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2020 What CFOs Should Anticipate and Plan For by The Philadelphia CFO Leadership Council
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2020 What CFOs Should Anticipate and Plan For by The Philadelphia CFO Leadership Council

2020 What CFOs Should Anticipate and Plan For hosted by: The Philadelphia CFO Leadership Council Thursday, January 23, 2020 7:30 a.m. - 9:30 a.m.

1/23/2020
When: January 23, 2020
7:30 AM- 9:30 AM
Where: KPMG
1601 Market Street
Philadelphia, Pennsylvania  19103
United States
Contact: Debbie Lindner
516.659.7640
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Program Description

 

2020 What CFOs Should Anticipate and Plan For

CFOs face many unknowns yet still must make hard choices when planning the direction of their companies. They face a mature economy that may be in its last innings, an unresolved global trade war, and uncertainty in interest rates.  

Join the Philadelphia CFO Leadership Council on January 23rd to gain insight on today’s state of the economy and explore its national and local implications.


Learning Objectives:

  • Gain an understanding of the current state of today's national and regional economy
  • Gain a forward view of the capital market and state of the credit cycle
  • Understand how to filter out the “news” and what's important to focus on
  • Learn how economic conditions may influence the upcoming presidential elections

Meet Our Speaker

 

 

Neal Elkin is a Managing Director and Senior Portfolio Consultant at Bank of America Private Bank. In this role, he is responsible for advancing the investments value proposition within the NY TriState and New England division. This includes working with our high net worth clients, advisors, and portfolio managers in delivering on our broad investment platform and services across Bank of America. He aligns macroeconomic, thematic, and portfolio strategy levels with top of the house thinking.   

 

Prior to joining Bank of America, Neal was a Client Portfolio Manager responsible for coverage of the US Investment Grade Corporate fixed income funds within the Global Fixed Income institutional business of JPMorgan Asset Management. Before that, he ran the Client Management team for Global Access platform with the JPMorgan Private Bank where he orchestrated the successful merger of the Chase Strategic Portfolios onto the Global Access platform. Previously, Neal was the CFO of Real Capital Analytics (RCA) and then later, President of Real Estate Analytics, LLC (an RCA spin-off). Neal began his career in JPMorgan’s Investment Bank, where he was responsible for currency derivative sales and trading teams across Southeast Asia and served on the JPMorgan Asia-Pacific Executive Committee.   

 

Neal earned his Bachelor of Science degree in Finance from the University of Virginia, McIntire School of Commerce.

 


Click here to learn more about CFO Leadership Council. 


Registration

To register for this program, simply click on the green tickets button. All CFO Leadership Council members can attend this event for free.

 

Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $60.

 

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, Philadelphia Chapter at debbie@cfolc.com.


Cancellation Policy

If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.


CPE Information

 Instructional method: Group-Live
 Recommended CPE Credits: 1.5 credits in Economics

 Experience Level: Basic

 Prerequisites/advance preparation: None

 

The CFO Leadership Council 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 (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

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