2006 Compliance Strategic Planning 
Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field.
Brown Advisory
APRIL 20, 2022
The Uniform Prudent Management of Institutional Funds Act (UPMIFA), 2 approved by the National Conference of Commissioners on Uniform State Laws in 2006, has had important effects on how charitable organizations manage their investment and endowment spending, with important considerations come audit time.
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The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here. The F, there is a subsequent change in 2006 called the Pension Protection Act. That’s Barry saying it. That’s not Mike.
Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field.
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