Chapter

Crash Course for Successful Mergers in the 21st Century


Whether it is the unrelenting pressure to improve efficiency, to spark innovation and growth, to transfer ownership to the next generation; mergers, acquisitions, combination, and divestures…you pick the descriptor…have long been a technique used by companies.  Combinations are difficult to execute flawlessly.
 
Join us for a conversation by a panel of experts that have guided successful acquisitions as FEI-LA hosts a workshop diving deep into the topic. You will walk away with advice, topics to consider and techniques that lead to “Successful Mergers in the 21st Century.”


Agenda:
8:00 am       Registration & breakfast
8:30 am       Presentations
11:30 am     Adjournment and head over to Tony P's for monthly lunch
12:00 pm     Tony P's (4445 Admiralty Way, Marina Del Rey, CA 90292)              
                     Lunch is not "hosted".  Please bring cash/Venmo to pay for your meal.
 
Structure:      
You may attend in person or virtually
Please click your attendance method during registration.
Note that CPE will not be granted for virtual attendees.

*Valet Parking is available for $15

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.

Speakers

Joe Ebner

Senior Director
RSM US LLP

Mark Green

CEO/Advisor
Mark Green Consulting, LLC

Michael Liu

Director, Investment Banking
BofA Securities

Joslyn Osborn

Partner | National Director Finance and Accounting Placement
VACO

Credits

3.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge, 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.