Tighter Controls on Meetings?

Many insurance and financial services planners have to comply with strict National Association of Securities Dealers requirements for their training and education meetings. Now, industry planners working for publicly held companies also need to pay attention to legislation that requires strict reporting procedures for corporate meetings.

Until now, the Sarbanes-Oxley Act (SOX) has been the concern of primarily senior executives and finance officers. However, new requirements could mea

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