Chapter

FEI Detroit Hot Topic | "Positioning Your Company for Success(ion)"

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Join FEI Detroit for this FREE interactive Hot Topic Session Hosted by PNC: 

"Positioning Your Company for Success(ion)'

1 CPE Credit offered

Learning Objectives
  • Best practices for external sale.
  • Best practices for maintaining status quo.
  • Best practices for transfer to next generation.
  • How to prepare and protect your owner’s interests professionally and personally.
  • Know when and how to select the A-team of advisors.

Event Agenda
7:00 - 7:30 a.m. - Breakfast and Networking
7:30 - 8:30 a.m. - Presentation: "Positioning Your Company for Success(ion)", presented by Mark Rheaume, JD, CFP, Senior Private Business Strategic, PNC Family Wealth; Karen Collingsworth-Crusse, JD, Senior Relationship Strategist, Hawthorn
8:30 - 9:00 a.m. - Networking

Location
PNC Headquarters
755 W. Big Beaver Rd., Ste. 2500
Troy, MI 48085
Click here for map/directions

Menu
Continental breakfast

Registration
Advance registration is recommended. FEI members and sponsors are encouraged to bring guests to the event.
 
Cost
Free to FEI Detroit Chapter Members, Prospective Members, Strategic Partners, and guests!

Hosted By PNC
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Speakers

Karen Collingsworth-Crusse

Senior Relationship Strategist
PNC Hawthorn Family Wealth

Mark Rheaume

Vice President and Senior Wealth Strategist
PNC Wealth Management

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-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.