AZ FEI - March 2018 Chapter Meeting

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

Only qualified FEI members may attend meetings.
If you are interested in attending, please contact

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.


Rick DeAvila

Alerion Capital Group

Chris Roden

Managing Director
C3 Capital

Peter Sturgeon

Managing Director
Sorenson Capital