RK&O counsel Kimberly M. Versace participated in The Knowledge Group's live webcast titled, "Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead?" on Thursday, January 18, 2018 from 3:00 p.m. to 5:00 p.m. (EDT). In this webcast, Ms. Versace and her co-panelist provided an overview of the new Form ADV reporting and disclosure requirements to help you understand its critical elements and the changes it will set forth. They also offered best practices in developing an efficient transition plan to facilitate implementation.
Key topics included: