CPE

 

Professional

Professional Development

FEI Colorado holds a monthly Chapter Meeting on the third Thursday of the month from September through June (unless otherwise noted). The Chapter Meeting includes two Professional Development sessions, networking, and a dinner presentation. You may earn up to 3 CPE hours at each meeting.

Meeting location: Denver Athletic Club, 1325 Glenarm Pl, Denver, CO 80204 Map.

Chapter Meeting Agenda

  • Professional Development Session I: 4:00 – 4:50pm
  • Professional Development Session II: 5:00 – 5:50pm
  • Networking Session: 5:30 – 6:30pm
  • Dinner Meeting and Presentation: 6:30 – 8:30pm

Please note: The Professional Development sessions are presented by our Strategic Partners. Advance registration is required and we cannot accommodate walk-ins. Members and Strategic Partners register directly online. Qualified guests must be invited and registered by a member Strategic Partner. You may attend one or all of the sessions; however, when registering, please indicate which sessions you plan to attend.

The deadline to register is by noon the Monday prior to the monthly meeting.

In addition, we keep you posted on other high quality, low-cost professional development opportunities offered by our Strategic Partners. Visit the Event Calendar for these additional learning opportunities.


Current Program: June 15, 2017

Dinner Session
 

6:30-8:30 pm

Topic: Arrow Electronics Corporate Social Responsibility program, including Arrow's work in developing a Semi-Autonomous Motorcar – the SAM car – for a quadriplegic race car driver.

Presented by: Joe Verrengia, Global Director Corporate Social Responsibility, Arrow Electronics 

 

Sponsor:

               

 

 

NASBA/CPE Documentation

PRESENTATION DESCRIPTION:

CSR always has trouble demonstrating its ROI. Joe Verrengia will explain Arrow Electronic’s approach to Corporate Social Responsibility, including Arrow’s work in developing the ‘SAM’ car; and will demonstrate how Arrow Electronics prioritizes its CSR spending and evaluates its ROI, in an informative and engaging presentation.

PRESENTERS’ NAMES/TITLES/COMPANIES:

Joe Verrengia, Global Director Corporate Social Responsibility, Arrow Electronics

PRESENTER BIOGRAPHIES:

Joe Verrengia is the architect of Arrow’s corporate social responsibility program (CSR), combining targeted charitable investing, sustainability, and government relations into a strategic initiative to establish Arrow as an innovation catalyst. Arrow is the 2017 Fortune Magazine’s Most Admired Company in its industry, including #1 in CSR.

He also directs the Arrow SAM Car, SmartBike and DigiTruck projects, which demonstrate technology concepts for humanitarian purposes.

In 2016, the SAM car was named the #1 car innovation in the world by Business Insider.

Joe graduated from Columbia University and has held fellowships at MIT, the National Science Foundation, the National Institutes of Health and the Kellogg Foundation.

Learning Objectives:

After the presentation, participants will:

  1. Have a better understanding of what ‘Corporate Social Responsibility’ is;
  2. Understand how Arrow Electronics incorporates Corporate Social Responsibility into its strategy; including how Arrow prioritizes CSR programs in alignment with Arrow’s strategic focus
  3. Be able to apply some of the concepts used by Arrow in participant’s organizations.

 


 


 

 


Professional Development Session I

4:00-4:50 pm

 

Topic: Capitalize on SBA Financing to Grow Your Business

Learn how small business helps the community and serves as a stimulus for small business growth

Presented by: Ryan Russell, Vice President, SBA Business Development Officer, Global Banking and Markets, Bank of America Merrill Lynch

 

Sponsor:

                                                    

 

NASBA/CPE Documentation

 

 

Capitalize on SBA Financing to Grow Your Business

  • Small Business Lending and how it helps the community as well as a stimulus for small business growth
  • SBA 7a and SBA 504
 

Ryan L. Russell

Vice President

SBA Business Development Officer

Global Banking and Markets

Bank of America Merrill Lynch


 


 

 


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Professional Development Session II

5:00-5:50 pm

Topic: SOX 404 - Retrospective and Current Observations

Presenter: Sonya LaVeau, CPA, CGMA, CFE 

Sponsor:



SOX 404 - Retrospective and Current Observations

SOX applies to large public companies, however, the premise of SOX relates to all companies. All companies should implement and maintain internal controls to protect against fraud. What are internal controls? Who is responsible for controls? What are regulatory agencies focusing on as it relates to SOX? Will the new administration have an impact on SOX? Join us to get these and other questions answered during this presentation.

Presenter: Sonya LaVeau, CPA, CGMA, CFE

Sonya joined ACM in 2017 with over 17 years’ experience and leads ACM’s Risk Advisory Service Practice. Her focus is on internal control over financial reporting primarily for publicly traded companies, helping them design control structures that prevent/deter fraud as well as meet their compliance needs. Sonya has experience developing templates and methodology used to perform the Section 404 of Sarbanes-Oxley (SOX 404) assessments, and has managed multiple SOX engagements for diverse companies, in a variety of industries. She also has significant experience working with foreign companies on their ASX Principle-7 and NI 52-109 assessments.

Sonya has many years of involvement preparing and reviewing the risk assessment and scoping for SOX projects, including identifying key process risk and mitigating controls for companies with multiple significant business locations in the mining, construction, and oil and gas industry. She works closely with management and control owners to develop and maintain a realistic and manageable control structure. She also works closely with the client’s auditors during each phase of the process, focusing efforts around documenting key processes and testing key controls. She prepares reports for senior management and the audit committees on control weaknesses, and facilitates required remediation, including evaluating deficiencies and preparing communications. Her experience also includes training and supervising international teams in SOX assessments and managing teams of individuals across multiple locations.


 


 

 

 










 

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