FEI December 2019 Professional Development Derby

Thank you for your interest - online registration is now closed.  Please contact FEI Pittsburgh at [email protected] to request late registration.


Join FEI Pittsburgh for one last scoring attempt - a derby - for CPE in 2019.  Four credits, including an Ethics session, will be presented by Platinum partners BDO, Vaco, JPMorgan Chase and Bank of America Merrill Lynch.  These are topics that affect many of our members and we hope you'll consider joining us for the afternoon.  

Session descriptions and speaker details are below - register now.  Have a colleague or friend who is qualified to join FEI, and needs CPE?  Prospective members may attend as guests of the chapter.  Forward your guest's contact information to Christina at [email protected] for registration.

12:30 - 1:00

Registration & Networking

1:00 – 1:50 pm

Tax Ethical Considerations: Tax Fraud, Investigation, and Litigation

In the ever-changing landscape of tax law and compliance, and pressure to meet corproate objectives, a tax practitioner’s (and by implication his/her supervisor’s) ethical decision making can be increasingly challenged.  BDO’s James Carroll and John Petracosta provide a structured overview designed to educate attendees on the risks and solutions.
 

2:00 – 2:50 pm 

Move From Passive to Active Liquidity Management and Free Unused Cash 

How can CFOs and treasurers fund growth initiatives while managing risk, especially in uncertain times? The financial resource needed to generate value are often spread throughout an enterprise and if you can’t see your cash, you can’t use it.  Morgan/Franklin’s Ken Fick will guide attendees through activating their organization’s liquidity.

 

3:00 – 3:50 pm

Managing A Successful Business Transition Strategy

JPMorgan’s Steve Faulkner and his team in the Private Business Advisory focus on providing strategic and practical advice to private business owners and their families.  Steve will discuss valuation in today’s transaction market, pros and cons of various ownership transaction options, and more, corporate governance and owner dynamics, and more. 

 

4:00 – 4:50 pm

Trends in Corporate Risk Management 

Recent tax reforms require US firms doing business overseas to re-evaluate risk mitigation strategies.  Bank of America Merrill Lynch's specialists will review the impact of foreign exchange rate fluxuation, tariffs, the current trade war with China, changing LIBOR guidance and what the evolving risk environment might mean for your organization's internationl profile and profits.


 

Speakers

Mr. James Carroll

Litigation Manager
BDO LLP

Mr. Steve Faulkner

Head, Private Business Advisory
JPMorgan Chase

Mr. Kenneth Fick

Director
MorganFranklin Consulting LLC

Mr. John Petracosta

Director
BDO LLP

Mr. Elliott Zakem

Director, Rates and Currencies Solutions
Bank of America Securities

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Behavioral Ethics, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Management Services, 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.