Chapter

October 2018: Blockchain and Cryptocurrency Panel

 

CPE Presentations

Topic 606 Revenue Recognition:  What you Need to Know
Presented by Peter Alfele, Managing Principal, Assurance Methodology, CliftonLarsonAllen LLP

This session will cover the concepts and requirements of Topic 606: Including, real-world implementation issues and examples, disclosure requirement, and how to prepare for it.

Treasury Solutions for a Digital World
Presented by David Tarlow, Regional Manager Treasury Service, JPMorgan Chase
Business Sale Planning and Tax Minimization
Presented By Chris Siegle, Executive Director, JPMorgan Chase


Topics that will be covered by David include:
  • Treasury Services Evolution-Going Digital
  • Development of Integrated Payables & Receivables
  • “Paying Smart” - Targeted payables solutions for different supplier profiles
  • Integrated Receivables  - Faster, easier, more cost effective collections
  • Optimizing Collections – Moving toward digital payment acceptance

Tropics that will be covered by Chris include:

  • Options for ownership transitions
  • The private business market cycle
  • Business owner objectives
  • Taxation landscape relevant to private business owners
  • Wealth transfer related to business owner transitions
  • Pre transactional planning – and its accretive value
  • Family governance as it relates to business ownership and sustainability
  • Trusts as a vehicle for tax minimization

Dinner Panel

Blockchain and Cryptocurrency Panel
With Christian Palmer & Alan Rosenfield
Moderated by Rachael Piergallini

Join us for an expert panel discussion on blockchain and cryptocurrency.

The foundations for the blockchain and digital currency economy are quickly being laid and blockchain technology is already changing an array of industries including, finance, healthcare, government, banking and many more.

The cryptocurrency boom and the blockchain technology behind it is becoming hard to ignore. This new technology is breaking historical thresholds at an unprecedented rate.

FEI is bringing you an expert panel discussion on this new technology, its many different uses and the impact it’s currently having in the business world.


Speakers

Mr. Peter Alfele

Managing Principal, Assurance Methodology
CliftonLarsonAllen LLP

Mr. Christian Palmer, CPA

CFO
Televerde

Mr. Alan E. Rosenfield

Managing Director
Harmony Asset Management

Mr. Chris Siegle

Executive Director
JPMorgan Chase

Mr. David Tarlow

Regional Manager Treasury Service
JPMorgan Chase

Credits

1.00 CPE
Basic

Method

group-live

Field

Information Technology, Technical

Prerequisites

none
Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none
Credits

1.00 CPE
Basic

Method

group-live

Field

Accounting, 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.