2026 EVENTS
Join us November 9, 2026 at the Loews Philadelphia Hotel—the day before the annual GIPS® Standards Conference—for an interactive workshop designed for investment professionals responsible for performance reporting, marketing, and compliance.
Explore practical applications of the GIPS® standards and SEC Marketing Rule, including options for constructing and maintaining composites, presenting performance accurately, applying appropriate fee methodologies, and navigating advertising requirements. Gain clarity on monitoring, documentation, and verification expectations through real-world examples and implementation insights that can strengthen your firm’s compliance framework and communication of investment results.
Lunch will be provided, along with breakout sessions that give investment advisory firms, wealth advisers, and OCIOs an opportunity to network, collaborate, discuss shared challenges, and exchange practical perspectives with peers.
GIPS® is a registered trademark owned by CFA Institute.
30th Annual GIPS® Standards Conference
November 10-11, 2026
Loews Philadelphia Hotel — marking a major milestone: 30 years!
2025 EVENTS
29th Annual GIPS® Standards Conference
November 11-12, 2025
More Information is available by Clicking here.
2024 EVENTS
Practical Strategies for Creating Compliant Performance Advertisements
September 12, 2024 | 11:00 AM EDT | Register Here
28th Annual GIPS® Standards Conference
September 17-18, 2024
More Information is available by clicking here.
2024 National Society of Compliance Professionals (NSCP) National Conference
October 28-30, 2024
More Information is available by clicking here.
2023 EVENTS
27th Annual GIPS® Standards Conference
October 17-18, 2023
2022 EVENTS
26th Annual GIPS® Standards Conference
October 25-26, 2022
Session: Model Portfolio Programs – Panelist: Amy Jones, CIPM
Webinar: Addressing Key Elements of the SEC Marketing Rule
August 11, 2022
Speaker: Arin Stancil, CFA, CIPM
2021 EVENTS
25th Annual GIPS® Standards Virtual Conference
October 26-27, 2021
Speaker: Arin Stancil, CPA, CIPM
Session: Complying with the Pooled Fund Requirements of the GIPS Standards.
Institutional Investor Legal Forum – Virtual Summer Workshop
July 21, 2021
Speaker: Arin Stancil, CFA, CIPM
2020 EVENTS
24th Annual GIPS® Standards Virtual Conference
October 26-30, 2020
National Society of Compliance Professionals (NSCP) National Conference – Virtual
October 19-21, 2020