Client Reporting Forum 2022
Keeping Up with 21st Century Client Reporting
In-Person: November 29, 2022
Virtual: November 30 – Dec. 9, 2022
Virtual: November 30 – Dec. 9, 2022
Despite a challenging environment, performance and client reporting teams at financial services firms are moving fast to meet the growing list of demands from clients. Firms are forging a new chapter for client reporting and client management. With clients more assertive than ever before, firms have to be more transparent, customize their reporting, dig deeper via analysis, offer new clarity on the ESG & SFDR fronts, facilitate new regulatory reporting, and leverage the advantages that come from A.I.-based technologies.
Earn up to 7.2 CPE credits at the in-person event on November 29th
Financial Technologies Forum 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.
Earn up to 7.2 CPE credits at the in-person event on November 29th
Financial Technologies Forum 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.
Financial Technologies ForumOrganizer of Client Reporting Forum 2022