View The Agenda

• Identify the emerging themes and new categories of questions institutional investors are prioritizing in RFPs and DDQs, including operational risk, cybersecurity, data governance, and DEI disclosures
• Evaluate how shifting market conditions, regulatory expectations, and governance trends are shaping the information investors request and how firms are assessed
• Adapt internal processes and content libraries to ensure responses remain current, accurate, and aligned with investor expectations

• Evaluate the operational challenges and compliance considerations that arise when responding within multiple portals and formats
• Leverage internal AI tools to automate repeatable steps, improve consistency, and maintain efficiency without sacrificing quality or oversight
• Develop workflows that balance portal-driven demands with internal capacity constraints, ensuring responses remain accurate, timely, and aligned with investor expectations

• Evaluate how AI-enabled tools can elevate response quality, increase accuracy, and reduce operational risk across the RFP lifecycle
• Identify emerging governance and documentation requirements to ensure RFP modernization efforts remain aligned with compliance expectations
• Develop strategies to deepen collaboration with senior leadership by linking RFP enhancements to priorities such as growth, efficiency, and risk mitigation

• Evaluate best practices for centralizing content and performance data to improve consistency, accuracy, and audit readiness
• Apply strategies for leveraging structured and unstructured data to enhance investor reporting and proposal responses
• Assess how AI and automation tools can support data validation, content retrieval, and workflow efficiency without compromising governance

• Understand how DDQs have evolved in length, depth, and technical scope in response to regulatory, cybersecurity, operational, and governance demands.
• Identify best practices for maintaining consistency, version control, and data integrity across repeated and customized DDQ requests.
• Manage question creep by recognizing how and why questionnaires expand over time and implementing strategies to control scope without compromising investor confidence.

• Identify which team structure best aligns with firm size, growth plans, investor base, and product complexity
• Assess how specialization (e.g., dedicated DDQ experts, technical writers, or compliance-aligned reviewers) can improve accuracy and turnaround times
• Implement workflow and communication strategies that support efficient collaboration regardless of structure

Participate in a facilitated roundtable discussion and deep dive with peers on timely topics in the industry.  

1.     Stress Management Strategies for High-Pressure Teams

Join this discussion on practical techniques for managing burnout, sustaining performance under tight deadlines, and creating team cultures that support resilience in demanding RFP environments.

2.     Selecting & Onboarding Vendors Without Disrupting Your Workflow

Explore how teams evaluate, implement, and integrate new vendors, technology, data, and services, while minimizing disruption and ensuring measurable value from day one.

3.     From Service Desk to Strategic Partner: Repositioning the RFP Team

Discuss how RFP and client service teams are shifting from reactive support roles to proactive strategic partners that drive growth, consistency, and institutional client confidence.

4.     Training the Next Generation of RFP & Client Service Talent

Share best practices for onboarding, upskilling, and retaining high-performing RFP and client service professionals in an increasingly technical, fast-paced environment.