The Business of Private Companies Webinar Series

 

This 10 session, 10 CPE credited content series will address solutions to key challenges faced by finance leaders at privately held companies. Each one-hour session has been curated by FEI’s Committee on Private Companies Special Interest Groups and provides deep insight into critical areas of private company operations and administration.

Subject matter experts will discuss pressing topics including issues related to corporate, legal, and regulatory standards; new changes for private company taxes; building resilient family enterprises; allocating capital; cybersecurity; and other critical concerns. 

All sessions are included with registration and will be available on demand at their conclusion:

 

 
 

Proposed Tax Law Changes and What It Means for Your Business and Your Family
(1 CPE credit | Field of Study – Taxes)
January 27 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by EY
The US legislative environment is fluid, making it critical for businesses to keep informed about proposed legislation and its potential impact. The pending legislation associated with the President’s Build Back Better plan could have significant tax implications for business owners and their families. Through our many years of experience in navigating changes in new tax law, we have seen that the people who understand the potential implications are able to better plan for their financial future. Join us for an informative session that will cover the latest news in Washington and how to prepare for what will happen next.

Speakers:
Ray Beeman
| Principal | Washington Council Ernst & Young LLP
David Herzig | Tax Principal | Ernst & Young LLP
 

 
 

Top Priorities 2022: Corporate, Legal, and Regulatory Topics for Private Companies
(1 CPE credit | Field of Study – Business Law)
February 10 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by FEI’s Committee on Private Companies Special Interest Groups
In these changing times, what is the “new normal” and what are the standards and rules that finance leaders need to apply in managing employees and operations?  This session will feature a discussion of practical advice about the latest regulations, how to manage these issues and mitigate risk.

Speaker:
Christopher Santomassimo | Attorney-at-Law | Santomassimo Davis LLP/OGC Solutions

 

 
 

Allocating Capital in the New Normal
(1 CPE credit | Field of Study – Business Management & Organization)
February 24 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by FEI’s Committee on Private Companies Special Interest Groups
The allocation of capital and other resources across a business is among the most important responsibilities of management. Most people seem to understand that more resources should be invested where the value creation opportunities are best, yet most companies smear resources rather uniformly across the business without adequate differentiation to really emphasize the strongest areas. We will explore the common reasons for this disconnect and the Top Ten Principles of Capital Deployment, which represent implementable techniques for improving the quality of resource allocation and the results that follow.

Speaker:
Greg Milano
| Chief Executive Officer | Fortuna Advisors LLC

 

 
 

New Lease Accounting Standards: What Private Companies Need to Know
March 10 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by Visual Lease
During this session we will highlight the key consideration related to implementing the new leasing standard, ASC 842.

 
 

D&O Insurance Issues and Potential Pitfalls
April 7 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by FEI’s Committee on Private Companies Special Interest Groups
What exactly is covered and not covered? What are the potential pitfalls? How easy it is to get coverage? What are the risks related to type of company, financial strength and how old the company is from the insurance carrier standpoint? What are the insurance exclusions? Do D&O policies survive bankruptcy?

Speaker:
Gray Holden
| Managing Director and D&O Practice Leader | Higginbotham

 
 

Competing and Retaining Talent
April 14 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by FEI’s Committee on Private Companies Special Interest Groups
Unemployment is at record low levels. Great news for employees, but a challenge for employers trying to hang onto their top talent, making retention a top priority. During this session we will identify some of the key reasons for turnover and explore some solutions to help you retain your top talent.

 

 
 

Digital and Technology Solutions for Private Companies
April 28 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by PwC
Now is the time to reimagine your business and embrace the right mindset and technologies to transform how you win. During this session we will explore how to:

  • ​Drive innovation, improve decision making and customer experience and create new business models.
  • Extract value from new and existing technology.
  • Best apply people, processes, and technologies to effect digital transformation.

 

 
 

Looking Through the CFO Lens
(1 CPE credit | Field of Study – Management Services)
May 12 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by Deloitte
Family enterprises that proactively prepare for predictable moments are often better equipped when disruption inevitably occurs. Preparation for the expected is not only responsible and prudent for smooth operations today, but it provides an iterative playbook for future generations to refine over time. This session will explore some of the pivotal moments family enterprises may face including developing a governance model, assessing capital needs, building a technology infrastructure, and navigating a change in ownership and offer actionable guidance on how to prepare, document, socialize and execute a thoughtful strategy.

Speaker:
Wendy Diamond 
| US Family Enterprise Leader | Deloitte

 

 
 

Cybersecurity and Insurance Risk Management
May 26 | 2:00 pm - 3:00 pm Eastern | 1 CPE Credit
Presented by FEI’s Committee on Private Companies Special Interest Groups
How can companies protect themselves from cyberterrorism?  Can insurance companies insure private companies to protect them against cyber-attacks?  Will insurance companies begin reviewing and rating companies based on their cyber risk?  How do you fit company policy to cover different states with different regulatory requirements around cybersecurity?

Speakers:
Nick Galati
| Vice President, Partner| RHSB Insurance
Nick Little | Vice President, Broker | CRC Group

 

 
 

Speakers

Ray Beeman

Principal and Co-leader
Washington Council Ernst & Young

Wendy Diamond

Partner
Deloitte Tax LLP

David Herzig

Tax Principal
Ernst & Young LLP

Gray Holden

Managing Director and D&O Practice Leader
Higginbotham

Gregory Milano

CEO
Fortuna Advisors LLC

Christopher Santomassimo

General Counsel and Chief Compliance Officer
Santomassimo Davis LLP