Client Reporting Leadership Roundtable
Nov 2 Wed · 2022 12:00pm - 4:00pm EDT

In Person - Fort Lauderdale, FL
Hilton Fort Lauderdale Beach Resort
505 North Fort Lauderdale Beach Boulevard
Fort Lauderdale, FL 33304
(954) 414-2222

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Event Summary

Cutter Connect 2022 begins with exclusive executive roundtable sessions. Register for the full Cutter Connect 2022 event:

Client Reporting can be a strategic component and key differentiator for investment management firms today; however, many organizations face several challenges in meeting growing expectations from clients and consultants. Join us for an engaging conversation with your client reporting leadership peers where Cutter will facilitate a group discussion around the future of client reporting.

Topics may include:

  • Can you really standardize client reports?
  • Are there methods to manage custom client report requests?
  • How to report content?
    • Funds within separate accounts
    • Alternative asset classes (e.g., PE, RE, Cryptocurrency)
    • ESG data
    • Commentary
  • What are new ways to automate client reporting?
  • What impact does data quality have on reporting?
  • What role will self-service (e.g., portals, access to data) play in the future?
  • How does client communications need to change?

Who Should Attend

Persons responsible for overseeing client reporting processes such as Head of Client Reporting, Client Reporting Manager and others overseeing teams responsible for the client reporting process

This is an invitation only event for client reporting leaders. If you are interested in taking part in the discussion and sharing your experiences in the above areas, please reach out to [email protected].




Cindy Castellano, CFA


Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.