Dallas Chapter Private Equity CFO Series: "Balance Risks While Reducing Costs in Private Equity"


Click for registrants as of 2/24/20, 1:00 p.m.

Balance Risk While Reducing Cost in Private Equity

February 27, 2020 | 5:00-7:00 p.m. | 1 CPE | Holmes Murphy
No private equity company can operate profitably without insurance to protect it against contingent or unknown catastrophic losses.  Learn how to balance risk to protect against losses and potentially reduce costs while protecting the company.
Matt Brost,  Enterprise Development Officer, Holmes Murphy & Associates
Wally Gomaa, CEO, ACAP Health Consulting
Emily Taylor, CFO, Naturally Slim (Moderator)

 

LEARNING OBJECTIVES

  • · How to identify areas of risk and exposure in your company

  • · How to determine the right products to reduce costs but reduce risk

  • · What to consider to balance risk and reduce costs

  • · How to choose products that complement insurance to reduce costs

 

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Private Equity sector.
Register by Tuesday, February 25, 2020.

 

SCHEDULE

5:00-5:30 p.m. Check-in and Networking
5:30-6:30 p.m. Program and Q&A | 1 CPE
6:30-7:00 p.m. Networking and Hors d’oeuvres

 

LOCATION

Holmes Murphy
12712 Park Central Drive - First Floor
Dallas, TX 75251
(Please park in visitor parking)

 

STRATEGIC INVESTORS

UMB
DLA Piper
Holmes Murphy
Weaver

 

CPE CREDIT

CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.

Financial Executives International 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 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.nasba.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour.  Contact your state board for more information.

 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 

 

CHAPTER CONTACT

Nancy Ehlers
FEI Dallas Chapter Event Support
[email protected] | www.feidallas.org


Speakers

Mr. Matt Brost

Enterprise Development Officer
Holmes Murphy & Associates

Mr. Wally Gomaa

CEO
ACAP Health Consulting

Ms. Emily Taylor, CPA

Chief Financial and Operating Officer
Nox Health

Credits

1.00 CPE
Basic

Method

group-live

Field

Management Services, 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.