Fall 2024 Compliance Hot Topics

October 24, 2024 | 10:00 am to 11:30 am
Free Webinar
REGISTER HERE

Event Information

Join CrossState on Thursday, October 24 at 10:00 a.m. for a free webinar discussing a variety of compliance hot topics. The CrossState Advocacy Team will be providing updates on the following:

  • Reg CC Threshold Adjustments, effective July 1, 2025
  • Department of Labor – Expands definition of Investment Advice Fiduciary
  • Quality Control Standards for use of AVMs
  • NACHA Update
  • BOI status
  • Interagency Guidance on Reconsiderations of Value of Residential Real Estate Valuations
  • Business Accounts

If you have questions you would like to submit in advance, email compliance@crossstate.org.

Thank you to TruStage for sponsoring this webinar.