Why do attendees consistently call PMCR "best in class" and "forward thinking"? Because we build content that actually addresses your current challenges and is backed by our industry-led Board of Advisors.

Get a sneak peek of THIS YEARS AGENDA:

• AI Implementation & real-world ROI metrics from firms already seeing results

• Building AI-Ready Teams across performance, reporting, and client services

• Interactive Reporting & Data Visualization that moves beyond static PDFs

• Advanced Commentary Generation with automation and compliance oversight

• Quality Control for Custom Reports that scales without creating bottlenecks

• Client Portal Strategies that drive adoption and engagement across segments

• Crisis Management when performance, reporting and client relations collide

• Multi-Asset Attribution for complex portfolios and private markets

• RFP Response Optimization with cross-functional coordination that wins business

• Due Diligence Excellence for questionnaires, databases, and consultant relations

• Client Onboarding Mastery that sets the foundation for long-term success

• Marketing Content Automation that maintains brand consistency and compliance

• Digital Assets Performance measurement in the crypto era

• Global Client Reporting multi-currency and cross-border challenges

• Regulatory Hot Topics including GIPS, SEC Marketing Rule, and AI disclosures

• Pre-Event Workshops covering AI 101, data reconciliation, and private market

VIEW THE PMCR 2026 AGENDA

Get a sneak peek of THIS YEARS AGENDA: