Find upcoming presentations, industry seminars, conference appearances, CPE events, and symposiums near you!
SEC Rule 613, the Consolidated Audit Trail (CAT), requires U.S. broker-dealers to report their equity and option order life cycle information to a central repository. Read on for more details.
Check out our tips to help make your dashboard accurate, actionable, accessible, and attractive in the second part of our World of Data series.
This webinar will share how new research and development requirements impact quarterly estimated tax payments, cash flows, and financial statements.
This webinar will provide an overview of risk trends, share risk management strategy, and discuss the critical success factors for managing risk.
FORVIS may be a new name to some in the private equity space, but it is backed by strong legacies and driven by a focus on the future of the industry. Scott Linch and John Kmetz, practice leaders from FORVIS, were recently featured in an article…
Colorado is among states enacting SALT cap work-arounds with pass-through entity elections. Read on for details on the state’s retroactive election twist.
Read on for a summary of NAIC activity or NAIC-related activity that occurred in April and May.
The Agile Manifesto was published in 2011 as a method for software development. For nearly twenty years, project managers have engaged in debates regarding the practical application of a true Agile approach in a space that has been dominated by the…
Economists and scientists have studied climate risk for decades, however, climate science is relatively new to the private sector and regulators alike. Approximately five years ago, many of these stakeholders turned their focus to climate change and…
Several significant changes have occurred in the past year related to ESG reporting. Read on for a look at ESG standards and frameworks.