Leslie D. Irby
Leslie D. Irby, CFP®, AIF® earned a Bachelor of Arts degree in Mathematics with a minor in Computer Science from the University of Texas in Austin in 1972. He earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies in 2007. Mr. Irby received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2010 from the Certified Financial Planner Board of Standards, Inc. Mr. Irby focuses on guiding the Directors and Officers of tax exempt organizations on their vital fiduciary responsibilities in the prudent management of their investable fund assets. He provides guidance on the rules that define the standard of conduct for governing boards regarding best investment practices. His experience includes the development of cash management and reserve fund policies, Investment Policy Statements, and other financial governance documents. He also conducts detailed analyses of an individual organization’s investment allocation, investment selection criteria, performance results, and benchmarking approaches. He advocates the application of Modern and Post-Modern Portfolio Theory investment processes in support of institutional investment goals.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. 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: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)