Summary: <p>Intro Topic I - Inadvertant Custody Topic II - Custody via Asset Transfer Authorization Topic III - Agreement with a CPA Topic IV - Suprise Examination Process and Prep Topic V - Super Power and Why? Outro</p> <p>Guest Speaker Information: Rick Wilkens, CPA, CVA, Partner DeMarco Sciaccotta Wilkens & Dunleavy, LLP Linkedin: <a href="https://loom.ly/TXtOS0I" rel="nofollow noreferrer noopener" target="_blank">https://loom.ly/TXtOS0I</a></p> <p>Company Information: DeMarco Sciaccotta Wilkens & Dunleavy, LLP Website:<a href="https://loom.ly/-K01JpU" rel="nofollow noreferrer noopener" target="_blank">https://loom.ly/-K01JpU</a> Company LinkedIn: <a href="https://loom.ly/0iET56I" rel="nofollow noreferrer noopener" target="_blank">https://loom.ly/0iET56I</a></p> <p>RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: info@riacc.io Website: www.riacc.io LinkedIn: <a href="https://www.linkedin.com/company/25040493/admin/updates/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/company/25040493/admin/updates/</a> Twitter: <a href="https://twitter.com/RIAComplyCEP" rel="nofollow noreferrer noopener" target="_blank">https://twitter.com/RIAComplyCEP</a> Facebook: <a href="https://www.facebook.com/RIAComplianceConcepts/" rel="nofollow noreferrer noopener" target="_blank">https://www.facebook.com/RIAComplianceConcepts/</a> Instagram: <a href="https://www.instagram.com/riacomplianceconcepts/" rel="nofollow noreferrer noopener" target="_blank">https://www.instagram.com/riacomplianceconcepts/</a></p> <p>Host Information Ivan Barretto, Managing Director LinkedIn: <a href="https://www.linkedin.com/in/ivanbarretto30/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/ivanbarretto30/</a></p> <p>Megan Campbell, Managing Director LinkedIn: <a href="https://www.linkedin.com/in/megan-campbell-5016a442/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/megan-campbell-5016a442/</a></p> <p>Collin O’Bryant, Senior Consultant LinkedIn: <a href="https://www.linkedin.com/in/collin-o-bryant-485416a1/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/collin-o-bryant-485416a1/</a></p>
