(617) 536-1260

Home to three restaurants, eight squash courts, eleven function halls, forty-two overnight rooms, and over five thousand members, our address is your address. And it always will be.

A block of rooms at The Harvard Club of Boston have been reserved at a special negotiated rate. To make accommodations, call (617) 536-1260. Make sure to mention the “Client Servicing and RFPs” conference when placing your room reservation.

• Hear directly from plan sponsors and consultants--get the inside scoop on what they’re looking for in managers’ client servicing efforts
• Get the latest on how to best retain clients long-term
• Hear from your peers on how they’re facing and overcoming complex client servicing issues
• Learn how to enhance client-review materials and organize client meeting agendas
• Understand the latest in client reporting preferences, standards, and outsourcing options
• Examine the RFP response evaluation process and consultant’s expectations
• Network with your colleagues and learn from industry thought leaders
• Gain valuable insight on how to assemble and manage your RFP and database response team
• Hear the latest on managing data input for multiple databases

This conference is designed for institutional asset management professionals including (but not limited to):

• VP Institutional Client Service
• Director of Client Relations
• Director of Consultant Relations
• Relationship Manager
• Managing Director
• Communications Director
• Marketing Director
• Proposal Writer
• RFP Manager
• Sales Director
• Client Reporting
• Database Manager

Register Now: Space is Limited!

For more information and to register, contact Kathie Eberhard at
704-341-2439 or Keberhard@frallc.com. Group Discounts Available!

For speaking and sponsorship opportunities, contact Menna Lloyd-White at
704-341-2440 or Mlloydwhite@frallc.com.