Clearing the Air VII - a podcast by Ivan Barretto, Megan Campbell, and Collin OBryant

Clearing the Air VII Show Notes I. Introduction II. Form CRS update / Covid-19 Update III. BCP/Disaster Recovery Plan Overview IV. PPP disclosure discussion V. Outro

NASAA Covid-19 Updates page https://www.nasaa.org/industry-resources/covid-19-updates/

FINRA FAQ PPP loans Form U-4 https://www.finra.org/rules-guidance/key-topics/covid-19/faq

SEC Guidance PPP loan https://www.sec.gov/investment/covid-19-response-faq

RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: info@riacc.io Website: www.riacc.io LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ Twitter: https://twitter.com/RIAComplyCEP Facebook: https://www.facebook.com/RIAComplianceConcepts/ Instagram: https://www.instagram.com/riacomplianceconcepts/

Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/

Further episodes of The RIA Compliance Collective

Further podcasts by Ivan Barretto, Megan Campbell, and Collin O'Bryant

Website of Ivan Barretto, Megan Campbell, and Collin O'Bryant