Overview
Connect with peers and gain valuable insights as leading industry and regulatory experts explore the latest trends in investment performance. Don’t miss this premier event for networking and thought leadership.
Missed us in Phoenix? Purchase the Digital Content Package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.
NASBA CPE & Professional Learning (PL) Credits: 13 CPE (9.8 Management Services, 1.2 in Accounting-Technical, 1 in Behavioral Ethics, and 1 in Personal Development) and up to 11.25 PL credits, inclusive of 10.25 credits in the areas of Standards, Ethics, and Regulation (SER).