Past Programs

Past Programs

 

 

Thursday, September 21, 2017

Dinner Session materials: Ping Identity - A Colorado Success Story

Professional Development Session I materials: Cost Effective Health Insurance Strategies for Small & Medium Size Employers

Professional Development Session II materials: Chat with a Credit Officer


 

Thursday, June 15, 2017 

Professional Development Session I materials: Capitalize on SBA Financing to Grow Your Business

Professional Development Session II materials: SOX 404 - Retrospective and Current Observations

 

Thursday, May 18, 2017

Professional Development Session I materials: Small Business Tax Issues 101

Professional Development Session II materials: Risk Transfer: Protecting your balance sheet


 

Thursday, April 20, 2017

Dinner Session materials: The Business of Major League Baseball

Professional Development Session I materials: Accounting & Finance Updates and Trends in SOX Compliance

Professional Development Session II materials: Demystifying Application Security
 

 

Thursday, March 16, 2017

Professional Development Session I materials: Hot Topics in Financial Risk Management

Professional Development Session II materials: Common Challenges During Hyper Growth

 

Thursday, February 16, 2017

Dinner Session materials: Transformation from Startup to Grownup                 

Professional Development Session I materials: Change Management & The Rising Cost of Real Estate

Professional Development Session II materials: What Mischief Are They Up to Now? - A State and Local Tax Update

 

Thursday, January 19, 2017

Dinner Session materials: Ball and Business Stewardship

Professional Development Session I materials: What every CFO should know about going through a business transition

Professional Development Session II materials: New ERISA Fiduciary Standard Impacts CFO’s Liability  

 

Thursday, November 17, 2016

Dinner Session details: From Takeoff to Landing: How to Build Your Own Runway

Professional Development Session I details: Lead With Your Strengths  

Professional Development Session I materials: Lead With Your Strengths

Professional Development Session II details: Strategic Tax Considerations When Transacting Business Across the U.S. and the Globe

Professional Development Session II materials: Strategic Tax Considerations When Transacting Business Across the U.S. and the Globe

 

Thursday, October 20, 2016

Dinner Session details: Building a Better Colorado

Dinner Session materials: Building a Better Colorado

Professional Development Session I details: Denver Commercial Real Estate Update

Professional Development Session I materials: Denver Commercial Real Estate Update

Professional Development Session II details: Impact of Election Results on Financial Markets and Investments

Professional Development Session II materials: Impact of Election Results on Financial Markets and Investments                 


 

 

Thursday, September 15, 2016

Dinner Session details: Equity Value Creation

Dinner Session materials: Equity Value Creation

Professional Development Session I details: What CFOs Should Know About Compliance: Supply Chain, Anti-Trafficking, & Anti-Corruption

Professional Development Session I materials: What CFOs Should Know About Compliance: Supply Chain, Anti-Trafficking, & Anti-Corruption

Professional Development Session II details: Implementing the New Revenue Recognition Standard

Professional Development Session II materials: Implementing the New Revenue Recognition Standard

 

 

 

Thursday, June 16, 2016

Dinner Session details: Merger & Acquisition Integration - Innovation Unplugged: Become an Innovative CFO

Dinner Session materials: Merger & Acquisition Integration - Innovation Unplugged: Become an Innovative CFO

Professional Development Session I details: Implications of New Lease Accounting Standards

Professional Development Session I materials: Implications of New Lease Accounting Standards

Professional Development Session II details: Interest Rate Risk Management – Trends/Hot Topics

Professional Development Session II materials: Interest Rate Risk Management – Trends/Hot Topics

 

Thursday, May 19, 2016

Dinner Session details Scholarship/Networking - No CPE

Dinner Session materials: Scholarship/Networking - No CPE

Professional Development Session I details: Cyber Fraud through Social Engineering

Professional Development Session I materials: Cyber Fraud through Social Engineering

Professional Development Session II details: 2016 Hiring and Compensation Trends

Professional Development Session II materials: 2016 Hiring and Compensation Trends

 

Thursday, April 21, 2016

Dinner Session details: Merger & Acquisition Integration - How to Beat the Odds and Be Successful

Dinner Session materials: Merger & Acquisition Integration - How to Beat the Odds and Be Successful

Professional Development Session I details: CFO’s Role in Transformational Financial Planning & Analysis

Professional Development Session I materials: CFO’s Role in Transformational Financial Planning & Analysis

Professional Development Session II details: How to Survive Cybersecurity Audits and Examinantions and SEC Cybersecurity Guidelines

Professional Development Session II materials: How to Survive Cybersecurity Audits and Examinantions and SEC Cybersecurity Guidelines


 

Thursday, March 17, 2016

Dinner Session details: The Evolving Threat Landscape & Golden Age of Cybercrime

Dinner Session materials: The Evolving Threat Landscape & Golden Age of Cybercrime

Professional Development Session I details: Integrating Capital Allocation and Insurance Decisions: A Different Approach to Risk  

Professional Development Session I materials: Integrating Capital Allocation and Insurance Decisions: A Different Approach to Risk

Professional Development Session II details: Building Your IT Audit Approach to meet Technology Risks

Professional Development Session II materials: Building Your IT Audit Approach to meet Technology Risks  

 

 

Thursday, February 18, 2016

Dinner Session details: Roadmap to the Cloud

Dinner Session materials: No slides for panel discussion

Professional Development Session I details: What’s at Stake? The CPA Profession on Federal Fiscal Responsibility

Professional Development Session I materials: What’s at Stake? The CPA Profession on Federal Fiscal Responsibility
 
Professional Development Session II details: Business Continuity - Building and Actionable and Easy to Implement Plan
 
Professional Development Session II materials: Business Continuity - Building and Actionable and Easy to Implement Plan
 

 

Thursday, January 21, 2016

Dinner Session details: US Economic and Market Outlook: What can we expect in 2016                 

Dinner Session materials: US Economic and Market Outlook: What can we expect in 2016

Professional Development Session I details: GAAP/ Little GAAP – Highlights of Little GAAP and the 4 Private Company Council Alternatives

Professional Development Session I materials: GAAP/ Little GAAP – Highlights of Little GAAP and the 4 Private Company Council Alternatives

Professional Development Session II details: Quality of Earnings and its Impact on M&A Transactions

Professional Development Session II materials: Quality of Earnings and its Impact on M&A Transactions             


Thursday, November 19, 2015

Dinner Session details: The Art of Influence? A Critical Success Factor for Extraordinary Leadership

Dinner Session materials: The Art of Influence? A Critical Success Factor for Extraordinary Leadership                 

Professional Development Session I details: Tax Update

Professional Development Session I materials: Tax Update  

Professional Development Session II details: The CFO Social Footprint – put your shoes back on

 

Thursday, October 15, 2015

Dinner Session details: From CFO to CEO-Sucess and Challenges in Making the Move

Professional Development Session I details: Cyber Security Risk Assessment and Risk Management Around IT Cloud Services

Professional Development Session I materials: Cyber Security Risk Assessment and Risk Management Around IT Cloud Services

Professional Development Session II details: Business and Accounting Issues Related to Hedging Foreign Currency Risk

 

Thursday, September 17, 2015

Dinner Session details: Lighting Up- A Financial Focus on Colorado's Cannabis Industry

Professional Development Session I details: FP&A - Best Practices and Emerging Trends Found Along the Maturity Cycle – Where Does Your Organization Fit?

Professional Development Session I materials: FP%A - Best Practices and Emerging Trends Found along the Maturity Cycle - Where Does Your Organizaiton Fit?

Professional Development Session II details: What's the Catch? No Risk, Equity Returns and Tax Free. How to Make Section 162 Executive Bonus Plans Work for You

Professional Development Session II materials: What's the Catch? No Risk, Equity Returns and Tax Free. How to Make Section 162 Executive Bonus Plans Work for You

 

Thursday, June 18, 2015

This presentation was sponsored by: Mercer, Platinum Strategic Partner

Dinner Session details: Behavioral Economics: New Ways of Thinking About Behavior Change and How We Choose

Dinner Session materials: Behavioral Economics: New Ways of Thinking About Behavior Change and How We Choose

Professional Development Session I details: New Revenue Recognition Standard – A Technical Overview

Professional Development Session II details: New Revenue Recognition Standard – A Tactical Overview of the Energy, Construction and Services Industries

Professional Development Session I and II materials: Revenue Recognition Presentation

Revenue Recognition Handout

 

Thursday, May 21, 2015

This presentation was sponsored by: RBC Wealth Management and Jones Lang LaSalle

Professional Development Session I details:  Attracting and Retaining Talent - Keys to Being Successful in Talent Management

Professional Development Session II details: Defining Corporate Culture: Visible and Invisible

Professional Development Session II materials: http://billdecker.com/Fei/

 

Thursday, April 16, 2015

This presentation was sponsored by: Anton Collins Mitchell, FEI Gold Strategic Partner

Dinner Session details: Managing Compliance and Strategic Planning in a High Growth Public Company

Professional Development Session I details:   Financial Risk Management: Strategic, Tactical, and Operational Considerations

Professional Development Session I materials:   Financial Risk Management: Strategic, Tactical, and Operational Considerations

Professional Development Session II details: Executive Cyberspeak: Understanding Cybersecurity Risk at an Executive Level

Professional Development Session II materials: Executive Cyberspeak: Understanding Cybersecurity Risk at an Executive Level

Tuesday, April 7, 2015

This presentation was sponsored by: Mercer, FEI Platinum Strategic Partner

Strategic Partner Breakfast details: The M&A Boom Rolls On - Are You Ready?

Strategic Partner Breakfast materials: The M&A Boom Rolls On - Are You Ready?

Thursday, March 19, 2015

This presentation was sponsored by: Chatham Financial, FEI Gold Strategic Partner

Dinner Session details: Economic Update: Practical Implications of a Changing Landscape

Dinner Session materials: Economic Update: Practical Implications of a Changing Landscape

Professional Development Session I details:  2015 Accounting and Finance Hiring and Compensation Trends

Professional Development Session I materials:  2015 Accounting and Finance Hiring and Compensation Trends

Professional Development Session II details: Maximizing Retirement Income: The Desert Island Approach

Professional Development Session II materials: Maximizing Retirement Income: The Desert Island Approach

Thursday, February 19, 2015

This presentation was sponsored by: Robert Half Management Resources, FEI Colorado Gold Strategic Partner 

Professional Development Session I details:  To B or not to BYOD

Professional Development Session I materials:  To B or not to BYOD

Professional Development Session II details: Lease Accounting

Professional Development Session II materials: Lease Accounting

 

Thursday, January 15, 2015

This presentation was sponsored by: CBIZ HMH, LLC, FEI Colorado Platinum Strategic Partner 

Dinner Presentation details:   Profile of the Deal: Middle Market M&A Transactions from the Buy and Sell Side Perspectives

Professional Development Session I details:  2015 Corporate & Individual Tax Update

Professional Development Session I materials:  2015 Corporate & Individual Tax Update

Professional Development Session II details: Seven Traits of Colorado Success Stories – Why Some Companies Grow and Others Get Stuck!

Professional Development Session II materials: Seven Traits of Colorado Success Stories – Why Some Companies Grow and Others Get Stuck!

 


Thursday, November 20, 2014

This presentation was sponsored by: CIMCO Cares, FEI Colorado Platinum Strategic Partner 

Dinner Presentation details:  Entrepreneurship: From Belfast to Belize

Professional Development Session I details: Colorado Real Estate Update – Including Union Station Data

Professional Development Session I materials:  JLL: Operating in a rising cost environment

Professional Development Session II details:  Enterprise Risk Management – Are You Effectively Managing Risk?

Professional Development Session II materials: CBIZ: Enterprise Risk Management

 

Tuesday, October 28, 2014

This presentation was sponsored by: Jones Lang LaSalle, FEI Colorado Platinum Strategic Partner and ADP, FEI National Strategic Partner

Presentation details: The Compliance Continuum - Optimizing Employee Credits, Costs and Capital

Presentation materials: The Compliance Continuum - Optimizing Employee Credits, Costs and Capital 

Click here to view photos from this meeting.

 

Thursday, October 16, 2014

This presentation was sponsored by: Cresa, Gold Strategic Partner

Dinner Presentation details:  Fracking:  Economic Boon or Environmental Disaster?

Dinner Presentation materials:   Denver Fracking ExampleFracking HarmsSolar & WindFracking Supporters

Professional Development Session I details:  Captive Insurance Companies: Financing Retained Risks - are they right for you?

Professional Development Session I materials: awaiting approval to post

Professional Development Session II details:  Is it Easy Being Green?

Professional Development Session II materials: Is it Easy Being Green?

 

Thursday September 18, 2014

This presentation was sponsored by: JLL, FEI Platinum Strategic Partner

Dinner Presentation details: Four Faces of the CFO

Dinner Presentation materials:   Slides

Professional Development Session I details:  Bridging the Funding Gap: Traditional to Alternative Financing

Professional Development Session I materials:

PD I Presentation_BOKF

Professional Development Session II details:  State Tax Developments at the National and Colorado Levels

Professional Development Session II materials:

PD II Sales Tax Presentation

PD II Handouts

 

Thursday, August 21, 2014

This presentation was Sponsored by: CIMCO, FEI Platinum Strategic Partner

Dinner Presentation details: Making Money as a Socially Responsible Business

Dinner Presentation materials: 

Alpine Waste & Recycling Presentation

Listen to the radio interview by Larry Nelson with John Griffith

BlueStar Recyclers Presentation

Listen to the radio interview by Larry Nelson with Bill Morris


Click here to view photos from the August 21 event
 

Thursday, June 12, 2014

This presentation was sponsored by: Mercer, FEI Platinum Strategic Partner

Dinner Presentation details: We Added 30 Years to Life Expectancy - Now What?

Dinner Presentation materials: SCL FEI Longevity Denver 6-12-14

Professional Development Session I details:  Public and Private Exchanges

Professional Development Session I materials: PD I Presentation

Professional Development Session II details:  To Delegate or Not Delegate? Managing Risk Efficiently

Professional Development Session II materials:  PD II Presentation


Thursday, May 15, 2014

This presentation was sponsored by: Chatham Financial, FEI Gold Strategic Partner

Dinner Presentation details: What is the Rate of Return on a College Degree?

Dinner Presentation materials:  View Photos

Professional Development Session I details: What’s Hot & New in Accessing Capital & Protecting your Company’s $$s

Professional Development Session I materials: PD I Presentation

Professional Development Session II details:  Alternative Investments: Why 60/40 Doesn’t Work Anymore

Professional Development Session II materials:  PD II Presentation

Professional Development Session II handout:  PD II Handout

 

Thursday, April 17, 2014

This presentation was sponsored by: Robert Half Management Resources, FEI Gold Strategic Partner

Dinner Presentation details:  Would You Cheat (Your Company)?

Dinner presentation materials:  4-17-14 Dinner Presentation

Professional Development Session I:  Liquid Courage - Buoyed by Monetary Stimulus, What’s Next for the Markets
Professional Development Session I materials:

PD I Presentation

Emerging Markets Video

Professional Development Session II details: Retirement Ready: Best Practices to Nail a Secure Retirement

Professional Development Session II materials:  PD II Presentation

 

Thursday, March 20, 2014

Dinner Presentation detals:  The Fiscal State of the State: Colorado’s Economic Condition

Professional Development Session I details:  Strategic Risk Management: Making “Risk-Informed” Decisions

Professional Development Session II materials:  PD I Handouts

Professional Development Session II details:  Benefit Plans - Keeping the DOL and IRS Away

Professional Development Session II materials:  PD II Handouts

 

Thursday, February 20, 2014

Dinner Presentation details:  Strategy in the C-Suite: Sage Hospitality

Professional Development Session I details:  Interest Rate Risk Management - Effective Hedging in a Raising Interest Rate Environment

Professional Development Session I materials:  PD I Handouts

Professional Development Session II details:  Research and Development Tax Credits - Don’t Leave Money on the Table

Professional Development Session II materials:  PD II Handouts

 

Thursday, January 16, 2014

Dinner Presentation details:  Big GAAP/Little GAAP – FASB Private Council and AICPA Financial Reporting Frame(FRF)work

Dinner Presentation materials: 

Dinner Presentation

Listen to the interview with Greg Anton

View Photos

Professional Development Session I details:  Sales and Use Tax Update

Professional Development Session I materials:  PD I Presentation

Professional Development Session II details:  IP Infringement

Professional Development Session II materials:  PD II Presentation

 

Thursday, Novemberr 14, 2013

Dinner Presentation details:  TURNAROUND: Reinventing Webroot!

Dinner Presentation materials:  Handouts

Professional Development Session I details:  On Premise, Hosted or Cloud

Professional Development Session I materials:  PDI Handouts

Professional Development Session II details:  Cyber Liability - Insurance Reality

Professional Development Session II materials:  PD II Handouts

 

Thursday, October 17, 2013

Dinner Presentation details:  Controlling Costs Under the ACA: A New Perspective

Dinner Presentation materials:  AMPS handouts

Professional Development Session I details:  Real Estate Means More Than Just the Office

Professional Development Session I materials:  PD I Handouts

Professional Development Session II details:  The Hidden Costs of Personal Data Privacy

Professional Development Session II materials:  PD II Handouts