MARCH 2025 NEWSLETTER

28 Feb MARCH 2025 NEWSLETTER

Click here to download the March 2025 Newsletter.

As we continue our “Dive into 2025,” our March round table general meeting is aimed at “Navigating Compliance under a New Administration.” Under the new White House Administration, with the compliance and legal
ramifications being so fluid at the moment, our March General Meeting will be centered around a unique “round table” type of event. Our meeting will focus on how the new administration is impacting the financial industry, with a focus on compliance.

We are pleased to have John Podvin, an attorney with Otteson Shapiro, lead our discussion, with some of our own DACA Board Members helping to moderate and facilitate. He will speak on certain topics related to his experience and
understanding of recent events. This will include, for example, the administration’s regulatory freeze, recent 1071 stay, and other supervisory or regulatory current events.

As this is a “round table” event, all attendees are encouraged to join in and share how they have decided to proceed with certain points of discussion or… discuss what keeps them up at night. The meeting will be focused on live participation and will not involve a PowerPoint presentation or provide legal advice.

Please keep in mind that our March meeting is an in‐person event; it is not
virtual.

We look forward to seeing you there and enjoying some lively discussion.