This Committee identifies, promotes and advances the use of standards that benefit asset managers, distribution partners and stakeholders that provide services to the industry. The Committee serves as a venue for thought leaders to discuss best practices and technology enhancements. The Committee conducts regular Committee calls and in-person meetings at IPA conferences. Annual workplans and schedules will be determined by the Committee.
MISSION
LEADERSHIP
CHAIR

Brendan Cuddihy
COO,
CAIS
CHAIR ELECT

Bill Robbins
CEO,
Wealthforge
BOARD LIAISON
