Annual Investment Industry Update

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.


12:00pm – 12:45pm    Lunch and networking
12:45pm – 3:30pm      Seminar

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