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March 2019

Finance of the future: Digital forces disrupting finance organizations

Tuesday, March 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone

Agenda: Forces Impacting Finance Digital world Disruption the new norm Agile finance What is agile finance Role of agile finance in addressing disruption Role of Technology in agile finance Implications Benefits Transformation Enablers Digital process Opportunities for finance function Example technologies RPA Blockchain Speaker: Drew Delmonico Partner - Financial Accounting & Advisory Services Ernst & Young, LLP Drew Delmonico is a Partner in Ernst & Young LLP’s Financial Accounting Advisory Services (FAAS) practice with more than 18 years of public…

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April 2019

What is a Professional Employer Organization (PEO) and is it Right for your Company?

Tuesday, April 16 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110.00

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer: What is a PEO? What is the difference between a PEO and ASO (Administrative Services Organization) model? Potential advantages and disadvantages of a PEO and ASO Is payroll, medical & workers compensation insurance, and retirement plans more cost effective with a PEO/ASO model? How do PEO’s make money? What is a Certified PEO?   Speakers: Pete Ravani Vice-President & Senior Retirement Plan…

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May 2019

M&A Landscape, How CFOs Navigate Through Corporate Transactions & Manage Relationships with the Board

Tuesday, May 14 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110

  More information coming soon   Speaker: Lyle Chastaine Director of Transaction Opinion Practice at Houlihan Lokey’s Financial Advisory Services business. Mr. Chastaine is responsible for M&A advisory, special committee representation, providing fairness and solvency opinions, and valuing public and private securities and closely held companies. His clients include Fortune 50 corporations, middle-market public and private companies, family-owned businesses, and start-up ventures, and are spread across a variety of industries. Before joining Houlihan Lokey, Mr. Chastaine was a Senior Associate…

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