Walid A. Raad, CPA, CFE, CAMS

Secure your spot now for this Quarterly Perspectives webinar from Forvis Mazars and discover developments from FASB, AICPA, SEC, and PCAOB, as well as what your organization needs to know. Register today. https://bit.ly/3VMS74d

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With nearly 25 years of experience in the Public Company and Financial Services sectors, Don brings invaluable expertise in auditing, regulatory compliance and consulting. His impressive background, including time with the SEC and PCAOB, equips him with a unique perspective that will drive exceptional results for our clients. #PKFOD #KnowGreaterValue #Audit #FinancialServices #PublicCompanyCompliance

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With nearly 25 years of experience in the Public Company and Financial Services sectors, Don brings invaluable expertise in auditing, regulatory compliance and consulting. His impressive background, including time with the SEC and PCAOB, equips him with a unique perspective that will drive exceptional results for our clients. #PKFOD #KnowGreaterValue #Audit #FinancialServices #PublicCompanyCompliance

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Read this article from Forvis Mazars for details on regulations for S corporation ESOPs in IRC Section 409(p): https://bit.ly/4eWd844

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With the recent signing of SB 219 by #California Governor Gavin Newsom, U.S. organizations who do business in California and meet certain revenue thresholds should plan accordingly for full #compliance with the requirements. Read more in the latest alert from Forvis Mazars US: https://bit.ly/4gQaRs2

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Register now for our upcoming Regulation Matters LinkedIn Live session where our subject matter experts discuss the recent release of OSFI’s Guideline E-21 and how financial institutions must now adapt to comply with the new guidelines to bolster their operational resilience and risk management practices.

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Bank mergers undergo updates: The FDIC and OCC each unveil updated policy statements as well as final OCC amendments. Expect continued principle-based approach in the evaluation processes and expansion of regulatory scope beyond traditional banks. #KPMGRegulatoryAlert #KPMG #Regulatory #Banking https://bit.ly/3Xzy2Op

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Join this seminar from ProBank Education Services at Forvis Mazars to learn about the latest regulatory changes affecting financial institutions and how to bring your program up to speed: https://bit.ly/3XWpZN8

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In this article from Forvis Mazars, get insights on a new #SEC final rule requiring monthly reporting of fund portfolio holdings by registered open-end funds, registered closed-end funds, and exchange-traded funds organized as a unit investment trust: https://bit.ly/3MKKHZW

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