Upcoming Speaking Engagements

Valuing Customer Lists and Non-Compete Agreements

Start: Sep 15 2010 - 12:00pm
End: Sep 15 2010 - 1:00pm

This webinar explains the valuation of customer relationships in the context of a purchase price allocation (SFAS 141R or ASC 805). The discussion will highlight the key concepts around customer attrition rate, organic growth, and contributory asset charges. Additional key concepts to be discussed are the tax amortization benefit and asset-specific discount rates.

Presenter: Paul Siebrasse, managing director, RSM McGladrey

Link for webcast information and registration: http://mcgladrey.com/Events/Valuing-Customer-Lists-and-Non-Compete-Agreements


Adapting to a Low Growth, High Tax, Volatile World

Start: Nov 3 2010 - 8:15am
End: Nov 3 2010 - 3:30pm

Keynote Address by Jack Ablin, Chief Investment Office, Harris Private Bank

Please save the date for the 3rd annual Wealth Management Conference sponsored by the Center for Financial Services at DePaul University.

Our Keynote Speaker, Jack Ablin, Chief Investment Officer, Harris Private Bank and panels of experts will address:

--Strategies for protecting and growing investor portfolios in an environment characterized for the foreseeable future by low economic growth in Western economies, chronic unemployment, ongoing global debt crises and increasing occurrence of unforeseen market moving events.

--Threats and opportunities arising from regional power realignments including the rise of Asia and Latin America - Impact of changes in taxation on earned income, retirement plans, small businesses, investment income, capital gains and estates

--Planning for changes in the delivery of health care

Register at cfs@depaul.edu.

The entire program will be available soon at www.finance.depaul.edu/cfs

If you have any questions, you can call Kelly Glenn at 312-362-7531.