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Financial Services and Technology
What the Future holds and what you need to know now!

Technology is rapidly changing the face of investing and finance today.  Learn what you need to know to profit from the enormous changes taking place today.

Today’s environment is changing faster than ever. The future of financial services will be radically different from what you’ve seen in the past. What helped you to be successful up to this point might not be what takes you into the 21st Century. In fact, it could hold you back to achieving the best performance and most profitable solutions.

This session with internationally known and respected author and professional speaker, Terry Brock, will give you the tools and insights that you need to function and compete in a fast changing world.

    Topics Covered Include:
    • What is happening now with the fields of financial services.
    • Internet sites important for financial and tax planning and preparation.
    • Hot sites you need to know on the Web that can help you in business and your personal life.
    • Tools you'll need for running your office efficiently like scanners, hardware, software and printers. Learn what tools are necessary.
    • Fundamental changes that are altering the way business is done and consumers buy financial products.
    • Sources on the Internet for SEC filings, market updates, stock tracking, mutual fund monitoring and more.
    • How international business is changing and what to expect in the future from global trends in Europe, Asia and Latin America.
    • How the Internet is going to change your business and what to do about it today to be ready!
    • Plans that Microsoft, Intuit and other software companies have that will directly affect you and your business. Beware of the "hidden competitors."
    • How you can get ready for future developments and gain the competitive edge you need.
    • How technology will effect the investment industry and what you can do to prepare yourself and your people.
    • Examples of what successful companies are doing now within the industry.

Terry Brock is perfectly qualified to help you capitalize on the changes going on in this market. He has worked with 17 state societies of CPAs around the country as well as worked extensively with the American Institute of Certified Public Accountants. He has spoken for the International Association for Financial Planning and various broker-dealers in the financial services industry. He knows what accountants and financial planners need to know to move ahead in this fast-changing world.

This presentation will feature Terry’s unique "Multimedia Learning Experience." You’ll not only hear about what is going on, you’ll see interviews conducted with people already doing things right. You’ll hear their voices and see their pictures. This is not just some "demonstration" of technology, but rather a practical application of it. Don’t miss out on what is being done and how individuals and companies are gaining a decisive advantage in today’s market.

Terry Brock has traveled extensively around the world working with top executives and leaders in business and industry. He is a speaker in demand because of his high content and highly informative style. You’ll be delighted as you hear him deliver powerful insights you can use in his fun, entertaining style.

Be prepared for the future and learn how you can profit from it. Discover how technology can give you the advantage you need!

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