September 2018 - The Untapped Advantage of Organizational Health

CPE Presentations

Wayfair – How Will It Affect You?
Presented by James Barash, Partner, State and Local Tax Services, RSM US LLP

  • South Dakota v. Wayfair                                            
  • Current economic sales tax landscape                   
  • State and congressional responses to Wayfair    
  • Recommended next steps and what’s next?        
  • Wayfair FAQ/Questions  

M&A Planning & Execution 
Presented by Jared Jensen, Corporate Partner, DLA Piper

We will discuss strategic deal timing, deal structuring, due diligence, documenting the deal, post-deal integration, special considerations and common pitfalls.

Dinner Speaker

The Untapped Advantage of Organizational Health
Presented By Michael Lorsch, Principal Consultant, The Table Group

Addressing the model in Patrick Lencioni’s book, The Advantage, Michael makes the overwhelming case that organizational health “will surpass all other disciplines in business as the greatest opportunity for improvement and competitive advantage.” While too many leaders are still limiting their search for a competitive advantage to conventional and largely exhausted areas like marketing, strategy and technology, Michael asserts there is an untapped gold mine sitting right beneath them. Instead of trying to become smarter, he asserts that leaders and organizations need to shift their focus to becoming healthier, allowing them to tap into the more-­than-­sufficient intelligence and expertise they already have. He will define a healthy organization as one with minimal politics and confusion, high degrees of morale and productivity, and low turnover among good people. Drawing on his experience as a Principal Consultant for Lencioni’s firm The Table Group, he will reveal the four steps to achieving long-­term organizational transformation.

Value To Members

Members will leave the session with a clear understanding of the teamwork model as described in Lencioni’s The Five Dysfunctions of a Team and how to translate the model into action. In addition, they will then learn the process for imbedding organizational health into their company. These steps include:

  • Creating a cohesive leadership team (through application of the Five Dysfunctions model)
  • Creating organizational clarity
  • Overcommunicating organizational clarity
  • Reinforcing organizational clarity with human systems

Registration

Members & Sponsors:
Please register using the form at the upper right of this page.

Non-Members:
Only qualified FEI members may attend meetings.
If you are interested in attending, please contact [email protected]


Speakers

Mr. James Barash

Partner, State and Local Tax Services
RSM US LLP

Mr. Jared Jensen

Partner
DLA Piper LLP (US)

Mr. Michael Lorsch

Principal Consultant
The Table Group

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

Taxes, 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.