Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
Due Diligence & Preparing for the Sale Process
February 28, 2018 | 4:00-7:00 p.m. | 1.5 CPEs | Royal Oaks Country Club
The program consists of a four-person panel comprised of two CFOs with direct experience of working for PE-backed companies and two PE representatives with experience overseeing portfolio companies and CFO functions. The panel will be moderated by a transactional attorney with experience within the Private Equity market.
Brian Reed, Partner, Weaver and Tidwell, LLP
Daniel S. Hoverman, Managing Director, Regions Securities LLC
Joe B. Alexander, Jr., Partner, DLA Piper
Marshall McKissack, Managing Director, Head of M&A, Stephens Inc.
LEARNING OBJECTIVES
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Understand the challenges faced with preparing a company for sale
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Provide insight into how make the sale process more efficient and less stressful
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Learn and gain an understanding from real world experiences from the panelists
REGISTRATION
Open to FEI Dallas Chapter members, and non-members with executive roles in the Private Equity sector.
Register by Tuesday, February 26, 2019.
SCHEDULE
4:00-5:00 p.m. Check-in and Networking
5:00-6:30 p.m. Program and Q&A | 1.5 CPEs
6:30-7:00 p.m. Networking and Hors d’oeuvres
LOCATION
Royal Oaks Country Club
7915 Greenville Avenue
Dallas, TX 75231
STRATEGIC INVESTORS
BMO Harris Bank
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 ehlersnj@gmail.com. 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