Financial Forecasting in the Covid Era + Engaging an Investment Banker

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Program produced by XPX Philadelphia

Considerations in investment banking engagement letters
Forecasting for 2020 and 2021

David DeMuth of CFO Consulting Partners will lead a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021.

Michael Plunkett of Plunkett Law Group will lead a discussion regarding key terms and considerations of investment banking engagement letters from a client perspective. 

Steve Economou will provide the investment banking perspective to the discussion.

Updated: August 5th, 2020