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"