The FundCount International Conference: Uniting Clients, Insights, and Innovations is the first conference that FundCount is holding for its clients, focusing on Family Offices, Asset Managers, Hedge Funds, Fund Administrators, and Private Equity firms.
The conference will touch on such topics as Effective Data Integrations, Streamlining Reconciliation, Power BI for reporting, as well as vertical-specific issues like compliance tracking, investor communications, governance, consolidated reporting, FATCA/CRS, KYC/AML, managing Crypto, etc.
The conference starts with cocktails on May 16th around 6pm,and ends in the evening of May 17th. While the conference fee includes two nights of accommodation (until May 18th), there will be a catamaran party on the 18th for those wishing to extend their stay.
Both accommodation and conference will be at Secrets the Vine, a 5* adults only resort in Cancun, Mexico. Check in is at 3pm on May 16th, and check out is at 11am on May 18th. If you wish to extend your stay, hire a transfer to the hotel, or have any other questions, let us know.
We have prepared an agenda full of insights, networking opportunities, and product news there are topics of interest for all business verticals. Scroll down for a more detailed day to day program.
Join us for welcome drinks at The Vine Lounge Terrace
8:30 AM FundCount Vision & Strategy
* Vision in action
* Market and trends
9:45 AM Our Product: Past, Present, Future
* FundCount Evolution: New Product Interface sneak peek
* New Features: Exciting news to come
* PostGre Migration: Why are we excited about this big change and what does it mean for our clients?
* Client Feedback & Recommendations.
10:30 AM FundCount Services
* FundCount Services: How can we help?
11:00 AM FundCount & PowerBI
* Sneak peek at what’s on the go at FundCount to enhance your reporting needs
* Experience Power BI’s reporting capabilities in person.
12:00 PM Lunch
1:30 PM Hear from one of our clients’ user experience:
* How does FundCount help them drive efficiency in their operations?
* Thoughts about their future with FundCount
2:15 PM Network time
3:00 PM FinFly
* The future of Data Aggregation and Investor Portals.
Head back home or join FundCount’s team on a yacht trip and discover Cancun and its islands!
Please be advised that conference registration and payments are facilitated by our trusted partner, Authentic Mexico Tours – a tour operator based in Cancun.
* Full participation in the enriching conference with networking breaks
* Enjoyable welcome drinks party
* All-inclusive two-night accommodation in single or double rooms
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