March 2020: The Changing Economy and Its Impact on Your Business

 

CPE Programs

Best Practices for a Better Employee Benefit Plan Audit

Presented by 

The season for employee benefit plan financial statement audits is rapidly approaching.  During this session Ryan will cover best practices as well as common pitfalls to ensure a successful and smooth financial statement audit.

Interest Rate Hedging Considerations
Presented By 

This presentation will discuss interest rate hedging overview, strategy and LIBOR cessation effects.

Dinner Presentation

The Changing Economy and Its Impact on Your Business
Presented by 

From regulations and technology to globalization and consumer habits, Jim will lead a discussion on the domestic and international environment and how you can use it to the advantage of your business.


Speakers

James E. Glassman

Managing Director & Senior Economist
JP Morgan Chase Bank

Robert Leonard

Executive Director
BBVA Compass

Ryan Rold

Employee Benefit Plan Practice Leader
CBIZ MHM, LLC

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge & Applications

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.