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Private Company Priorities 2021 Webinar Series


9-session Series, 9 CPE credits

FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar is programmed with the help of leaders in one of FEI’s Committee on Private Companies Special Interest Groups and provides deep insight on critical areas of private company operations and administration. These include family business and succession planning, access to capital and M&A, and public policy and accounting issues affecting private companies.

Comprised of eight webinars held over the first half of 2021, subject matter experts and key stakeholders will provide valuable insights on topics including the outlook for private company M&A, succession planning for family businesses, how to operate a private company after the pandemic, the tax outlook for private companies and an exploration of special purpose acquisition companies (SPAC). Each one-hour webinar is offered at no cost to FEI members and will offer CPE credit to attendees.

Click the green REGISTER NOW button on this page to register for the complete series.

Session 1: Outlook for Public Policy for Private Companies in 2021
Session 2: Outlook for Private Company M&A in 2021
Session 3: Private Company Tax Legislation Update and the Biden Adminstration - Revisiting Choice of Entity
Session 4: How to Operate a Private Company After the Pandemic
Session 5: Formulating Effective Succession Plans
Session 6: ASC 842 as easy as ABC 123: Planning for Lease Accounting Compliance
Session 7: Can the SPAC Boom Last?
Session 8: Ownership Transition: Is an ESOP the Right Choice?
Session 9: Rethinking Private Company Compensation

 
 
 

Session 1: Outlook for Public Policy for Private Companies in 2021
January 27 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by FEI’s Legislation, Regulation, Accounting Standards & Advocacy Special Interest Group
Single session registration available - click here »
What will the Biden Administration and the new Congress mean for private companies in 2021? Hear from PwC’s Andrew Prior on what to expect from the White House and Capitol Hill on tax and other critical policy issues that affect private companies every day including health care and trade. This discussion of the overall outlook for legislative and regulatory activities of interest to private companies will include an emphasis on the political, economic, budgetary and other factors that are likely to influence policy making in Washington during the next two years.

Session 2: Outlook for Private Company M&A 2021
February 10 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by FEI’s Access to Capital and M&A Special Interest Group
Single session registration available - click here »
What will the changes in Washington mean for M&A in 2021? Learn how various factors including the incoming Biden Administration, economic challenges, and the COVID-19 pandemic will affect the mergers and acquisitions market for private and middle market companies.

Session 3: Private Company Tax Legislation Update and the Biden Administration- Revisiting choice of entity
March 2 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by EY and FEI’s Legislation, Regulation, Accounting Standards & Advocacy Special Interest Group
Single session registration available - click here »
President Biden proposed a series of tax changes while campaigning. Now that he is in office, the rubber has hit the road for private companies planning for the upcoming tax year. Previously, companies relied on certain assumptions for making choice of entity decisions but the choice to stay or change is back on the table as this administration begins to amend legislation.

During this webinar, learn about potential changes such as an increase in corporate rates, loss of the QBI deduction, and dividend and capital gain rates that private companies need to consider when recomputing their models.

Session 4: How to Operate a Private Company After the Pandemic
March 17 | 2:00 pm - 3:00 pm Eastern  | 1 CPE credits

Presented by FEI’s Operations & Administration Special Interest Group
Single session registration available - click here »
In today’s “new world”, private companies face a wide range of challenges and uncertainty. This panel of human capital, financial, real estate, and technology experts will identify some of those challenges and discuss best practices in addressing them. Topics to be covered include the changing way we look at office environments & remote work, operational & workforce strategies, talent retention and recruiting, and technological considerations for this bold new world.

Session 5: Formulating Effective Succession Plans
April 6 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by FEI’s Family Business & Succession Planning Special Interest Group
Single session registration available - click here »
What key factors should family businesses consider when formulating an effective succession plan? Family business experts will discuss the benefits of having a plan, common structures and techniques, tax and estate considerations, known pitfalls to avoid, and potential impacts the new Administration and Congress could have on succession plans.

Session 6: ASC 842 as easy as ABC 123: Planning for Lease Accounting Compliance
April 13 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by Visual Lease
Single session registration available - click here »
The new lease accounting standards under US-GAAP require organizations to account for leases as right-of-use assets and liabilities on the balance sheet. This isn’t just another one-and-done disclosure, it’s a whole new approach to accounting with a much higher level of scrutiny. This is a massive administrative lift for most companies, requiring cross-functional input, new accounting procedures, interpretations, and decisions, and new technologies to automate and enable the process. As a bonus, each webinar attendee will receive a personalized ASC 842 project plan, complete with project timelines and helpful resources to plan for compliance.

Session 7: Can the SPAC Boom Last?
April 20 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by Deloitte and FEI’s Access to Capital and M&A Special Interest Group
Single session registration available - click here »
Special purpose acquisition companies (“SPACs”) are the hottest capital phenomenon of the past year. In 2020, almost 250 SPAC IPOs raised $83 billion, up from 59 SPAC IPOs that raised approximately $14 billion in 2019. Through February 2021, 228 SPAC IPOs have raised $73 billion. However, a private company going public through a SPAC transaction comes with its own set of challenges.  This session will discuss conditions and trends driving the momentum of SPACs, an overview of the lifecycle of a SPAC, a survey of the core competencies that should be examined and elevated after a target company is acquired, and an overview of regulatory requirements.
 

Session 8: Ownership Transition: Is an ESOP the Right Choice?
May 12 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by FEI’s Family Business & Succession Planning Special Interest Group
Single session registration available - click here »
Private company owners looking to create liquidity, reduce their ownership stake, minimize taxes, and maintain competitive employee benefits may find Employee Stock Ownership Plans (ESOPs) an attractive alternative to an outright sale. A panel of subject matter experts explain what an ESOP is, the benefits they provide to companies and their owners, as well as disadvantages and common pitfalls of entering one.

Session 9: Rethinking Private Company Compensation
June 9 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Presented by FEI’s Operations & Administration Special Interest Group
Single session registration available - click here »
Private companies spend a vast amount of precious capital on executive compensation, but do they really understand if it’s working to attract and retain the right people? Even more importantly, can senior leaders properly value their own company in order to set their equity-linked incentives? This panel will discuss best practices in private company compensation and how leaders can accurately benchmark their pay.


 
A SPECIAL THANK YOU TO OUR SERIES SPONSORS

Deloitte

EY

Visual Lease
Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.