2022 Summer Meeting

Joint Interest & Audit Standing Committees Combined Session

Wednesday, July 13 at 9:30 AM Central
Registration Fee: $100


The presentation will take place virtually on Adobe Connect. All audio is Voice Over Internet with no dial in.  For full participation in discussion sessions, attendees should have access to a microphone.  Please contact the COPAS Office with any questions at copasoffice@copas.org.

9:30 AM
Welcome and Introductions

Antitrust Statement

9:40 AM
MFI-40: 24-Month Adjustment Period for Joint Account Adjustments

This session will consist of a presentation and discussion of the MFI-40: 24-Month Period Adjustment for Joint Account Adjustments. (1 hour CPE)

10:30 AM
Knowing Your COPAS Documents (KYCD) Economic Factors – Behind the Numbers
COPAS Economic Factors Question and Answer
This session will consist of a presentation and discussion of COPAS Economic Factors.
(1.5 hours CPE)

11:50 AM
COPAS Publication Review Initiative
This session will provide a discussion of the priority list for COPAS publications. (1 hour CPE)

12:40 PM
Adjourn