Professional Development Session


Complimentary Professional Development Session
Earn up to 3 CPE Credits

Register to join us on December 7 for an afternoon PD session, with a networking reception to follow. Click here to register for the reception, starting at 5:30pm.

The afternoon will include three 50-minute sessions hosted by FEI NJ’s strategic partners.

Session One: 2:00 to 2:50pm
Topic: AI & Cyber Risks for CFO's
Featured Speaker:  Thomas M. Sheffield, HUB Northeast Practice Leader, SVP, Professional & Executive Risks, HUB International Northeast Limited
Discussion Points include:
•    Identification of key technology risks facing companies and CFOs
•    Challenges facing companies in finding appropriate insurance coverage to mitigate these risks
•    How to manage the implications and impacts of the increasing technology risks

Session Two: 3:00 to 3:50pm
Topic: Financial Due Diligence in M&A Transactions
Featured Speakers:
- Phil Bergamo, Managing Director, Eisner Advisory Group LLC. Click for bio
- Robert S. Esposito, Managing Director, Eisner Advisory Group LLC. Click for bio
Discussion Points include:
•    Overview of sell-side/buy-side financial due diligence in connection with M&A transactions;
•    Common issues identified when performing financial due diligence, including EBITDA adjustments and GAAP-related items;
•    Discuss net working capital and debt-like items and impact to the overall transaction

Session Three: 4:00 to 4:50pm
Topic: Cross-Border M&A and other Select M&A Topics
Featured Speakers:
- Michael Lubben, Director, Corporate, Gibbons P.C. Click for bio.
- Peter Ulrich, Director, Corporate, Gibbons P.C. Click for bio
- Eric Udowychenko, Director, Corporate, Gibbons P.C. Click for bio
Discussion points include:
•    Buyer Side Tax and Corporate Diligence
•    Structuring the Transaction and other Deal issues
•    Earn-outs; including seller and buyer considerations

NOTE: If you are available to attend both events, registration is separate and required for each event.


Speakers

Phil Bergamo

Managing Director
Eisner Advisory Group LLC

Robert S. Esposito

Managing Director
Eisner Advisory Group LLC

Michael J. Lubben

Director, Corporate
Gibbons P.C.

Thomas M. Sheffield

HUB Northeast Practice Leader, SVP
HUB International Northeast Limited

Eric J. Udowychenko

Director, Corporate
Gibbons P.C.

Peter J Ulrich

Director, Corporate
Gibbons P.C.

Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge, 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

Computer Software & Applications, Non-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.