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Masterclass for Support Teams

We’d like to thank everyone who participated in the Madison Masterclass for Support Teams. We had 37 attendees from across the community log in to the session.

 

We’d like to thank our Corporate partners who contributed to the agenda. We intend on making all slides available to attendees and will circulate these all, once available.

 

Efficiencies in your Platform Provider

BT Panorama – Alex Dalla Fontana, National Account Implementation Manager, Platforms and Investments

IRESS – Troy Beutel, State Manager

 

Efficiencies in your Insurance Provider

Zurich – Andrew Prior, Business Implementation Specialist

TAL – Marshall Ross, Sales Development Manager

 

 

 

In this Edition

·        A message from Jaime

·        Friday Afternoon Drinks

·        Design & Distribution Obligations

·        Madison Investment & Insurance Committee News

·        The View from Clime

·        ASIC Levy – FY 21/22

·        Upcoming Webinars

·        Masterclass for Support Teams

·        Upcoming Events

·        News you might’ve missed

·        FASEA Exam Update

·        Kaplan Information

 

Go Back
[wpseo_breadcrumb]

Masterclass for Support Teams

We’d like to thank everyone who participated in the Madison Masterclass for Support Teams. We had 37 attendees from across the community log in to the session.

 

We’d like to thank our Corporate partners who contributed to the agenda. We intend on making all slides available to attendees and will circulate these all, once available.

 

Efficiencies in your Platform Provider

BT Panorama – Alex Dalla Fontana, National Account Implementation Manager, Platforms and Investments

IRESS – Troy Beutel, State Manager

 

Efficiencies in your Insurance Provider

Zurich – Andrew Prior, Business Implementation Specialist

TAL – Marshall Ross, Sales Development Manager

 

 

 

In this Edition

·        A message from Jaime

·        Friday Afternoon Drinks

·        Design & Distribution Obligations

·        Madison Investment & Insurance Committee News

·        The View from Clime

·        ASIC Levy – FY 21/22

·        Upcoming Webinars

·        Masterclass for Support Teams

·        Upcoming Events

·        News you might’ve missed

·        FASEA Exam Update

·        Kaplan Information

 

Go Back