4g. MA – Best Practices for Municipal Advisors Talk Group

This interactive group discussion will focus on MA exam priorities and will allow attendees to share best practice solutions to improve efficiency and implement effective internal procedures that comply with MA rules and regulations. Other discussion topics will include lessons learned from the MA rules, including registration; various disclosure requirements, conflicts of interest, recordkeeping, advertising and managing gifts and entertainment. This session is not eligible for continuing education credits.

Intermediate                        Program Level: Talk Group Date: November 8, 2021 Time: 3:30 pm - 4:45 pm Chris Charles

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