Annual Review
Michelle L. Jacko presented on Annual Review at the Investment Advisers Association (IAA) Investment Adviser Compliance Conference on March 10, 2011 in Arlington, VA.… Read More
Michelle L. Jacko presented on Annual Review at the Investment Advisers Association (IAA) Investment Adviser Compliance Conference on March 10, 2011 in Arlington, VA.… Read More
Michelle L. Jacko presented on Code of Ethics at the ACA’s 2011 Spring Compliance Conference on March 4, 2011 in Orlando, FL.… Read More
Michelle L. Jacko presented on The Dodd-Frank Act at the San Diego National Association of Personal Financial Advisors (NAPFA) on February 10, 2011 in La Jolla, CA.… Read More
Michelle L. Jacko presented on How to Survive an Audit at the TD Ameritrade Institutional 2011 National Conference on February 2-4, 2011 in San Diego, CA.… Read More
Michelle L. Jacko presented on Due Diligence on Sub-advisers, Vendors, and New Products at the National Society of Compliance Professionals’ (NSCP) National Meeting on November 1-2, 2010 in Baltimore, MD.… Read More
Michelle L. Jacko presented on Dodd-Frank Act: The Annual Securities Law Update for the San Diego Bar Association on October 14, 2010 in San Diego, CA… Read More
Michelle L. Jacko presented on The Dodd-Frank Act: What you Need to Know and How to Prepare for Charles Schwab on October 12, 2010 in San Diego, CA… Read More
Michelle L. Jacko presented on Surviving and Thriving as a CCO at the ACA Compliance Group on September 22, 2010 in San Diego, CA.… Read More
Michelle L. Jacko presented on The Amended Custody Rule at the Charles Schwab Conference on March 10, 2010 in Beverly Hills, CA.… Read More
Michelle L. Jacko presented on The Study of RFPs and Due Diligence Questionnaires & Processes at the Ascendant Conference on March 10, 2010 in Santa Monica, CA.… Read More