March 24, 2010
3rd Annual Performance Measurement Financial Technologies Forum, New York, NY.
"Best Practices for Client Reporting"

May 6, 2009
2nd Annual Performance Measurement by Financial Technologies Forum, New York, NY.
"Mergers and Acquisitions- Integrating Multiple Performance Application Platforms"

July 17-18, 2008
Performance Measurement 101 by Financial Research Associates, New York, NY.
"Performance Measurements: A Review of Definitions, Formulas, and Calculations"

March 31-April 1, 2008
Performance Measurement and Attribution Analysis by Financial Research Associates, South Beach Miami, Florida.
"Attribution Analysis", "Geometric Attribution - Linking without Residuals"

February 28, 2008
Performance Measurement by Financial Technologies Forum, New York, NY.
"Money Weighted vs Time Weighted - What Do They Mean and When Do You Use Them?"

November 29-30, 2007
Performance Measurement 101 for Marketing & Compliance Professionals
by Financial Research Associates, New York, NY.
"Performance Measurements: A Review of Definitions, Formulas, and Calculations"

September 19-20, 2007
A Crash Course in Attribution by Financial Research Associates, New York, NY.
"A Look at How to Calculate Value-added Performance"