Tuesday, October 28, 2025
Registration: 8:30am – 9:00am
Seminar: 9:00am – 12:00pm
Lunch: 12:00pm – 1:30pm
Triple Crown at the Radnor Hotel | 593 E Lancaster Ave, St. David’s, PA
Join us on October 28th for an interactive seminar addressing timely issues and opportunities in the investment industry. Hear from Kreischer Miller’s investment industry specialists, along with leading administration, legal, compliance, and investment management thought leaders, as they share insights and answer your questions.
Seminar Topics:
- The latest on the GIPS Standards, including the Guidance Statement for OCIO Portfolios, as well as a look ahead to future projects
- Audit readiness best practices, the auditor/administrator relationship, and internal control considerations with our partners from STP Investment Services
- Regulatory and compliance developments, including the SEC’s recent focus areas
- Recent tax changes – including the One Big Beautiful Bill – affecting the investment industry
- Emerging AI trends and their implications
