2023 EVENTS
27th Annual GIPS® Standards Conference
October 17-18, 2023
More Information is available by clicking here.
2022 EVENTS
26th Annual GIPS® Standards Conference
October 25-26, 2022
Session: Model Portfolio Programs – Panelist: Amy Jones, CIPM
Webinar: Addressing Key Elements of the SEC Marketing Rule
August 11, 2022
Speaker: Arin Stancil, CFA, CIPM
2021 EVENTS
25th Annual GIPS® Standards Virtual Conference
October 26-27, 2021
Speaker: Arin Stancil, CPA, CIPM
Session: Complying with the Pooled Fund Requirements of the GIPS Standards.
Institutional Investor Legal Forum – Virtual Summer Workshop
July 21, 2021
Speaker: Arin Stancil, CFA, CIPM
2020 EVENTS
24th Annual GIPS® Standards Virtual Conference
October 26-30, 2020
National Society of Compliance Professionals (NSCP) National Conference – Virtual
October 19-21, 2020
2019 EVENTS
National Society of Compliance Professionals (NSCP) National Conference
October 21-23, 2019, Baltimore Hilton
Speaker: Applying the 2020 GIPS standards – Amy Jones, CIPM
23rd Annual GIPS® Standards Conference
September 11-12, 2019, Scottsdale, Arizona
Sessions:
- Practical Tips for Complying with the GIPS Standards – Arin Stancil, CFA, CIPM
- GIPS Compliance for High-Net-Worth Firms – Amy Jones, CIPM
Workshop: Applying the GIPS® standards
April 25, 2019, Portland, Oregon
Speakers: Kim Cash, CPA, CFA, CIPM & Amy Jones, CIPM
CFAOC Wealth Management Symposium
April 24, 2019, Newport Beach, California
Speaker: Amy Jones, CIPM
2019 EVENTS
Workshop: Applying the GIPS® standards
November 29, 2018, Houston, Texas
Southern California Compliance Roundtable
November 6, 2018, Southern California
Speaker: Amy Jones, CIPM
National Society of Compliance Professionals (NSCP) National Conference
October 29-31, 2018, OMNI Atlanta Hotel at CNN Center, Atlanta, Georgia
Session: Keeping Current on the GIPS® standards – Panelist: Amy Jones, CIPM
GIPS® 2020 Breakfast Briefing
October 17, 2018, New York, New York
Speaker: Arin Stancil, CFA, CIPM
Ascendant Compliance Conference
October 1-3, 2018, San Diego, California
Session: Marketing and Advertising Dos and Don’ts in a Digital World – Panelist: Amy Jones, CIPM
Session: Best Practices for SEC and GIPS® Performance in the Private Fund Space Panelist: Arin Stancil, CFA, CIPM
Seattle CCO Compliance Roundtable
September 19, 2018 , Seattle, Washington
Speakers: Crista Des Rochers, CIPM & Amy Jones, CIPM
22nd Annual GIPS® Standards Conference
September 13-14, 2018, Renaissance Austin Hotel, Austin, Texas
AICPA Engage
June 10-14, 2018, MGM Grand Las Vegas
Session: Investment Performance Attestation: GIPS® 20/20 Update – Panelist: Amy Jones
ACA’s Spring 2018 Compliance & Performance Conference
May 9-11, 2018, The Ritz-Carlton, Amelia Island, Florida
Session: GIPS® Standards Update: What You Should Know – Panelist: Arin Stancil, CFA
2017 EVENTS
Ascendant Compliance Napa Conference
October 10-12, 2017, The Meritage Resort and Spa, Napa, California,
Marketing and Advertising: It’s All About the Fine Print – Panelist: Amy Jones, CIPM
Conference agenda by clicking here
21st Annual GIPS® Standards Conference
September 14-15, 2017 in San Diego, California
CFA Orange County Luncheon: Current Regulatory Landscape & Future of GIPS® Compliance
September 12, 2017 in Newport Beach, California
Panelists: Amy Jones, CIPM, Michael McGrath, CFA & Richard Kemmling, CPA, CIPM
San Francisco GIPS® Panel Discussion
April 11, 2017 at CFA Society San Francisco
Panelist: Amy Jones, CIPM
2016 EVENTS
FRA Marketing & Advertising Compliance Forum For Investment Advisors
August 22-23, 2016 at The Princeton Club, New York, NY
Session: GIPS® Compliance — Maintaining Consistent Adherence to GIPS® Standards Requirements
Speakers: Amy Jones, CIPM and Arin Stancil, CFA, CIPM
NRS Webinar: Global Investment Performance Standards (GIPS®) for Investment Advisers
August 9, 2016
Panelist: Arin Stancil, CFA, CIPM
IA Watch Conference
June 9-10, 2016 in San Francisco at the Westin St. Francis Hotel
Advertising/Marketing Best Practices
Speaker: Amy Jones, CIPM
National Society of Compliance Professionals (NSCP) Webinar: Blind Spots in Operational Risks
February 11, 2016
Speakers: Amy Jones, CIPM (Guardian Performance Solutions) and Richard Kerr (KL Gates)
IA Watch Webinar: Advertising/Marketing Best Practices to Tackle This Perennial Challenge and Avoid Compliance Missteps
January 26, 2016
Panelist: Amy Jones, CIPM
NRS Webinar: Global Investment Performance Standards (GIPS®) for Investment Advisers
October 22, 2015
Panelist: Arin Stancil, CFA, CIPM
San Francisco Investment Adviser Compliance Symposium 2015
June 9, 2015
Panelist: Arin Stancil, CFA, CIPM