New Jersey Chapter Professional Development Session - January 21, 2020

Afternoon Professional Development Session ~ Preceding the January Dinner Meeting

Presented by: Duff & Phelps, RegentAtlantic and Robert Half

Presented by RegentAtlantic: Key Considerations for 401(k) Plan Sponsors:
A) Starting a 401(k) Plan
     • Key functions within a 401(k) Plan
     • Types of organizations that typically provide those functions
     • How to get started       
B) Plan Fiduciary Functions:
     • Administrative Duties
     • Investment-Related Duties
     • Selection and Monitoring of Service Providers
     • Managing Employee Contributions
     • Reasonable Fees and Expenses

Presented by Duff & Phelps: Valuation Update: Best Practices and Hot Accounting Topics
Discussion points include:
1) Valuation methodologies overview and strengths and weaknesses of various valuation methodologies
2) Best practices in developing forecasts and discount rates
3) Contingent consideration
4) Hot accounting topics and valuation implications

Presented by Robert Half: The New Labor Model
Discussion will focus on how leading CFO’s are sourcing talent in the digital age and will cover:
-    Change in the finance function
-    New demands for finance leaders
-    Rethinking the traditional labor model (The Shamrock Organization)
-    The flexible workforce
-    Evolving to the new labor model
-    CFOs’ wants and needs