FEI Arizona 2023 Controller of the Year Awards

March 14, 2023 | 4:00 PM - 7:30 PM Arizona

CPE Programs

South Dakota Directed Trusts for Business Owners
Presented By

Learn how business owners of all types can benefit from utilizing South Dakota’s flexible and industry-leading directed trust statutes to plan for perpetual growth, while insulating assets from creditors and ensuring business continuity for future generations, all while keeping your closest, most trusted attorneys, CPAs, and advisors in the loop. And understand how South Dakota’s friendly tax climate will allow trust assets to grow faster with no state income or capital gains tax!

Executive Benefits
Presented By

Creative strategies to attract, retain and incentivize key executives.

FEI-AZ Chapter is proud to present the 5th annual Controller of the Year Awards.

Honoring outstanding financial executives in Arizona

Since 1931, Financial Executives International (FEI) is recognized globally as the leading organization for senior-level financial executives. Please join us for the announcement of the 2023 Controller of the Year recipients.

Registration for this event is closed.

Location

The Scottsdale Resort at McCormick Ranch
7700 E McCormick Parkway
Scottsdale, AZ 85258

See Full Agenda

Speakers

Matthew J. Abel

President
BTC Trust Company of South Dakota

Jacob Brown

Executive Vice President, Client Advocate
Lockton Companies

Jim Stabilito

Senior Vice President, Client Advocate
Lockton Companies

Credits 1.00 CPE Basic	Method group-live	Field Finance, Technical	Prerequisites None
Credits 1.00 CPE Basic	Method group-live	Field Specialized Knowledge, Technical	Prerequisites None

Financial 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.