Advertising and Marketing
Michelle L. Jacko presented on Advertising and Marketing at the Investment Advisor (IA) Watch on February 26-27, 2015 in Washington, D.C.… Read More
Performance Marketing & Social Media
Michelle L. Jacko presented on Performance Marketing & Social Media for the Core Compliance and Legal Services (Core Compliance) Webinar on November 11, 2014.… Read More
New Regulations, Hot Topics and What to Expect in 2015
Michelle L. Jacko presented on New Regulations, Hot Topics and What to Expect in 2015 at the Southern California Compliance Group Member’s Meeting on November 11, 2014 in San Diego, CA.… Read More
Business Continuity Planning
Michelle L. Jacko presented on Business Continuity Planning at the Investment Advisor (IA) Watch Webinar on July 15, 2014.… Read More
Best Practices
Michelle L. Jacko presented on Best Practices at the Investment Advisor (IA) Compliance Best Practicies Summit West on June 12-13, 2014 in Las Vegas, NV.… Read More
Trading Practices and Challenges of Investment Advisers
Michelle L. Jacko presented on Trading Practices and Challenges of Investment Advisers for Ascendant on April 1, 2014 in Savannah, GA.… Read More
Communications with the Public; Conducting Due Diligence
Michelle L. Jacko presented on Communications with the Public; Conducting Due Diligence at the National Society of Compliance Professionals’ (NSCP) Regional Meeting on March 13, 2014 in San Francisco, CA. … Read More
Establishing a Culture of Compliance and Risk Management for Competitive Business Advantage
Michelle L. Jacko presented on Establishing a Culture of Compliance and Risk Management for Competitive Business Advantage at the Schwab Knowledge Forum on February 19, 2014.… Read More
Managing Risk: Onboarding Employees
Michelle L. Jacko presented on Managing Risk : On boarding Employees at the Ascendant Conference on September 25-27, 2013 in Napa, CA. … Read More
Understanding Estate Planning Basics & Regulatory Considerations Affecting Advisors
Michelle L. Jacko presented on Understanding Estate Planning Basics & Regulatory Considerations Affecting Advisors at the TD Ameritrade Adviser Operations Workshop on September 12, 2013 in Dallas, TX. … Read More