ACA Group

ACA Group is proud to sponsor a must-attend event for performance and compliance professionals, the CFA Institute's 28th Annual Global Investment Performance Standards Conference in San Diego! Connect with our team to learn about how we are helping over 700 of your peers meet the Global Investment Performance Standards and provide increased transparency. Learn more about ACA's performance services here: https://hubs.ly/Q02PySkG0 #performanceservices #performancereporting #OCIO #CCO #privatefunds #investmentperformance #CFAInstituteEvents Elena McKee-DabbsJamie Stewart, CIPM Karen Foley Gretchen Salisbury Joshua Warden, CIPM Rosellen Bounds, CIPM Shivani Choudhary, CFA, CIPM

In an age where communication happens across numerous platforms, ensuring compliance requires more than just good intentions—it requires a solid strategy. Our latest infographic helps you navigate the complexities of communication compliance, with insights on: ?? Comprehensive capture ?? Robust communications archiving ?? Thorough risk surveillance ?? Reporting analytics and audit trails Stay compliant with confidence and download our infographic today: https://hubs.ly/Q02PtPZX0 #RegTech #digitalgovernance #surveillance #complianceprograms #recordkeeping #SEC #compliance

Progress Software’s LoadMaster and Multi-Tenant Hypervisor products have been affected by a vulnerability that allows remote attackers to take control of compromised devices. This critical flaw could lead to serious business disruptions, including data breaches and the potential loss of control over critical infrastructure. Learn more in our cybersecurity alert here: https://hubs.ly/Q02PsVV-0 #cybersecurity #riskmanagement #financialservices #ACAinsights

Compliance professionals—don’t miss out! Jena Bjornson, MSJ, IACCP? from ACA Group will be speaking on FundFire's webcast, “Navigating Top Industry Compliance Challenges,” on September 13th. Jena will be discussing key compliance challenges facing the industry, from SEC enforcement actions to the rise of AI in compliance. Register here: https://hubs.ly/Q02P5x1x0 #assetmanagement #complianceprograms

We're excited to welcome SEC Private Fund Unit veteran Michele Foldenauer to ACA Group as Co-Head of our tech-enabled Mock Examination Team! With over 20 years of industry expertise, Michele brings unparalleled insights into regulatory compliance and private funds. Her leadership, combined with ACA's talented team of over 60 former regulators and award-winning technology, ensures we continue delivering exceptional value on mock exams and regulatory consulting to our clients. Join us in welcoming Michele! We look forward to seeing the incredible impact you’ll bring to ACA. Learn more about Michele and her role here: https://hubs.ly/Q02P8rQl0 #GRC #complianceprograms #oneACA Michele F.

We're delighted to announce that we made the shortlist for this year's ETF Express U.S. Awards! We are grateful to ETF Express for this esteemed recognition, and deeply appreciative for all in the industry who nominated us. Please help us secure a win by voting for us! ?? Best ETF Distributor ?? Best ETF Regulatory/Compliance Adviser Congratulations to our exceptional distribution and advisory teams who helped make this possible by providing our clients with outstanding service. Your support and trust is truly invaluable. ?? Cast your votes here: https://hubs.ly/Q02NNqW50 #ETFs #Distribution #ETF #assetmangement #compliance #PartnershipforGrowth

?? Looking for practical compliance insights? Our experts will be presenting during the Investment Adviser Association's 2024 Compliance Workshops across the U.S. and virtually, beginning on September 12! Whether you attend virtually or in person, our experts will guide you through current SEC priorities, emerging trends, and actionable steps to strengthen your firm’s compliance efforts. Find a workshop near you and register today: https://hubs.ly/Q02NYGTv0 #CCOs #complianceprograms #investmentadvisers

?? We’re excited to share that Tanner Beverly, CAIA, CIPM, Director on our Performance Team, will be presenting at the 28th Annual GIPS? Standards Conference in sunny San Diego! Tanner will join industry experts for a discussion focusing on performance calculation issues, including actionable guidance on model fees and investment-level net return calculations. We look forward to seeing all attendees in San Diego from September 17-18! To learn more about how we help clients globally with investment performance and compliance and schedule time to connect with our team during the conference, visit: https://lnkd.in/gFiXAd5p #CFAInstituteEvents #InvestmentPerformance CFA Institute

?? We are proud to be recognized as one of the world’s most innovative data management companies in financial services by FinTech Global's DataTech50 list! This recognition highlights our commitment to innovation in data management and our unwavering focus to provide our clients with the tools they need to gain peace of mind. Thank you to our incredible team and valued clients—your dedication and trust drive us to continually deliver excellence. Let’s celebrate this milestone together as we continue to transform data into actionable insights. Learn more about what our leaders, Patrick Olson and Nikolay Kojuharov, CFA had to share: https://hubs.ly/Q02NSZ-60 #DataTech50 #RegTech #ESGdata #riskmanagement #GRC #financialservices

?? Are you prepared for your next SEC examination? Join us on September 17th for a webcast on how to navigate the complexities of SEC examinations, specifically designed for wealth managers and their compliance officers. With exams moving back on-site, firms must be ready at all times. Our experts will guide you through the evolving landscape of SEC exams, offering practical strategies to help you stay compliant and prepared. Attendees will hear about unique challenges faced by wealth managers in today’s regulatory environment. Register now: https://hubs.ly/Q02NRw330 #wealthmanagers #complianceofficers #CCOs #regulatoryexam