Events

FALL SOCIAL - TECH INDOOR GOLF

WHEN: Sept. 26  - 5-7 p.m

WHERE: Puttshack

Share a good time with FEI members, sponsors and your guests. The food and first two drinks are on us as you explore "tech-infused indoor golf."

AI FOR EXECUTIVES

WHEN: August 20 - 11:25 a.m.

WHERE: University Club

Since ChatGPT launched in 2022, keeping pace with the ever-changing landscape of generative AI has been a Herculean task. What is the current state of AI? What does the future look like? Dr. Matt Elder, from UofL’s College of Business, examines these and other AI questions.

WHEN: June 25, 11:25 a.m.

WHERE: University Club

The annual USI Benefits Benchmarking Study evaluates the effectiveness of company benefit offerings based on hundreds of data points, including plan design and contributions, employer industry and size, location (local to national), employee demographics, and benefits usage. Find out what's new this year and how companies are handling high-cost challenges such as new and emerging gene therapies,  medications used for weight loss and population health management.

SPEAKERS: Ryan Babbitt, President, Employee Benefits Kentucky Practice Leader; and Curtis Schwartz,  Employee Benefits Advisor

WHEN: May 30, 11:25 a.m.

WHERE: University Club

State and Local Tax Incentives: How to incorporate them into company growth

Consultant Sierra Enlow knows a thing or two about economic development, having helped attract nearly $1 billion in investments to Kentucky.  She helps companies looking to expand or relocate, real estate developers planning new projects, and municipalities seeking to attract or retain businesses. In her negotiating tool kit are a variety of economic development incentives -- from tax abatements, tax increment financing, brownfield and underutilized property redevelopment funds, bond financing, to utility structures, new market and historic tax credits, job creation tax credits & grant programs.

WHEN: April 11, 11:25 a.m.

WHERE: Big Spring Country Club 

FEI Scholars

FEI Louisville recognizes the best and brightest finance and accounting students from U of L, IUS and Bellarmine with its FEI Scholars awards. 

Navigating the Intersection of Compliance, Cybersecurity, and Cybersecurity Insurance

A panel of technology and insurance executives provides insights into the evolving cyber landscape. You'll learn some of the implications for businesses and gain insights into risk mitigation strategies, emerging trends in the cyber insurance market, and the increasing significance of compliance requirements. One hour of CPE is available.

WHEN: Tuesday, March 19, Lunch

WHERE: University Club, U of L campus

SPEAKERS: David Quackenbush and Drew Kleinrichert, Prudential Private Capital, Chicago

David Quackenbush and Drew Kleinrichert examine the pros and cons of non-bank lending arrangements, including leveraged loans, mezzanine debt, and structured equity. They'll talk about current market conditions and how rising interest rates impact both lender and investor appetite for different forms of financing. And finally, they'll explore current conditions in the M&A market and how rising interest rates impact traditional demand from private equity funds. One hour of CPE credit is available.

GROUNDHOG GALA II

Feb. 8 @ 5 p.m.

TEN20 Craft Brewery, Butchertown

ROLF PROVAN

CEO, Luckett & Farley

Jan. 23   11:20 a.m.

Big Spring Country Club

Rolf Provan provides insight into how his company harnesses team creativity to develop functional, innovative building designs for  wide ranging sectors - from distilling to industrial and commercial to education. Rolf has led teams at some of the world's largest brands, including Shell, Coca-Cola, Volvo, BAT and Anthem.

NOVEMBER 9

Kathleen O'Neill Paese

Federal Reserve Bank of St. Louis 

Interim President and CEO Kathleen O’Neill Paese will discuss the U.S. economy and monetary policy, and will take part in a fireside chat with Seema Steth, the executive heading the Louisville branch. Location: The Foundry, Jeffersonville.

Oct. 17

Ginger Chambless

JPMorgan Chase Economist

The Nashville-based economic leader for JPMorgan/Chase's clients presents her views on the economy to FEI Louisville and community finance leaders.

Sept. 19

Dr. Debbie Ford:

Chancellor,

IU Southeast

Appointed in March 2023, the new university chancellor discusses her vision for the university and its role in the business community. Location: Waterfront Botanical Gardens. 

August 15

Fireside chat with Sen. McConnell

FEI teams up with ACG Kentucky and the CFA Society of Louisville to host Kentucky's senior U.S. Senator to the Pendennis Club. Hear his latest views on government and other topics.

July 26

Member/Sponsor appreciation social

Head to the Blind Squirrel (English Station Rd.) for a Summer connection with FEI peers, associates and guests. Bring your spouse or significant other. Food and drink tickets provided.

May 18

David Hardy, CCIM

The managing director of CBRE's Kentucky operations discusses the Louisville Commercial Real Estate Market, covering office, retail and industrial market trends, interest rate impacts and remote work. For a copy of the presentation slides, reach out to David at david.hardy@cbre.com, 

April 18

Dan Mann

The executive director of  Muhammad Ali Louisville International Airport discusses the big changes at Louisville's air transportation hub, and the chapter honors FEI Scholars. Lunch meeting at Vincenzo's downtown. 

March 14

Kelley Helgeson

An executive HR consultant talks about how successful partnerships between finance and HR can benefit the bottom line. March 14, Lunch, at GLI downtown. 

February 21

Craig Greenberg talks BIZ

The new Louisville Metro mayor outlines plans for his administration and his approach to business in this joint event with ACG Kentucky and CFA Society. Location: The Olmsted. 

January 17, 2023

Cyber threats, as seen by the Secret Service

Agent Rick Nord, the head of the Kentucky Cyber Crime task force, reveals the latest threat assessments. 

December 13

Holiday event at Topgolf

FEI Louisville members, sponsors and guests were swinging in the bays at Louisville's new Topgolf facility. (Click Gallery at right)

October 25

A pre-election look at the economy

Dr. Uric Dufrene, Sanders Chair in Business at Indiana University Southeast, steps out of academia to provide his views on how the economy is doing - and what we might expect.

September 20

The CFO of Ford's Joint Venture highlights the company's transformative investment in Kentucky

Jiem Cranney will discuss Ford's JV with Korea's SK to build $5B battery manufacturing plants in Kentucky and how it integrates with Ford's strategies. (Location: Baird Conference Center, 500 West Jefferson St. Timing: 11:20 a.m. to 1 p.m. 

August 18 

FEI Summer social (Location: Third Turn Brewery, Crestwood)

An evening of conversation over IPAs and heavy hors d'oeuvres with FEI colleagues, spouses and  significant others.  The cost of Member and Sponsor attendance (and their guests)  is covered by the chapter. Event time: 5 p.m. to 7:30+ 

FEI Summer Golf Outing

July 25 | Hunting Creek Country Club

FEI Louisville members | sponsors | executive guests |corporate finance teams



Put together a foursome and join FEI Louisville to challenge the Hunting Creek Country Club course. Enjoy a day  with FEI friends, colleagues and business associates. Box lunch, drink tickets, greens fees and cart, post-golf cocktail and awards social are
included in the participation price.

Energy & utility market directions to expect

June 28 /  TEN20 Craft Brewery

From sanctions on Russian oil to disrupted supply chains, energy prices have dominated discussions among corporate executives. 

Doug Buresh, President and CEO, Kentucky Municipal Energy Agency, and Heather Overby, CFO/VP Finance, provided insights into the outlook for U.S. energy markets. 

Making sense of today's logistics

April 21, lunch

Joe Mozzali, CFO of UPS Airlines, provided his perspective on logistics and today's pressing business issues. 

Mozzali, is a veteran member of UPS's management team, having held many senior positions with the company through his career.

Capital Markets and Deals

A deep dive

Prudential Capital executive David Quackenbush  presented a "state of the Union" on private credit markets, current conditions and opportunities. As Managing Director of Prudential Private Capital's Chicago Corporate Finance office, David oversees Prudential's private placement and mezzanine activity in several midwest states.

Interest rates

A deep dive

Dave Weber, Executive Director in J.P. Morgan’s Corporate Derivatives Marketing Group, discusses today's interest rate climate and business impacts. Event is exclusive to current FEI members and sponsors.

Acting fast

Helping Western Kentucky and closer to home

DeVone Holt, Goodwill's Chief External Affairs Officer, discusses Western Kentucky tornado relief efforts and the agency's closer-to-home Opportunity Campus initiatives.

2021: End of Year CPE

Join Bellarmine’s Rubel School of Business Accounting Department for the its year-end CPE event (8 hours of CPE)

All net proceeds fund student scholarships. FEI Louisville pays half of the cost for members.

Social networking event

YUM Hors D'Oeuvres and $8M AV Tour

Join FEI Louisville for a joint FEI/ACG late-afternoon cocktail social at the KFC Yum! Center and witness the arena's $8 million video and sound upgrade. 

Workforce issues

The Great Resignation

Hear from an expert panel discussing talent challenges of the great "quit out" -- and how to prepare going forward.  Location: TEN20 Craft Brewery, Butchertown. (Members and sponsors - email FEILouisville@gmail.com for discount code.)

Preparing for a cyber hack

Oct. 26 | Lunch | Blind Squirrel | English Station Rd.

Whether you run a gasoline pipeline, a healthcare company, or a consulting firm -- it's important to have a cyber crisis response plan in place. Scott discusses the steps needed in advance in order to regain control of your network. 

Lunch and beer tasting with the CEO

Oct. 14 | Lunch | TEN20 Craft Brewery 

Hear CEO Jim McGuire's story of how the founders and investors brought a craft brewery to historic Butchertown in downtown Louisville, the community relationships that have been forged and expectations for what's ahead.

FEI Louisville Golf Scramble

Fun on the links

Enjoy a spectacular August golf outing, social and dinner at Hunting Creek Country Club in Prospect on August 16. 

Champion sponsors

July 2021

Summer social

It's time to BREAK OUT!  Join your FEI Louisville friends for drinks and appetizers at Third Turn Brewing   Oldham Gardens in Crestwood. Bring your spouse/significant other and share stories under a covered outdoor space while enjoying music, IPAs, wine and appetizers. It's free for FEI members and sponsors. 

May 2021

Do's, don'ts, avoiding traps and achieving success

There are many situations in which CFOs are called to testify. Stephen Hall (Wyatt Tarrant & Combs) discusses how to prepare for and succeed as a witness for the company. A replay of his lively presentation is below:

April 2021

Tax, asset and business strategies

A panel of PNC Bank veterans provide the latest on business trends and suggest how CFOs and business owners can position themselves in a low interest rate environment. If you missed the live presentation, catch their tips below.

Protecting the home turf from cyber data invaders

Kevin Strope from Protiviti addresses the growing challenges that corporations and businesses face on data privacy and delve into data management and trends. 

How the workplace will change post-pandemic

Senior financial executives from Steelcase and Office Resources, Inc., talk about how the office will look and function when the pandemic recedes. (Event video below.)

Bourbon tasting and the rebirth of a distiller

Taylor highlights his role in bringing back a distilling operation created by his great-grandfather while members enjoy a tasting experience. 

December 2020

In a special FEI Louisville-ACG Kentucky session, the Managing Director of a NY-based financial services firm addresses the company's consumer behavior findings relating to COVID-19.

End of Year CPE Event

Join Bellarmine’s Rubel School of Business Accounting Department for the its Year-End CPE event (8 hours of CPE)

All net proceeds fund student scholarships.

Cracking the code to inspire employees

With more than 2/3 of workers sleepwalking through each work day, what can companies do to flip the switch?  Jill Christensen tells how companies can inspire employees & improve performance.

A positive October Surprise 

Members, sponsors and guests enjoy a special tasting featuring 3 of Bardstown Bourbon Company's best blends.

Optimizing participation in the CARES Act

Jon Drummond from Willis Towers Watson discusses strategies to inject cash, address liquidity, review tax issues and manage audit concerns.

Master the Power of LinkedIn Branding and Social Selling

Social Media guru Terry Sullivan demonstrates how to use the powerful LinkedIn platform as a personal branding and marketing tool to achieve business goals. 

Best in Finance honors program

Sept. 10  -- Business First and FEI Louisville stage a Best in Finance event honoring outstanding CFOs and finance executives in Louisville and Southern Indiana. 

Networking with a totally different West Coast experience

FEI Louisville kicks off the chapter year with an exclusive member/ sponsor wine tasting networking social, with a California master sommelier leading the charge.  The presentation deck includes the speaker's slides, recipes and a special wine offer.

Summer Master Series -ESG Update & Insight for Financial Professionals

Bob Hirth's webinar on Environmental, Social and Governance (ESG) performance, reporting and assurance illustrate how finance professionals play a valuable role in adding value to their organizations emphasizing ESG.

LIBOR. Now that it's no more, now what?

The Director of Global Rates & Currencies Origination explores LIBOR, its evolution and what the changes mean for CFOs and their companies.   

Capital and the exchanges

Tara Dziedzic, NYSE

In an online presentation, the head of U.S. NYSE Listings provides an inside view of the capital markets during this tumultuous time. 

 A cultural anthropologist discusses the Gen Z phenomenon and what it means for today's companies during this COVID pandemic. Click below for a replay of this webinar.

A joint meeting with ACG Kentucky, featuring CNBC commentator and market strategist Jason Trennert and Baird Vice Chairman Jim Allen

Location: Baird 12th Fl. Conference Center, 500 W. Jefferson, 40202

Location: Big Spring Country Club

5901 Dutchman's Lane

Louisville 40205

Location: Vincenzo's, Fifth & Market Streets,  40202

Location: Iron Bell, 16006 Aiken Rd., 40245 

Location: ADP, 11405 Bluegrass Pkwy., 40299

LeMoo Restaurant

2300 Lexington Rd.

Louisville, KY 40206