Access this eight-part webinar series focused on the recently released explanations of the provisions for all eight sections of the 2020 GIPS® Standards for Firms.


This webinar series features The Spaulding Group's team of experts, Ashley Reeves, CIPM; John D. Simpson, CIPM; David D. Spaulding, DPS, CIPM and Todd Juillerat, CFA.


Section 1 (Fundamentals of Compliance)

Todd Juillerat, CFA

Section 2 (Input Data and Calculations) 

John D. Simpson, CIPM

Section 3 (Composite and Pooled Fund Maintenance):

Ashley Reeves, CIPM
Section 4 (Composite Time-Weighted Return Report)

David D. Spaulding, DPS, CIPM

Section 5 (Composite Money-Weighted Return Report)

Todd Juillerat, CFA

Section 6 (Pooled Fund Time-Weighted Return Report)

Todd Juillerat, CFA

Section 7 (Pooled Fund Money-Weighted Return Report)

John D. Simpson, CIPM
Section 8 (GIPS Advertising Guidelines)

Ashley Reeves, CIPM


During these sessions, we highlight and explain the changes within the provisions as well as take your questions.


If you currently claim compliance with the GIPS standards, or are planning to comply, this is a webinar series you won’t want to miss.


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