Financial Industry Insights Over Lunch

Tuesday, December 6, 2016
11:30 AM – 3:30 PM
Chubb Conference Center in Lafayette Hill, PA


Join us for financial industry insights over lunch.
Kreischer Miller and Cipperman Compliance Services invite you to get answers to your regulatory questions, participate in a valuable interactive discussion, and enjoy lunch with us at the Chubb Conference Center.
Scheduled speakers include:
  • Thomas Peters, Director, Audit & Accounting, Kreischer Miller
  • Todd Crouthamel, Director, Audit & Accounting, Kreischer Miller
  • Richard Nelson, Director, Tax Strategies, Kreischer Miller
  • Todd Cipperman, Principal, Cipperman Compliance Services
Program details:
  • Part 1: Todd Cipperman will assess the most impactful regulatory developments of 2016
  • Part 2: Richard Nelson will speak on recent tax developments and early thoughts on the election results
  • Part 3: Todd Crouthamel will touch on the question, “Are you prepared for greater fee scrutiny?”
  • Part 4: Thomas Peters will address where the standards are heading in regards to GIPS 2020
A brief Q&A will follow.
Please feel free to invite a colleague or friend to this event.

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