private companies: meetings

upcoming meetings

Fall Private Company Forum
October 26-27, 2006 . Sheraton Boston . Copley Plaza

meeting minutes

May 3rd 2006, Atlanta, Policy Subcommittee Meeting minutes

May 3rd 2006, Atlanta, Program Subcommittee Meeting minutes

May 3, 2006, Standards Subcommittee Meeting Minutes

May 4, 2006, Standards Subcommittee Meeting Minutes

archived meeting & materials

Spring Private Company Forum
May 4-5,2006
The Ritz-Carlton, Atlanta, GAL
Agenda

Fall Private Company Forum
October 27-28,2005
The Drake Hotel, Chicago IL
Fall Agenda

April 14-15, 2005
Forum on Private Companies 2005
Orlando, FL

October 7-8, 2004
Third Annual Private Company Forum
Chicago, IL

Presentations:

• Generational Characteristics of the Workforce Presented by Jane Paradiso and Dan Ishac of Watson Wyatt Worldwide
• The Fiscally Fit Health Plan Presented by Nancy Blough of the American Health Data Institute
• Exploring Benefit Plan Design and HSAs Presented by John Derse and Derek Guyton of Mercer Human Resource Consulting
• ESOPs as a Source of Liquidity Presented by Ann McAloon of LaSalle Bank N.A.
• FASB Update Presented by Christine DiFabio of FEI
• Legislative Update Presented by Bob Shepler of FEI
• Business Automation Presented by John Clark of Cutter Associates
• Trends in D&O and E&O Insurance Presented by Don Ortegel of Aon Risk Services
• Forming a Sales, Marketing and Budget Plan for Growth Presented by Gary Cademartori of Tatum Partners, LLP

March 25-26, 2004
Forum on Private Companies
Washington, DC

• Legislative Update Presented by Bob Shepler, FEI
• IRS Listed Transactions - a primer presented by Barbara Reeder of PWC
• IT Outsourcing Presented by Peter Notaro of IBM
• Credit Sources in a Distressed Environment presented by John Summer and Michael Epstein of TRG, Inc.
• Asset Protection and Estate Planning Using VEBAs Presented by Lance Wallach, CLU, ChFC, CIMC

• Agenda

October 2-3, 2003
Forum on Private Companies
St. Louis, MO.

• Brad Allen, PricewaterhouseCoopers, Presentation on Performance Measures and Benchmarking
• Grace Hinchman, FEI, National and Legislative Update

• Agenda

March 27-28, 2003
Forum on Private Companies
Washington, DC

• Larry Bowen, Marsh USA, Presentation on Workers Compensation Insurance
• Sharon Cohen, Watson Wyatt Worldwide, Presentation on HIPAA Compliance
• Louis Anastasio, Aon Consulting, Presentation on Healthcare Coalition Purchasing

• Draft Meeting Agenda

October 3 - 4, 2002
Forum on Private Companies
Chicago, IL

FEI’s Committee on Private and Closely Held Companies, in conjunction with the FEI Research Foundation, held the first annual Private Company Forum October 3-4 at the Drake Hotel in Chicago, Ill. The forum was open to all FEI members from privately held companies and featured educational content an networking opportunities for all attendees. The agenda and some of the presentations from the meeting are posted below.

· Conference Agenda
· Meeting Materials

• Washington Update, by Bob Shepler, FEI
• Benchmarking Session, by Frank Ribaudo, PricewaterhouseCoopers
• Business Continuity Planning by Doug Stevens, Grant Thornton