NAPFA Spring 2025 National Conference Speaker

Elizabeth Cope, CPA, CSCP, CIPM of SEC Compliance Solution: I have been assisting investment advisers with compliance for over 15 years. I’m a firm believer that compliance does not have to be complicated. My motto is, “Keep it simple and practical!" Easy-to-manage policies and procedures are the best way to improve employees’ understanding of compliance and have them buy-in to help avoid potential deficiencies.