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Events
A full calendar of national, regional and virtual events throughout the year helps you keep up with industry trends, get a closer look at Pershing's offerings, network with peers, and gain direct access to Pershing executives and associates.
If you would like information on upcoming Pershing events, please contact the Corporate Events Group at corporateevents@pershing.com.
http://www.pershing.com/events/insite/2009/index.html
http://www.pershing.com/events/customer_conference/index.html
http://www.pershing.com/events/insite/index.html
http://www.pershing.com/events/sponsors_exhibitors_form.html
http://www.pershing.com/events/customer_conference/index.html
http://www.pershing.com/events/insite/index.html
http://www.pershing.com/events/sponsors_exhibitors_form.html
You can book a Pershing speaker at your next company event at our Speaker Resources page.
| Title | Location | Date |
|---|---|---|
| Compliance Forum Webcast | Webcast | March 16, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | March 17, 2010 |
| Operations Forum Conference Call | Conference Call | March 25, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | April 21, 2010 |
| Operations Forum Conference Call | Conference Call | April 22, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | May 19, 2010 |
| Operations Forum Conference Call | Conference Call | May 27, 2010 |
| INSITE™2010, Pershing's Financial Solutions Conference | The Westin Diplomat, Hollywood, Florida | June 09 - 11, 2010 |
| Compliance Forum Webcast | Webcast | June 15, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | June 16, 2010 |
| Operations Forum Conference Call | Conference Call | June 24, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | July 21, 2010 |
| Operations Forum Conference Call | Conference Call | July 29, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | August 18, 2010 |
| Operations Forum Conference Call | Conference Call | August 26, 2010 |
| Compliance Forum Webcast | Webcast | September 14, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | September 15, 2010 |
| Operations Forum Conference Call | Conference Call | September 30, 2010 |
| Customer Conference 2010 | Gaylord National Hotel and Convention Center, National Harbor, Maryland | October 13 - 15, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | October 20, 2010 |
| Operations Forum Conference Call | Conference Call | October 28, 2010 |
| Compliance Forum Webcast | Webcast | November 17, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | November 17, 2010 |
| Operations Forum Conference Call | Conference Call | November 18, 2010 |
| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call | December 15, 2010 |
| Operations Forum Conference Call | Conference Call | December 16, 2010 |
| (10/30/2008) Pershing's Trading Services Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (11/11/2008) Pershing's Fixed Income Professional Seminar | The Westin Galleria, Houston, Texas |
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| (11/24/2008) Pershing's European Customer Conference | The Renaissance Chancery Court, London, United Kingdom |
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| (12/9/2008) Pershing's Quality Forum | The Bank of New York Mellon Corporation, New York, New York |
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| (2/18/2009) Enterprise Solutions Series: Monitor, Mitigate, and Manage Risk Webcast | Pershing LLC, Jersey City, New Jersey |
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| (2/18/2009) IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| (2/20/2009) Enterprise Solutions Series: Monitor, Mitigate, and Manage Risk Webcast | Pershing LLC, Jersey City, New Jersey |
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| (2/24/2009) TalentConnect Series: Succession Planning Webcast | Pershing LLC, Jersey City, New Jersey |
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| (2/26/2009) Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (2008) Business Building Professional Seminar | Sheraton Seattle Hotel, Seattle, Washington |
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| (2008) Pershing's Annual Customer Conference | The Waldorf=Astoria, New York, New York |
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| (3/18/2009) IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| (3/24/2009) Customer Training Workshop | SitesPower Training Center, Dubai, United Arab Emirates |
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| (3/26/2009) Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (3/27/2009) Customer Training Workshop | SitesPower Training Center, Dubai, United Arab Emirates |
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| (3/9/2009) Train the Trainer Workshop | Pershing LLC, Jersey City, New Jersey |
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| (4/15/2009) IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| (4/16/2009) Quality Forum Webcast | Pershing LLC, Jersey City, New Jersey |
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| (4/30/2009) Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (5/18/2009) Enterprise Solutions Series: Efficient and Transparent Compensation Processing Webcast | Pershing LLC, Jersey City, New Jersey |
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| (5/20/2009) Enterprise Solutions Series: Efficient and Transparent Compensation Processing Webcast | Pershing LLC, Jersey City, New Jersey |
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| (5/20/2009) IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| (5/28/2009) Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (6/18/2008) Pershing's Technology Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (6/24/2008) Pershing's Quality Forum Webcast | Pershing LLC, Jersey City, New Jersey |
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| (6/25/2008) Pershing's Product Education Series Webcast: Subscribe® | Pershing LLC, Jersey City, New Jersey |
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| (7/23/2008) Product Education Series Webcast: LoanAdvance® | Pershing LLC, Jersey City, New Jersey |
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| (7/31/2008) Pershing's Trading Services Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| (7/31/2008) Trading Services Forum Coference Call | Pershing LLC, Jersey City, New Jersey |
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| (7/9/2008) Product Education Series Webcast: LoanAdvance® | Pershing LLC, Jersey City, New Jersey |
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| (8/13/2008) Pershing's Product Education Series Webcast: LoanAdvance® for Managed Accounts and Pershing Managed Account Solutions (PMAS) | Pershing LLC, Jersey City, New Jersey |
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| (8/27/2008) Pershing's Product Education Series Webcast: LoanAdvance® for Managed Accounts and Pershing Managed Account Solutions (PMAS) | Pershing LLC, Jersey City, New Jersey |
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| (9/10/2008) Pershing's Product Education Series Webcast: Structured Products | Pershing LLC, Jersey City, New Jersey |
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| (9/24/2008) Pershing's Product Education Series Webcast: Structured Products | Pershing LLC, Jersey City, New Jersey |
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| (9/24/2008) Product Education Series Webcast: Structured Products | Pershing LLC, Jersey City, New Jersey |
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| (9/9/2008) Pershing's Quality Forum Webcast | Pershing LLC, Jersey City, New Jersey |
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| (9/9/2008) Quality Forum Webcast | Pershing LLC, Jersey City, New Jersey |
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| Compliance Forum Webcast | Webcast |
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| Compliance Forum Webcast | Webcast |
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| Compliance Forum Webcast | Webcast |
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| Compliance Forum Webcast | Webcast |
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| Compliance Forum Webcast | Webcast |
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| Compliance Forum Webcast | Webcast |
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| Customer Conference 2009, Pershing's Strategy to Support Your Success | The Waldorf=Astoria, New York, New York |
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| Customer Conference 2010 | Gaylord National Hotel and Convention Center, National Harbor, Maryland |
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| Customer Training Series: Train-the-Trainer Webcasts | Webcast |
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| Customer Training Series: Train-the-Trainer Webcasts | Webcast |
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| Customer Training Series: Train-the-Trainer Webcasts | Webcast |
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| European Client Conference 2009 | 25 Bank Street, Canary Wharf, London |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Pershing LLC, Jersey City, New Jersey |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: Fixed Income Monthly Market Commentary Call | Conference Call |
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| IndustryWatch Series: The Markets and the Economy-What's Next for the New Year? | Webcast |
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| INSITE?2010, Pershing's Financial Solutions Conference | The Westin Diplomat, Hollywood, Florida |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Pershing LLC, Jersey City, New Jersey |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Operations Forum Conference Call | Conference Call |
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| Practice Management Forum: 2009 Moss Adams/InvestmentNews Adviser Compensation and Staffing Study Webcast | Webcast |
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| Practice Management Forum: Broker-Dealer as Fiduciary Webcast | Webcast |
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| Practice Management Forum: Stress Management in Turbulent Times Webcast | Pershing LLC, Jersey City, New Jersey |
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| Practice Management Forum: Stress Management in Turbulent Times Webcast | Pershing LLC, Jersey City, New Jersey |
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| Product Education Series: Subscribe Webcast | Webcast |
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| Product Education Series: Subscribe Webcast | Webcast |
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| Product Education Series: Subscribe® Webcast | Webcast |
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| Product Education Series: Subscribe® Webcast | Webcast |
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| Professional Development Series: Brokerage Solutions to Support Your Advisory Business Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Brokerage Solutions to Support Your Advisory Business Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Establishing Fee-Based Client Relationships?Considerations, Benefits and First Steps Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Establishing Fee-Based Client Relationships?Segmenting Your Clients and Creating a Plan Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Establshing Fee-Based Client RelationshipsImplementing Your Plan and Making It Work for Clients Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Establshing Fee-Based Client Relationships?Implementing Your Plan and Making It Work for Clients Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Integrated Wealth Management Seminar | Le Meridien, San Francisco, California |
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| Professional Development Series: Integrated Wealth Management Seminar | Panama Marriott Panama City, Panama |
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| Professional Development Series: Integrated Wealth Management Seminar | The Westin Minneapolis, Minneapolis, Minnesota |
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| Professional Development Series: Integrated Wealth Management Seminar | The Ritz-Carlton Chicago, Chicago, Illinois |
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| Professional Development Series: Integrated Wealth Management Seminar | The Westin Buckhead, Atlanta, Georgia |
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| Professional Development Series: Integrated Wealth Management Seminar | Irvine Marriott, Irvine, California |
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| Professional Development Series: Integrated Wealth Management Seminar | Loews Philadelphia Hotel, Philadelphia, Pennsylvania |
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| Professional Development Series: Integrated Wealth Management Seminar | The Ritz-Carlton San Juan, San Juan, Puerto Rico |
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| Professional Development Series: Integrated Wealth Management Seminar | Marriott Pittsburgh North, Cranbury Woods, Pennsylvania |
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| Professional Development Series: Integrated Wealth Management Seminar | Grand Hyatt New York, New York, New York |
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| Professional Development Series: Integrated Wealth Management Webcast | Webcast |
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| Professional Development Series: Integrated Wealth Management Webcast | Webcast |
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| Professional Development Series: Integrated Wealth Management Webcast | Webcast |
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| Professional Development Series: Leveraging Municipal Bonds for Your Advisory Business Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Leveraging Municipal Bonds for Your Advisory Business Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Retirement Opportunities?Roth IRA Conversion Webcast | Webcast |
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| Professional Development Series: Strategic Implementation of Fee-Based Managed Account Solutions Webcast | Pershing LLC, Jersey City, New Jersey |
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| Professional Development Series: Strategic Implementation of Fee-Based Managed Account Solutions Webcast | Pershing LLC, Jersey City, New Jersey |
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| Quality Forum | The Bank of New York Mellon, New York, New York |
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| Quality Forum Webcast | Webcast |
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| TalentConnect Series: Building High Performing Teams Webcast | Pershing LLC, Jersey City, New Jersey |
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| TalentConnect Series: Retention Webcast--Defining a Five-Star Advisor Experience | Webcast |
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| TalentConnect Series: Succession Planning Webcast?Building For Value in the Marketplace | Webcast |
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| TalentConnect Series: Succession Planning Webcast?Planning For Your Reward | Webcast |
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| Technology Forum Conference Call | Conference Call |
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| Trading Services Forum Conference Call | Conference Call |
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| Trading Services Forum Conference Call | Conference Call |
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To help facilitate your event search, please sort the calendar by target audience.