05/27/26 Compliance: DocuSign Transition, Innovate: Compliance Hot Topics; Business: New Quarterly AI Practice Management Connections Call, DWA Investment Options Update; Presentation: Betterment Pt 2 with Thomas

Notes: Click here to download the PDF

Compliance:
DocuSign transition
Innovate: compliance hot topics

Business:
Client Management in CLIC Workstation
Cambridge Technology Now, Next, Later
New Quarterly AI Practice Management Connections Call
Upcoming webinars
Reminder-Check Qualified Compensation Statement
DWA Investment Options Update

Presentation:
Betterment Pt. 2 with Thomas

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