Opportunities to learn.
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.
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.
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.