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 T ROWE PRICE ASSOCIATES, INC FORM CRS 2023-2024

2023-2024 Form

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so welcome this is a our panel on the countdown to form crs uh so our idea here today is here's the agenda so i think what we'd like to do is provide a fairly brief overview of form crs i'm assuming by this time you're all familiar with the form the content requirements and what we'd really like to do is really focus on some of the implementation challenges that we're hearing uh that i'm hearing from members and that the folks up here are sort of working through uh as well and then obviously you know as you're working through uh so you know we will go through some of the specific disclosure items we'll talk about the filing the delivery the updating record keeping requirements but really the focus will be on the implementation challenges so before i get started why don't i ask each of the panelists i'm not i'm not going to go through their bios their bios are in the materials but what i would like to do is ask my fellow panelists to introduce themselves but to talk about what they're w

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