Monday, April 23, 2018 1:00 PM - 2:00 PM
Managing Director- Senior Middle Of ce Manager
CIBC PRIVATE WEALTH MANAGEMENT
Chicago, Illinois
Imagine having the ability to create ef ciencies, reduce dupli- cation of efforts, and provide appropriate segregation of duties to minimize risk! This session will give an overview of the ben- e ts of developing strong “Middle Office Efficienciees” to support business development efforts in the Front Office
Michael will walk us through the development and structure of the following:
Building a centralized support model to strengthenrisk management and create scalability
Shifting Front Of ce focus away from administrativematters to increase business development opportunities
Creating consistent practice and processes
Enhancing internal controls and provide appropriate segregation of duties