This session will provide you with the opportunity to tap into the knowledge base and practical experience from those in attendance, exploring a wide range of practical considerations around both Administrative and Investment Reviews. Topics we will cover include: a deep dive into account risk rating concepts that can affect the admin review frequency; how to style both admin and investment review questions and their associated responses to support standardized trend reporting and/or committee reports; and explore effective methods in which to provide ongoing oversight around any non-conforming responses. You will leave better prepared to further enhance your Administrative and Investment Review program, which will result in heightened oversight of your client’s accounts.