Chapter

CPE Day | Hosted by Apex Benefits Group


Join FEI Indianapolis for the CPE Day Event! 

This event will provide you with 8 CPE Credits and a wealth of knowledge on hot topics financial executives need to know!

7:30 – 8:00 AM         Registration & Breakfast
8:00 – 8:55 AM         State & Local Taxes
                                   Evan Meltzer | FORVIS
8:55 – 9:50 AM         Preparing Finance Functions for Inevitable Change
                                    Fran Maxwell | Protiviti
9:50 – 10:05 AM        BREAK
10:05 – 10:55 AM     Using Self-funding to Better Manage Health Plan Expenditures
                                    Toni Stinson | Apex
10:55 – 11:45 AM     Cyber Security
                                    Tim Gotta + Scott Chisholm | USI
11:45 – 12:30 PM      LUNCH
12:30 – 1:25 PM        Economic Update
                                    Michael Gregory | BMO
1:25 – 2:20 PM          Ethics
                                    Tara Lakovits | RGP
2:20 – 2:35 PM          BREAK
2:35 – 3:30 PM          IT Technology Roadmap for Budgeting
                                    Nate Troyer | Corsica Technologies
3:30 – 4:30 PM          SEC Regulatory Update
                                    Brian Ramsey + Clint Meeks | KPMG
 
 

Speakers

Scott Chisholm

Property & Casualty - Practice Leader at USI Insurance Services
USI

Tim Gotta

Cyber Liability Insurance Broker
USI

Michael Gregory

Deputy Chief Economist and Head of U.S. Economics
BMO

Tara Lakovits

Resources Global Professionals

Fran Maxwell

Managing Director
Protiviti

Clint Meeks

KPMG

Evan Meltzer

Director | State & Local Tax
FORVIS

Brian Ramsey

Partner
KPMG

Toni Stinson

Director of Apex Academy
Apex Benefits

Nate Troyer

Solutions Architect
Corsica Technologies

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

None
Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge, 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

Information Technology, Technical

Prerequisites

none
Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

None
Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

None
Credits

1.00 CPE
Basic

Method

group-live

Field

Regulatory Ethics, 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.