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October 18, 2006 - October 20, 2006
Sutherland Partners Clifford Kirsch and Holly Smith will be speaking at the National Society of Compliance Professionals National Meeting on October 18-20 in Washington, DC.
Clifford will be participating on a panel entitled "Wrap-Fee Accounts: Managed Accounts and Multi-Discipline Portfolios." The panel will focus on due diligence challenges, providing performance numbers to sponsor firms, contract issues, trading issues and compliance challenges with multi-discipline portfolios.
Holly will be participating on a panel entitled "Designing Internal Controls and Writing and Implementing Policies and Procedures." The Panel will focus on the role of policies and procedures, ownership of a firm's policies and procedures, and how to review, test and document the firm's policies and procedures.
For more information, please click here.