Norman Marks

NOVEMBER 15, 2023

While I have challenged the value of and the need for the IIA’s Standard requiring two hours annually of ethics training for every internal auditor, it is possible to have training that is useful and which I would recommend! I challenged the IIA Standard because ethics training for internal auditors that […]

Ethics 49

Ethics Compliance Government 49

Brown Advisory

APRIL 22, 2021

Corporate Engagement Spotlight: Ethical AI Practices ajackson Thu, 04/22/2021 - 11:37 Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. And if and when regulatory frameworks solidify, the compliance requirements may inadvertently lead to rising concentration risk in the industry.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

Corporate Engagement Spotlight: Ethical AI Practices. Ethical AI is a term used throughout this discussion, loosely defined as development and delivery of AI products and services that empower employees, produce fair and just outcomes for stakeholders and generate other positive outcomes for society. Thu, 04/22/2021 - 11:37.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions.

Compliance 100

Compliance Accounting Taxes Banking 100

Park Place Financial

JULY 6, 2022

HB 3898 went into effect on September 1, 2021, making several revisions to the Texas Government Code regarding public defined benefit pension plans. In other words, their ability to pay beneficiaries depends on the supervision of state and local governing bodies and the groups managing the plans. What Is Texas HB 3898?

Retirement 52

Retirement Retirement Planning Certified Financial Planner Ethics 52

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions.

Compliance 52

Compliance Accounting Taxes Banking 52

Brown Advisory

DECEMBER 5, 2023

Yet a whole slew of relevant environmental, social, and governance-related information has been panned by political agendas that are far removed from the purview of investment managers. All of these potential outcomes of a company’s ability to manage its environmental, social, and governance issues should be of interest to investors.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52