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Pre-Conference Administrative Workshop

Money Concepts

Monday, November 18, 2013 from 8:30 AM to 3:15 PM (EST)

Pre-Conference Administrative Workshop

Ticket Information

Type End Quantity
8:30am - 10:15am | M & O Systems - Commissions Dashboard Ended Free  
8:30am - 10:15am | Redtail/LaserApp Ended Free  
8:30am - 10:15am | Cash Management Ended Free  
10:30am - 12:15pm | NetX360 (Analytics) Ended Free  
10:30am - 12:15pm | Investigo/ClientView Ended Free  
10:30am - 12:15pm | Paperwork Processing/E-Docs Ended Free  
1:30pm - 3:15pm | Investigo/ClientView Ended Free  
1:30pm - 3:15pm | Cash Management Ended Free  
1:30pm - 3:15pm | M & O Systems - Commissions Dashboard Ended Free  

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Event Details

Please make sure you register for the Pre-Conference Administrative Workshop that you would like to attend.  Due to limited space, reservations will be accepted on a first-come, first-served basis.  Seating Capacity: 35 maximum per session

Monday, November 18th

Pre-Conference Administrative Workshop

        Time                      Topic                                                    Presented By 

  • 8:30am - 10:15am     M & O Systems - Commissions Dashboard  Mario Monteiro
  • 8:30am - 10:15am     Redtail/LaserApp                                             Marck Zephirin
  • 8:30am - 10:15am     Cash Management                                           Amanda Therrien

10:15am -10:30am   BREAK

  • 10:30am - 12:15pm   NetX360 (Analytics)                                         Liam Ruddy
  • 10:30am - 12:15pm   Investigo/ClientView                                       Marck Zephirin
  • 10:30am - 12:15pm   Paperwork Processing/E-Docs                      Amanda Therrien

12:15pm - 1:30pm     LUNCH BREAK

  • 1:30pm - 3:15pm     Investigo/ClientView                                         Marck Zephirin
  • 1:30pm - 3:15pm     Cash Management                                            Amanda / Liam
  • 1:30pm - 3:15pm     M & O Systems - Commissions Dashboard   Mario Monteiro



Have questions about Pre-Conference Administrative Workshop? Contact Money Concepts

When & Where

The Westin Diplomat Resort & Spa
3555 South Ocean Drive
Hollywood, FL 33019

Monday, November 18, 2013 from 8:30 AM to 3:15 PM (EST)

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Pre-Conference Administrative Workshop
Hollywood, FL Events

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