Scivantage/Celent Webinar on 8/11 – Cost Basis Reporting Industry Assessment

As a result of the success of our recent Roundtable event to review the Celent Report, “CBR: Where Are We Now?” and the subsequent requests for additional information, we will continue the hot-topic dialog in an online webinar on August 11th at 4PM EDT.  The Cost Basis Reporting Industry Assessment Webinar will offer post-implementation insight, best practices and lessons learned.

Join Alexander Camargo, Analyst, Securities & Investments at Celent and Cameron Routh, Senior Vice President, Strategic Products at Scivantage as they share valuable insights from Celent’s most recent research note and discuss the latest cost basis reporting developments.

Agenda:

  • Expert analysis of the regulations, with a focus on demands and requirements from the various market segments
  • Lessons learned and best practices from industry’s leading financial institutions
  • Key observations and insight into specific topics such as system integration, client support and transparency, data management and much more
  • Live Question & Answer session where we encourage your questions on the regulations and industry preparedness

Special Bonus! 
As a complement to this webinar, all participants will receive a copy of Celent’s latest research note, Cost Basis Reporting: Where Are We Now? — An actionable guide which provides best practices and trends ensuring your firm is well prepared for the cost basis reporting requirements.

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