Preparing for a Peer Group Review & Investment Portfolios: When Traditional Diversification Fails 

Preparing for a Firm Peer Review - 2 Credits

Presented by: June Toth, CPA, CFF

 Is your firm ready for a Peer Review? Do you know what you need to have in place and in order to successfully pass your review? This presentation takes an in depth look at the requirements you need to know about, from the beginning of the process to the completion. It will provide tips on what a reviewer looks for, how to select a Peer Reviewer, the documentation you need and more.

June Toth, CPA, CFF at zbt Certified Public Accounting & Consulting, LLC. June is an active member of the NJSCPA Accounting and Auditing Standards Interest Group. She is a qualified Peer Reviewer and has performed Peer Reviews for many CPA firms.

 She is currently the Vice Group Leader of the Business Valuation/Forensic & Litigation Support Group for the NJSCPA. June's firm successfully completed its peer review in November, 2010, receiving the highest level of Pass.

True Diversity in Investment Portfolio Design - 1 Credit

Presented by Mark Ukrainskyj, CFA

Given recent market turmoil and the historic financial events of 2008, the diversifying effects of such asset classes as stocks, bonds, REITS and commodities have been called into question. This has left many portfolios in disarray and clients heading for the exits at the exact wrong time. Mark and the investment team at AEPG have done extensive research to create a truly diversified portfolio for AEPG's clients. Mark will share how true diversification can be dealt with in client portfolio construction. Attendees will walk away with the knowledge to create true diversification in an investment portfolio to help guide them in discussions with their clients.