Events

2019 EVENTS

Workshop: Applying the GIPS® standards

      April 26, 2019, Portland, Oregon

      Save the date

      Registration will open soon! 

23rd Annual GIPS® Standards Conference
      September 11-12, 2019, Scottsdale, Arizona

      Save the date. Registration will open in May 2019.

      More information is available by clicking here.

2018 EVENTS

Workshop: Applying the GIPS® standards

November 29, 2018, Houston, Texas 

Southern California Compliance Roundtable

November 6, 2018 , Southern California

Panelist Amy Jones, CIPM

More information is available by clicking here.

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

      More information is available by clicking here

GIPS® 2020 Breakfast Briefing

October 17, 2018, New York, New York

Speaker: Arin Stancil, CFA, CIPM

More information is available by clicking here.

 Ascendant Compliance Conference

 October 1-3, 2018,  San Diego, California

 Workshop: 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

More information is available by clicking here

Seattle CCO Compliance Roundtable

September 19, 2018 , Seattle, Washington

clicking here.

22nd Annual GIPS® Standards Conference

      September 13-14, 2018,  Renaissance Austin Hotel, Austin, Texas

      More information is available by clicking here 

AICPA Engage

      June 10-14, 2018, MGM Grand Las Vegas

      Session: Investment Performance Attestation: GIPS® 20/20 Update – Panelist: Amy Jones, CIPM

      More information is available by clicking here 

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, CIPM

      More information is available by clicking here

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

Registration is open.

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

More information is available on CFA Orange County website.

San Francisco GIPS® Panel Discussion

April 11, 2017 at CFA Society San Francisco

Panelist: Amy Jones, CIPM panelist

Registration open now

 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

Arin Stancil panelist

 

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

Amy Jones panelist

 

NRS Webinar: Global Investment Performance Standards (GIPS®) for Investment Advisers

October 22, 2015

Arin Stancil panelist

 

San Francisco Investment Adviser Compliance Symposium 2015

June 9, 2015

Arin Stancil panelist