Chapter

November 2018: The Nexus Between Growth Capital and Storytelling

 

CPE Programs

Planning: Company and Individual strategies
Presenters from BMO are Caroline Gardner (BMO Advisory Group) and Kris Yamano (BMO Private Bank).

Learn strategies related to planning for the company, including succession planning and maximizing company value and ownership wealth in light of an exit.  In addition, training and discussion on Wealth Planning for the individual (owners and executives), including wealth creation, preservation, protection strategies from a certified planner, attorney.

Active Assailant Preparedness
Presented by Jeffrey Johnson, Senior Vice President, Marsh

Topics that will be covered by Jeff include:

  • Profile of an active assailant
  • Current threat environment
  • Responding to an active assailant situation
  • How to act when law enforcement arrives
  • Corporate emergency response plan
  • Insurance coverage

Dinner Presentation

The Underappreciated Nexus Between Growth Capital and Storytelling… An Investor’s Perspective
Presented by Adam J. Epstein

Whether your company is public or private, family-owned or non-profit, growth capital is likely in your future. Finance executives have been trained to believe that equity or debt financing comes down to financial metrics — full stop. Regarding that long-held belief, former institutional investor, best-selling author, and acclaimed speaker Adam J. Epstein has the following question:

“If equity and debt financings were just about dollars and cents, then how does that explain the fact that similarly performing companies are valued completely differently by investors and lenders every day?”

Join us for a very frank, entertaining, interactive discussion.


Speakers

Adam J. Epstein

Caroline Gardner

Director
BMO Harris Bank

Jeffrey Johnson

Client Executive & Senior Vice President
Marsh

Kris Yamano

Vice President, Market Manager
BMO Private Bank

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

NONE
Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

NONE
Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-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.