"Delivering What You Need to Succeed"
13th Alternative Investment Industry Update
Baltimore Marriott Waterfront Hotel
November 9-10, 2016
When:
Wednesday, November 9, 2016
4:00 p.m. Client Operations Roundtable
6:00 p.m. Welcome Reception
Thursday, November 10, 2016
7:30 a.m. Registration and Breakfast
8:30 a.m. General Session Opens
4:00 p.m. Closing
Where:
Marriott Waterfront Hotel
700 Aliceanna Street
Baltimore, MD 21202-4339
Please note: The Marriott Waterfront has almost sold out. Below is a list of nearby hotels with availability.
Please click here to book online. We reserved a block of rooms at the special room rate of $179 plus applicable sales tax, per room, per night. These rooms are available first come, first served through the cutoff date: Friday, October 21.
Nearby Hotels:
The following list of hotels are within close walking distance to the event:
Hilton Garden Inn
625 South President Street
Baltimore, Maryland 21202
410-234-0065
Please click here to book online at the Hilton Garden Inn at the special room rate of $179 plus applicable sales tax, per room, per night. These rooms are available first come, first served through the cutoff date: Friday, October 21.
Hyatt Place Baltimore
511 S Central Avenue
Baltimore, Maryland 21202
410-558-1840
Four Seasons Hotel
200 International Drive
Baltimore, Maryland 21202
410-576-5800
Homewood Suites
625 S President Street
Baltimore, Maryland 21202
410-234-0999
CFA Institute Approved-Provider:
As a participant in the CFA Institute Approved-Provider Program, Arthur Bell has determined that this program qualifies for six (6) credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
NASBA Sponsor Information:
Arthur F. Bell, Jr. & Associates, L.L.C. 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.learningmarket.org.
- Prerequisites: No previous training necessary
- CPE credits: Earn up to 7 CPE credits at no charge
- CE credits: Earn up to 6 CE credits at no charge
- Advance preparation: None
- Delivery method: Group-live
- Program level: Basic
- Refunds: Refunds are not applicable as there is no fee
- Contact information: For refunds, complaints and/or program cancellation policies, please contact Tina Lewandowski
Arthur Bell hosts this Industry Update for clients, employees, and friends of the firm to discuss relevant regulatory, compliance, operational, accounting, and tax issues affecting the alternative investment community. We are pleased to provide an opportunity for you to learn about industry developments, network with peers, and earn Continuing Education (CE) and Continuing Professional Education (CPE) at no charge.
Agenda:
9:25 a.m. Compliance: The Regulatory Reality
10:25 a.m. Break
11:40 a.m. Networking Lunch
1:30 p.m. Responding to the Alarm: Reputational Risk in Danger
2:20 p.m. Break
3:20 p.m. Accounting Standards that Impact Your Operations
4:00 p.m. Closing Remarks
Exclusive Operations Roundtable for Clients:
Based on last year's success, we will continue to offer an exclusive Operations Executive Roundtable for clients on Wednesday, November 9, 4:00-6:00 p.m. The Roundtable will be a closed discussion for operational executives to discuss best practices, trends, opportunities, and challenges among their peers. To encourage open discussion and participation, we will limit attendance to the first 20 clients who register for the Roundtable.
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You can register now by clicking on the link below.
If you are unable to attend, you can decline by clicking here.
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Registration is by invitation-only for clients, employees, and friends of the firm. If you have questions, please email tina.lewandowski@arthurbellcpas.com.
We hope to see you at the event!