March 6, 2020 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy!

This Issue’s Topics:

  • US SIF Foundation: Fundamentals of Sustainable and Impact Investment
  • IFAC and the Accounting Blockchain Coalition (ABC) Webinar: Crypto-Assets: Overview of Use Case Traction – Accounting, Assurance, Tax and Internal Control Implications
  • ACG Chicago: International Program & Scotch Tasting – Bracing for Brexit: What to Know if You do Business Across the Pond
  • 100 Women In Finance: Education Session NO. 1112; Operational Due Diligence

Events:

US SIF Foundation: Fundamentals of Sustainable and Impact Investment
Monday, March 9, 2020 1:30-5:00 P.M. (networking reception to follow)
Morningstar, 22 W. Washington St., Chicago, IL

Client demand for sustainable and impact investment continues to grow. More than one out of every four dollars under professional management in the United States is invested utilizing sustainable investment strategies.

The course provides advisors, consultants, and other investment professionals with a brief history of sustainable investing, insight into portfolio construction considerations including ESG incorporation and shareowner advocacy, an overview of performance studies and fiduciary standards, as well as guidance on how to communicate sustainable and impact investing expertise. The course will be led by expert sustainable investment practitioners.

CE credits are available and a 20% discount is being offered if you use the code GLA20.

For more information, click here.

IFAC and the Accounting Blockchain Coalition (ABC) Webinar: Crypto-Assets: Overview of Use Case Traction – Accounting, Assurance, Tax and Internal Control Implications
Tuesday, March 31, 2020, 10:00-11:30 A.M.

The rapid rise of cryptocurrencies and assets and the enabling blockchain technology has led to significant international interest and scrutiny by businesses, accountants, regulators, governments, investors and various others. For the accountancy profession, there is increasing focus on the accounting and control implications associated with the crypto space.

Please join IFAC and ABC for our webinar in which we will discuss:

  • the current state of crypto-assets and blockchain, and use cases
  • the impact crypto is having on accounting, audit, assurance and tax
  • security and internal control implications

The speakers include: David Deputy, Vertex, Inc.; Mark Li, BPM LLP; Rob Massey, Deloitte; Bennett Moore, RSM US LLP; and Monica Singer CA, Consensys and South African Institute of Chartered Accountants. Moderated by Lisa Padmore, EY Barbados.

This webinar will be recorded. If you are interested in joining but unable to attend, please register and a link to the recording will be provided.

For more information, click here.

ACG Chicago: International Program & Scotch Tasting – Bracing for Brexit: What to Know if You do Business Across the Pond
Tuesday April 14, 2020, 3:00-6:30 P.M.
ACG Chicago, 200 W. Monroe St., Chicago, IL

January 31 marked the beginning of the end of Britain’s relationship with the European Union. With the divorce expected to be final at the end of the year, businesses are scrambling to work out a host of issues.

So what does Brexit mean for you?

  • For a broad view of the many considerations, be sure to attend our 2020 Spring International Program. You’ll hear from a panel of experts in three areas:
  • Geopolitical and trade concerns
  • Legal and business implications
  • Operations challenges

The insights provided will help answer these questions and more.  If I’m a US-based company with operations in the UK, how will Brexit impact my manufacturing and sales? Do I need to modify my operations or move them altogether?

  • How can I mitigate new supply chain costs? And manage slower and more complicated transportation and customs processes?
  • If my lender is in the UK, do I need to find alternative sources of funding?
  • What is the outlook on tariffs post-Brexit?

This year’s shorter program format will allow for a more robust and focused session. We hope you’ll join us for an informative afternoon — and stay for the networking reception to continue the conversation!

For more information, click here.

100 Women In Finance: Education Session NO. 1112; Operational Due Diligence
Monday, April 27, 2020, Registration: 5:00 P.M. (program begins promptly at 5:30, networking reception will follow)
Ropes & Gray, 191 North Wacker Drive, 32nd Floor, Chicago, IL

How do institutional investors conduct operational due diligence on prospective fund managers? What are the key factors they consider? Listen in on the usually closed-door discussions and gather diverse perspectives, insights and guidance.

Network with fellow 100WF members at the cocktail reception following the presentation. Please RSVP to secure your attendance; final details will be emailed to all registrants. To RSVP, click here.

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