September 2019: CFO’s Perspective on the Cannabis Industry


CFO Presentations

Qualified Opportunity Zones (QOZ)
Presented By David Walser,

Join David Walser, National Tax Director at Moss Adams, as he presents on Qualified Opportunity Zones (QOZ). He will address the operating issues of a QOZ, its lifecycle, and potential tax savings this investment could yield.

Financial Implications and Oversight of International Distribution
Presented by Michael Patterson,

CFOs and other high level finance professionals often oversee the proposal, rationalization, and on-going issues of international distribution. This presentation will overview all the financial implications to review and manage these processes.

Issues to be discussed:

  • Cost/benefit rationalization including investment, labor presence, margin affect, tax presence issues
  • IP registrations and legal risk analysis
  • Receivables risk and effects of credit insurance

Dinner Presentation

CFO’s Perspective on the Cannabis Industry
Presented By Harvest Health & Recreation

Leo Jaschke, CFO for Harvest Health & Recreation, will share with members about the growing cannabis industry, including the following:

  • Harvest Health & Recreation overview
  • AZ Industry overview
  • US Industry overview
  • Key items to know before entering the industry


Leo Jaschke

Harvest Health & Recreation

Mr. Mike Patterson

Spencer Fane LLP

David Walser

National Tax Director
Moss Adams