Thursday, December 4, 2014
12:00pm to 3:30pm
DoubleTree Suites
Plymouth Meeting, PA
Staying on top of the myriad of changes that impact an investment advisor’s operations can be a challenging task. This seminar will provide an overview of current topics and key changes impacting performance reporting, SEC compliance, and accounting & tax issues.
Topics will include:
- Recent GIPS developments
- Overcoming common GIPS challenges
- New accounting changes impacting the investment industry
- Recent tax developments
- Regulatory compliance hot topics
- Key drivers of an investment firm’s value
Presented by Kreischer Miller and Cipperman & Company.
Agenda:
12:00pm – 12:45pm Lunch and networking
12:45pm – 3:30pm Seminar