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Webinar Archive
- Webinar (02-08-2021) – Jim Starcev (Nexa Insights) “Know What Your Clients Want From You”
- Webinar (03-08-2021) - Chris Emert on "The Process of Choosing a Vendor"
- Webinar (03-22-2021) – Ellen Harvin (Fairview) on “What’s New With RIA Compliance”
- Webinar (04-16-2021) – Shauna Mace on “Firm Growth Through Operations”
- Webinar (04-26-2021) – Brendan Cuddihy on "Transacting Made Simple | Alternatives"
- Webinar (05-06-21) - "Lessons Learned from SEC Audits" by Steve Ryder
- Webinar (05-21-21) – “Update on E&O, Cyber, and Other Liability Insurance for RIAs” by Scott Shannon