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UNDERSTANDING AND UTILIZING EFFECTIVE FINANCIAL PERFORMANCE REPRESENTATIONS

31 May 2024
Room 1CO3

This course will provide an overview of the financial performance representation regulations; the pros and cons of making a financial performance representation; the vulnerability of the sales process without a financial performance representation; penalties for making an illegal financial performance representation; and tips for drafting effective financial performance representations.

SPONSORED BY PLAVE KOCH

Speakers
Lee Plave - Plave Koch, PLC
Marisa Faunce, Partner - Plave Koch PLC