FEI Detroit | Dinner Meeting Featuring Tim Quinlan | Sponsored by Wells Fargo | 1.29.19


Event Agenda

4:00-5:00 p.m. - Career Development Session 
"Emerging Market Trends in Hiring Young Talent"
Presented by Mark Bealin, Marketing Director, UHY Advisors

1 CPE Credit Offered

Learning Objectives:

Join us to learn more about the dynamic labor markets in Southeast Michigan, including macro trends in the finance and accounting markets and dynamics related to the younger talent entering these markets - What motivates younger talent, what challenges should management be aware of when leading teams and strategies for success.
 

5:00-6:00 p.m. - Professional Development Session
"Treasury Automation: Using Technology to Speed Cash Conversion and Maximize FTE Efficiencies"
Presented by Kim Gorman, Regional Vice President, Wells Fargo Bank; Heather Roberts, Regional Sales Manager, Wells Fargo Bank; Gregory Conant, Treasury Management Sales Consultant, Wells Fargo Bank

1 CPE Credit  Offered

Learning Objectives:
  • Building the Case for Automation – how can your bank help build the case for treasury automation through business process reviews, working capital insights and fraud trends
  • Treasury Automation Themes & Ideas – migrating manual, paper-based processes to electronic for both payables and receivables
  • Emerging TM – ERP integration and the importance of engaging IT and new technology emerging within the treasury industry

6:00-6:45 p.m. - Networking

6:45-7:15 p.m. - Dinner

7:15-8:15 p.m. - Keynote Presentation by Tim Quinlan, Director and Senior Economist, Wells Fargo Securities: "Economic Outlook"

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1 CPE Credit Offered

Learning Objectives:
  • Discussion of the tariffs and their impact on the economy
  • Outlook for business spending in a time of growing uncertainty
  • The Fed is saying twice rate hike in 2019, the market is betting on zero, who is right?
  • Regional economic update for Michigan

Registration deadline - Wednesday, January 23, 2019
 
Location
Detroit Golf Club
17911 Hamilton Road
Detroit, MI 48203
Map/Directions

Menu
Michigan Salad
Pork Tenderloin with Natural Jus
Vanilla Bean Creme Brulee
For dietary restrictions please contact Katie Schanne at detroitfei@gmail.com

Event Sponsor
wells-fargo-logo-(1).png

Speakers

Mark Bealin

Managing Director
UHY Advisors

Gregory Conant

Treasury Management Sales Consultant
Wells Fargo Bank

Kim Gorman

Regional Vice President
Wells Fargo Bank

Tim Quinlan

Director, Senior Economist
Wells Fargo & Company

Heather Roberts

Regional Sales Manager
Wells Fargo Bank

Credits

1.00 CPE
Basic

Method

group-live

Field

Information Technology, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personnel/Human Resources, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, 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.