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June 3, 2025
Learn the full SOC 2 timeline, from readiness assessment to report issuance, and what to expect at each phase of your SOC 2 audit journey.
Drew leads deal advisory services for clients in energy, transportation, and industrial sectors, offering expertise in M&A, spin-offs, and carve-out deals.
Acquisitions
June 2, 2025
Cherry Bekaert expands its practice by acquiring Spicer Jeffries LLP, enhancing audit and tax services for asset management and investment funds.
Craig possesses extensive audit experience across the securities industry, including hedge funds, digital currency funds, private equity, venture capital, broker dealers and commodity pools.
Bob’s extensive experience encompasses an array of asset classes including hedge funds, private equity, broker dealers, private credit, real estate and venture funds, commodity pools, oil & gas funds as well as funds of fund organizations.
Sean exclusively serves clients in the asset management industry, focusing on public and private investment partnerships across various sectors, including securities, hedge funds, commodity funds, real estate, private equity, venture capital, broker dealers and investment advisors.
Scott is a Tax Partner at Cherry Bekaert, where he brings extensive experience in advising clients across the securities and alternative investment industries.
Mike specializes in taxation within the securities industry, including providing entity structuring, and personal tax planning strategies, to serve fund managers.
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Speakers: Scott Peyton, John Heagy
Gain insights into internal audit's responsibility in evaluating AI systems for accuracy, ethical use and operational impact.