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UID:multi-jurisdiction-reporting-playbook-20261112@ivp.com
DTSTAMP:20261006T000000Z

DTSTART;TZID=America/New_York:20261112T110000
DTEND;TZID=America/New_York:20261112T120000

SUMMARY:The 2027 Multi-Jurisdiction Reporting Playbook: Form ADV, 13D/G and Other Key Filings

LOCATION:https://ivpus.zoom.us/s/95373994113

DESCRIPTION:Topic: The 2027 Multi-Jurisdiction Reporting Playbook: Form ADV, 13D/G and Other Key Filings\n\n<b>What we’ll cover:</b>\n- <b>The 2027 reporting outlook:</b> Key developments across jurisdictions, including what to watch on Form PF and AIFMD.\n- <b>Form ADV and Schedules 13D/G:</b> Preparing for Form ADV updates and beneficial ownership disclosures, including deadlines, thresholds, and amendment triggers.\n- <b>AI in action:</b> automatic data ingestion, confidence-scoring and classification, auto-population and auto-validation of high-confidence items, with uncertain items routed to the team for review.\n- <b>Managing filings across jurisdictions:</b> How to reuse relevant data while completing the checks and approvals each filing requires.\n- <b>Live workflow demonstration:</b> From source data through preparation to validation and review.\n- <b>Next steps and Q&A with regulatory reporting experts.</b>

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