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Parker MacIntyre 2987 Clairmont Road NE, Suite 200, Atlanta, Georgia 30312

Schedule

9:00
Check In

Continental Breakfast Provided

9:15
Introduction

Steve Parker, Principal, Parker MacIntyre

9:20
Common Deficiencies, Exam Priorities, and Regulatory Initiatives

Guest Speaker and Steve Parker, Principal, Parker MacIntyre

10:45
Break

Snacks provided

10:45
Cyber Security - Navigating a Complex Field

Guest Speaker and Bryan Gort, Associate, Parker MacIntyre

12:00
Lunch

Provided onsite

1:00
Business Continuity and Succession Planning

Steve Parker, Principal, Parker MacIntyre

1:30
Advertising and Social Media - Best Practices and New Developments

Bryan Gort and Patricia Klusmeyer, Associates, Parker MacIntyre

2:15
Break

Snacks provided

2:30
Custody Update: What New SLOA Guidance Means for RIAs

Steve Parker, Principal and Patricia Klusmeyer, Associate, Parker MacIntyre

3:15
Diminished Capacity: Tools and Practices to Consider

Steve Parker, Principal, Parker MacIntyre