Securities Experts Roundtable (Seek and Speak the Truth)

SER's Practice Management Committee (PMC) presents
"Defining the Scope of the Engagement"
When: Thursday March 5, 2026 (via Zoom)
1:00pm - 2:00pm (ET)
Featuring: Keith Loveland, Hollie Mason, Jeffery Schaff
(Moderated by Paul Carroll, PMC member)

Meet Keith Loveland
Expert Witness, JD, AIFA®, BCF™, CEFEX® Analyst, CIDA®, GFS®, L5™
• Founder of Keith Loveland Consulting, Keith has over 25 years of experience serving firms and representatives in the securities industry. A licensed attorney, he has passed the following licensing examinations: Series 7, Series 63, Series 24, Series 4, Series 27, Series 8, Series 5, Series 15, Series 3, Series 53, Series 65, and Series 66. He has been engaged by the United States Department of Labor, the United States Securities and Exchange Commission, and both plaintiffs and defendants. Keith is a Qualified Neutral under Rule 114 of the Minnesota General Rules of Practice.

Useful Links:
• Register HERE
• Events (Calendar): CLICK HERE
• Website: CLICK HERE