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.