Register today for the FEI Pittsburgh Annual Golf Outing! The Chapter welcomes its community to Longue Vue Club, one of the top public and private golf courses in Pittsburgh. Catch up on CPE with three, 1.0-Credit sessions in the morning, stay for lunch, and then head out to the course. Plan to stay for dinner and awards. We look forward to hosting you!
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Annual Golf Outing Agenda
8:00 am - Registration & Light Breakfast
9:00-9:50 am - CPE Session 1: How to Improve Working Capital Through Back Office Efficiency presented by the Bucar Group
10:00-10:50 am - CPE Session 2: Savvy Social Security Planning: Claiming Strategies CPAs, Attorneys, and Other Professionals Need to Know presented by Fort Pitt Capital Group
11:00-11:50 am - CPE Session 3: Federal Tax Update presented by Sisterson & Co.
11:50-12:30 pm - Lunch
12:25 pm - Announcements
12:30-5:00 pm - Golf/Shotgun Start
5:00-6:00 pm - Cocktails on the Terrace
6:00-7:00 pm - Dinner & Awards
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Instructor-led CPE Session Details
(Click each session name below for more details on each CPE Session)
CPE Session 1: How to Improve Working Capital Through Back Office Efficiency presented by The Bucar Group
Featured Speaker: Phil Farabaugh
In today's landscape of increased corporate borrowing costs, improving working capital through enhanced back-office efficiency is crucial. Join Phil as he explores strategies to optimize areas like Accounts Receivable Collections, Portal Billing, Customer Selection and Credit Policies, Customer Onboarding, and Cash Forecast Accuracy. This presentation will highlight key success benchmarks for each functional area and the essential metrics for monitoring progress. By establishing standard protocols and clearly defined exceptions, management teams can better concentrate on core operations, even in challenging economic conditions.
CPE Session 2: Savvy Social Security Planning: Claiming Strategies CPAs, Attorneys, and Other Professionals Need to Know presented by Fort Pitt Capital Group
Featured Speaker: Beth Lynch
Social Security is often more complex than it appears, with decisions made today significantly affecting the total benefits your clients receive over their lifetimes. In this one-hour workshop, CPAs and attorneys will gain a thorough understanding of the rules and strategies for claiming Social Security benefits, equipping them to better guide their clients through this crucial process.
CPE Session 3: Federal Tax Update presented by Sisterson & Co.
Featured Speaker: Joseph Nicola
Join Joe as he delves into recent federal income tax developments, covering the latest IRS guidance and notable judiciary case law. Additionally, Joe will provide insights into the potential for business-friendly legislation in Congress, offering a comprehensive update on the current tax landscape.
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| GOLF OUTING PRICING |
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BREAKFAST & CPE |
GOLF, LUNCH & DINNER |
| FEI MEMBER |
Free with Membership |
$125 |
| FEI STRATEGIC PARTNER |
Free with Partnership |
$125 |
| NON-MEMBER GUEST |
$50 |
$125 |
| |
|
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| FOURSOME |
|
$500 |
| DINNER ONLY |
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$50 |
| |
| MULLIGANS |
4 FOR $20 |
| 50/50 |
BENEFITS GREATER PITTSBURGH COMMUNITY FOOD BANK |
| |
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LUNCH INCLUDED FOR ALL CPE AND/OR GOLF REGISTRANTS
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To register, hit the green button above and select the options/sessions you'd like to attend and pay at checkout. Contact the chapter at [email protected] for assistance or see the FAQ below.
Golf outing registration closes Monday, June 10th.
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FEI Golf Outing FAQ
1. How do I register a guest for CPE?
- Select "Guest Breakfast & CPE"
- Select other sessions you will be attending
- Check out and send an email with your guest's name, title, organization, and email address to [email protected]
- Complimentary lunch registration will be added for all CPE guests.
2. How do I host another golfer (or 2? or 3?)?
- At registration, select the appropriate number of golfers (Individual, 2 Golfers, 3 Golfers, or Foursome)
- Consider adding mulligans
- Check out and send an email with your golfers' name, title, organization, and email address to [email protected]
- Complimentary dinner registration will be added for all golf guests.
3. Who can register for the golf outing?
- All segments of this event are open to FEI Members, Strategic Partner representatives, and invited guests of each. FEI events are not open to the public, but qualified prospective members may request registration for the morning CPE sessions at the $50 guest rate. Foursome hosts must be members or paid FY 2024 strategic partners of FEI Pittsburgh.
4. I don't have my user ID or password - can the chapter register me?
- Payment is due at the time of registration. Please contact the chapter if you need your site credentials.
5. I represent a strategic partner and haven't previously attended an FEI event. Can I just sign up?
- Please contact the chapter via email at [email protected] to request site credentials, without which you will not be able to initiate registration.
6. My organization has some terrific golf swag - what makes a great golf prize?
- Skill prizes should have a total value of at least $100. Smaller items may be grouped together for one substantial branded prize.
- Distribution of smaller branded items to all event registrants is welcome, but please contact the chapter to avoid duplications.