Baker Tilly is proud to be a sponsor at the 2020 Reservation Economic Summit (RES) in Las Vegas, a multifaceted event brought to you The National Center for American Indian Enterprise Development (NCAIED). Come join members of Baker Tilly’s Tribal and Government Contracts Advisory Services teams as they descend upon Las Vegas for a week of high caliber networking team opportunities, business development sessions, and much more. Meet the Baker Tilly experts at the RES Trade Show on Wednesday, March 4, 2020, or sit in with Baker Tilly’s government contracting experts as they lead a discussion with representatives from Native enterprise about navigating a complex regulatory landscape while growing from a small business to a large business a fully competitive environment. Breakout session details below.  In addition to Baker Tilly’s breakout session and presence at the tradeshow, RES will feature tribal leaders, members of Congress, federal agency representatives, state and local officials and top CEO's on a national platform. Attendees will benefit from It's just one more example of how the NCAIED is building bridges of opportunity for today's American Indian Enterprises Baker Tilly Session: Strategies, Tips and Tricks for Government Contract Compliance
Tuesday, March 3, 2020, 3:00-3:50 p.m. | Breakout #6 Join Baker Tilly and a panel of subject matter experts as we explore the regulatory complexities of the government contracting landscape for small Native enterprises eyeing growth into the full and open competitive marketplace. The 8(a) Business Development Program is a gateway for Tribes, ANCs, and NHOs into the vast marketplace of government contracting. However, the road to success is rife with regulatory potholes that can present risk to your organization and prevent you from reaching the ultimate goal of graduating from the 8(a) ranks. Our panel of experts, including representatives from Tribal enterprise, will explore the regulatory risks and barriers to success associated with government contracting, sharing tips, tricks, and best practices for reaching your ultimate potential. Speakers:  Tom Tagle (Partner, Baker Tilly) Peter Ford (Partner, PilieroMazza) Josilynn Robinson (Division CFO, All Native Group, A Division of Ho-Chunk, Inc.)  Moderator: Jack Coviello (Senior Manager, Baker Tilly) 

Government Contractors

Thomas  Tagle

Joel M.  Laubenstein

Tribes

Government Contracting & Compliance

Reservation Economic Summit 2020

The U.S. Securities and Exchange Commission (SEC) has focused on cybersecurity issues for many years, with particular attention to market systems, customer data protection, disclosure of material cybersecurity risks and incidents and compliance with legal and regulatory obligations under the federal securities laws. As part of this initiative, the SEC created a unit within its Enforcement Division focused on targeting cyber-related misconduct. Join Baker Tilly for a critical discussion covering the SEC’s guidance and requirements, and how organizations should evaluate their risks and potential compliance obligations.  Learning objectives After attending this webinar, participants will be able to: State the SEC’s expectations for market participants within the cybersecurity realm. Explain the cybersecurity capabilities organizations should implement to meet the SEC's expectations. Describe how organizations can evaluate their adherence to the SEC's guidelines. Discuss what organizations are required to disclose as part of the SEC cybersecurity guidelines  Who should watch The SEC cybersecurity guidance applies to broker-dealers, investment advisers, investment companies, exchanges and other market participants. Any organization that participates within our financial markets needs to understand the SEC's guidance. Meet your presenters Brian Nichols, Director
Cybersecurity practice
 
Joe Kodali, Senior Manager
Cybersecurity practice Information about CPE eligibility There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event. Level: basic
CPE credit: one (1) hour total credit  
Field of study: Specialized knowledge (SK) A certificate of completion will be emailed to you four to six weeks after the event. For more information regarding administrative policies such as complaint and refund policies, please contact Heather Eggers at +1 (608) 240 2522.  Baker Tilly Virchow Krause, LLP 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Brian  Nichols

Cybersecurity

Keeping your organization aligned with the SEC's cybersecurity guidance

Should you be an opportunity zone (OZ) investor? If you have a  capital gain, or know that you may in the future, then you should  definitely be thinking about it. Most of us know by now that  investing in an OZ offers significant federal tax benefits, but the  value extends beyond that. The program gives real estate investors with a  “busted” 1031 exchange a silver-lining back-up option. It gives  business owners who are thinking about selling their company a  tax-advantaged reinvestment option. It gives individuals with low-basis  stock positions in the market an incentive to harvest gains and  diversify their holdings. In short, it opens up new doors when it comes  to tax planning, estate planning and overall asset allocation. Attendees will get an inside look at: Properly quantifying OZ benefits to compare OZ and non-OZ investment options on an apples-to-apples basis Understanding your “gain window” in a year of transition from draft to final regulations Contrasting a managed portfolio versus a multi-asset fund approach and other OZ-specific due diligence best practices Super-charging estate planning with OZ investments We  will also share a variety of tools we have developed to simplify these  steps as well as showcase current OZ investment offerings available from  Baker Tilly Capital. Presenters: Michael Fitzpatrick, Partner, Baker Tilly
James Munuhe, Partner, Baker Tilly Who should attend: High net worth individuals and family offices Business owners and key management leaders Investment advisors and attorneys Baker Tilly Capital, LLC disclosure
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Reservation Economic Summit 2020

Keeping your organization aligned with the SEC's cybersecurity guidance

Should you be an opportunity zone investor?

Reservation Economic Summit 2020