2014 Finance Administration Track

2014 Finance Administration Track

Session

Credit*
Length

Speaker(s)

Avoiding Labor Pains
CPE /
50 minutes
Connie Cornell
Changing the Investment Perspective
CPE, CFP /
100 minutes
Ron Florance
An Evolution of Perspectives on Portfolio Allocation
CPE, CFP /
100 minutes
Celia Dallas
Craig Smith
Adam Mantin
Investment Impact Plus

CPE, CFP /
100 minutes

Ben Valore-Kaplan
Cori Trautvetter

It CAN Happen Here...
Fraud Deterrence, Prevention and Detection
CPE, CLE /
120 minutes
David Cotton
Private Foundations:
What Should Be Keeping You Up at Night
CPE, CLE /
120 minutes
Kelli Archibald
Darren B. Moore
Legislative Update
CPE, CLE /
100 minutes
Andrew Schulz
   
*Credit pending approval from appropriate regulatory body.  

 

File: 
AttachmentSize
PDF icon 2014 CLE Summary334.32 KB
PDF icon 2014 CPE Requirements Summary331.48 KB
PDF icon Fall 2014 CPE Course Offerings369.66 KB
PDF icon CPE Statement of Policies216.09 KB
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