Kimberly Versace participates in The Knowledge Group's, "Form ADV Reporting and Disclosure Amendments: Are You Ready for What Lies Ahead?" webcast

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January 18, 2018

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:

  • 2016 Form ADV Amendments
  • Key Changes:
    • Separately Managed Accounts
    • Advisory Business
    • Umbrella Registration
  • Additional Disclosure Amendments
  • Transition Guide
  • What Lies Ahead

For more information on this webcast, please click here.