Conference Materials

2018

Middle Office Efficiencies

Monday, April 23, 2018 1:00 PM - 2:00 PM

Speaker

Michael Halter

Managing Director- Senior Middle Of ce Manager
CIBC PRIVATE WEALTH MANAGEMENT
Chicago, Illinois

Speaker Bio

Session Description

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

Session Material

Middle Office: A Hidden Source of Competitive Advantage