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FEI Pittsburgh Annual CPE Event & Golf Outing

 

FEI Pittsburgh is pleased to invite our members, sponsors and invited guests to join us at our annual CPE Event and Golf Outing, held this year at Nevillewood.  After a year of gathering virtually, we have worked diligently with the Nevillewood team to provide a safe, live event, featuring the following:

  • Breakfast, lunch and dinner served on covered, outdoor patios

  • 3.0 hours of CPE presented by our sponsor partners, also staged in a covered, outdoor space

  • Golf at one of Pittsburgh's most exclusive courses   GOLF HAS REACHED REGISTRATION LIMITS AND IS NOW CLOSED

  • Prizes for skill contests and team scores

Please scroll down for our agenda, fee information, registration instructions and professional development session descriptions.  FEI Pittsburgh is looking forward to hosting our community on June 14th, and we hope to see you then.

Agenda

8:00 AM   Registration Opens
8:30 - 9:00 AM   Continental Breakfast
9:00 - 9:50 AM   Professional Development presented by KPMG
10:00 - 10:50 AM  Professional Development presented by Aon
11:00 AM  Golf Check-In Begins | Practice Range Open
11:00 - 11:50 AM  Professional Development presented by Sisterson
12:00 -  1:00 PM  Lunch
1:00 PM - 5:00 PM  Golf:  Scramble Play
5:00 - 6:00 PM  Cocktails & Networking
6:00 - 7:00 PM  Dinner & Prizes | 50/50 Winner Announced


Fees 

Description Member  Non-Member Sponsor
Continental Breakfast  Free Free Free
3.0 Credits CPE $0 $40 $0
Lunch Free Free Free
Golf, Indivdual $50 $50 $50
Golf, Foursome (players must register individually) $200    $200
Dinner & Prizes Free Free Free
Mulligans:  4 for $20 $ 20 $ 20 $ 20











 

Registration Instructions

  1. From the event website, select your Registration (Member, Sponsor, Guest)

  2. Under “Add Sessions” please click to add sessions you’ll attend

  3. Consider adding Mulligans - still 4 for $20

  4. Please help us manage our numbers & capacity by indicating if you’ll attend the free meals.

  5. Non-member guests are welcome at CPE and may join us for golf when hosted by an FEI member or sponsor. 

 

Additional Details:
  • Capacity is limited. Sponsors must reserve their foursome by May 20th.  Initial foursomes requested after May 20th are subject to remaining availability.  Golf registration, which has hit our capacity limit, is now closed. 
  • Contact FEI at feipgh@financialexecutives.org to arrange foursomes, add individuals, inquire about additional foursomes, request a special meal, or with any other questions.
  • Guests are encouraged to register online.  Need help?  Send guest information (name, title, organization and email address) to FEI Pittsburgh at feipgh@financialexecutives.org and be sure to clarify which sessions your guests will attend, and indicate who will be covering any fees.  You will be contacted to arrange payment.
  • All attendees must acknowledge/sign FEI Pittsburgh’s Events Waiver, which is embedded in the online registration system.   Additional copies will be available on June 14th or can be managed via email in advance.
 
Registration for golf is now closed.  We are still taking reigstrations for morning CPE sessions, including lunch and breakfast. 

All registrants are required to acknowledge that they agree with and will abide by the terms of FEI's Events Waiver as part of the online registration process.  Anyone who recieves registration assistance from FEI will be required to sign and return a paper/pdf copy of the waiver prior to attending any portion of the event.   Pandemic protocols and mandates issued by the Commonwealth of Pennsylvania and the Allegheny Health Department will be strictly observed, as will all health and safety requirements dictated by The Club at Nevillewood.  

In the interest of everyone's safety, we ask that if you are not feeling well on June 14th, you do not attend the Outing.   

 

Professional Development

9:00 - 9:50 AM  Professional Development presented by KPMG:  1.0 credit of CPE


Work from Anywhere:  State Tax Considerations for a Remote Workforce  Led by John Montgomery and David Yanchik


KPMG Global Mobility Services and State and Local Tax Professionals will discuss the current and future state tax landscape and the various issues associated with a remote workforce as companies begin to transition to a post-COVID-19 work structure.   Join us for discussions covering:
  • The current state tax landscape including certain enacted and pending state legislation and judicial developments
  • Trends in state and local corporate income taxation
  • Various state reactions to the COVID-19 pandemic
  • State tax issues associated with a remote workforce

 

10:00 - 10:50 AM  Professional Development presented by Aon:  1.0 credit of CPE

Pooled Employer Plans   Led by Byron Beebe


The SECURE Act passed in late 2019. This critical legislation was designed to promote a more efficient 401(k) delivery model in the US.  Since the beginning of 2021, employers no longer need to sponsor their own 401(k) plans. Instead, employers are now allowed to pool resources together to create more leverage in the market and deliver better results for their employees and minimize risks for fiduciary committees. Joining a Pooled Employer Plan, or PEP, has many advantages.

Key Takeaways:
Attendees will learn how Pooled Employer Plans will result in:
  • Lower costs and improved retirement outcomes for employees
  • Less risk for plan fiduciaries
  • Less work for HR teams

11:00 - 11:50 AM  Professional Development presented by Sisterson:  1.0 credit of CPE

Tax and Accounting:  Pandemic and Beyond   Led by Joe Nicola and Brian Kuczinski


If we have learned anything from the pandemic, it’s that change is inevitable. Sometimes, this change can occur overnight (remember March 13, 2020?). Although it has been a long road, there is light at the end of the tunnel. As we move forward and out of the pandemic, there are new matters to consider relating to tax and accounting. Join Joe Nicola and Brian Kuczinski of Sisterson & Co. LLP as they discuss how the following may impact your business.
 
·       PPP and Section 1112 loans, the Consolidated Appropriation Act and recent IRS guidance
·       President Biden’s corporate, individual and global tax proposals
·       Accounting and auditing issues including leases, loan forgiveness and new reporting formats
·       Pandemic concerns related to cybersecurity, internal control structure, etc.
·       Work environment, human resource policies

 


Speakers

Mr. Byron Beebe

Senior Partner | North American Retirement Market Leader
Aon

Mr. Brian R. Kuczinski

Partner - Assurance Services
Sisterson & Co. LLP

Mr. Joseph P. Nicola Jr.

Tax Partner
Sisterson & Co. LLP

Mr. David Yanchik

Senior Manager
KPMG