Build Your ETF Now: The Nuts & Bolts of Reorganizing into an ETF

9 May 2019   via webinar   2:00 PM - 3:00 PM ET  

This webinar discusses the different ways existing products can be re-organized into ETFs. What tax, accounting and legal considerations should you take when considering an ETF conversion? Topics include:

  • Private fund reorganizations
  • SMA reorganizations 
  •  Mutual fund reorganizations


  • Brett Eichenberger, CPA, Partner-Audit, Cohen & Company
  • Jay Laurila, CPA, Partner-Tax, Cohen & Company
  • Peter J. Shea, Partner, K&L Gates 
  •  Derek N. Steingarten, Partner, K&L Gates


CPE credit offered through Cohen & Company. Participants can earn 1 CPE credit in the Accounting field of study.

Prerequisites: None
Program Level: Overview
Advanced Preparation: None Required
Delivery Method: Group-Internet Based
Seminar Policies: There is no fee for this webinar; cancellations are to be made no later than two business days prior to webinar date. For more information regarding concerns or program cancellation policies, please contact our office at 216.579.1040.

Cohen & Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Build Your ETF Now: The Nuts & Bolts of Reorganizing into an ETF

Find More Items Tagged As: Financial Services