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ACA Performance

GIPS® Standards Webcast
Internal Controls for Marketing GIPS Compliance

Tuesday, October 28, 2014
11:00 a.m. - 12:00 p.m. EST

Cost: Complimentary


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Kate Trevor

Vice President
Income Research + Management

Alicia Hyde, CIPM

ACA Performance Services

Email or call (973) 631-1085


ACA's Performance Insight
The October issue of Performance Insight covers highlights of the 2014 GIPS Standards Conference.

Click here to read the newsletter.


ACA Compliance Group
589 8th Avenue
7th Floor
New York, NY 10018

The importance of GIPS compliance in marketing today is undisputed. Having the proper internal controls in place related to marketing your firm’s claim of GIPS compliance is more important than ever in light of recent SEC actions and regulatory scrutiny over performance, marketing, and advertising. This webcast is intended to provide both those in the marketing role and those with oversight of GIPS compliance (CCOs and COOs, for example) with internal controls and best practices related to marketing a GIPS-compliant firm.

This webcast will provide verifier and practitioner perspectives, as Alicia and Kate share their experiences and insight during the presentation. Their discussion and case study analysis will focus on, among other things,

  • creating, reviewing, and distributing performance and marketing material,
  • tracking compliant presentations,
  • updating consultant databases and responding to RFPs,
  • complying with the GIPS advertising guidelines, and
  • correcting performance errors.

Throughout the webcast, the panelists will answer questions and respond to comments from attendees.

To register, please click here.


If the date and time do not work for you...
As part of your registration, an archived version of the live event will automatically be emailed to you when it becomes available.


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