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
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.
8:55 AM - 9:00 AM
GIPS® WORKSHOP 2018
Becoming Your Firm's Go-To Professional for GIPS Compliance
November 29, 2018
11:30 AM - 12:30 PM
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.
1:50 PM - 2:00 PM
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.
breakfast and lunch provided