$0 – $65

The State of the Economy by The Orange County CFO Leadership Council

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KPMG

20 Pacifica Avenue

7th Floor

Irvine, CA 92618

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The State of the Economy

hosted by

The Orange County CFO Leadership Council

Wednesday, January 16, 2019
7:15 AM to 7:30 AM Check-In | 7:30 AM to 9:30 AM Program

OUR SPEAKER:

Pence


Today’s CFOs face a dynamic, evolving and a challenging economic environment. With the stock market hitting record highs, low unemployment, and climbing interest rates, the US economy continues to grow. However, what will the future bring? Having an informed line of sight on today’s state of the economy and understanding its implications enable CFO’s to make informed decisions and proactively position their organization to take advantage of emerging opportunities while avoiding unnecessary risks.


LEARNING OBJECTIVES:

  • Gain insights on the third year of the Trump administration and likely economic effects

  • Gain insights into the evolving economy to assess their potential impact on organizations

  • Gain insights on the global economy and opportunities for growth



Click
here to learn more about CFO Leadership Council.



REGISTRATION:

All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $65.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.



MORE INFO:

For more information about this program or The CFO Leadership Council, please contact Stacy Hall, SoCal Regional Director at stacy@cfolc.com or Debbie Dunn, SoCal Marketing Director at debbied@cfolc.com.



CANCELLATION POLICY:

If you would like to cancel your ticket or request a refund, please contact Debbie Dunn at email above. Refunds are available up to 48 hours prior to the program.


CPE INFORMATION:

Instructional method: Group-Live
Recommended CPE Credits: 2.4 CPE credits in Economics
Experience Level: Basic
Prerequisites/advance preparation: None

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


ABOUT THE SPEAKER:

COL. E. DRYDEN PENCE III (Ret), CPM®, AIF®

Chief Investment Officer Pence Wealth Management

LPL REGISTERED PRINCIPAL

Eldon Dryden Pence III serves as the Chief Investment Officer of Pence Wealth Management. He is a Registered Principal & Investment Advisory Representative with LPL Financial.

Under his leadership and investment direction the firm has grown to be one of the most respected wealth management firms in the nation with both the firm and its advisors frequently recognized by industry journals such as Forbes and Barron’s.

Dryden obtained his degree in Economics from Harvard University in 1982. In that same year he was commissioned in the US Army as a Military Intelligence Officer through the ROTC program at Massachusetts Institute of Technology (MIT). After further Graduate Study in Law and Crisis Management, Dryden functioned as a Military Intelligence, and Special Operations Officer, specializing in Psychological Warfare. He was reactivated for Desert Storm and is the recipient of three Meritorious Service Medals, and both the Bronze Star and Army Commendation Medal with “V” for valor in combat. After commanding joint intelligence units in support of both US Central Command in the Middle East and US Africa Command, Colonel Pence retired from the Army Reserve in July 2015.

From 1985 – 2001, as a civilian, he served as principal owner and President of a regional investment banking firm, headquartered in Fort Smith, AR where he led and participated in over $1 billion in financial transactions. In 2001, Mr. Pence retired from Investment Banking, selling the firm to his junior partners and joined his wife Laila Pence in forming Pence Wealth Management in Newport Beach, California.

Formally trained as an economist, Dryden Pence received his Certified Portfolio Manager designation from Columbia University, he is an Accredited Investment Fiduciary® (AIF®) and as CIO of Pence Wealth Management he oversees the management of over $1.5 billion of advisory client assets.

Dryden Pence combines his leadership as a senior military commander, his formal training and knowledge as an economist with his years of experience in psychological warfare to bring a unique understanding of human behavior and how it affects the economy and the markets. Dryden Pence is a frequent speaker at regional and national events.

CA Insurance License # 0F82198

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC


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KPMG

20 Pacifica Avenue

7th Floor

Irvine, CA 92618

View Map

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