Ultimus Client Summit 2016 Proves a Success

Connecting Professionals on Many Levels

CINCINNATI--()--Ultimus Fund Solutions®, LLC (Ultimus®) recently concluded its fifth annual Ultimus Client Summit at the Marriott RiverCenter in Covington, Kentucky. Ultimus selected “Connect” as the theme for the three-day event which brought together clients, business partners and Ultimus professionals for networking events, topical general sessions and beneficial roundtable discussions. The participants were provided a forum where they could share best practices while enjoying regional fare and greater Cincinnati venues on both sides of the Ohio River.

“We are delighted to host this event. It is a great opportunity for our clients to connect with each other and industry experts. In addition, clients get the opportunity to meet Ultimus team members and see them in action,” commented Bob Dorsey, CEO and managing director of Ultimus.

The keynote speaker for this year’s event, Coach Phillip Fulmer, former Head Football Coach at the University of Tennessee, is known for his ability to deliver motivational speeches on leadership with just the right amount of directness and humor. During his engaging and entertaining speech, Coach Fulmer recounted moments in both his personal and professional life where he learned that making the proper connection with a person, be it by word or action, made an important difference in the outcome of the situation. He stressed to the Summit attendees to take time to reflect on how they communicate, mentor and connect with their clients, partners and employees and to cultivate those relationships in such a way to bring about success in all arenas.

While the days were packed with educational and interactive sessions on topics ranging from regulatory trends and compliance updates to cyber security issues and tax regulations, the evenings were dedicated to a more relaxed and fun-filled environment. As part of the “Connect” theme, guests were welcomed to networking receptions on Wednesday night at New Riff Distilling in Newport, Kentucky and Thursday night at Carol Ann’s Carousel in Smale Riverfront Park in downtown Cincinnati, Ohio. Dinner along the Ohio River at beautiful Anderson Pavilion in Smale Riverfront Park was also part of the Thursday evening offerings.

“Our clients take advantage of this opportunity to connect with one another and with industry professionals who are here to help them with their business. We take our mission of being a trusted business partner seriously, and our Client Summit is one of many ways we demonstrate that. Over the years we have seen representatives of many client firms form enduring relationships with industry peers through participating in the Summit, and that as well as the education our sponsors and speakers provide helps our clients grow and succeed,” said Dave Carson, Director of Client Strategies at Ultimus.

The 2016 Ultimus Client Summit reflected the firm’s substantial growth with more than 200 people participating in portions of the three day event, the largest attendance the firm has seen at a client conference. This year’s event featured more than 30 industry guest speakers and 26 business partner sponsors. Ultimus enjoyed connecting with clients and partners alike. Ultimus’ next client conference is slated for May 2018. The success of this event would not have been possible without the generous sponsorship and involvement of our business partners, our loyal clients, and the hard work of the entire planning committee. Thank you to all who made #UltConnect16 a huge success!

About Ultimus Fund Solutions

Ultimus Fund Solutions provides highly customized and comprehensive mutual fund services to small-and medium-sized fund groups. The company offers mutual fund startup and organization services, fund administration, fund accounting, transfer agent and distribution services for both open-end and closed-end funds. Ultimus’ broad range of services is performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of mutual fund experience. For more information, visit www.ultimusfundsolutions.com.

Contacts

Ultimus Fund Solutions, LLC
Robert G. Dorsey, 513-587-3401
Managing Director
bdorsey@ultimusfundsolutions.com

Release Summary

Ultimus' fifth annual Client Summit exceeds expectations with “Connect” as the theme, bringing together clients, business partners and Ultimus professionals for the three-day event.

Contacts

Ultimus Fund Solutions, LLC
Robert G. Dorsey, 513-587-3401
Managing Director
bdorsey@ultimusfundsolutions.com