War Stories From The Boardroom

How to Get a Seat at the Table, Learn to Fight the Battle, and Win a War!


THIS PANEL DISCUSSION WILL BE PRECEDED BY AN OPTIONAL AFTERNOON CPE SESSION
(SEE DETAILS BELOW)

 So, you really want to join a board?  Get insider tips on how to reach your goal, as well as what to do with a tsunami hits!

 Nancy May, CEO, The BoardBench Companies, and John Simmons, CEO, Growth Advisors, conduct a direct and upfront discussion revealing insider secrets and experiences.  You’ll probably never hear this so bluntly put ever again. 

Attendees will learn:

  • Insights to securing your first, second, or third board seat. Don’t believe the hype that the “second is easier.” 
  • What the competition, recruiter, or your board interviewer won’t tell you
  • How to repair a reputation that’s been unintentionally, or intentionally damaged
  • Addressing the Activist Mega Wave.  It’s not if, but when!
  • Ingestions of perceived “fraud,” discrimination, SEC settlements (or not)
  • When pinstripes turn into jumpsuits
  • How to be the one they want to turn it all around
  • And more…

Date:  Tuesday, February 20, 2018

Time:  4:30 PM - 5:30 PM PD Session | 5:30 PM - 6:30 PM Cocktails, Networking and Heavy hors d'oeuvres | 6:30 PM - 8:00 PM Announcements and Keynote Speaker's Presentation

Registration Fee:  Members $60 | Retired Members $50 | Life Retired Members $0

Have Questions or Need Registration Support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].

AFTERNOON PD SESSION:  TAX REFORM - POTENTIAL IMPACTS AND PLANNING OPPORTUNITIES


How much do you really know about the provisions included in the Tax Cuts and Jobs Act (The Act)?  There may be planning opportunities available or other changes necessary to comply with the new law. 

In this session, RSM expert, John Lisi, will provide strategic considerations to help you prepare for upcoming changes, including:

Corporate tax rate – Rates are reduced from a top rate of 35% to 21%.

Pass-through businesses – Many pass-through entities and sole proprietors are allocated a deduction resulting in excluding 20% of business income. For owners otherwise subject to the top 37% individual tax rate, the effective tax rate on qualified income will be reduced to 29.6%.

Capital expensing – The legislation provides for immediate expensing (i.e., 100% bonus depreciation) for certain qualified assets acquired and placed in service after Sept. 27, 2017. The 100% bonus depreciation benefit will begin to phase out in 2023. The Act also increased the expensing allowance under section 179 to $1 million, also subject to a phase-out.
 

Speakers

John Lisi

Partner, Tax Services
RSM US LLP

Nancy May

President & CEO
BoardBench Companies, LLC

John Simmons

CEO
Growth Advisors

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, 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.