All Things Form CRS – Crossing the Finish Line

Join our webinar on Thursday, March 26 at 4 pm ET as our expert panel discusses the following topics:

  • Finalizing Form CRS as June 30 approaches
  • How Form ADV filings fit in with March filings
  • Implementation considerations and solutions
  • Things to consider post-ADV filings
  • What’s Next:  Implementation, Delivery, Updates, Recordkeeping, Exams
  • Sneak Peek at the Form CRS Automator

Our speakers include:

  • David Robinson, Managing Director, Head of Enterprise Consulting & Strategic Partnerships – Envestnet
  • Debra DeVoe, Chief Compliance Officer, Managing Director – Envestnet
  • Jackie Hallihan, Executive Director of Ascendant compliance services – CSS
  • Keith Marks, Executive Director of Ascendant compliance services – CSS

Fill out the form below to register for this webinar. Can’t make it live? A replay will be sent to all registrants.

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