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Mastering the Request for Proposal Process

March 10 - 11, 2008 | Affinia Manhattan, New York, NY

Conference Day 2

Conference Day 2

Tuesday, March 11th, 2008

9:00Mastering Industry Innovation
Designing Winning Proposals and Presentations

Mike Parkinson, CEO, THE 24 HOUR COMPANY

10:30Networking Break
10:50

PANEL: Close up on Hedge Funds: Evaluating RFPs and DDQs in alternative environments

Tom Kellerhauls, Senior Partner and Co-Founder, THE WESTMINSTER GROUP

Wendy Perlstein, Director of Marketing and Investor Relations, UBP ASSET MANAGEMENT

2 Additional Hedge Fund Panelists, TBC 

 

11:30

Tackling Alternative Products and Increasingly Complex RFPs

Doreen Richardson, AVP, Marketing Services, ING INVESTMENTS

12:20Lunch
1:20

Learning from the Experts: Benefit from years of experience (without putting in the time) when seasoned practitioners reveal secrets to success

Extended Q&A: Tie it all together by getting answers to your greatest challenges

Anne Farro, Director – Business Development Services, BEAR STEARNS

Diane Nossem, Marketing Communications Manager, HOLLAND CAPITAL MANAGEMENT

Lisa Williams, Senior RFP Manager, CREDIT SUISSE

2:00

Mastering Compliance, Data and Technology
Obeying the Rules: Competing with Increased Compliance and Due Diligence Requirements

Dan Viola, Of Counsel, SADIS AND GOLDBERG, LLC

2:40

Increasing Efficiency andTriumphing over Information Overload with Enhanced Data Management

Richard P. Gagnon, Principal, COMPASS CONSULTING

3:20Networking Break
3:40

Consultant Database Strategies: Getting included in the right searches to increase your business potential

Kate Stutzel, Director of Operations and Technology, ASAP ADVISORS

4:20Lighten Your Workload with Tools to Automate the RFP Process
The top rated technology companies reveal their latest developments and tips and techniques for drastically improving your RFP process.

Moderator:
Diane Laudenback, Technology Expert, STRATEGIC PROPOSALS

Presenters:
Wendy Cheng-Wong, Director of Financial Services, PROPOSAL SOFTWARE

Tim Williams, Vice President –Marketing, THE SANT CORPORATION

Kim Harrington, PRAGMATECH NORTH AMERICA

5:00

End of Conference

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