Get a sneak peek of what we're working on:

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. The full agenda drops soon, but here's a first look at what's in progress:

• 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 markets
• & So Much More!