Conference Materials


Shining a Light on New Business: What Lurks in the Shadows?

Wednesday, April 25, 2018 9:15 AM - 10:15 AM


Jason P. Susini

Vice President and Fiduciary Manager
Philadelphia, Pennsylvania

Speaker Bio

Session Description

New business is a major contributor to revenue and growth for your rm. However, proper assessment of these opportunities prior to accepting the business is essential. Placing a greater emphasis on the review of new business will not only lead to enhanced due diligence, it will offer greater guidance to business development of cers as they identify and evaluate new opportu- nities. This discussion will examine the vetting process for new business, best practices for analyzing opportunities, and effective communication with colleagues.

Session Material

Risks Associated with Fiduciary Activities