Atlanta Chapter Morning CPE Session - April 2018

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Please join Financial Executives International for a Morning CPE Session!
7:30 AM – 8:00 AM           Registration & Breakfast catered by Highland Bakery
  
8:15 AM – 9:55AM           Capital Raising Panel (2.0 CPE credits available in Economics)
Panelists will discuss a variety of capital sources and structures ranging from tradition bank lending to private sources, such as venture capital and angel investors. They will highlight the current lending environment and capital raising environment. Please bring your questions for the panel to address!
           
9:55 AM –  10:00 AM       Break              
 
10:00 AM – 11:00 AM      Tax Presentation (1.0 CPE credits available in Taxes)
On December 22, 2017, President Trump signed H.R. 1 into law.  The new legislation, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses, individuals, estates, trusts, and exempt organizations to analyze their current and future tax profiles.  This presentation features an overview of what you can expect from tax reform, as well as the potential impact to your tax planning process and business objectives.                                          
11:00 AM                          Adjournment
 

To register for this Chapter event, please log in to your FEI account or create a new profile/account. After you are logged in you will see registration options and prices on the right-hand side of this screen.

Questions or Issues? Please contact:
Alex Lohmann, Atlanta Chapter Administrators
Email: a[email protected]
Phone: (973) 765-1054

Speakers

Michael J. Anderson

Partner, Tax
RSM US LLP

Frank X. Dalton

Founder & Partner
Fulcrum Equity Partners

Jason Fennessy

Principal, Transaction Advisory Services
RSM US LLP

Jill FitzGerald

Senior Manager, Tax Services
RSM US LLP

Anna Harris

Supervisor, State & Local Tax
RSM US LLP

Bart McLean

Partner
Cravey, Green & Wahlen

Nikki Stephenson

Director, Capital Markets
Regions Bank

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none

Credits

2.00 CPE
Basic

Method

group-live

Field

Finance, 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

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.