Forum 400: Beyond the spreadsheet – protecting our clients from bad actors
May 27 @ 11:00 am - 12:00 pm
This will be an interactive discussion with the winner of Forum Max, Jonathan Adler. What are members saying to make those relationships actually successful?
Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees to share their opinions on the topic. Please come to share, as that is why we are all part of Forum 400.
If you are interested in membership in Forum 400, please contact forum400@finseca.org.
Moderator:
Jonathan Adler | Senior Associate & Director at Cambium Group
