US - Illinois - Chicago - CRM

​Hi everybody, as you probably saw we have changed the April 9 meeting from in-person to virtual.  I would like to collect topics in advance of the meeting for networking discussion; I think it might be tough virtually without a plan or list of topics!  Can you please share some ideas for items you would like to discuss?  That way I can create a slide in the presentation to lead our discussion.

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Jennifer Luciano
SVP Customer Relationship Management
Wintrust Financial Corporation
Rosemont IL
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Since everyone must be either done with, planning, or are executing the move to the new UI, that may be a good topic.  It is certainly timely.  Has anyone come across best practices?   What are common pitfalls and lessons learned?

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John Cisek
Director, Operations
Family Office Exchange
Chicago IL
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Original Message:
Sent: Mar 18, 2020 10:25 AM
From: Jennifer Luciano
Subject: Topics for Discussion at April 9 Virtual Meeting

​Hi everybody, as you probably saw we have changed the April 9 meeting from in-person to virtual.  I would like to collect topics in advance of the meeting for networking discussion; I think it might be tough virtually without a plan or list of topics!  Can you please share some ideas for items you would like to discuss?  That way I can create a slide in the presentation to lead our discussion.

------------------------------
Jennifer Luciano
SVP Customer Relationship Management
Wintrust Financial Corporation
Rosemont IL
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Thanks Jennifer for coordinating this event for our Chapter meeting in April!  Looking forward to it. 

Also, just to clarify to everyone that the reason why there are 2 registration links "Chicago" (downtown) and "Downers Grove" is because we initially had planned for in-person meeting and were going to host it in two locations simultaneously. 

Meeting is now virtual, due to COVID-19, but we didn't combine it into one registration link since some people had already registered for the event in both invite links.  So attendees can register using any one of the registration links. 

We will be using Microsoft Teams and it will be able to accommodate up to 250 participants.

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Jonathan Lee
Executive Consultant
CCS Technology Group
Rolling Meadows IL
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Original Message:
Sent: Mar 18, 2020 10:25 AM
From: Jennifer Luciano
Subject: Topics for Discussion at April 9 Virtual Meeting

​Hi everybody, as you probably saw we have changed the April 9 meeting from in-person to virtual.  I would like to collect topics in advance of the meeting for networking discussion; I think it might be tough virtually without a plan or list of topics!  Can you please share some ideas for items you would like to discuss?  That way I can create a slide in the presentation to lead our discussion.

------------------------------
Jennifer Luciano
SVP Customer Relationship Management
Wintrust Financial Corporation
Rosemont IL
------------------------------