The CIO Roundtable Boston
Community. Knowledge. Personal Growth.
An Eric P. Bloom / Manager Mechanics company
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Founded in 1996 by Alan Loss, the CIO Roundtable is a group of senior IT executive from many of the top asset management firms in Boston, MA.
Our monthly meetings combine networking, a quick lunch and words of wit and wisdom from a respected speaker.


Next Event
Date: Friday, Feb 24th, 12:00 – 1:45
New Location: New England College of Business, 10 High Street, Suite 204, Boston (same building, second floor)
Topic: Help Desk Best Practices Group Discussion
Topic Description:
Based on strong member request at our October meeting and within the questionnaire sent out at that time, this month’s topic will be an open member facilitated discussion on all aspects of the Help Desk function.
Topics include:
  • Customer service best practices
  • Measurements and metrics
  • Reporting
  • Hardware and software technology recommendations
  • Vendors suggestions
  • Any other topic you wish to ask the group or provide info based on your experience and knowledge
Please feel free to bring you Help Desk manager or tech lead. The greater the level of expertise and experience in the room, the greater its value to all.
This is a great opportunity to get to know with your follow CIO Roundtable members. With no formal presentation, there is even more time to for open discussion and networking!
Speaker: No formal speaker this month, just us!

2016 - 2017 Meeting Dates
Sep 30, 2016
Oct 21, 2016
Nov 11, 2016
Dec 16, 2016
Jan 27, 2017
Feb 24, 2017
Mar 17, 2017
Apr 21, 2017
May 19, 2017
Jun 23, 2017

Previous Meeting Topics Have Included:
  • The changing nature of institutional equity trading - Institutional Options Trading
  • Agile in the Enterprise: Making the Transition Performance Attribution
  • Navigating a Paradigm Shift: Risk and Regulation Take Center Stage
  • Dynamic Buy-Side Business Intelligence
  • The Influential Investor
  • Enterprise Mobility - An Update & Outlook
  • Enterprise Productivity & Innovation in the Era of Crowdsourcing and Open Innovation
  • Buy-side Tech Discussion
  • Leading the survival of central IT in the era of cloud computing
  • Why Spreadsheet Controls and Management is Fast Becoming Mainstream
  • Data Management - Some New Looks at an Old Challenge
  • The Influential Investor – How Investor Behavior Is Redefining Performance
  • Recruiting and Retaining IT Talent
  • Tangible Applications of Big Data Eco System in Financial Services
  • Managing Mobility: An IT Megatrend with Enormous IT Ramifications

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