BGL Masterclass Series 2020

Unlock your BGL Super Powers!

Starring:

Warren Renden

Head of CAS 360

Matt Crofts

Head of Simple Fund 360

Adriana Cavallo

Head of Partnerships

Anthony Costa

Training and Documentation Manager

Pablo Rodriguez

Head of Customer Experience

Dates and Times

Coronavirus (COVID-19) Update

Due to the risk of Coronavirus (COVID-19) and for the safety of our event attendees, our team and the community, the BGL Masterclass events will now be held as live webinars.

Further details will be provided to registered attendees by email on Monday 16 March, including how to join the webinars.

Agenda

8:00am

Simple Fund 360 Registration

8:30am

Welcome

8:35am

Becoming a BGL Guru

Learn from our best about how you can use BGL resources to grow yourself & your team into superheroes

8:45am

Simple Fund 360 Session

Focusing on 5 key power features to be unlocked for your firm using Simple Fund 360. Go into a deep dive with Matt – Head of Simple Fund 360 on how these features can change how you engage with clients & your workflow.

10:00am

Morning Tea + Event Conclusion

10:00am

CAS 360 Registration + Morning Tea

10:30am

Welcome

10:35am

Becoming a BGL Guru

Learn from our best about how you can use BGL resources to grow yourself & your team into superheroes

10:45am

CAS 360 Session

Focusing on 5 key power features to be unlocked for your firm using CAS 360. Go into a deep dive with Warren – Head of CAS 360 on how these features can change how you engage with clients & your workflow.

12:15pm

Event Conclusion

*2CPD hours allocated per session