Implementing the

GIPS® Standards


A Full Day Workshop for

Performance & Compliance Professionals



Thursday, November 21, 2019

8:00 am - 3:30 pm


*lunch provided


Riviana Building

2777 Allen Parkway, Plaza I

Houston, Texas 77019




What can I expect?


Keynote by Karyn Vincent, CFA, CIPM - Head, Global Industry Standards, CFA Institute

Karyn will provide an update on the 2020 GIPS® Standards and be available for Q&A discussion.


Implementing the 2020 GIPS® Standards by Kim Cash, CFA, CPA, CAIA, CIPM and Amy Jones, CIPM

A unique professional development opportunity to learn in a classroom setting about the requirements of the GIPS standards, including how to implement the 2020 edition of the GIPS standards.


Sessions include hands-on exercises with examples that reflect actual practices.


Attendees will receive the information, resources and tools needed to create and enhance processes and procedures for calculating and presenting historical performance in accordance with industry best practices.


Ample opportunity to network, share ideas, and build community around performance measurement and maintaining GIPS compliance.


About this Event


Session Topics:

  • 2020 GIPS Standards
  • Fundamentals of GIPS Compliance
  • Maintaining Written Policies and Procedures
  • Calculating Composite Performance
  • GIPS Reports & Advertising Guidelines



  • Kim Cash, Cascade Compliance & Verification
  • Amy Jones, Guardian Performance Solutions
  • Anisa Pérez, Avalon Investment & Advisory
  • Karyn Vincent, CFA Institute


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

©2019 Avalon Investment & Advisory | All Rights Reserved