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MARCH 31 - APRIL 1, 2015
8:00 am - 5:00 pm
Breakfast & Lunch will be provided

JW Marriott Houston
5150 Westheimer Road
Houston, TX 77056

Join Ashland Partners and Carl Bacon, CIPM, renowned performance measurement specialist and founding member of GIPS®, for an interactive overview of critical concepts of performance measurement and attribution.

This two-day practical course provides the tools necessary to become your firm’s performance expert and articulate performance results to colleagues, clients, and prospective clients.

Participants will learn:

  • Key drivers of performance measurement
  • Different ways to derive returns (and why results vary)
  • Principles of benchmarking
  • Meaning & importance of risk management and control
  • Requirements to obtain & maintain compliance with GIPS

Who should attend?

  • Portfolio Managers
  • Performance Analysts
  • Risk Controllers
  • Compliance Officers
  • Sales and Marketing Professionals
  • Operations Analysts

Conference participants can earn up to 16 CPE Credits in Statistics and Regulatory Ethics.  This is a great resource for all professionals interested or enrolled in the CIPM program. If possible participants should bring their own laptop with excel loaded. Attendees will be asked to work in teams of two or three on excel based practical exercises.

Ashland Partners' Client: $1,595
Non-Ashland Partners' Client: $1,795

Additional Information
Prerequisites: Basic knowledge of Excel spreadsheets.
No Advanced Preparation Required.
Program Level: Intermediate
Delivery Method: Group-Live

Refunds and Cancellations: Requests for refunds must be received in writing by March 16, 2015, and will be subject to a $100 cancellation fee. No refunds will be granted after March 16, 2015. For more information regarding refund, complaint and/or program cancellation policies, contact our office at 541-857-8800.

Ashland Partners & Company LLC 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 the 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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