Notes: Click here to download the PDF
Connections Call 01/07/26 DAR Enterprise Year in Review
DAR Enterprise Year in Review – What worked in 2025 and what needs help in 2026?
With DAR team members Larry, Thomas, Catherine (CJ), Dennis and Adam.
Notes: Click here to download the PDF
Compliance:
Documentation and OSJ Tips
Business:
2026 Tax Numbers
New CAAP options – New WealthPort Forms
Numerous Changes at NFS/FCCS
FireLight is LIVE for Direct Annuity Submissions
Presentation:
Kristen from Cambridge’s Real Practice Management
Notes: Click here to download the PDF
Business:
Compliance:
RedEd Advertising and Conditional Approval
Cambridge Technology Advisory Council
REMINDER – Introduction to Firelight Webinar
Latest CIRStatements Improvements
Presentation:
Pietro LaGreca from Snappy Kraken
SAVE THE DATE: Innovate 2026
Our annual Innovate conference is coming up on May 20-22 at the Omni Resort in Hilton Head, South Carolina. We hope to see you there!
Notes: Click here to download the PDF
Compliance:
Firelight & Document Supervision Launch
E&O Adjustment Change
Business:
Technology Updates
Pershing Money Market Update
Cambridge Referral Bonus Reminder
Presentation:
Elise from FMG
Notes: Click here to download the PDF
Compliance:
Mutual Fund Share Class Conversion Fourth Quarter 2025 Iteration
Smarsh Best Practice
Holiday and Greeting Card Policy Update
Business:
Donor Advised Funds Reminder
2025 Charitable Donations Sales Idea
Holiday Cards in MarketCentral
Presentation:
2026 Business Planning with Larry Q
Notes: Click here to download the PDF
Compliance:
Annual Registration Renewal
Keeping your U4 Current
Keeping your OBA’s Current
Business:
CLIC Workstation and Indy now Live
Year End Reminders for Brokerage Accounts
CIRStatements Webinar
Presentation:
DWA Quarterly Market Review with Tom and Dave