BDO United States

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2014 Trends Impacting Finance and Human Resource Executives - Grand Rapids

Please join BDO USA, LLP's Executive and Human Resource Services Group for a complimentary CPE-qualified seminar. 

These seminars will feature an ERISA attorney, a fiduciary advisor, and BDO Executive and Human Resources professionals discussing various trends including: 

  • Recognizing how HR can be a strategic partner to the CFO
  • New perspectives and insights for attracting and retaining top talent
  • HR taking on a bigger role in driving growth
  • Keys to strategic HR – lessons from the CFO
  • Identifying and understanding fiduciary responsibilities
  • Establishing processes to select and monitor service providers and investment funds
  • Discussing ways to deal with a Department of Labor audit
  • Identifying the most appropriate target date funds for your specific employee demographics
  • Best practices for conducting an Advisor RFP (Request for Proposal)
  • Discussing the critical areas of retirement plan management and Five questions every fiduciary should ask 
 

SPEAKERS:
Cynthia A. Moore, ERISA Practice Manager, Dickinson Wright PLLC
John Young, Vice President, Financial Advisor, CAPTRUST Financial Advisors
Casey Pogodzinski, Vice President, Financial Advisor, CAPTRUST Financial Advisors  
Daniel Adragna, Director, Outsourced Financial Services, BDO USA, LLP
Maureen Miller, Director, Human Capital Solutions, BDO USA LLP
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Event Learning Objectives:

  • Identify key developments and best practices related to managing their retirement plan 
  • Evaluate and manage plan fees and compliance with recent fee regulation
  • Recognize and apply new accounting disclosure requirements related to employee benefit plans

DELIVERY: Group Live
PROGRAM LEVEL: Basic
PREREQUISITES: None
ADVANCED PREP: None
CPE: 2 CPE credits in the field of Personnel/HR (PHR)
____________________________________________________________

LOCATION:

Frederik Meijer Gardens
1000 E. Beltline Ave. NE
Grand Rapids, MI 49525

CONTACT:
Ashley Potts
apotts@bdo.com

Agenda

4/30/2014 08:00 a.m. - 08:30 a.m. Registration Breakfast
08:30 a.m. - 10:30 a.m. Presentation

Register

 
 
  
 
 
 
 

 
 
 
 
 
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For more information regarding registration, attendance, complaints and/or program cancellation policies, please contact BDO at 1-888-236-9111 Option 5.
 
NASBA LogoBDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org