Dallas Chapter Private Equity CFO Series

Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at [email protected].


Potential Blind Spots in Earnouts

Our speakers will discuss best practices, as well as potential blind spots and traps for the unwary in connection with M&A earnouts.
Steven E. Bartz, Shareholder, Greenberg Traurig, LLP
Vincent Biemans, Managing Director, Berkley Research Group
Dan Elms, Litigation Shareholder, Greenberg Traurig, LLP


 
Learning Objectives – Attendees at this program will understand:

  • What are some best practices for earnouts?

  • What aspects of earnouts most commonly lead to disputes?

  • How do parties address potential problem areas?

  • What are some real-world examples of “earnouts gone wrong” that our panelists have encountered and some of the lessons that can be gleaned from those deals?

REGISTRATION

Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector.  Please register by Tuesday, November 8, 2022.
 

SCHEDULE

4:30-5:00 p.m. Check-in and Networking
5:00-5:40 p.m. Hors d'oeuvres & Cocktails
5:40-6:30 p.m. Program and Q&A | 1.0 CPE
 

LOCATION

Greenberg Traurig
2200 Ross Avenue, Suite 5200
Dallas, Texas 75201
 

STRATEGIC PARTNERS

Greenberg Traurig, LLP
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.

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-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
 

CONTACT

Nancy Ehlers
FEI Dallas Chapter CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org
 


Speakers

Mr. Steven E. Bartz

Shareholder
Greenberg Traurig LLP

Mr. Vincent Biemans

Managing Director
Berkley Research Group

Mr. Dan Elms

Litigation Shareholder
Greenberg Traurig LLP

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, 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.