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2026 Asset Management Virtual Symposium

September 22, 2026 Register Today

Join Forvis Mazars and other industry leaders for our inaugural 2026 Asset Management Virtual Symposium, where we’ll share insights on trending topics in the asset management industry. With the rapidly changing regulatory landscape, new accounting standards, and emerging trends, it’s critical for asset managers and related companies to stay informed on the latest guidance. This half-day virtual training event will include topics such as current and proposed accounting and tax updates, market trends, economic updates, and much more!

Learning Objectives

Upon completion of this program, participants should be able to:

  • Discuss recent tax and accounting updates affecting asset managers.
  • Apply current industry trends and best practices for asset managers.
  • Identify upcoming issues that may impact the overall asset management environment.

CPE Information

Up to three CPE credits (pending approval) in the Specialized Knowledge, Taxes, and Economics fields of study may be awarded upon verification of participant attendance, during live broadcast.

Who’s This For

CFOs, CEOs, presidents, vice presidents, and accountants in the asset management industry.

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Basic

Questions

If you have questions about this CPE program, please contact us at [email protected].

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP 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 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.nasbaregistry.org.

Presenters

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Chris Kuehl

Managing Director at Armada Corporate Intelligence

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Nicholas Mairone

VP of Private Credit and Regulation at Preqin

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