CPE 360

Date: Wednesday, November 20, 2019 Time: 8:30 AM - 4:00 PM Location: Cleveland, OH

This broad-based, educational program is designed to address a 360-degree view of the latest regulations and issues facing businesses today and will provide attendees with 7 hours of CPE credit

Program materials can be found here.



Course Objectives

Auditing Outlook

Discover the issues currently at the forefront of the standards-setting process first-hand from a member of the AICPA PCPS Technical Issues Committee (Marie Brilmyer, Cohen & Company)

Year-end Tax Updates and Planning Considerations

Discover key tax issues and opportunities to consider before the end of 2019 as well as clarifications to provisions of the Tax Cuts and Jobs Act (Kim Palmer, Tony BakaleRobert Venables and Scott Swain, Cohen & Company)

Current Trends in Cyber Security

Discover the latest trends in cyber security from the FBI, including tips to help prevent attacks in your organization (Richard Florence, FBI)

Recession Opportunities

Recognize the key economic indicators of a recession and what you can do today to take advantage of potential opportunities in view of a looming recession (Leon LaBrecque, Sequoia Financial Group)

If Only Someone Had Told Me: M&A Panel Discussion

Apply best practices and lessons learned from companies and peers that have recently been through an M&A transaction (Matthew Friedman, Bear Diversified;
Marc Calcaterra, Torsion Group; Joseph Manory, Aris Radiology)

Alternative to Equity Vehicles

While private equity is the leading trend, discover other ways to gain money to fuel company growth (Rick Shuart, Caltius Structured Capital)

Driving Value

Discover the key drivers of value for your business from an operational perspective and how they can impact market-value perspective in an M&A situation (Josh Lefcowitz, Cohen & Company)

The Importance of SALT

Discover why state and local tax compliance can be one of the biggest road blocks to M&A, and what you should be doing in light of the Wayfair decision to comply (Sara Britt, Cohen & Company)