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BDO Financial Executives Forum

May 18, 2016
Loews Chicago O'Hare Hotel-Montrose Room
5300 N. River Road
Rosemont, IL  60018
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Kelly Komisar
(312) 730-1307
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  • Summary
  • Agenda
  • CPE Information
  • Speakers
BDO USA, LLP invites you to an exclusive, invitation-only program. The Financial Executives Forum is a unique educational and networking opportunity that will highlight top-of-mind business issues facing financial executives and business leaders today.

Panel: The War for Talent
This panel will explore the question of why the “war for talent” has continued for decades; how employers have been required to adapt to the gap of a ready and skilled workforce to meet their evolving needs; and how to best optimize your talent management practices to attract and retain the right top talent for your organization.

Data Security Case Study: Email Phishing Scam
Discover a number of issues resulting from an email phishing scam in this case study presentation. The discussion will include:
  • How events like this typically occur, their intent, and the “ripple effect” that results within an organization
  • A digest of the forensic investigation that ensues
  • An assessment of the policies, procedures, and controls that organizations should have in place to identify phishing attacks/scams and prevent fraud from these types of scams
  • Identification of the control points that should exist within an organization, and where they often fail when put to the test
Panel: The M&A Ecosystem: Viewpoints from the Trenches
Depending on the position one sits in the M&A cycle, financial executives can face unique challenges and triumphs during the course of an acquisition or sale of a business. This panel will discuss each unique viewpoint for private equity, the private family company, the portfolio company and the strategic buyer, and provide insight for the next deal to come in your career.
 
Keynote Presentation: U.S. Economic Update
Asha Bangalore, Senior Vice President and Economist at Northern Trust, will provide an economic outlook of the U.S. economy, including major risks on the horizon, the future course of Federal Reserve policy, and economic developments in the Eurozone, China, the United Kingdom and major emerging markets.
 
8:00 AM to 8:30 AM 
Registration and Breakfast
8:30 AM to 8:45 AM 
Opening Remarks
8:45 AM to 10:00 AM
Panel: The War for Talent
10:00 AM to 10:15 AM
Break
10:15 AM to 11:00 AM
Data Security Case Study: Email Phishing Scam
11:00 AM to 12:00 PM
Panel: The M&A Ecosystem: Viewpoints from the Trenches
12:00 PM to 12:30 PM
Lunch and Networking
12:30 PM to 1:30 PM  
Keynote Presentation: U.S. Economic Update
CPE Breakdown: 
1.5 Personnel/HR
1.0 Specialized Knowledge & Applications
1.0 Finance
1.0 Economics

Upon completion of this seminar, participants will be able to: 
  • Explore the question of why the "war for talent" has continued for decades; how employers have been required to adapt to the gap of a ready and skilled workforce to meet their evolving needs; and how to best optimize your talent management practices to attract and retain the right top talent for your organization.
  • Discover a number of issues resulting from an email phishing scam , including how events like this typically occur, their intent, and the "ripple effect" that results within an organization; A digest of the forensic investigation that ensues; An assessment of the policies, procedures, and controls that organizations should have in place to identify phishing attacks and prevent fraud from these types of scams.
  • Identify challenges and opportunities financial executives face during the course of an acquisition or sale of a business, including viewpoints for private equity, the private family company, the portfolio company, and the strategic buyer. 
  • Identify major economic risks on the horizon, the future course of Federal Reserve policy, and economic developments in the Eurozone, China, the United Kingdom and major emerging markets.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 4.5 CPE credits
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.learningmarket.org
Panel: The War for Talent
Moderator:
Cathy Moy, Chief People Officer, BDO USA, LLP

Panelists:
Billy Dexter, Chief Diversity Officer, Heidrick & Struggles
Brad Karsh, CEO and Founder, JB Training Solutions
Susan Stelter, Chief Administration Officer, West Monroe Partners

Data Security Case Study: Email Phishing Scam
Doug Herman, Litigation Principal, Forensic Technology Services, BDO USA, LLP
Randy Coomes, Senior Director, Risk Advisory Services, BDO USA, LLP

Panel: The M&A Ecosystem: Viewpoints from the Trenches
Moderator:
Jerry Dentinger, Partner, Transaction Advisory Services, BDO USA, LLP

Panelists:
Scott Gilbertson, Principal, Origination, The Riverside Company
Matthew Brown, Chief Financial Officer, SUZOHAPP
Gary Rappeport, former CEO, Donlen Corporation, A Hertz Company

Keynote Presentation: U.S. Economic Update
Asha Bangalore, Senior Vice President and Economist, Northern Trust