• Events


    BDO events bring our community together in an online and offline setting
    to connect with each other and share insights into the topics and trends.

2018 BDO Charlotte Year-End Update

October 04, 2018
8:00 AM to 4:30 PM EST

The Westin Charlotte
601 South College Street
Charlotte, NC 28202
get directions

Brian Harwood
704-887-4204
Email
  • Summary
  • Agenda
  • CPE Information
  • Presenters
BDO USA, LLP invites you to our annual Year End Update.  This free event will provide you with 8 hours of CPE credits, including 2 hours of Ethics CPE. This year is an exciting one as we will be joined by tax leaders and top speakers across the Firm, as well as leaders from our Charlotte office.

With Charlotte’s road to prominence in recent years on the national stage including the DNC, RNC, and the NBA All Star Game, we are happy to welcome John Lassiter and Ned Curran, leaders of Charlotte 2020, for a panel discussion on the impact that the 2020 Republican National Convention will have on the Charlotte region’s current and future economy.

In addition, Mike Mooney, a long-time leader in the motorsports industry, will be joining us with his signature presentation, “Racing with Blind Spots”, a concept that blends communication and trust building into a discussion on leadership and performance.

Giveaway:
We are giving away 2 lower-level tickets to the Carolina Panthers Monday Night Game vs the New Orleans Saints on December 17th!
8:00 AM to 8:45 AM - Registration and Breakfast

8:45 AM to 4:30 PM - Program

Parking is available in the Westin parking deck.
CPE Breakdown:
1.0 in Economics
2.0 in Accounting
2.0 in Taxes
2.0 in Regulatory Ethics
1.0 in Personal Development

Learning Objectives:
  • Recognize the latest financial reporting developments
  • Identify the most recent trends in the M&A marketplace and how tax reform has affected this space
  • Discuss the current state of economics in Charlotte as it relates to public and private businesses
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 8.0 CPE credits total
Program Level: Update
BDO 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.nasbaregistry.org
Ned Curran, Co-Chair, Charlotte 2020 & CEO Emeritus, Northwood Office
John Lassiter, CEO, Charlotte 2020 & President, Carolina Legal Staffing
Mike Mooney, Author & Speaker, Mooney Consulting Group
 
From BDO USA, LLP:
Karen Stone, Charlotte Office Tax Managing Partner
Joe Calianno, International Tax Technology Practice Leader
Mike Hottel, National Assurance Partner
Jacob Pensler, Tax Partner
Kristi Pindell, Tax Partner
Chad Rash, Transaction Advisory Services Managing Director
Chris Sellitti, Assurance Partner
Jennifer Shortridge, Transaction Advisory Services Tax Senior Manager
Todd Simmens, National Managing Partner of Tax Risk Management