15 Jan Croesus will Exhibit at the 2015 AICPA Advanced Personal Financial Planning Conference
Las Vegas, Nevada, January 15th, 2015 – Croesus will exhibit at the 2015 AICPA Advanced Personal Financial Planning Conference being held at the Bellagio in Las Vegas from January 19th to the 21st. The AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that prepares attendees for the impact legislative and regulation changes will have on their practice and clients. It’s the first financial professional conference of the year that addresses changes with the most advanced technical, all-encompassing learning programs for retirement, estate, investment, insurance and individual tax planning guidance.
The Croesus team will be located at booth 402 in the Bellagio Tower Ballroom.
Since 1987, Croesus has been providing investment professionals across North America with highly intuitive and sophisticated integrated portfolio management and CRM solutions. Over 9,500 investment professionals use Croesus to manage more than $700 billion in client assets. Croesus enables its clients to build trust with investors through tailored solutions and transparent business practices. Over the years, Croesus has built its reputation on its ability to implement its software efficiently, convert large complex data successfully, and provide accurate performance calculation. By continuously investing in R&D, Croesus ensures to stay ahead of its clients’ needs and provide them the technological edge they need to remain competitive.
Founded in 1887, the American Institute of CPA’s (AICPA) represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards. The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.
Frédéric Le Bouar
Director of Product Marketing and Business Promotion