Annual Investment Industry Update

Thursday, December 3, 2015
12:00pm to 3:30pm
King of Prussia, 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:

  • Overcoming common GIPS challenges
  • New accounting changes impacting the investment industry
  • Recent tax developments
  • Regulatory compliance hot topics

Presented by Kreischer Miller and Cipperman & Company.


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


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