Scivantage to Host Cost Basis Reporting Workshop at SIFMA Operations Conference

Beyond Basis Reporting: Leveraging Accurate Cost Basis to Create a Competitive Advantage

Tuesday April 28, 2009

10:45 AM – 11:45 AM

Atlantic Ballroom 3 – Westin Diplomat, Hollywood, FL

With mandatory cost basis reporting deadlines on the horizon, operations executives are being challenged to formulate new cost basis strategies to support this new era of reporting. The impact of mandatory reporting will go far beyond reporting itself, changing many ways in which firms interact with clients. From major system upgrades to business process reengineering, learn what leading firms are doing to prepare and gain insight into how they plan to use accurate cost basis information to support the ever-changing demands of the retail investor and networks of financial advisors. Moderated by Scivantage, this interactive panel discussion will explore cost basis best practices and new technology innovations that can help to provide a sustainable competitive advantage for your firm.

Martin Bentsen
Chief Operating Officer
Computer Research Incorporated (CRI)

Brian Godfrey
Vice President Client Reporting Operations
Charles Schwab & Co. Inc.

Cameron Routh
Senior Vice President, Strategic Products

Benjamin C. Van Vort
Manager, Tax Reporting and Information Management


Joe Stensland
Senior Vice President,
Products & Marketing

Don’t forget to stop by the Scivantage booth #308 at the SIFMA Operations Conference!

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