Registration

Important Information

The 2008 curriculum, while basically the same as 2007, focuses on using new features and functionality available in PortfolioCenter 4.4.

Classes

Class Cost Time
Day 1: PortfolioCenter Daily Operations (PO) $500 8:30 am - 4:30 pm
Day 2: Performance and Period-End Processes (PR) $500 8:30 am - 4:30 pm
Day 3: Managing Portfolios and Data (MD) $500 8:30 am - 4:30 pm

Discounts

Instructions

  1. Print and complete this registration form.
  2. Mail with payment to the following address:

    Schwab Performance Technologies
    Operations
    Two Hannover Square, 13th Floor
    434 Fayetteville Street Mall
    Raleigh, NC 27601

    Or fax the form, with credit card number, to (919) 743-5116.

Attendees

Class: Attendee: Location: Date: Cost:
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    Subtotal: ______
    Package Discount: ______
    Early Bird Discount: ______
      Total: ______
         

Company Information

Maint. ID __________________________
Company:       __________________________________________________
Street: __________________________________________________
City: __________________________________________________
State/Zip: __________________________________________________
Phone: __________________________
Fax: __________________________ 
E-mail: __________________________________________________

Payment Information

Payment Method:   Check: ___    MC: ___   Visa: ___  American Express: ____
Card #: __________________________  Expiration:___________
  Auth. Code: ___________

Billing Address:
(card) 

______________________________________________
______________________________________________
Signature: ______________________________________________
Print Your Name: ______________________________________________