New Jersey Chapter Professional Development Session - June 5, 2017

June 5, 2017 | 7:30 AM - 11:00 AM Eastern Time

Join us on June 5th for breakfast and presentations by Chase and Duff & Phelps

Update on FX / Rates
Featured Speakers for Chase:
- Melissa Acosta Hotzoglou, Executive Director, Corporate Derivatives Marketing, J.P. Morgan
- Munsamy Govender , Vice President, Rate Risk Management, J.P. Morgan
View bios here

Melissa and Munsamy will be doing an update on FX / Rates and reporting on any important news. Discussion points include:
•   Market Update - overview of FX and rates markets including current trends and JP Morgan forecasts
•   Discuss the market forces that drive FX and Interest Rates
•   Corporate Risk Management Themes - topics companies are thinking about in this current environment
•   Review of International payments and payment trends
•   Cyberfraud and different Paths of attack

Session 1 - Emerging Issues in State and Local Tax
Featured Speaker for Duff & Phelps:
- Gregory Burkart, Managing Director, Tax Services
View bio here

Discussion points include:
•Grow NJ Business Incentives Program
•Property Tax Savings Opportunities-Recent Cases/Implications
•Unclaimed Property-Delaware Voluntary Disclosure Program and Recent Case Law
•Sales & Use Tax – State Trends to Make up GAP from Federal Budget Reductions

Session 2 - Accounting Due Diligence (“DD”)
Featured Speaker with Duff & Phelps:
- Ekaterina Timaeva, Managing Director, Transaction Advisory Services
View bio here

Discussion points include:
•What is Buy-Side/Sell-Side DD?
•Why do I need Buy-Side/Sell-Side DD?
•Why has Sell-Side DD become increasingly popular in the US?
•Examples of adjustments to Quality of Earnings.
•Examples of adjustments to Working Capital.
•Working with the CFO during Buy-Side/Sell-Side DD

Registration for this event is closed.

Location

Chase Offices
186 Wood Avenue South, Floor 02
Iselin, NJ 08830

Speakers

Gregory Burkhart

Managing Director, Tax Services
Duff & Phelps, LLC

Munsamy Govender

Vice President
JP Morgan

Melissa Hotzoglou

Executive Director
JP Morgan

Mrs. Ekaterina N. Timaeva

Managing Director
Duff & Phelps

Credits 1.00 CPE Basic	Method group-live	Field Finance, Technical	Prerequisites none
Credits 1.00 CPE Basic	Method group-live	Field Taxes, Technical	Prerequisites none
Credits 1.00 CPE Basic	Method group-live	Field Accounting, Technical	Prerequisites none

Financial 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.