The Board's Oversight Role and the 2024 Regulatory Environment

Overview

Sponsored by Sunflower Bank, and hosted by VariSpace, we will enjoy time for networking and a discussion with a panel of experts as we discuss the Board’s oversight role and the need for awareness of new and pending regulations affecting private companies in 2024 and how to plan accordingly. We will touch on a number of new and pending regulations such as the new Corporate Transparency Act, significant tax changes to research & development expenses, and the California Diversity Reporting Law. Whether you are an Owner, C-Suite Executive, Board member or aspiring board member, you do not want to miss this event!

Parking

Surface and garage parking available

Registration

$00 Member Registration
$35 Non-Member Registration

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Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

GOLD SPONSORS

 

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SILVER SPONSOR

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BRONZE SPONSOR

Thank you to our Event Co-Sponsors!

Panelists

Jack Sadden is a Partner and co-founder of Valesco Industries, a middle market private equity firm investing in private ad family owned businesses, and is primarily focused on various initiatives around strategic leadership of the firm, portfolio company performance, and investment origination

Joe Parrish is a Strategic Federal Tax Services practice partner with Grant Thornton based in Dallas, Texas. Parrish focuses on assisting clients in identifying, evaluating, and implementing federal tax planning strategies that result in significant tax and cash flow savings. He is a firm leader in tax inventory accounting and also has significant experience in fixed asset and intangible cost capitalization and recovery, revenue deferral, deduction acceleration and long-term-contract accounting, among others. With more than 13 years of tax accounting experience, he previously worked for two global accounting firms in strategic tax accounting methods specialty groups, serving clients in manufacturing, retail, distribution, financial services, energy, and telecommunications.

Kevin Woltjen is a battle-tested transactional attorney who helps clients in every phase of a business’s lifecycle. From buying a business, to raising capital to expand operations, to selling the business, Kevin is there for the entire ride. He focuses on middle-market corporate transactions, including mergers, acquisitions, divestitures, and venture capital transactions. His decades of experience allow him to provide valuable insight regarding how to best structure and close an M&A deal, as well as how to navigate bumps along the way to the ultimate equity event.

Kevin also serves as outside general counsel for many companies. With his team, he helps solve legal issues in all areas, including litigation, employment, real estate, oil and gas, and intellectual property, among others. When non-corporate matters arise, Kevin draws from his extensive network of professionals to connect clients with the most appropriate legal talent to resolve matters as effectively as possible. His diverse client base includes privately held companies, portfolio companies, manufacturers, distributors, and serial entrepreneurs. These clients operate in many different industries such as energy, entertainment, software, consumer goods, retail and real estate

Moderator

Debra is a senior executive with 4 decades of experience guiding companies through their growth journey – from early stage to rapid growth, to market leadership. She has in-depth knowledge of the business issues faced by high-growth companies, having served companies from start up to global Fortune 500 enterprises.

Seated in the board room of both public and private companies, Debra has experience as Chair of the Audit Committee, and Chair of the Compensation Committee of NASDAQ listed companies. She is qualified to serve as a Financial Expert under SEC and NYSE/NASDAQ listing rules.

Debra also served as the Americas Director EY Entrepreneur Of The Year® (EOY). She had P&L responsibility and oversight of the global celebration of innovation and entrepreneurship in 11 countries, from Canada, through US, Mexico and Latin America. Debra has guided and collaborated with the world’s most innovative entrepreneurs/CEOs on their path to disrupt and create sustainable growth. EOY is the world’s most prestigious business award for entrepreneurs, with programs in 60+ countries. Founded in 1986, EOY has been awarded to over 10,000 people.

Debra is a graduate of the University of North Texas with BBA in Finance and Accounting, May 1982. She is a Certified Public Accountant. Debra completed the Northwestern University Kellogg School of Management Executive Program and the Harvard Business School Strategic Leadership Program through EY.

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