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The SRI RFP Roundtable consists of a group of proposal managers and professionals across financial services organizations who meet and exchange ideas on proposal practices, tools, techniques, and management. The group will also review market trends, challenges, and current topics related to multiple aspects of the proposal writing process. The roundtable serves as a forum to discuss issues affecting member companies.

Target Membership: Individuals who lead RFP teams.

Typical Topics Discussed: Proposal design; finalist presentations; FOIL analysis; Post-RFP win; loans; personnel/staffing & team management; processes and procedures; cyber security; content management system/technology and maximizing wins

Please contact your Member Relations Director for more information.