AZ FEI - February 2018 Chapter Meeting


Academic Excellence Awards Night
Sponsored by CliftonLarsenAllen & RSM
Dinner Speaker: Paulo Goes, Eller College Dean, University of Arizona
CPE Presentation: Chase
 

REGISTRATION
Members & Sponsors:
Please register through your email invitations or e-newsletter

Non-Members: 
Only qualified FEI members may attend meetings.
If you are interested in attending, please contact admin@feiaz.org

Agenda
4 - 5 p.m. CPE Sessions
5 - 6 p.m. Networking Reception
6 - 7:30 p.m. Dinner and Keynote Speaker

 

Dinner Meeting: 

The Future of Higher Education in Business
 
The forces of the “fourth industrial revolution” are shaping the business world in unprecedented ways. Exponential advances in a wide range of digital technologies are causing disruption in entire industries forcing rapid changes everywhere, from retail to logistics to financial services. In a world of big data analytics and artificial intelligence, in which software reigns supreme, digital transformation affects society, the economy and organizations in ways never seen before.
This is the innovation economy. More than ever there is an accelerated need for forward-looking, impactful business education. In this presentation I will discuss how higher education institutions need to act fast to deliver the business education for the new times: an education that is firmly planted on the solid foundation of business disciplines, and at the same time focuses on entrepreneurship, innovation, creativity, partnerships, new business models and an understanding of the digital forces and their consequences in an increasing interdisciplinary context.

4:00 pm CPE - JP Morgan Chase
Current Status of the Mergers and Acquisitions Market
Bob Berkus, Executive Director, JPMorgan Chase
 
As one of the world’s foremost investment banks, JPMC is keenly informed about the activity levels and status of the M&A landscape and will provide an overview of what is presently transpiring in such markets.  Specific topics that will be covered include: 

  1. Summary of 2017 M&A and cap market activity
  2. 2017 and historical deal stats
  3. 2018 M&A outlook and key drivers
  4. Overview of M&A best practices 

Treasury Management: Managing Working Capital
Robert Garrett, Executive Director, Commercial Bank, JPMorgan Chase
 
Managing payments, receivables, and liquidity continues to challenge companies as technology and financial markets change rapidly. The session will center on payments trends, utilizing technology to manage and effect payments, and managing liquidity in a rising rate environment. During the session we will review: 
  1. Payments trends,
  2. Leveraging changes in technology to manage receivables and payables, and
  3. Segmenting cash and managing liquidity.


4:00 pm Career Services - VincentBenjamin
Interviewing 101
Shad Griffin, VincentBanjamin
 
Interview tips and guides for preparing and delivering a great interview.
 


Speakers

Bob Berkus

Executive Director
JPMorgan Chase

Robert Garrett

Executive Director, Commercial Bank
JPMorgan Chase

Paulo Goes

Eller College Dean
University of Arizona

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personnel/Human Resources

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 course 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.