January 2022 Newsletter

Nicsa Connect Newsletter

Happy New Year from all of us at Nicsa! As we embark on 2022, I’d like to share some exciting updates and provide a look back on some of our most popular member resources.
 
Among our many accomplishments was the ability to stay nimble and responsive to member needs. A successful pivot to streaming content in the face of the global pandemic brought our flagship General Membership Meeting as well as our first Digital Innovation Summit to the desks of employees across our member firms. Reaching more members, across more business verticals, and across management levels has been a silver lining in a challenging year that has resulted in enhanced engagement among the Nicsa community. The content produced by our volunteers at each of these events was excellent, and I urge you to visit the archives if you missed the real time sessions (available to employees of registrant firms). 
 
Nicsa Accelerator
I am pleased to share that we launched our first professional development program this year, Nicsa Accelerator. Our first course, Inclusive Leadership for High Performance, is facilitated by certified instructors and is ideal for industry professionals who want to elevate the way they lead and drive performance. Our first class begins February 8 and spots are still available! 
 
We’ve been keenly focused on supporting the breadth and depth of the industry we all serve. We expanded membership across all Committees in 2021 and added a few new ones to our line-up. To highlight one such initiative, an International Committee was established to provide our members with a platform to collaborate on effectively navigating global distribution practices and local regulatory issues. 
 
We’ve also been busy expanding the breadth of our content offerings. We developed a new video channel, dedicated to bringing you timely, digital content straight from our subject matter experts and your peers. Bookmark and check back often for updates and event highlights. 
 
As you know, Nicsa launched the Diversity Project North America in 2018. The initiative has been well received by the industry and membership continues to climb. There was no shortage of activity in 2021: we held our inaugural Fearless Leadership Symposium; released an Annual DEI Perception Study; launched a video series on cultural awareness, and sponsored our Listen Learn & Lead series aimed at developing effective allyship skills. We also launched our new Rising Star Program, offering recognition and mentorship to emerging leaders in our industry. If you’d like to learn more about how to join this movement, please reach out to [email protected]
 
Looking ahead, we have an exciting opportunity to reconnect and reimagine our future—Nicsa will be hosting our Strategic Leadership Forum in Ponte Vedra Beach, Florida in March of 2022 and we hope you can join us. As an optimist at heart, I welcome 2022 in anticipation of prosperity and opportunity for our valued Nicsa members and I look forward to seeing you at the SLF in March.
 
With gratitude for your support and best wishes for the new year.

 

Jim Fitzpatrick

 

Sincerely,

 
Jim Fitzpatrick
President & CEO, Nicsa
NEWS
MEMBER RECOGNITION
EVENTS
SLF 2022
Strategic Leadership Forum
Mark Your Calendar: Mar 30 – Apr 1 | Ponte Vedra Beach, Florida
Reunite, recover, and re-discover what you love about the global asset management industry! Join us in person or via live streaming to regroup and reimagine: What’s your impact going to be in 2022?
 
Fearless Leadership Symposium
Mark Your Calendar: Oct 2022 | Boston
The industry’s only national conference to focus exclusively on DEI issues impacting the asset management industry, the event brings together business leaders and DEI professionals to collaborate and innovate.
View 2021 Archives
 
General Membership Meeting
Mark Your Calendar: Oct 2022 | Boston
Nicsa's annual GMM addresses strategic implementation of key business initiatives.
EDUCATION & TRAINING

Nicsa Accelerator | Next Class: Inclusive Leadership for High Performance

Feb 8 – May 3
Nicsa’s new interactive, professional development program facilitated by certified instructors is ideal for industry professionals who want to elevate the way they lead and drive performance.  Enroll Today

BLOGS
IN CASE YOU MISSED IT

Nicsa’s Committees are hard at work bringing members the most up-to-date information on best practices in the asset management industry. Here’s a look back at some of our most popular content over the past several months:

 
 
Compliance & Risk Management
Unclaimed Property Landscape
Global Tax Reclaim
SEC Rule 18f-4: Answering the Big Questions
More Compliance & Risk Management Content
 
 
Diversity, Equity & Inclusion
DEI Perception Study
On the Clock: 2021 Perception Study
Join the Diversity Project North America for more DEI Content
 
 
2021 Transfer Agent Compliance Guide NEW TA GUIDE COMING SOON!
Fraud Prevention in High Risk Environments
More Fund & Investor Services Content
 
 
JOIN US in welcoming our newest Nicsa member!
 
THANK YOU to our members, partners, volunteers and supporters.

TOGETHER we can develop, share, and advance leading practices in the industry we all serve.

CLICK HERE with suggestions or comments on how we can be of assistance.
 
LinkedIn Twitter YouTube Facebook
www.nicsa.org
101 Federal Street, Suite 1900, Boston, MA 02110
[email protected] | 508-485-1500
Nicsa