Date: Thursday, May 14, 2015
Time: 8:00 AM-4:30 PM PDT (Networking Reception to follow)
Location: The Vancouver Club, 1128 West Hastings Street, Third Floor
(Please note the cost does not include hotel accommodations. If required, attendees are responsible for their own hotel accommodations. A block of rooms has been reserved at the Vancouver Club. Please call Reservations directly at 1-800-207-4150 and indicate that you are part of the Portfolio Management group staying at the Vancouver Club.)
Cost: PMAC Member/Affiliate – Early Bird (Until March 14): $250 + Tax | Regular (starting March 15): $275 + Tax
*PMAC Members/Affiliates registering two or more attendees will receive a registration rate of $200 + Tax for each additional attendee.
Non-Member/Non-Affiliate – Early Bird (Until March 14): $350 + Tax | Regular (starting March 15): $375 + Tax
Event Overview:
Topics covered will enable participants to keep abreast of recent industry developments and learn about fundamental compliance practices, establish professional relationships and exchange ideas with peers and other leaders. Speakers and participants will include key compliance individuals along with regulators and other industry leaders.
Agenda topics will include:
- Regulatory Update and Global Developments
- CRM 2: Update on 2015 Requirements and Preparing for 2016
- Tax Issues: Private Client and Fund Issues
- Polishing your Policies and Procedures Manual
- Audit Best Practices: How to Ace Your Next Audit
- Integrating Technology into your Compliance Program: Managing Risks
Registration for Vancouver Compliance Forum (May 14):
Should you need assistance with registering, please contact Eleanor Bushell at [email protected].