January FEI Monthly Chapter Dinner and PD Meeting

 

Thursday, January 18, 2018 @ 4:00 pm – 8:30 pm 

Denver Athletic Club, 1325 Glenarm Pl, Denver, CO 80204

 

Dinner Session

Topic: If Not You, Who? How to Influence Culture Change in Your Organization and Drive Profitable Revenue Growth.

Think Finance leaders have no bearing on culture change? Think again. Organizations in the top tier of employee engagement outperform their peers by 147% in earnings per share and have a 90% better growth trend than their competition. However, 87% of global workers are not engaged. Why? Because senior leaders outsource “culture” to Human Resources (HR) even though HR does not have the greatest impact on culture change. Who does? Senior Leaders (you) and frontline managers. In this riveting session you will learn why traditional approaches to re-engage employees do not work, and a new and innovative strategy to turn your disengaged workforce into a unified high-performing team, resulting in increased profitable revenue growth, customer satisfaction, productivity, and retention.

PRESENTATION OVERVIEW & NASBA / CPE DOCUMENTATION

Presentation Title:

If Not You, Who? How to Influence Culture Change in Your Organization and Drive Profitable Revenue Growth

Presentation Description / Program Content (provide 2-4 sentences)

Think Finance leaders have no bearing on culture change? Think again. Organizations in the top tier of employee engagement outperform their peers by 147% in earnings per share and have a 90% better growth trend than their competition. However, 87% of global workers are not engaged. Why? Because senior leaders outsource “culture” to Human Resources (HR) even though HR does not have the greatest impact on culture change. Who does? Senior Leaders (you) and frontline managers. In this riveting session you will learn why traditional approaches to re-engage employees do not work, and a new and innovative strategy to turn your disengaged workforce into a unified high-performing team, resulting in increased profitable revenue growth, customer satisfaction, productivity, and retention.

Learning Objectives / Takeaways (provide 3-5 bullet points)

1) A new perspective on employee disengagement and the No. 1 reason employees don’t engage; 2) An innovative, proven four-step process they can apply immediately to re-engage employees; 3) Tactics to engage senior leaders in employee engagement; 4) Clarity on next steps and inspiration to achieve their goals.

NASBA Field of Study (see attached):

Business Management and Organization

Instructional Delivery Method: 

Group Live Lecture

Recommended CPE Credit:

1 CPE hour (50 minutes as defined by NASBA)

Prerequisites:

None

Program Level:

Intermediate

Advanced Preparation:

None

Experience Level:

Intermediate 

Presented by:


Jill Christensen/ Best Selling Author. International Keynote Speaker. Employee Engagement Expert / Jill Christensen International

Sponsored by:

 

Professional Development Session I

TopicCurrent Trends in the M&A Environment

National Trends in M&A and how they impact the Rocky Mountain Region. Overview of transaction pricing, structural trends, macro trends and how they all affect the ability to successfully navigate the deal-making landscape.

PRESENTATION OVERVIEW & NASBA / CPE DOCUMENTATION

Presentation Title:

Current Trends in the M&A Environment

Presentation Description / Program Content (provide 2-4 sentences)

National Trends in M&A and how they impact the Rocky Mountain Region. Overview of transaction pricing, structural trends, macro trends and how they all affect the ability to successfully navigate the deal-making landscape.

Learning Objectives / Takeaways (provide 3 bullet points)

  • 1 - Factors impacting the ability to get investments
  • 2 – Continued trend of “pricing to perfection” and how to prepare for it
  • 3 – Structure components, balancing risk and risk in the enterprise value equation
  • 4 – Trends in definitive agreement terms and how they impact the risk model

NASBA Field of Study (see attached):

Economics

Instructional Delivery Method: 

Group Live Lecture

Recommended CPE Credit:

1 CPE hour (50 minutes as defined by NASBA)

Prerequisites:

None

Program Level:

Intermediate

Advanced Preparation:

None

Experience Level:

Intermediate 

Presented by:


Adams Price, President, EKS&H

Sponsored by:

 

Professional Development Session II

TopicStrategic Tax Considerations When Transacting Business Across the U.S. and the Globe

Experts from Moss Adams’ federal, state and local, and international tax groups will provide a high-level update on important developments that may impact companies wherever they operate around the country/world. Learn how recent legislative developments (e.g., Tax reform) can have an impact on a U.S. businesses’ tax liability and strategic tax planning.

PRESENTATION OVERVIEW & NASBA / CPE DOCUMENTATION

Presentation Title:

Strategic Tax Considerations When Transacting Business Across the U.S. and the Globe

Presentation Description / Program Content (provide 2-4 sentences)

Experts from Moss Adams’ federal, state and local, and international tax groups will provide a high-level update on important developments that may impact companies wherever they operate around the country/world. Learn how recent legislative developments (e.g., Tax reform) can have an impact on a U.S. businesses’ tax liability and strategic tax planning.

Learning Objectives / Takeaways (provide 3 bullet points)

  • 1 – Federal tax update
  • 2 – State and local tax update
  • 3 – International tax update

NASBA Field of Study (see attached):

Tax

Instructional Delivery Method: 

Group Live Lecture

Recommended CPE Credit:

1 CPE hour (50 minutes as defined by NASBA)

Prerequisites:

None

Program Level:

Intermediate

Advanced Preparation:

None

Experience Level:

Intermediate 

Presented by:


Rebecca Rogers – Tax Senior Manager – Moss Adams

Marty Tschida – Tax Senior Manager – Moss Adams


Matt Mueller – Tax Manager – Moss Adams

Sponsored by:

 

Agenda

4:00-4:50 pm – Professional Development Session I*

5:00 – 5:50 pm – Professional Development Session II*

5:30-6:30 pm – Networking Social Hour

6:30-8:30 pm – Dinner and Presentation*

*CPE Eligible

IMPORTANT REGISTRATION INFO

Late Registration

Please register prior to Tuesday before the meeting at 5:00pm. All registrations after the deadline at Tuesday at 5:00pm will be managed as late registrations. Please arrive early for your intended PD session to complete the registration process. Be sure to check the box for each session you plan to attend.

If you are an FEI Member or Strategic Partner and you need the Coupon Code to register for free, please email info@feicolorado.org to request it.

Rules/Policies that apply to all presentations

Course Registration Requirements: register online at www.feicolorado.org to guarantee a seat and handout. Dinner and Presentation are free for members and Strategic Partners and qualified guests. Non-members $65.

Refund/Cancellation Policy: Attendance is free so no refund is offered. FEI Colorado appreciates a two-day cancellation notice, however, for handouts and available seating calculations.

Note: FEI has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy. For additional information, please go to