FEI Fort Worth Chapter Half Day CPE

FEI Fort Worth Chapter CPE Event
Tuesday, December 5, 2017 | 12:45 Registration| 1:00-5:00 Program
Happy Hour following event | 4 CPE Credits Available |
Instructional method:  Group-live| Experience level:  Basic | Prerequisites:  None
 
City Club Fort Worth—Oak Room
301 Commerce Street |  Fort Worth, TX 76102 | Parking will be validated
Registration deadline — NOON Thursday, November 30, 2017
 

Session 1 | Hosted by Riveron Consulting LLC
1:00-2:00 p.m.|1 CPE credit available
Capital Markets & Divestitures: Understanding the Different & Realizing the Impact
Stephen Hamilton – Senior Director, Riveron Consulting, LLC and John Iwanski  – Managing Director, Riveron Consulting, LLC
Presentation will discuss trends in M&A, divestitures, and the capital markets; paths to capital and related work streams; carve-out considerations & other sell-side preparation & new accounting guidance
Learning Objectives:
Trends in M&A, Divestitures, & Capital Markets
Paths to Capital and Related Work Streams
Carve-out Considerations and other sell-side prep
Field of study:  Finance
 
Session 2 | Hosted by Capital One Bank
2:00-3:00 p.m.   |  1 CPE credits available
New Markets Tax Credits
Spencer Gagnet - Managing Director, Capital One Bank
The New Markets Tax Credit Program (NMTC Program) helps economically distressed communities attract private capital by providing investors with a Federal tax credit. These investments in qualifying businesses are intended to create catalytic community development outcomes in low-income communities.
Learning Objectives:
How does NMTC financing provide access to capital for qualifying businesses and help revitalize low-income communities?
How does a business qualify for NMTC financing?
What are the benefits of NMTC financing?
What types of businesses and projects attract NMTC financing?
Field of study:  Taxation
 
Session 3 | Hosted by Ernst & Young
3:00-4:00 p.m.   |  1 CPE credit available
2017 Year-end Corporate Reporting Update
Jay Kadi - Assurance Senior Manager, Ernst&Young LLP
Presentation will discuss the potential accounting and financial reporting implications of recent accounting standards and regulatory updates.
Learning Objectives:
Identify accounting standards issued in recent years that may be relevant to financial reporting
EITF update and also current SEC priorities that could affect future financial reporting requirements
Field of study:  Accounting
 
Session 4 | Hosted by Bank of America Merrill Lynch
4:00-5:00 p.m.   |  1 CPE credit available
Peer Profiler
David Wagenseller - Senior Vice President Commercial Banking, Bank of America Merrill Lynch & Ray Fox – Business Banking Market Manager, Bank of America Merrill Lynch
Peer Profiler is a proprietary technology resource which accesses the bank’s database of over 50,000 private companies.
Learning Objectives:
Comparable companies can be filtered by industry, revenue & other key metrics
Company financial statements are aggregated and averaged- resulting in customized and confidential industry peer groups
Benchmarking reports that will provide financial comparisons to peer group, debt capacity, and working capital analysis
Field of study:  Information Technology