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Join us to learn more about the latest developments affecting financial reporting of hedge funds, private equity funds, investment managers and general partners.

Our Alternative Investment Group will provide an update on current industry developments, including new accounting guidance and its incorporation into your financial statements. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies.

Topics

  • Accounting & Auditing Updates for Investment Funds and Managers
  • SEC Update
  • Recent SEC Proposals 
  • SEC Examination Priorities & Risk Alert 
  • Recent SEC Enforcement Cases

Presenters

Tina Catalina, Managing Director, Assurance – CBIZ
Herbert Chain, Director, Assurance – CBIZ
Joanna Conte, Managing Director, Assurance – CBIZ
John M. Guerrieri, Managing Director, Assurance – CBIZ

CPE CREDITS
Program Description Accounting/Regulatory Update and Financial Reporting for Alternative Investment Funds

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

Learning Objectives
  • Identify important accounting and auditing updates for investment funds and managers.
  • Describe current SEC proposals and examination priorities.
  • Identify recent SEC enforcement cases relevant to alternative investment funds. 
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 2.4 Credits
Recommended Field of Study Auditing
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.