|Event Date||Tue Sep 21 EDT (about 1 month ago)|
Continuing Professional Education (CPE) Credit
Upon completion of the 2021 Tax and Accounting Conference, each participant will be eligible for CPE credit. The eligible number of CPE credits will be determined after the program is finalized.
ICI 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.nasbaregistry.org.
Learning objectives: To provide comprehensive update on accounting, audit, tax, and regulatory developments affecting investment companies.
Program level: Basic
Delivery mode: Group, internet-based course
Prerequisites: No prerequisites or advance preparations are necessary for these programs.
Recommended fields of study: Accounting, taxes, and specialized knowledge
Attendance: NASBA recordkeeping standards require you to respond when prompted during each of the sessions through the conference. You may be prompted two to three times per session. Data collected by this process will be used by ICI to calculate your credit hours and will not be shared with any other organization for any purpose other than NASBA-required audits.
CPE credit is only available for attendees who watched the conference live. CPE certificates will be emailed after attendance has been verified for each session.
Assistant Treasurer, Fidelity Investments, Chair, ICI Tax Committee
Eric J. Pan
President and CEO, Investment Company Institute
Member, Miller & Chevalier
Assistant General Counsel, Van Eck Associates Corporation
Partner, Dechert LLP
Managing Director, Deloitte LLP
Partner, PwC, Chair, AICPA Investment Companies Expert Panel
Chief Accountant, Division of Investment Management, US Securities and Exchange Commission
Vice President and Tax Counsel, Ameriprise Financial
Head, Fund Tax, Fixed Income, Vanguard
Partner, Willkie Farr & Gallagher
Head, Fund Accounting Policy, Vanguard, Chair, ICI Accounting/Treasurers Committee
Vice President, Tax Counsel, Fidelity Investments
US Public Policy Leader, PwC US
• BNY MELLON
• Cohen & Co
• Command Financial
• Grant Thornton
• Milestone Group
• Northern Trust
• Wolters Kluwer