Conferences

Below please find information on learning objectives for each of the events approved for CPE credits.

Identify what is needed to bring out the best in the organization’s workforce in terms of leadership, culture, and communication during an M&A transaction.
Implement the current best practices in due diligence and recognize who needs to be involved to ensure a successful outcome.
Identify the strategic and operational challenges of an M&A transaction.
Evaluate the impact of the sub-prime crisis and an over-saturated domestic market and how these have effected M&A.

2008 West Coast Peer Exchange (May 2008):
After completing this course, participants will be able to:

Align oversight audit responsibilities among the audit committee, the full board, and other board committees
Access benefits of outsourcing key areas of risk, as it relates to internal audit
Evaluate internal audit plan
Define steps in the organization's plan to identify and investigate misconduct claims against key officers
Differentiate between FASB and SEC regulations
Set efficient agendas for audit committee meetings

2008 Mid-Cap Peer Exchange (March 2008):
After completing this course, participants will be able to:

Align oversight audit responsibilities among the audit committee, the full board, and other board committees
Access benefits of outsourcing key areas of risk, as it relates to internal audit
Evaluate internal audit plan
Define steps in the organization's plan to identify and investigate misconduct claims against key officers
Differentiate between FASB and SEC regulations
Set efficient agendas for audit committee meetings

Identify high value core deposits in target institutions or branches, pre-value the embedded premiums, and account for the core deposit intangible (CDI) after the deal closes
Implement an enhanced due diligence plan for potential acquisitions
Define the most important accounting, tax, and financial reporting issues affecting a proposed M&A transaction
List the negotiation, valuation, financial, legal and tax elements required in implementing transactions of fee-based enterprises
Develop a strategy to increase long-term share value for the organization and its shareholders

Identify steps to maximize ROI through IP licensing deals
Assess risks of joint alliances and ventures
Establish performance metrics for organization's legal department and how it fits into organization's budget

2007 Annual Boardroom Summit (October 2-3, 2007):
After completing this course, participants will be able to:

Identify the primary issues audit committee members should be discussing
Better communicate audit responsibilities to different levels throughout the organization
Better monitor financial risks throughout one's organization
Analyze the status of organization's Enterprise Risk Management strategy
Assess board's needs for various skills and backgrounds in members
Address ethical responsibilities and red flags within a board and an organization

2007 New York Board Committee Peer Exchange (October 1, 2007):
After completing this course, participants will be able to:

Align oversight audit responsibilities among the audit committee, the full board, and other board committees
Access benefits of outsourcing key areas of risk, as it relates to internal audit
Evaluate internal audit plan
Define steps in the organization's plan to identify and investigate misconduct claims against key officers
Differentiate between FASB and SEC regulations
Set efficient agendas for audit committee meetings

2007 Bank Audit Committee Conference (June 14-15, 2007):
After completing this course, participants will be able to:

Identify the primary issues bank audit committees should be discussing
Define the relationship between the internal auditor and management and the board
Analyze the effect of loan losses and reserves on financial reporting
Implement an effective Enterprise Risk Management strategy
Acknowledge a bank's risk appetite
Evaluate companys compliance with accounting regulations