Memo #
33075

Accounting/Treasurers Committee Meeting - March 4
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[33075]

February 1, 2021 TO: Accounting/Treasurers Committee
Independent Accountants Advisory Group RE: Accounting/Treasurers Committee Meeting - March 4

 

A joint meeting of the Accounting/Treasurers Committee and the Independent Accountants Advisory Group has been scheduled for Thursday, March 4, 2021. The meeting will be held on Zoom from 11:00 a.m. – 1:30 p.m. Eastern time.

We are pleased to announce that SEC staff from the Chief Accountants Office in the Division of Investment Management will participate in the meeting and brief the committee on current SEC developments.

Online Registration

To register for the Accounting/Treasurers Committee meeting, please visit our registration site at https://cvent.me/1w7a1b. Please note that the only way to register for the Accounting/Treasurers Committee meeting is through the Cvent link above. If you cannot participate via Zoom, you can instead call into the meeting. Please be sure to provide the telephone number you will be calling from in your meeting registration. The telephone number will be used to admit you to the meeting. ICI will send log-in instructions with a meeting link and telephone number to registered attendees in advance of the meeting date. If you have any questions about registration, please contact Magen Dargon at 202/326-5843 or magen.dargon@ici.org.

Suggested Agenda Items

Please use the space provided in the meeting registration system to list your suggested agenda items.  A preliminary agenda will be circulated prior to the meeting.

Continuing Professional Education Credit

Meeting attendees are eligible for 3 hours of CPE credit (Taxation, Accounting/Auditing, and Specialized Knowledge and Applications).  The Investment Company Institute 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 have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, or www.nasba.org.

  • Learning Objectives: To provide updates on current accounting, tax, and regulatory developments affecting mutual funds and investment advisers.
  • Program Level: Update
  • Delivery Mode: Group Live Course
  • No prerequisites or advance preparations are necessary for this conference. 

We look forward to seeing you on-line!

 

Toai Chin
Chair - Accounting/Treasurers Committee
Head of Fund Accounting Policy - Vanguard

Gregory M. Smith
Senior Director, Fund Accounting and Compliance