Navigating the Future: Asset Management Insights & Economic Trends

Event



Carolina Country Club
2500 Glenwood Avenue
Raleigh, North Carolina 27608

1.0 CPE credit

In the Field of Specialized Knowledge (SK)

Delivery: Live Event

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no cost to attend this event.

Learning Objectives

  • Identify recent regulatory changes and economic trends impacting asset management, with a focus on venture capital and private equity.
  • Recognize key tax and accounting considerations relevant to asset managers in the current environment.
  • Apply insights from industry experts to enhance compliance and inform strategic decision-making within their organizations.
  • Evaluate practical AI adoption strategies, compare out of the box versus custom built solutions, and identify high impact use cases and rollout approaches within fund administration, PE/VC, and audit operations.

 

Notes on Registration
Please complete the registration fields and click “Register".  You will receive an email confirmation with a link to add to your calendar. If you are no longer able to attend, please email [email protected].

Information about CPE Eligibility To receive CPE credit for participation in a BDO USA, P.C. Events live program you must check-in using the QR code OR password provided at the beginning of each session and actively participate throughout the session.  If you need to leave mid-session, please visit the registration desk prior to leaving. You will receive an email notification once the attendance record has been processed, including instructions on how to access your CPE certificate. 

Please Note: Per BDO USA, P.C. Events’ CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For questions regarding CPE credit, please contact [email protected]

For more information regarding administrative policies such as complaint or refund, please contact [email protected]
 

BDO USA, P.C. Events 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

Aphia Mason

Senior Manager

Standish Management LLC

Dale Thompson

Assurance National Technical Principal

BDO USA

Lance Parker

Tax Managing Director

BDO USA

Nicole Battle

Assurance Practice Leader

BDO USA

Contact

Danielle DeSimone


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

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Event



Carolina Country Club
2500 Glenwood Avenue
Raleigh, North Carolina 27608

Contact

Danielle DeSimone


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share