PAICR

Learn, connect and succeed in your financial services marketing career

Develop the skills you need on a committee

Your current job provides you with the opportunity to hone your skills. Develop skills you’d like to explore or learn more about through the PAICR Committee that interests you most.

MEMBERSHIP COMMITTEE

  • Co-Chairs: Kim Darling, Brandes Investment Partners and Karen Gardner, SunTrust, Institutional Investment Solutions Division
  • Meetings: Please email the Committee Co-Chairs for timing details to join the call.
  • Consider this committee if you enjoy identifying professionals who are unfamiliar with PAICR; gauging the pulse of members and collecting feedback; initiating contact over the phone, in person or email; interfacing with others; or proactively reaching out to others to share information or welcome new members.
  • Recent projects: Created the Job Board, gather member testimonials; implement member surveys; and welcome new members through telephone, over email, at conferences or local events.

Back to Top

RESEARCH COMMITTEE

  • Meetings: Please email the Committee Chair for timing details to join the call.
  • Consider this committee if you enjoy data gathering, performing industry research or analyzing data to find trends and themes that feed the marketing effort.
  • Recent projects: researching and developing articles such as Coaching & Communication; developing research/study topics such as CRM best practices, RFP best practice process, staffing models and interdepartmental cooperation.

Back to Top

REGIONAL EVENT PLANNING, MEMBER CALLS, NETWORKING EVENTS

  • Co-Chairs: Joanna Irwin, Invesco and Jonathan Lurie, PricewaterhouseCoopers
  • Meetings: Please email the Committee Chair for timing details to join the call.
  • Consider this committee if you enjoy planning, coordinating and orchestrating the work of others; and following up and following through to see your event become a reality.
  • Recent projects: Member Calls on client segmentation and governance, Webinar to develop effective newsletters, marketing strategy & organization, and competitive communications

Back to Top

MARKETING COMMITTEE

  • Co-Chairs: Michael Murphy, Vanguard and Deb Well, Harbor Capital Advisors
  • Meetings: Please email the Committee Co-Chairs for timing details to join the call.
  • Consider this committee if you enjoy strategic planning, project management, writing for marketing purposes and graphic design.
  • Recent projects include: Website redevelopment, writing and editing for other committee emails and projects; helping the conference planning committee write/edit/proof and develop promotional materials and collaborating with other committee projects to keep them on track.

Back to Top

CONFERENCE PLANNING COMMITTEES

  • RFP Conference Co-Chairs: Matthew Kurimay, Vanguard and Craig Peterson, Guggenheim Investments
  • Annual Conference Co-Chairs: Linda Sherman, Charnley & Rostvold, Inc. and Heather Bergen, Rainier Investments Management
  • Meetings: Please email the Committee Co-Chairs for timing details to join the call.
  • Consider this committee if you enjoy event planning, project coordination and team collaboration in creating a conference agenda and executing to attract and invite speakers and create activities for a success event.
  • Recent projects include: planning the annual conference. You can play an active role in shaping program content, whether it’s a roundtable, workshop or keynote address. PAICR will hold two conferences – the RFP Symposium and Annual Conference.

Back to Top

PAICR CANADA

  • Chair: Michael Wickware, Wickware Communications
  • Meetings: Please email the Committee Chair for timing details to join the call.
  • Consider this committee if you are a member based in Canada who wishes to participate in networking with members in Canada.
  • Recent projects include: hosting a gathering in Toronto to hear from a financial author, conducting a survey among Canadian firms about consulting databases, and hearing a presentation-skills speaker.

Back to Top

Twitt