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April 2020

HOT TOPIC FRIDAY: U.N.I.T.E. Your Remote Teams: Maximize Effectiveness and Minimize Risk

April 24, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As we all adapt to the new normal of remote work, many teams are still working to optimize their approaches to engaging and managing themselves at a distance.  Having a guiding checklist ensures teams provide clear “goals” and confirms everyone is on the same page.  We’ll share our U.N.I.T.E. checklist that combines leading practices with practical advice that can be readily applied to any team environment and real-world examples from our teams who are currently working with companies to overcome…

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May 2020

HOT TOPIC FRIDAY: Restructuring & Bankruptcy: Tax & Valuation Considerations

May 8, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join us on Friday May 8th  at 12:00 pm PT for a conversation with Petra Loer, Al Nuñez, and Brandon Nett, Managing Directors at Andersen who will address the most relevant tax and valuation considerations related to financial restructuring and bankruptcy Speakers: Petra N. Loer Managing Director, San Francisco   Petra Loer is a member of the Valuation Services Group at Andersen. Her experience includes the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments,…

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International Liquidity Opportunities in the Current Environment

May 15, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Being fully informed and taking advantage of every possible tax and liquidity strategy has never been more important.  The RSM International Tax team has been helping clients take advantage of international tax maneuvering in the midst of the current economic crisis. During this Hot Topic Friday, you will hear more about: Substantiating immediate transfer pricing adjustments Restructuring opportunities to enhance liquidity in the US Super-charge loses – and increase NOLs in 2020 RSM will explore these areas of interest by…

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COVID-19 Insurance Implications

May 29, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

COVID-19 Insurance Implications Lines of business impacted Anticipated and Incurred losses What’s Covered What’s Not What does the future hold Risk Management Tips for Returning to Work Moderator: David Liebes | CPCU Regional President | Hays of California David Liebes, CPCU is the Regional President of Hays Companies, a premier national insurance brokerage. Throughout his 25 year career, he has provided insurance and risk management services to a wide variety of clients, ranging from start-ups to multi-billion dollar Fortune 500…

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June 2020

Strategies for Integrating Remote and Workplace Dynamics – The New, New Normal!

June 5, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Businesses must learn to adapt to new workplace dynamics in order to flourish in these uncertain times. Resilience, compassion and flexibility are required to adjust to ever-changing rules and new workplace dynamics.   In this presentation we will discuss considerations and guidelines with having remote employees and employees returning to the workplace - the new, new normal.  We will look at pandemic specific policies and practices.  We will present strategies for managing remote teams and creating streamlined collaboration, so your…

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Connected Vehicles, Smart Cities, E-commerce Delivery – IoT & Mobility

June 19, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

What Keeps this all Working? Mobility Data Analytics Mobility Analytics is the science that gathers and analyses vast amounts of data generated by the movement of people, vehicles, goods and the infrastructure surrounding these, to provide valuable insights for a wide range of industries, including automotive,  e-commerce, transportation, logistics, and city design. Zoom in to hear the impressive story of former Chairman, Arif Janjua, Citilabs Inc. who, together with his team, led the management buyout of a predecessor company and…

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HOT TOPIC FRIDAY: In the age of remote work, have you become a multinational company by accident? Planning for compliance fallout

June 26, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Coronavirus lockdown requirements have forced a staggering number of companies to ask their employees to work from home. This widespread adoption of remote working will almost certainly normalize the practice for many multinational companies — and cultures — that had previously shunned it. Many employees will in turn want to continue working from home so they can achieve greater work-life balance, live in desirable areas, and get other associated benefits. Much of the available guidance on implementing remote-work policies and…

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July 2020

HOT TOPIC FRIDAY: COVID-19: The Impact on Retirement Plans

July 10, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Learn how the CARES Act impacts both defined benefit and contribution plans, legislative updates, potential options for your organization to minimize effects to your business, and important considerations and actions to take next. Speaker: Pete Ravani, CFP, AIF Vice President Pete is a vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal…

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Return-to-Work Screening and Contact Tracing Using Emojot

July 17, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

As your company prepares for some or all of your workforce to return to the office, you need to implement practical Return-to-Work procedures to ensure safety for all employees and compliance to local and country government regulations. There is no reason to re-invent the wheel. Come to a highly interactive session led by Ron Yu, an executive coach and Platinum Partner with FEISV, as he shares examples of how global companies are automating real-time safety screening and contact tracing using…

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The Outlook for the US Economy

July 31, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

As governments shut down businesses and consumers to contain COIVD, the effects on the economy weren’t simply unprecedented, they were something we have never seen before. Countless records of economic data were smashed not by a few percentage points, but by thousands of percentage points. The damage to the labor market in particular has been of critical importance. While government responses to tide over employees and consumers have helped, a sharp rebound in the demand for labor looks tenuous, and…

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September 2020

Special Purpose Acquisition Companies: The Rising Asset Class of Equity Markets

September 18, 2020 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

SPACs are gaining momentum. They are shaking off their reputation and becoming the hottest asset class in equity markets. But what are the risks, complexities, and challenges associated with SPACs? During this Hot Topic Friday you will have the opportunity to learn more about: Why SPACs are increasing in popularity Key Trends to Consider SPAC structure Risks, complexities, and tradeoffs Transaction considerations and challenges Attendees will have the chance to ask questions and interact with speakers during this Hot Topic…

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