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NSM EVENT AGENDA
[TENTATIVE]
September 15 - 17 2021
TUESDAY, SEPTEMBER 14th
Out of town arrivals to Westin Seaport
6 PM
Cocktail reception (MJ O'Connors)
WEDNESDAY, SEPTEMBER 15th
7 AM - 9 AM
Sales team session (RVPs, internals and NSC) – breakfast
8:30 AM - 9 AM
Breakfast
9 AM - 10 AM
Kick-off: Setting the stage: (mid-year check in; discuss accomplishments)- Tom and team
10 AM - 11 AM
Operations & Service: Bob Stanton
11 AM - 12 PM
Investments: Andy Kenney
12 PM - 12:30 PM
Lunch
12:30 PM - 2 PM
Meeting adjourned for day
2:45 PM
Transportation to depart from the Westin to the aquarium
3 PM - 5 PM
Liberty Clipper Sail (View details here)
5 PM - 5:15 PM
Transportation from sailboat to Legal Seafood Harborside
5:15 PM
Dinner at Legal Harborside (Dinner 6:00)
THURSDAY, SEPTEMBER 16th
8:30 AM - 9 AM
Breakfast (common area for everyone to grab breakfast)
9 AM - 12 PM
Team Breakout Sessions
- Relationship Management (Tyler)
- Marketing (Julia)
- RVP / Internals (Curt)
- Sales Enablement (Andy)
12 PM - 1 PM
Lunch
1 PM - 2 PM
Sustainable Investing: Katherine Collins, Putnam Investments
2 PM - 5:30 PM
Pit Stops (20 minutes per session)
6 PM - 9 PM
Dinner (TBD) (Individual Team Leads)
FRIDAY, SEPTEMBER 17th
9 AM - 10:30 AM
Presentation Contest (Sales-Curt)
10:30 AM - 11:00 AM
NSM Event wrap up (Sales team)
Departures
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