6/21/2023: Compliance: Adview deadlines, undeliverable email, and structured products. Product: Practice Management tools now available and Annuity/Insurance study group. Presentation by City National Rochdale 7/12/2023: Compliance – Account Periodics go live and Threads is not approved. Product – StepStone’s Interval fund becomes a ticker symbol and the Jackson data breach. Presentation by Destra.