Professional Development Sessions with Bardess, Kroll and RegentAtlantic


Three 50 Minute Professional Development Sessions presented by:       

2:30 to 3:20 pm

 

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   Investing and Retiring into Volatile Markets
   Featured Speakers:
   - Andy Kapyrin, CFA, Partner and co-CIO
   - Abby Rosen, CFP, MS, Partner and Wealth Advisor
   - Chad O’Brien, CFP, FRPM, Partner and Wealth Advisor

   Discussion Points:
   - Economic Update
   - Investment strategies to manage market volatility
   - Financial planning opportunities born out of volatility
   - Retirement Planning considerations

 

3:30 to 4:20 pm
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   Purchase Accounting Valuation: A Case Study
   Featured Speaker:
   - Jonathan Goldblatt, Managing Director - Valuation

   Discussion Points:
   - Valuation scope considerations
   - Common complexities and steps to address them
   - Valuation methodologies and applications

 

4:30 to 5:20 pm

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   The Role of Modern Analytics in FP&A Transformation
   Featured Speaker:
   - Philip Duplisey, Senior Strategy Consultant

   Discussion Points:
   - Spreadsheets and database queries are 30+ years old, slow, inefficient, insecure and   not easily repeatable
   - Modern analytics automate analysis, allowing the finance office to be proactive and deliver value quickly ​  
   - Modern analytics excel in combining data from multiple sources into a single consistent data model
   - Modern analytics allow the FP&A team to become a strategic business partner


Speakers

Philip Duplisey

Senior Strategy Consultant
Bardess Group

Jonathan Goldblatt

Managing Director, Valuation
Kroll

Andy Kapyrin

Partner and co-CIO
RegentAtlantic Wealth Advisors

Chad O'Brien

Partner and Wealth Advisor
RegentAtlantic Wealth Advisors

Abby Rosen

Partner and Wealth Advisor
RegentAtlantic Wealth Advisors

Credits

1.00 CPE
Basic

Method

group-live

Field

Accounting, Technical

Prerequisites

None

Credits

1.00 CPE
Basic

Method

group-live

Field

Accounting, Technical

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.