Dallas Chapter Private Equity CFO Series: "Serving Two Clients – The Challenges and Experiences of

Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at eholleman@conexussg.com.


Click for registrants as of 11/05/18 10:00 a.m.

Serving Two Clients-The Challenges and Experiences of a CFO in a PE-Backed Company

November 8, 2018 | 4:00-7:00 p.m. | 1.5 CPEs | Lawry’s The Prime Rib
The program consists of a four-person panel comprised of two CFOs with direct experience of working for PE-backed companies and two PE representatives with experience overseeing portfolio companies and CFO functions. The panel will be moderated by a transactional attorney with experience within the Private Equity market.
Andy Foskey, Managing Partner, Transition Capital Partners
Robert Rough, Managing Partner, Telos Capital Advisors
Chase Eckert,Vice President, The Riverside Company
Todd Boney, CFO, Marquis Software Solutions, Inc.
Steve Bartz, Partner, DLA Piper
 

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Private Equity sector.
Register by Tuesday, November 6, 2018.
 

SCHEDULE

4:00-5:00 p.m. Check-in and Networking
5:00-6:30 p.m. Program and Q&A | 1.5 CPEs
6:30-7:00 p.m. Networking and Hors d’oeuvres
 

LOCATION

Lawry’s The Prime Rib
14655 Dallas Parkway
Dallas, TX 75254
 

STRATEGIC INVESTORS

BMO Harris Bank
DLA Piper
Holmes Murphy
Weaver
 

CPE CREDIT

CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
 
Financial Executives International 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 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: http://www.learningmarket.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour.  Contact your state board for more information.
 

CANCELLATION

To cancel a reservation, contact Jackie Dunn at jackie.dunn@feidallas.org.  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows. 
 

CHAPTER CONTACT

Nancy Ehlers
FEI Dallas Chapter Event Support
ehlersnj@gmail.com | www.feidallas.org


Speakers

Mr. Steve Bartz

Partner
DLA Piper

Mr. Todd Boney

CFO
Marquis Software Solutions, Inc.

Mr. Chase Eckert

Vice President
The Riverside Company

Mr. Andy Foskey

Managing Partner
Transition Capital Partners

Mr. Robert Rough

Managing Partner
Telos Capital Advisors