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 CFA Luncheon: "Introducing the 2020 GIPS Standards: What the Revisions Mean for You"

Event Description

Please join us on October 10 for a luncheon with Kim Cash, CFA, CPA, CAIA, CIPM (Cascade Compliance), Karyn Vincent, CFA, CIPM (CFA Institute), and Dan Kempf, CFA, CIPM (ACA Performance Services).
A lively panel discussion for Portland firms preparing to claim compliance with the 2020Global Investment Performance Standards (GIPS®), with plenty of useful information for firms already in compliance and for firms just exploring what it means. The CFA Institute GIPS standards are globally accepted standards considered industry best practice for investment performance reporting and presentation. Adopted by over 1,700 organizations in over forty countries, the GIPS standards have been implemented by most of the world's top asset management firms. 
On June 30, CFA Institute released a new version of the GIPS standards to enhance their application to all asset classes (including alternative investment funds/strategies), to better address pooled funds, and to consolidate guidance issued since the 2010 version was released.  
The GIPS standards play an important role in the manager selection process. When asset owners and consultants demand a GIPS compliant report, they have assurance that the manager's track record is accurate and can be easily compared against other managers' track records. Asset owners also claim compliance with the GIPS standards to enable comparability of internally and externally managed mandates and to ensure that performance reports presented to beneficiaries, sponsors, and oversight bodies are accurate.
Investment Managers benefit from the GIPS standards too. The GIPS standards assure managers they are competing on a level playing field when it comes to reporting their investment performance. Managers claim compliance with the GIPS standards in order to compete for global mandates and to show their commitment to ethics and market integrity.
Join our esteemed panelists at the University Club to learn more about the GIPS standards and their impact on the investment industry.
Kim Cash, CFA, CPA, CAIA, CIPM is the Founder of Cascade Compliance, a Portland-based GIPS verification and consulting firm. Kim has over 24 years of investment performance, risk management and consulting experience as a Partner and Director of Verification Services for Ashland Partners and a Consultant and Chief Compliance Officer for RVK. She has trained a generation of verifiers, led verifications and client service initiatives for 800+ clients, and she developed and taught national CIPM exam review courses and a CFA exam review course on the GIPS standards. Kim is Chair of the 2019 AICPA Task Force charged with developing guidance for CPAs conducting GIPS verifications and performance examinations. She is a Certified Securities Compliance Professional and has a master's degree in education from Concordia University, Portland.

Karyn D. Vincent, CFA, CIPM, is Head, Global Industry Standards at CFA Institute and GIPS Executive Director.  Previously, she was managing partner for client services at ACA Performance Services.  Ms. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA.  She also served as the global practice leader for investment performance services at PricewaterhouseCoopers.  Ms. Vincent also served on the GIPS Executive Committee, chaired the GIPS Technical Committee, GIPS Interpretations Subcommittee and the Verification/Practitioner Subcommittee, served on the CIPM Advisory Council, and chaired the AIMR-PPS Implementation Committee.  She co-authored with Bruce J. Feibel Complying with the Global Investment Performance Standards (GIPS).  Ms. Vincent holds a bachelor's degree in accounting from University of Massachusetts Dartmouth.

Dan Kempf, CFA, CIPM, is a Principal Consultant with ACA Performance Services. He has nearly 20 years of experience in the financial industry, starting as a fund accountant with a large custodian bank in 2000. Since that time, Dan has gone on to lead the performance departments for two investment advisors, where he was responsible for reviewing marketing and client reporting materials as well as maintaining the firms' claims of compliance with the GIPS standards. Dan double majored in mathematics and psychology at Dartmouth College. He believes that the answer to the ultimate question of life, the universe, and everything is 42.​

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Education Topic


Start Time

10/10/2019 12:00 PM

End Time

10/10/2019 1:30 PM





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Location Info

University Club
1225 S.W. Sixth Avenue
Portland, Oregon  97204


Kim Cash, CFA, CPA, CAIA, CIPM; Karyn D. Vincent, CFA, CIPM; and Dan Kempf, CFA, CIPM

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Content Type: MyCFA Calendar
Created at 9/11/2019 11:36 AM by
Last modified at 9/11/2019 11:36 AM by