The Analyzing Investment Performance (AIP) program, is prepared in accordance with AICPA guidelines and delivered by accomplished faculty from Drexel University, LeBow College of Business.
These sessions will engage around 25 CPA participants representing premier US HNW family offices involved with the accounting, tax and investment operations of their Family Offices and with close proximity to the family principals.
Investment Performance Concepts
Entity & Transactions Foundations
Chart of Account Best Practices
Cash Flow Report Best Practices
Financial Statement Analysis
Continuing Professional Education