8:00 AM - 8:55 AM

REGISTRATION, BREAKFAST & DISCUSSION

GIPS 2020: Join us for an informal breakfast discussion to catch up on proposed changes.

9:00 AM - 9:50 AM

Fundamentals of GIPS

What does it mean for a firm to be GIPS compliant?

 

You will be introduced to fundamentals of compliance, key terminology, best practices for successful compliance programs, and common pitfalls to avoid.

9:50 AM - 10:00 AM

BREAK

10:00 AM - 11:30 AM

Maintaining Written Policies & Procedures

What must be included in GIPS policies to claim compliance?

 

This high level overview of GIPS P&P will also take a deep dive into critical decisions that can either streamline or overly complicate your firm’s GIPS compliance program.

  • Hands-on partner activity/discussion to update a firm’s GIPS P&P

8:55 AM - 9:00 AM

Opening Remarks

GIP WORKSHOP 2018

 

Becoming Your Firm's Go-To Professional for GIPS Compliance

 

 

November 29, 2018

11:30 AM - 12:30 PM

LUNCH

12:30 PM - 1:50 PM

Creating and Calculating Composite Performance

This general overview of composite definition guidance will start with a list of firm-wide accounts and the creation of a firm-wide list of composites.

  • Hands-on partner activity/discussion simulating quarter-end desktop procedures

1:50 PM - 2:00 PM

BREAK

2:00 PM - 3:30 PM

The Compliant Presentation

This in-depth discussion of required performance disclosures and statistics, the latest revisions to the Supplemental Information guidance, and error correction will provide users the tools and the confidence you need to keep your firm and its performance presentations in compliance.

  • Hands-on partner activity/discussion to review and edit a compliant presentation

breakfast and lunch provided

2929 Allen Parkway, Suite 3000, Houston, TX 77019 | 713.238.2050

755 E Mulberry Avenue, Suite 105, San Antonio, TX 78212 | 210.694.4329

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