AZ FEI - March 2018 Chapter Meeting

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:
Panel: What's Happening in Private Equity Investing?
 
Join us as we welcome three local active Private Equity investors: Rick DeAvila, Principal, Alerion Capital Group; Chris Roden, Managing Director, C3 Capital & Peter Sturgeon, Managing Director, Sorenson Capital in a panel discussion on the latest trends and activity in Private Equity investing. 
 
Technical CPE:
ASC 606 Revenue Recognition: What Senior Financial Leadership Need to Know about the New Standard
The presentation will cover:

  • Timing on implementing ASC 606
  • The 5-step model
  • Audience interactions with practical cases applicable to their business
  • Lessons learned from prior implementations by publicly traded companies
 
 
Career Services CPE:
Strategic Planning for a Business’s Overall Success
Presented by Daniel R. Siburg, CPA, CVA
 
Financial Executives are a large part of developing a business’s Strategic Plan.  The key to a successful Strategic Plan:
 
  • Communicating financial and operation concepts in a way that can be easily understood throughout all levels of a business
  • Sets challenging, but obtainable goals for all levels of a business
  • Converting numbers to words and concepts to actionable items
  • Has operational involvement and accountability
  • Most importantly - Bring about change to a business

 
Strategic Planning is where Accounting/Finance leaders move to the C-Suite.


Speakers

Rick DeAvila

Princpial
Alerion Capital Group

Chris Roden

Managing Director
C3 Capital

Peter Sturgeon

Managing Director
Sorenson Capital

Credits

1.00 CPE
Basic

Method

group-live

Field

Accounting

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance

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.