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January 6, 2021 TO: Small Funds Committee RE: ICI Small Funds Audit Trends, Tuesday, February 16, 2021 1:00-2:00 p.m. ET
The Investment Company Institute’s Small Funds Committee webinar “Audit Trends and Observations” will take place on February 16, 2021 from 1:00 - 2:00 p.m. ET.
Auditors Marcy Kempf, Cohen & Company, Cory Stewart BBD, LLP and Ken Badasarian, Tait Weller will provide lessons learned in 2020 and insights on how things may shape up in 2021. This interactive roundtable topics include:
- Pandemic’s impact on 2020 audit season and beyond
- Reconciliation procedures around derivative positions
- Valuation
- Complex corporate actions
Meeting Registration
To register for this event please use this link. We encourage committee members to attend using Zoom and voice over internet (VIOP). There is no charge to attend the Small Funds Committee event and please invite other members of your firm to attend. Please note all attendees must register. Login information will be provided via email upon completing registration.
This webinar is open only to ICI member firms and their outside counsel. It is closed to the media, and to regulators.
If you have any questions about the registration, please contact Magen Dargon at (202) 326-5946 or magen.dargon@ici.org.
Q&A
We would like your input prior to the event. Please submit questions at registration or email to john.randall@ici.org. Small Funds Committee events are enhanced by your questions, during the event you will be able to submit questions via chat as well. If you have any questions regarding the meeting, you may contact John Randall at (202) 326-5930 or john.randall@ici.org .
Jane Carten
Small Funds Committee Chair
John Randall
Director, Operations and Distribution