Below please find information on learning objectives for each of the events approved for CPE credits.
2008 The C-Suite and Board Series Mergers & Acquisitions Forum (November 12, 2008):
After completing this course, participants will be able to:
- 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
2008 Acquire or Be Acquired conference (January 27-29, 2008):
After completing this course, participants will be able to:
- 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
2007 and 2008 General Counsel Roundtable (December 2007; June 2008):
After completing this course, participants will be able to:
- 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 Bank Executive & Board Compensation conference (November 13-14, 2007):
After completing this course, participants will be able to:
- Evaluate the use of equity in overall compensation plans
- Identify stock option red flags
- Align executive pay with performance and organization's budget
- Establish an index to measure CEO performance pay
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
Questions:
Please contact Board Member Inc. with any questions or complaint resolution issues.
conferences@boardmember.com
(615) 309-3200
5110 Maryland Way, Suite 250
Brentwood, TN 37027
