September 2019: CFO’s Perspective on the Cannabis Industry

 

CFO Presentations

Qualified Opportunity Zones (QOZ)
Presented By David Walser,

Join David Walser, National Tax Director at Moss Adams, as he presents on Qualified Opportunity Zones (QOZ). He will address the operating issues of a QOZ, its lifecycle, and potential tax savings this investment could yield.

Financial Implications and Oversight of International Distribution
Presented by Michael Patterson,

CFOs and other high level finance professionals often oversee the proposal, rationalization, and on-going issues of international distribution. This presentation will overview all the financial implications to review and manage these processes.

Issues to be discussed:

  • Cost/benefit rationalization including investment, labor presence, margin affect, tax presence issues
  • IP registrations and legal risk analysis
  • Receivables risk and effects of credit insurance

Dinner Presentation

CFO’s Perspective on the Cannabis Industry
Presented By Harvest Health & Recreation

Leo Jaschke, CFO for Harvest Health & Recreation, will share with members about the growing cannabis industry, including the following:

  • Harvest Health & Recreation overview
  • AZ Industry overview
  • US Industry overview
  • Key items to know before entering the industry

Speakers

Leo Jaschke

CFO
Harvest Health & Recreation

Mike Patterson

Partner
Spencer Fane LLP

David Walser

National Tax Director
Moss Adams

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Specialized Knowledge & Applications

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

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.