The 2017 NIBA conference schedule kicks off the year in toasty Southern California on February 23, in beautiful Newport Beach. This will be followed by our spring meeting in New York City in late April and then our fall event in Chicago. The SoCal conference brings a little bit of Chicago and New York – the centers of futures trading to distant Southern California.

Date: February 23, 2017

Location: Newport Beach Marriott Hotel & Spa
900 Newport Center Drive
Newport Beach, CA 92660

Attendees are afforded the rare opportunity to hear a panel of experts on important topics critical to the growth and success of their businesses. There is no cost for NIBA Members to attend.

The afternoon conference will consist of three business sessions followed by a hosted networking reception.

1:00pm- 2:00pm – Registration
2:00pm- 5:00pm – Program
5:00pm  – 7:00pm – Networking Cocktail Reception


2017 SoCal Conference Sponsors:

  • Gain Capital
  • phillip-capital-logo-150x150

Program


Macro-economic Outlook 2017

Erik Norland – Executive Director and Senior Economist of CME Group

Erik Norland, Executive Director and Senior Economist of CME Group will present his overview of the entire economic spectrum in his presentation on the 2017 macro-economic outlook. Topics will include: The impact of Trump’s fiscal policies on currency, bond and equity markets, implications of the new Administration’s policies on trade and immigration, economic growth and investing in a highly leveraged world, Brexit aftershocks and the future of the EU, and China – another potential source of surprises.

 

Marketing is a Process: Defining and Executing an End-to-End Marketing Process

Shane Stiles – Gate 39 Media

Whether you’re an IB or a CTA, selling retail trading, institutional execution, or managed futures – marketing starts with a process. From creating leads, recording lead and sales notes, to ongoing lead management, Shane Stiles of financial marketing and technology firm Gate 39 Media will walk through defining a marketing process and options for managing your leads and marketing activities.

 

Cyber-Security – Annual Review Requirements for your Information Systems Security Programs (ISSP)

Robert DeMuria – Compliance Supervisors, Inc.

As you are well aware, the number and sophistication of malicious cyber threat incidents in the financial sector has increased dramatically over the past five years and is expected to continue to grow. Robert DeMuria of Compliance Supervisors, Inc. will bring you up to speed on very important ISSP requirements, what are NFA requirements to monitor and review the effectiveness of your ISSP, cybersecurity training and making adjustments to your ISSP.

 

Networking Cocktail Reception

The closing networking reception will provide the chance for participants to interact with their peers from across the southland, exchanging ideas, discussing concerns, and trading professional experiences, thus creating greater opportunities, both personal and professional.


Registration

 

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