Partner Showcase Workshop + Happy Hour

Please join FEI Los Angeles for this informative PD workshop followed by a happy hour!

2:00 - 2:30 pm — Registration & Networking

2:30 - 3:30 pm — RSM | Post-Election Tax Policy Considerations and Planning Opportunities


This workshop will explore the potential tax policy shifts following the recent election and their implications for businesses. Participants will gain insights into anticipated changes, explore strategies to navigate uncertainty, and identify planning opportunities to optimize tax positions.

3:30 - 4:30 pm — Ledgent | Navigating the Dynamic Job Market: Attracting Top Finance & Accounting Talent

In this interactive workshop, Masato Takashi from Ledgent will guide the audience through the complexities of today’s rapidly evolving job market for finance and accounting professionals. With a focus on current trends, hiring challenges, and opportunities for growth, this session will explore how companies can position themselves as attractive destinations for top talent. Participants will gain practical insights into the latest recruiting strategies, the impact of shifting market conditions, and how to build a strong employer brand that stands out in a competitive landscape.


4:30 - 5:30 pm — Marsh McLennan Agency | Optimizing Insurance & Benefits: Navigating Emerging Trends in P&C and Employee Benefits for Strategic Advantage

In this workshop, we’ll explore recent developments in Property & Casualty (P&C) insurance and examine emerging trends in employee benefits. This session will provide insights on how shifting market conditions, regulatory changes, and new benefit expectations are impacting risk management and employee retention. Participants will gain a strategic understanding to help optimize their insurance and benefits programs for a competitive advantage.


5:30 - 7:00 pm — Happy Hour & Networking at RSM

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

Speakers

Renee Hellman

Principal, Business Insurance
Marsh McLennan Agency

Tyler Mahon

Principal, Employee Health & Benefits
Marsh McLennan Agency

Andy Swanson

Partner Washington National Tax
RSM

Masato Takahashi

Branch Manager
Ledgent Finance & Accounting

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, 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

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.