Thursday, November 12 | 11:00 AM ET
Heading into 2027, compliance teams need to know which filing developments affect them and how to prepare. For firms reporting across jurisdictions, that means keeping track of different requirements and deadlines, as well as the data and reviews behind each submission.
Join IVP Regulatory Reporting specialists for a discussion of the year ahead, with a focus on Form ADV, Schedules 13D/G and other key filings. We’ll explore practical approaches to multi-jurisdiction reporting and where AI and automation can reduce manual effort while maintaining filing-specific checks and human oversight.
Here’s what we’ll cover:
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- The 2027 reporting outlook: Key developments across jurisdictions, including what to watch on Form PF and AIFMD.
- Form ADV and Schedules 13D/G: Preparing for Form ADV updates and beneficial ownership disclosures, including deadlines, thresholds, and amendment triggers.
- AI in action: automatic data ingestion, confidence-scoring and classification, auto-population and auto-validation of high-confidence items, with uncertain items routed to the team for review.
- Managing filings across jurisdictions: How to reuse relevant data while completing the checks and approvals each filing requires.
- Live workflow demonstration: From source data through preparation to validation and review.
- Next steps and Q&A with regulatory reporting experts.
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