April 2023 - Joe McDonald, New Freedom

 

CPE Programs

Updated State of the M&A Market; How to Get a Deal Done in a Complicated Environment
Presented By 

We will present trends in the M&A market which reflect the new reality affecting transactions based on deal size, industry, pricing, and the “new leverage” world.  Post Covid, there are still winners and losers where the business model and the ongoing focus is on how operations continue to drive value – meaning is the new multiple the same as the old multiple?     

Commercial Banking – State of the Union
Presented By 

  1. Current Banking Industry Challenges
  2. Banking Deposit and Loan Appetites
  3. Banking Relationship – Critical Thinking

Dinner Presentation

Starting something that has never been done before. The New Freedom program.

New Freedom is an Arizona Based company that has had significant impact on the behavioral health and re-entry space by introducing innovative and groundbreaking approaches meeting the needs of individuals dealing with mental health issues, post incarceration disorder and/or re-entry into society after being incarcerated.

You will be fascinated as you hear about their unique program andbusiness challenges from their CEO Joe McDonald.

We look forward to seeing you there.


Speakers

Mr. David Barnett

Managing Director
Columbia West

Brian Barry

Market Team Lead - Commercial Banking
BOK Financial

Joe McDonald

Chief Executive Officer
New Freedom OPS LLC

Mr. Ron Parker

Senior Vice President / Commercial Banking
BOK Financial

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

Specialized Knowledge, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, 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.