Dallas Chapter Private Equity CFO Series | VIRTUAL

 

Welcome to 2021: M&A Market Update and Thoughts on the Year Ahead

This program will provide a look at the M&A market through the 2020 pandemic, current state of credit and equity markets, and thoughts on what the year ahead might hold for transactions.
Jonathan Mentzer, SVP & BDO, UMB Capital Finance
Rob Myatt, Partner, Weaver and Tidwell, LLP
Robert Rough, Managing Director, Telos Capital Advisors, LLC
 
Learning Objectives – Participants in this meeting will:

  • Have the events of 2020 put into perspective

  • Learn about current credit and equity market issues and opportunities

  • Understand how M&A markets could impact their company’s plans for 2021

 

REGISTRATION

This event is open at no charge to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with finance or executive roles in the Private Equity sector.  Pre-registration at the FEI Dallas Chapter website is required for all attendees.  Registration is open until the start of the meeting.
 
This meeting will be held on ZOOM Meeting.  More information and the attendee link will be provided in the auto-confirmation generated once registration is complete.
 

SCHEDULE

4:30-4:35 p.m. Check-in
4:35-5:00 p.m. Breakout Sessions & Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE
 

STRATEGIC PARTNERS

DLA Piper
Holmes Murphy
UMB Bank
Weaver
 

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. 
 

CPE CREDIT

This event offers 1.0 CPE credit to all attendees who meet attendance criteria, i.e., present for the required amount of time and answer the required number of polling questions. 
 
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.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.
 
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
 

CONTACT

Nancy Ehlers
FEI Dallas Chapter Webinar Facilitator & CPE Manager
973-903-5068
[email protected] | www.feidallas.org
 
 


Speakers

Mr. Jonathan Mentzer

SVP & BDO
UMB Capital Finance

Mr. Rob Myatt

Partner
Weaver and Tidwell LLC

Mr. Robert Rough

Managing Director
Telos Capital Advisors, LLC

Credits

1.50 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.