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Recognized by Forbes Magazine, Weaver’s Laura Roman is listed as one of “America’s Top 200 CPAs.”
The Los Angeles Times’ 2024 Banking and Finance Visionaries recognizes Partners, Sindhu Rajesh, Ashley Player and Eric “Tony” Gronroos for their experience, client service and contributions to the local business community.
The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
Last week, participants in WeaverLEAD, our firm’s new leadership coaching program, gathered in Houston for the first time. Learn more about WeaverLEAD.
Weaver's Linc Ashby and Alexis Beebe discuss with the Society of HR Professionals about the positive impact of Weaver’s training and coaching program.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
Weaver Partner and CFO, Jordan Phelps has been recognized by Finance and Investing as a Top 25 CFOs of Dallas for 2023. Learn more about this recognition.
The SEC recently announced that, in its fiscal year 2022, 760 enforcement actions were filed resulting in a record $6.4 billion in money ordered from SEC actions.
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WebinarWeaver and The L Group are pleased to invite you to the next session in our Healthy Growth webinar series: Inspiring Healthy Growth - Healthy Leadership. This live learning session will help you, your team, and your business thrive. Healthy leadership addresses human needs—it’s personal. Healthy leadership is like a cultural magnet that attracts people to your team and the cultural glue that makes them want to stay. If your employees don’t see healthy leadership, they will look for it elsewhere.