LAST CHANCE—Complete IMCA Survey for Chance to Win Gift Card
We need your help to construct IMCA Research Quarterly. The survey should take between 15–30 minutes to complete, and IMCA will randomly select six participants to win $25 Barnes & Noble gift cards. Click here to take the survey before Friday, February 19.

A Bridge Too Far
With lack of consensus, the uniform fiduciary standard may be left out of financial reform. Learn more.

What a Difference a Year Makes
As 2009 wound to a close, it was hard not to look back at the global financial markets just 12 months ago and realize how far and how quickly the recovery had come. Learn more.

Outlook
The U.S., and indeed most of the global economies, faces a transition period in 2010, one that must be carefully handled. Learn more.

NOW OPEN FOR REGISTRATION!
IMCA 2010 Advanced CIMA^® Workshop: The Best of Wharton
Conference Dates: July 19–20, 2010
Early-bird registration deadline is June 18!
CE Credit: Between 10 and 12 hours

Join the community of Certified Investment Management Analyst^SM professionals at the fourth-annual workshop, held at The Inn at Penn, a Hilton Hotel, Philadelphia, PA. This conference is open only to CIMA certificants in good standing, and focuses on advanced investment strategies. During the conference, Wharton professors will present new research and reinforce the education delivered through the CIMA certification program. Click here for more information and to register.

TOMORROW—LIVE AUDIO BROADCAST
Changes in the Regulatory Environment
Registration deadline for live broadcast is 4 PM ET, February 18, 2010
CE Credit: One hour
Presented by Richard D. Marshall, Ropes & Gray LLP

In the wake of the financial crisis, the SEC has undergone sweeping changes in its inspection and enforcement program. At the same time, new legislation and regulation could reshape the financial landscape as we know it. These changes are the most radical since the Great Depression, so it is critical to keep up with new developments. Click here for more information and to register.

LIVE AUDIO BROADCAST—THURSDAY, MARCH 18, 2010
Ethical Decision-Making
Registration deadline for live broadcast is 4 PM ET, March 18
CE Credit: One ethics hour
Presented by Lauren Bloom, JD, LLM, CCEP, Elegant Solutions Consulting

This session will educate participants in how to resolve ethical dilemmas while preserving professional relationships with clients and colleagues. Click here for more information and to register.

IMCA 2010 Annual Conference
Conference Dates: May 17–19, 2010
Early-bird registration deadline is April 16!
CE Credit: 20+ hours, including one ethics hour

The next several issues of eNews will highlight specific sessions from this world-class conference program. Plan to attend the event of the year for advanced investment and wealth management professionals. Click here to view the entire program and to register online:

General Session #2—Liar’s Poker
Michael Lewis
Published in 1989, Liar’s Poker remains one of the best-written and most perceptive chronicles of investment banking and the appalling excesses of an era. During this session, Mr. Lewis examines the era that was just brought to a crashing halt by the subprime and worldwide credit crisis. Starting with the years he chronicled in Liar’s Poker, he touches on the major economic events of the last 20 years, exploring what this period was all about, how it began, and how it’s likely to end. He masterfully transforms complex issues into accessible scenarios through clever and amusing observations and continues to call it as he sees it in recounting Wall Street’s excesses.

If your company needs more exposure in the industry, this conference is the perfect opportunity to showcase your offerings to 1,500 advanced investment and wealth management experts. Space is limited! Click here for more information.

CPWA Designation Program Enrollment Now Open
Enrollment deadline is Friday, February 26, 2010!
The Certified Private Wealth Advisor^SM (CPWA^®) designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Pre-study commences in March 2010 and the in-class program will be held September 20–24, 2010, at The University of Chicago Booth School of Business. Read what your peers have said about the program; click here for program information or to download the application.

IMCA Now Offering CE Quiz in Investments & Wealth Monitor
In 2010, IMCA has pre-approved a continuing education (CE) quiz for one hour of CIMA^®, CIMC^®, and non-core topic CPWA^® IMCA-sponsored CE credit, beginning with the January/February 2010 issue. Look for full details about purchasing, accessing, and completing the CE Quiz in the issue, which hit desks last week. Visit IMCA's Web site to learn more.

A Reminder Regarding Certification Renewal Requirements
There are three requirements to renew the CIMA^®/CIMC^® or CPWA^® license: complete and report a minimum of 40 hours of continuing education (CE) credit during the two-year certification renewal period; pay a certification renewal fee; and sign and submit a disclosure statement. For complete details regarding CIMA/CIMC certification renewal requirements, click here. For more information regarding CPWA designation renewal requirements, click here.

Looking to Connect with Your Peers?
IMCA's LinkedIn group offers an online gathering place for IMCA members to discuss current issues, post jobs, and network. The group is open only to IMCA members and currently is home to more than 850 of your peers. To join click here.