Solutions for Busy Professionals

February 18, 2010
ProTracker Software exhibited at the 2010 Technology Tools for Today Conference that was held at the Hilton La Jolla Torrey Pines (San Diego) Hotel from February 18-20, 2010. Warren Mackensen & Barbara Hoffmann met many customers and spoke with numerous advisors interested in ProTracker Software's products.

Much of the discussion was related to the recently-announced ProTracker Cloud mobile office solution that permits customers to access their office from anywhere in the world over the Internet.

Additional discussions related to ProTracker's recent Compliance Manual upgrade that now includes an information security program section that meets the stringent Massachusetts 201 CMR 17.00 requirements.

February 19, 2010
Warren Mackensen presented a 30-minute information security program (ISP) segment as part of a panel discussion at the 2010 Technology Tools for Today Conference. The three-day conference was held at the Hilton La Jolla Torrey Pines Hotel and was moderated by well-known technology writer Joel Bruckenstein. Joel cited the stringent Massachusetts 201 CMR 17.00 information security program requirements as a likely model for the rest of the nation.

March 07, 2010
ProTracker Software president, Warren Mackensen, was featured on WMUR-TV’s NH Business Report relative to the information security program (ISP) that ProTracker offers to meet the stringent Massachusetts 201 CMR 17.00 requirements. The discussion with host Fred Kocher pointed out the importance of encrypting emails and email attachments, as well as having a written Information Security Program (also known as a WISP).

April 21, 2010
Warren Mackensen and Barbara Hoffmann exhibited at the 2010 FPA Connecticut State Conference, held in Plantsville, Connecticut.

May 05, 2010
Warren Mackensen gave a presentation entitled "Implementing an Information Security Program in Your Business" at the New Hampshire Society of CPAs headquarters in Manchester, NH. The audience greatly appreciated the insight on information security that was provided.

May 14, 2010
Warren Mackensen gave a presentation on "Developing an Information Security Program" at the National Advisors Trust Company 2010 Annual Shareholder Conference, held in Naples Florida, at the Naples Grande Beach Resort. The audience asked many thoughtful security-related questions and appreciated the thorough presentation.

May 19, 2010
ProTracker Software exhibited at the 2010 NAPFA National Conference that was held at the Hilton Chicago Hotel from May 19-21, 2010. Warren Mackensen & Barbara Hoffmann met many customers and spoke with numerous advisors very interested in licensing ProTracker Advantage to improve the profitability of their businesses.

Many discussions related to the ProTracker Cloud mobile office solution that permits advisors to access their office from anywhere in the world over the Internet.

June 28, 2010
Warren Mackensen gave a presentation entitled "Implementing an Information Security Program in Your Business" at the Manchester, NH, weekly Rotary International luncheon meeting. The audience asked insightful questions and appreciated the practical solutions that were provided, especially about email encryption.

July 27, 2010
Warren Mackensen gave a presentation entitled "Implementing an Information Security Program in Your Business" at the Hampton, NH, weekly Rotary International breakfast meeting. The audience greatly appreciated the insight on information security that was provided.

August 09, 2010
ProTracker Software released a Form ADV Part 2 Firm Brochure Narrative Template to facilitate the conversion of existing Form ADV Part II documents to the new Form ADV Part 2 narrative format. See the Table of Contents.

October 01, 2010
ProTracker Software exhibited at the FPA regional Technology Conference, held at the MetLife Conference Center in Long Island City. Warren Mackensen & Don Flynn met several customers and spoke with many advisors interested in ProTracker Software’s products. The recent changes to the Form ADV2 into “plain English” format, as well as the concept off hosted office solutions such as ProTracker Cloud, were among the main discussion topics. Warren Mackensen also gave presentations relating to these areas of interest to advisors.

October 22, 2010
Don Flynn exhibited at the FPA of Northern New England conference, held at the York Harbor Inn in York, Maine.

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