U.S. GAAP Update: Investment Management (2024)

Description

The investment management (IM) industry is unique, and so is the accounting for investment companies under ASC 946. Therefore, it is only fitting that the annual Investment Company Accounting Update is, too! In this CPE-eligible (2.0 CPE) 2024 investment management update webinar, we discuss the latest U.S. GAAP developments related to various funds and other players that make up the IM industry, including hot topics in accounting and reporting. You won't want to miss this course, so come and join us on a fun and informative journey!

Topics Covered:

  • Latest accounting and reporting developments impacting the investment management industry
  • Practice issues: Investments and investment income
  • Practice issues: Transactions with advisors and other service providers
  • Practice issues: Financial statement presentation
  • Practice issues: Unit holder transactions/ issuances

If you’re a financial statement preparer or an auditor of funds that reports under U.S. GAAP, this 2024 investment management update webinar is for you! It covers updates relating to the accounting and reporting landscape as well as a look at the current practice issues impacting the industry!

Join your instructors, Bob and Chris, for a fast-paced and informative 2024 investment management update webinar. It is easy to understand, conversational, and full of practical insight. You may even have a little fun while you earn your CPE!

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Learning Objectives

By the end of this course, you should be able to: 

  • Recall recently issued ASUs effective in 2024 and beyond that impact the application of U.S. GAAP in the IM industry
  • Identify recent U.S. GAAP practice issues that impact the IM industry

CPE Specifics:

  • CPE Credits: 2.0 hours
  • Course Format: Live, facilitator-led webinar, which includes lecture, examples, exercises, polling questions, and Q&A Instructional 
  • Delivery Method: Group Internet Based 
  • Field of Study: Accounting 
  • Knowledge Level: Update 
  • Prerequisites: Working knowledge of accounting and reporting requirements under U.S. GAAP in the IM industry
  • Advanced Preparation: None

Additional Information

Last Updated 09/01/2024
CPE Credit 2
Field of StudyAccounting
IndustryInvestment Management
Instructional Delivery MethodGroup Internet Based
Knowledge LevelUpdate
Prerequisites Working knowledge of accounting and reporting requirements under U.S. GAAP in the IM industry
Advanced Preparation

None

Expiration This course, collection, or subscription expires one year from the date of purchase. The post-course assessment for each course must be satisfactorily completed, as evidenced by a passing grade of at least 70%, by the expiration date to be awarded any qualifying continuing professional education (CPE) credit.
Refund or Cancellation Policy For more information regarding refunds, concerns, and program cancellation policies, please contact the GAAP Dynamics Support Team via email at support@gaapdynamics.com or call (804) 897-0608.

$149

Webinar
ID: I-VR6Y70

2h 00m

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