Please join us for the February 16, 2017 CAFP luncheon meeting.
Topic: Viewing Liquidity Through a new Lens--Money Market Funds Update
PRESENTER: Michael Morin, Director-Institutional Portfolio Management, Fidelity Institutional Asset Management
WHEN: February 16. 2017 at 12:00 p.m. EST for networking and lunch followed by the presentation from 12:30-1:30 p.m. EST
WHERE: Markel in Innsbrook, 4521 Highwoods Pkwy, Glen Allen, VA 23060 (Markel Style Conference Room)
COST: Members, Free; Non-Members, $30 (to be paid when you register)
Please register online by noon, Monday, February 13th. ONLY Register IF YOU ARE ATTENDING.
If your plans change after this time, please notify Michael Drayer immediately via email: Michael.J.Drayer@dom.com or by phone 804-819-2964. Cancellations and no-shows will be billed.
PARKING:
Markel in Innsbrook-park in visitor/available spots.
LEARNING OBJECTIVES:
Understand latest Federal Reserve stance on Interest Rate Policy
Review Regulatory Reform Recap
Understand implications to Finance Professionals and Investment strategy options
Program Level: Basic
Intended Professional Level: Basic
Prerequisites: None
Advance Preparation: None
1.0 CPE Credit in the field of Management Advisory Services provided by BDO and 1.0 CTP Credit
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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