Aging Clients and the Investment Advisory Practice
Michelle L. Jacko presented on Aging Clients and the Investment Advisory Practice at the Investment Adviser Association (IAA) Webinar on January, 28, 2016.… Read More
Performance Marketing, GIPS and Social Media
Michelle L. Jacko presented on Performance Marketing, GIPs and Social Media Investment Adviser Association on December 2, 2015 in Los Angeles, CA.… Read More
Cybersecurity
Michelle L. Jacko presented on Cybersecurity at Schwab Impact on November 10, 2015 in Boston, MA.… Read More
Compliance Risk Management
Michelle L. Jacko presented on Compliance Risk Management at the National Society of Compliance Professionals’ (NSCP) National Meeting on November 1, 2015.… Read More
Succession Planning
Michelle L. Jacko presented on Succession Planning at NRS on October 14, 2015 in San Diego, CA.… Read More
Marketing Material
Michelle L. Jacko presented on Marketing Material for the EB5 Webinar on October 7, 2015.… Read More
Deciphering the Latest SEC Document Request List
Michelle L. Jacko presented on Deciphering the Latest SEC Document Request List for Ascendant on September 29, 2015.… Read More
Private Placement Memorandum
Michelle L. Jacko presented on Private Placement Memorandum for the EB5 Webinar on August 12, 2015.… Read More
Simplifying Compliance for the Complex Firm
Michelle L. Jacko presented on Simplifying Compliance for the Complex Firm for the Financial Tracking Webinar on August 11, 2015.… Read More
Core Compliance 2015 Annual Compliance Symposium
Michelle L. Jacko presented at the Core Compliance Annual Compliance Symposium on August 10, 2015 IN Anaheim, CA.… Read More