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Charles Schwab Operations Center Tour
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Charles Schwab Operations Center Tour

Charles Schwab Operations Center

4/25/2018
When: Wednesday April 25, 2018
9:00 - 3:00
Where: Orlando, FL
United States
Contact: Jennifer Litchfield


Online registration is closed.
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Wednesday April 25, 2018 / Charles Schwab Operations Center

 

CCO/COO Due Diligence Tour

 

The Exchange and Schwab Institutional are excited to offer a limited number of National Member Meeting participants the chance to attend an exclusive due diligence facilities and operations tour following the National event. 

 

Highlights

Meet your Orlando service team executives, managers and support member’s in-person.  Tour the facilities and learn valuable insights about how Schwab is securely and efficiently servicing your firm and clients.  Executive sessions and tour will cover topic areas like e-authorization procedures, fraud prevention, document controls, digital account openings, as well as a Schwab leadership team update.    

 

Who Should Attend: 

Chief Compliance Officers - Assistant Chief Compliance Officers – Chief Operating Officers - Principals 

 

Logistics:

9am – 3pm.  A shuttle will transport attendees round-trip from the Lowes Portofino Bay Hotel to the Schwab Orlando Operations Center.  Lunch will be served.  The shuttle will return to Portofino Bay no later than 3pm on Wednesday.  Those wishing to attend will need to arrange flights accordingly.     

 

Pre-Registration:

If you are interested in attending but unable to stay for the entire day, please note this on your registration.   

 


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