U.S. GAAP Update: Investment Management (2025)
- Start Date/Time: September 30, 2025, 11:00 am End Date/Time: September 30, 2025, 1:00 pm Time Zone: America/New_York
- Start Date/Time: October 17, 2025, 11:00 am End Date/Time: October 17, 2025, 1:00 pm Time Zone: America/New_York
- Start Date/Time: November 20, 2025, 2:00 pm End Date/Time: November 20, 2025, 4:00 pm Time Zone: America/New_York
- Start Date/Time: January 14, 2026, 11:00 am End Date/Time: January 14, 2026, 1:00 pm Time Zone: America/New_York
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) 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 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 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!
Interested in group discounts for your team? Contact us to learn more.
Learning Objectives
By the end of this course, you should be able to:
- Recall recently issued ASUs effective in 2025 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 Credit: 2.0
Course Format: Live, facilitator-led webinar, which includes lecture, examples, exercises, polling questions, and Q&A
Field of Study: Accounting
Instructional Delivery Method: Group Internet Based
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 | 09/30/2025 |
|---|---|
| CPE Credit | 2 |
| Field of Study | Accounting |
| Industry | Investment Management |
| Instructional Delivery Method | Group Internet Based |
| Investment Management | |
| Knowledge Level | Update |
| 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. |
$199
2h 00m
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