Upstate Foundation

Breakfast Roundtable Session - Building a High-Performance Multi-Disciplinary Team

Date: Tuesday, April 28, 2015
Time: 8:00am - 9:15am
Location: Central New York Philanthropy Center, 431 E. Fayette St., Syracuse, NY 13202
Speaker: Facilitated by: S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, CPWA

EPC Breakfast Roundtable Session for members only will be held on Tuesday, April 28, 2015 from 8:00 to 9:15 AM at the CNY Philanthropy Center Boardroom.

The topic is "Building A High-Performance Multi-Disciplinary Team" and the facilitator is S. Mark Alton, CFP, ChFC, CLU, CAP, AEP, CPWA, Chair of the NAEPC Multi-Disciplinary Teaming Committee.

Seating is limited to 20 participants, so please reserve your spot early.

Reservations should be made with Sandra L. Kalbach by phone at 315-425-8610 or via email at Sandra_L_Kalbach@KeyBank.com.

Reservation deadline is Tuesday, April 21st.

Please see the attached flyer for addition details!

See Upcoming Event Calendar