FEI Colorado Chapter Meetings will be held every third Thursday of the month from September 2011 through May 2012. There will be no meeting held in December 2011.
Platinum Sponsor:
Professional Development
The Professional Development sessions are presented by our 2011-2012 Strategic Partners. Professional Development sessions are held at the Denver Country Club from 4-5:50pm during our monthly dinner meeting dates.
For future events, please check out our Events Calendar.
Thursday, March 15, 2012
Coming soon
__________________________________________________
Past Professional Development Meeting Information:
Thursday, February 16, 2012
Professional Development Session I
Title: Denver Commercial Real Estate Update (Presentation)
Presented by: Ken Gooden, Jones Lang LaSalle
Time: 4:00 to 4:50 pm
You know that Denver’s housing market is still in the tank. But what about the commercial market? Is it a tenant or landlord market out there? How do you determine if the offered price per square foot is a good, reasonable, or really bad deal? What can you negotiate and what are the landlords not giving up? Are prices higher or lower in different parts of the Metro area? Come listen to the “pros from Dover” tell us what’s up and what’s not and how you can get the best deal in town on your office space.
- Field of Study: Finance: Corporate Real Estate Update
- Speakers: Ken Gooden – Senior Vice President for Tenant Representation with Jones Lang LaSalle
- Learning Objectives: Update on commercial real estate market
- Instructional Delivery Methods - Lecture
- Recommended CPE credit – 1 CPE hour (50 minutes as defined by NASBA)
- Prerequisites - None
- Program Level - Overview
- Advance Preparation - none
- Program Content – This will be a marketing update of the commercial tenant market with the intent of having the CFO audience skilled in the negotiation and terms of office leasing.
Professional Development Session II
Title: The New Economic and Regulatory Environment and the Impacts on the Banking Industry (Presentation)
Presented by: Chuck Kim, Executive Vice President and Chief Financial Officer of Commerce Bancshares Inc.
Time: 5:00 to 5:50pm
Chuck Kim, from the St. Louis corporate office will discuss the recent regulatory and legislative changes, what these changes mean to banking and the how banks are reacting to these changes. The effects of these regulatory and legislative changes are profound on forecasts and business models. Chuck will speak about the banking industry as a whole, and provide specifics on the impacts to a bank like Commerce. Commerce is a publicly traded bank and Chuck will talk about the investor profile and how the investor is affected by the new strategies resulting from the economic changes.
- Field of Study: Economics: Money & Banking
- Learning Objectives: Learn how banking regulatory and legislative changes affect forecasts and business models.
- Instructional Delivery Methods: - Lecture
- Recommended CPE credit: – 1 CPE hour (50 minutes as defined by NASBA)
- Prerequisites: - None
- Program Level: - Overview
- Advance Preparation: - Nnone
- Program Content: – Legislative and regulatory update and how that affects banks and investors.
RULES/POLICIES THAT APPLY TO ALL PRESENTATIONS
- Course Registration Requirements – register online at www.FEIColorado.org by February 12, 2012 to guarantee a seat and handout.
- 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.
- Complaint Resolution Policy: Please contact FEI Colorado President Clinton Knowles at cKnowles@msps.com or Second VP/PD Session Organizer Courtney Cowgill at Courtney@Cowgill-Case.com.
- Note: FEI has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. But final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy. For additional information, please go to http://www.dora.state.co.us/accountants/cperequirements.htm.
Thursday, January 19, 2012
Professional Development Session 1
Title: Individual Income Tax Update
Speaker: Jeanna Baker-Nunemaker, Tax Manager and Dan Routh, Managing Director of Tax Services
Sponsor: RMS McGladrey
Time: 4:00pm to 4:50pm
What do you need to know to finish your 2011 personal income tax return? What is on the legislative horizon for any federal and Colorado tax changes for your own personal tax planning? This presentation will give you the highlights of 2011’s critical tax issues and changes. Take home some tips for planning your tax strategies for 2012.
Learning Objectives: Personal Income Tax Update
Instructional Delivery Methods - Lecture
Recommended CPE credit – 1 CPE hour (50 minutes as defined by NASBA)
Prerequisites - None
Program Level - Overview
Advance Preparation - None
Program Content – This will be a personal income tax update for use in preparing 2011 federal and state returns with a discussion of potential changes in 2012.
Professional Development Session 2
Title: Corporate Income Tax Update
Speaker: John Walker, Tax Partner in the Denver Office
Sponsor: KPMG LLP
Time: 5:00pm to 5:50pm
Year-end tax planning is never easy, but this year it is further complicated by economic uncertainty and congressional inaction. The prospect of expiring tax provisions and increasing rates coupled with new business reporting requirements necessitates a flexible tax plan. Join us as a renowned tax expert discusses strategies to help your company's tax planning in the current tax environment.
Learning Objectives: Corporate Income Tax Update
Instructional Delivery Methods - Lecture
Recommended CPE credit – 1 CPE hour (50 minutes as defined by NASBA)
Prerequisites - None
Program Level - Overview
Advance Preparation - None
Program Content – This will be a corporate income tax update for use in preparing 2011 federal and state returns with a discussion of potential changes in 2012.
RULES/POLICIES THAT APPLY TO BOTH PRESENTATIONS
- Course Registration Requirements – register online at www.FEIColorado.org by January 16, 2012 to guarantee a seat and handout.
- 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.
- Complaint Resolution Policy: Please contact FEI Colorado President Clinton Knowles at cKnowles@msps.com or Second VP/PD Session Organizer Courtney Cowgill at Courtney@Cowgill-Case.com.
- Note: FEI has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. But final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy. For additional information, please go to http://www.dora.state.co.us/accountants/cperequirements.htm
Thursday, November 17, 2011
Place: Denver Country Club - 1700 E. 1st Avenue, Denver, CO 80218
Professional Development Session 1 (Download the Presenation)
Title: Inflation
Speaker: Martin Akin, Senior Portfolio Manager & National Managing Director
Sponsor: Bernstein Global Wealth Managers
Time: 4:00pm to 4:50pm
While there is little disagreement about the damage inflation can do, there’s little consensus on its likely path or how to best protect against it—both in terms of which assets hedge inflation most effectively and how to incorporate them into a portfolio. Our research shows that the construction of a suite of real inflation hedges—which can complement an investor’s existing asset allocation—offers the best means of incorporating inflation protection into the portfolio.
Please join Bernstein and your fellow FEI members we share expertise on how real assets and inflation can impact an investment strategy and corresponding returns
Learning Objectives: learn about potential damage that inflation can have on a portfolio, and some options to protect it against inflation.
Field of Study – Finance: Asset Management
Prerequisites - None
Program Level - Basic
Program Content – Discussion of what the risks of inflation can be to an investment portfolio and ways to include inflation protection into that portfolio.
Advance Preparation - none
Instructional Delivery Methods - lecture
Recommended CPE credit – 1 CPE hour (50 minutes as defined by NASBA)
|
Professional Development Session 2 Does your employer have policies prohibiting/restricting use of Medical Marijuana? This session will help you understand employer frequently asked questions about Medical Marijuana; potential employer liability concerning Medical Marijuana; and strategic advice for employers. Attendees will learn the legislative history concerning Medical Marijuana in Colorado. The current legal status of Medical Marijuana in Colorado is a major concern. Attendees will discuss; a brief overview of the regulatory scheme for patients, physicians, distributors and dispensaries; and what "rights" an employee has with respect to Medical Marijuana possession and use. |
|---|
Thursday, October 20, 2011
Place: Denver Country Club - 1700 E. 1st Avenue, Denver, CO 80218
Professional Development Presentation 1 PPT
Title: From the Bank Viewpoint: Increase in Commercial Fraud and Steps to Prevent
Speaker: Gary Schwartz CFE, Patten MacPhee & Associates
Sponsor: Deborah Kelly, VP/Senior Relationship Manager, Bank of the West
Professional Development Presentation 2 PPT
Title: : Enterprise Risk Management: An Important Focus for Today’s Companies
Speaker: Ernie Sampias CPA
Sponsors: Hein & Associates LLP
May 19, 2011
Date: Thursday, May 19, 2011
Time: 4:00 - 5:50 pm
Place: Denver Country Club - 1700 E. 1st Avenue, Denver, CO 80218
Title: Cloud Computing - Cutting Through the Fog Presentation 1
Speakers: Read Speaker Bios
Michael Whitmer, Hudson, Global CIO,
Executive Vice President of Operations and Gary Hornyak, Vice President of Financial Solutions, Hudson
Sponsor: Hudson
April 21, 2011
Title: The Accounting Standards Codification - Down to the Bare Basics! Presentation 1, Presentation 2
Speakers: Read bios
Mike Kelley, CPA, Audit Partner, KPMG
Eric Van Deman, CPA; Senior Audit Manager, KPMG
Sponsor: KPMG
March 17, 2011
March Professional Development Session
Title: Changes to Colorado CPA Rules and Regulations
Speaker: Dr. Karen Turner, Colorado Board of Accountancy
Sponsor: Hudson
March Dinner Speaker Presentation:
Topic: Steering Clear of Trouble-Lessons from a Turnaround Professional
Speakers: Michael Knight, President & Founder, Alliance Management
February 17, 2011
February Professional Development SessionTitle: New Changes and Updates on the SBA 504 Program Presentation
Speaker: Stephanie Gerringer - Perferred Lending
Sponsor: Colorado State Bank & Trust February Professional Development Session
Title: Document Retention & Litigation Holds Presentation
Speakers: Steven Miller, Marcy Heronimus and Michael Borchlewicz
Sponsor: Sherman & Howard LLC
January 20, 2011
SESSION 1
Title: Recent Developments & Best Practices in Executive Compensation (Contact FEI for a copy)Speakers: Jeffrey Fryer, Vice President and Brian Wodar, Director at Bernstein Global Wealth Management
Sponsor: Bernstein Global Wealth Management
SESSION 2
Title: Micro-Captive: One of the Best Kept Financial and Planning Tools PresentationSponsors: ST Consulting; Artex Risk Solutions and AJ Gallagher & Company; Bernstein Global Wealth Management
Speakers: R. Brian Flinchum - Division Assistant Vice President, Artex Risk Solutions
Karl N. Huish - CEO of Tribeca Strategic Advisors, LLC
Brian D. Wodar - Director- Bernstein Global Wealth Management Group
Howard Potter - Managing Director of ST Consulting LLC
New Members
FEI Colorado welcomes 6 new members, February 2012!
Job Postings
View current job postings.
Financial Executives International News
Read the
current news from headquarters.
Denver, CO 80221
Copyright © 2012. Financial Executives International, Colorado Chapter
Fax: 303.451.7567