One of the benefits of working with CUSO Financial Services and Sorrento Pacific Financial is the opportunity to learn from and share best practices with your peers from other investment programs. To this end, we host numerous events each year for our financial institution executives, program managers and advisors.
A three-day event for all channels and disciplines of people working with
financial institution investment programs: executives, marketers,
advisors and sales assistants. Attendees learn from experts during highly
engaging and relevant sessions, and enjoy several networking events.
The 2019 Annual Conference will be held August 4-7 in San Diego, CA.
Program Managers Forum
A two-day event for program managers of investment programs.
This annual meeting takes a detailed look at the investment industry each year,
and helps managers set a plan to increase the success of their investment programs.
The 2018 Program Managers Forum will be held November 8-9 in San Diego, CA.
CEO & Executive Conference
A two-day event for the CEOs and senior executives of financial institutions.
This annual seminar focuses on the strategies, tactics, and tools available from CFS/SPF
to create awareness, credibility, and integration of investment programs into the core offerings
of the financial institution and to increase bottom line profits of the program as a whole.
The CEO & Executive Conference is held each spring.
Regional Sales Roundtables
We hold approximately 10 one-day regional events for financial advisors.
Keynote speakers address economic and market conditions as well as
business growth strategies. Subject experts discuss retaining client assets,
deepening client relationships, regulatory updates, client-facing technology
tools, marketing strategies and other timely topics.