May FEI Monthly Chapter Dinner and PD Meeting

 

Thursday, May 18th @ 4:00 pm – 8:30 pm 

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


Dinner Session

 

Scholarship Night 

Join us for an evening of networking and presenting our 2017 Scholarship Awards. We will head up to the Denver Athletic Club's Sundeck for heavy appetizers and drinks to celebrate this year's scholarship winners. 

Note: there will be heavy appetizers and drinks in place of a formal dinner. There is also no CE credit available for this session since there is no  formal presentation.


Sponsored by:

  

 

 


Professional Development Session I

 

PD 1

Topic: Small Business Taxation Issues 101

This presentation will address tax planning issues for small businesses, including:

  • Entity selection
  • General deductions
  • Auto expense
  • Home office expense
  • Retirement plans
  • Q&A  

Presented by:


 Mark Zeiden, CPA, Managing Director 
 

 

 

 


and

Kirby Johnson, CPA, Senior Manager

 

Sponsored by:


  

Professional Development Session II


TopicRisk Transfer: Protecting Your Balance Sheet

Presentation focused on business risks and exposures evidenced in contracts ( including but not limited to MSAs, Construction, Leases, Service Agreements) and the strategies to transfer the risk through insurance and contractual obligations. The presentation will touch on the methods of insurance used to transfer risk including but not limited to requiring appropriate insurance, evidence of coverage, and Additional Insured endorsements. Furthermore, the presentation will examine other means of reduction of risk exposure through indemnification obligations, waivers, and other contractual language. 

Presented by:

 Lauren Karagozian, JD, MBA, ARM, CRIS, Vice President and Practice Leader for Contractual Risk and Certificates IMA, Inc.

 

 

 

 

Sponsored by:

 

AGENDA

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

 

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

 

5:30-8:30 pm  – Networking Social Hour

 

6:30-8:30 pm – Cocktails, Appetizers, and Scholarship Presentation


*CPE Eligible

 

IMPORTANT REGISTRATION INFO

 

Please register prior to Tuesday before the meeting at 5:00pm. All registrations after the deadline of Tuesday at 5:00pm will be managed as walk-ins on the day of the event based on available space. Arrive early for your intended PD session since there will not be a pre-printed name tag. 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.