This webinar brings together professionals from Weaver, Standish Compliance, and Inspira Financial to discuss the latest regulatory developments, practical challenges, and best practices surrounding custody compliance for investment advisers.

Attendees will gain insight into recent rule changes, common pitfalls, and actionable strategies for maintaining robust custody controls in a dynamic regulatory environment. Whether you are responsible for compliance, operations, or client account management, this webinar will provide timely guidance to help your firm stay compliant and protect client assets.

Learning Objectives:

• Understand recent and upcoming regulatory changes impacting custody for investment advisers in 2026.
• Identify common compliance challenges and pitfalls related to custody, and learn practical solutions to address them.
• Gain actionable strategies for implementing effective custody controls and improving your firm’s compliance program.

DATE & TIME
Tuesday
March 3, 2026
12:30 p.m. - 1:30 p.m. CT

SPEAKERS
Andy Green
Senior Compliance Officer
Standish Compliance Services, LLC

Matt Kiggins
Senior Sales Executive, Regional Director | Custody Services
Inspira Financial

Maryellen Maurer
Managing Director
Standish Compliance Services, LLC

Scott Winkler
Partner, Audit - Financial Services
Weaver

QUESTIONS?
Please contact Presley Valenzuela

LINK ISSUES?
Please contact Jessica Bradford

ACCREDITATION
Recommended CPE Credit: 1 Hour • Instructional Delivery Method: Group Internet Based • Program Level: Basic • Prerequisites: None • Advanced Preparation: None • Recommended Field of Study: Accounting • Free to Attend

CANCELLATION POLICY
In the rare event that a CPE event needs to be canceled, Weaver will email all invitees and registrants, promptly communicating the cancellation, as well as pull down any calendar appointments already sent for the event. In all cases where possible, Weaver will reschedule the training and provide the audience with information on the new date(s).

Weaver is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.