Crossing Borders – Essential U.S. Tax Insights for Foreign Companies, Individuals & Trusts Moving to the US

Topic:  Crossing Borders – Essential U.S. Tax Insights for Foreign Companies, Individuals & Trusts Moving to the US Speakers: Aaron Boyer, Partner – International Tax, Eide Bailly, and Beatrice Skyberg, Senior Manager – International Tax, Eide Bailly Presentation: - Introduction to US Tax System: Overview of the key principles and structure of the US tax system, including federal & state tax. - Tax Treaties: Overview of tax treaties between the US and other countries, and how they affect taxation for foreign entities and individuals. - Tax Implications for Foreign Companies: Overview of how foreign companies are taxed when operating in the

Navigating Latin American Growth in the Face of Trade Policy Uncertainty

Navigating Latin American growth in the face of trade policy uncertainty John Price of Americas Market Intelligence, a 30+ year veteran of Latin American market intelligence will walk us through his analysis and forecast of Latin America for 2025/6, taking into account: The impact on Latin America of Washington-authored trade policy disruption, both directly with the region as well as the ripple effects of US-China and US-Europe tariff disputes. The anticipated charm offensive by China in Latin America to exploit deteriorating US relations in the region The opportunities to be born from the soon to commence EU-Mercosur trade agreement The

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Digital Currencies and the Future of Money

Topic: Digital Currencies and the Future of Money Speaker: Fiona van Echelpoel, Deputy Director General, Market Infrastructure & Payments, European Central Bank Presentation:  The pace and reach of digitalisation has increased in recent years, expanding to all aspects of our personal and professional lives, including the area of currencies and money. For instance, we no longer need to visit physical bank branches to transfer money and our use of cash as a means of payment is declining, even if it remains more steady as a store of value. The future of money is increasingly digital and while central banks generally are committed to

AI for the C-Suite: Boost Efficiency, Visibility, and Growth in Manufacturing

AI for the C-Suite: Boost Efficiency, Visibility, and Growth in Manufacturing Description: AI has moved beyond the hype—it's now a practical, results-driven tool for manufacturing executives and financial leaders alike. In this fast-paced session, you’ll learn how forward-thinking companies are using AI to make good decisions faster and cut costs, while they improve their operations, marketing, and financials. With over 20 years of experience in design, manufacturing, sales, and marketing generating over $460 million in sales—and years of training teams on AI—Amy Wenslow will walk you through Products To Profits’ three pillar strategies for using Ai. You’ll leave with clear

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Strategic Tariff & Trade Reform for Executives:    From Insight to Action – Develop your Roadmap for Immediate Impact

In this webinar, Alvarez & Marsal's Supply Chain, Commercial Strategy, Tax, and Trade and Investment Policy experts will explore the current tariff, trade, and cross border investment landscape and identify actionable steps companies can take to mitigate and navigate trade and tariff disruption. A&M's cross-functional experts will provide insights into emerging risks and best practices for developing an effective roadmap to navigate this disruption and will share key considerations for what companies and financial executives should be thinking about next. Join our distinguished panel of experts for an engaging discussion: Mike Hall Mike Hall, Managing Director at Alvarez & Marsal in San Francisco,

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Secrets of the Fractional CFO World

Nelson Tepfer, Co-Founder and Chief Executive Officer of ProCFO Partners and Financial Growth Recruiters The world has changed and more companies are recognizing that there is a need for a strong financial presence within their organizations. But many companies cannot afford a fulltime C-Suite executive. Enter the part time or fractional CFO. Working for companies on a part-time basis, these experts, with deep expertise are often brought on to fill a vacancy on an interim basis, to consider financing options, to review and strengthen accounting processes or to simply provide insight on a periodic basis. Please join us this month

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How to Use LinkedIn to Super-Charge Your Job Search and Market Presence

Presentation: LinkedIn is a multifaceted tool. We all know that LinkedIn allows you to:  - Post your accomplishments as a searchable resume - Be found as a prospective employee - Be a research tool for learning about prospective employers and networking partners   But LinkedIn also allows you to: - Interact and network directly with targeted industry leaders and prospective employers - Establish yourself as a Subject Matter Expert and be sought by prospective employers and engagement partners   Understanding how to successfully master the second batch of LinkedIn tools is what is not readily known. Utilizing these tools will

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Fractional CFO Services – The Four Things You Should Know

Fractional CFO Services - The Four Things You Should Know Speakers:  Mark Blackton, Fractional CFO and business transition advisor, and Breandan Filbert, Managing Partner of SalezWORKS and sales development expert, are co-authors of Freeway to Fractional. Presentation: Many FENG members have thought about pivoting their career to Fractional CFO Services. Some decide to try and others decide not to try this without an understanding of what it means to be a Fractional CFO.  Mark and Breandan can not answer all of the nuances of being a Fractional CFO, but they can get you on the right path.  Join this meeting for an insightful discussion

How to Position Yourself as a Private Equity Expert

Our Next Private Equity Job club will feature Kit Lisle,Founder of the Operators - The Collaborative Community for PE-Backed Execs When a PE-Backed executive is extremely successful, he/she creates value, gets the business sold, profits from the experience, and then: is out of a job! Career transition situations happen often (an average of every 36 months) and last for months, sometimes many months. On the other side of the equation, private equity groups need and want talent on an ongoing basis. In a perfect world, they would have access to a Bench of curated, experienced talent that expands and contracts as

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Investment Banking Demystified

Speaker: Bradley Gayheart, Managing Director at Bankers Capital International This session will offer valuable insights into the often-complex world of investment banking, led by Bradley Gayheart, an industry expert with years of experience. Whether you're looking to gain a deeper understanding of the investment process, explore strategic financing options, or expand your network within the finance & investment sectors, this event will provide the perfect opportunity to do so. Don't miss out on this chance to connect, learn, and grow alongside fellow professionals! Speaker's bio: Bradley D Gayheart is a seasoned professional with over two decades of experience in investment banking,

Becoming an Independent Sponsor: Creating and Growing Your Own Company by Partnering with Private Equity

Speaker: Jim Tolbert, Founder and Managing Director Mexus Advisors  www.MexusAdvisors.com Presentation: - Independent sponsors are seasoned executives that have many years experience in an industry - The speaker will provide background on how these executives can partner with investors to create their own companies to acquire and operate companies in these industries - Seasoned executives know the key economic levers for creating value in industry - These executives also have insights into companies that might be available for acquisition through a network of contacts in their industry - These executives also have the management depth to serve as CEO of the companies they form