BUSINESS SUCCESSION PLANNING

Size: px
Start display at page:

Download "BUSINESS SUCCESSION PLANNING"

Transcription

1 An educational workshop for business owners and their advisors BUSINESS SUCCESSION PLANNING Navigating Your Financial Future Thursday, April 28, 2016 OVERLAND PARK, KS The Sheraton Overland Park Hotel

2 ABOUT OUR WORKSHOP If you re like most business owners, your company is your most valuable asset. To protect the legacy you ve created, and to ensure your family s long-term financial stability, it is critical to develop a holistic plan centered on the eventual transfer or sale of your business. The goal of our workshop is to help business owners take a holistic view of succession planning. Our team of experts in business valuation, mergers and acquisitions, estate planning and wealth management will provide insights to help you successfully navigate your financial future. This workshop will also help attorneys and accountants better understand the succession planning needs of their business owner clients. CONTINUING EDUCATION CREDIT Four (4.0) hours of CLE/ CPE credit for attorneys and accountants is available in Kansas and Missouri. ATTENDEE CONFIDENTIALITY All attendee information will remain strictly confidential. Attendees will be identified only by first name. WHEN & WHERE Thursday, April 28 The Sheraton Overland Park Hotel 6100 College Boulevard Overland Park, KS REGISTRATION FEES $50 Per attendee Add $100 to receive 4.0 CLE/CPE credits

3 SCHEDULE & AGENDA 11:00 a.m. Check-in 11:30 a.m. Lunch 12:00 p.m. The Business Valuation Process and Determinants of Value Jeff Johnson, CFA, Valuation Director - Overview of the business valuation process - Understanding what determines value - Common detractors of value - Ways to increase the value of your company 12:50 p.m. 10 Minute Break 1:00 p.m. How a Controlled Process Can Maximize Proceeds from a Business Sale Tim Skarda, Managing Director - Preparing your business for sale before going to market - Understanding buyers: individuals, private equity, and strategic acquirers - How the best buyers can compete while maintaining confidentiality - Timing the sale; internal and external factors to consider 1:50 p.m. 10 Minute Break 2:00 p.m. Preserving the Privately Owned Business John S. Schmidt, Shareholder & Wealth Planning Practice Chair Polsinelli - The importance of a business succession plan - Essential elements of a buy-sell agreement - Coordinating a business succession plan with the owner s estate plan - Maximizing tax efficiencies in retaining family wealth 2:50 p.m. 10 Minute Break 3:00 p.m. Wealth Planning and the Impact of Selling Your Business Brian Leitner, CFP, ChFC, Senior Vice President of Practice Management Mariner Wealth Advisors - The emotional aspect of selling your business - Defining Wealth Planning - Accomplishing what is most important to you - Understanding your current financial situation 3:50 p.m. Private Q&A: Our presenters will stay until your questions are answered

4 ABOUT THE PRESENTERS JEFF JOHNSON, CFA Valuation Director Jeff has extensive experience providing business valuation services and managing mergers and acquisitions transactions for companies spanning the life sciences, travel and leisure, and food and beverage industries. Jeff specializes in predictive analytics, business intelligence, and forecasting, and has applied these skills to help clients raise capital, secure financing, formulate growth strategies, and guide investment decisions. TIM SKARDA Managing Director Tim founded in 2002 and has since helped clients sell more than 100 businesses across the manufacturing, distribution, retail, construction and healthcare industries. Tim has assisted in preparing hundreds of business valuations for companies ranging from small sole proprietorships to corporations in excess of $100 million in enterprise value. JOHN S. SCHMIDT Shareholder & Wealth Planning Practice Chair Polsinelli John has spent more than three decades advising clients on a wide range of wealth planning matters and has spent the past 15 years with Polsinelli. In November 2014, John was appointed Wealth Planning Practice Chair for the firm s Kansas City office. John s areas of expertise include estate planning, gifting strategies, charitable estate planning, business succession and tax planning and the formation of business entities. BRIAN LEITNER, CFP, CHFC Mariner Wealth Advisors Senior Vice President of Practice Management Brian is responsible for the growth, support, and strategic initiatives of Mariner Insurance Resources, FirstPoint Financial and Mariner s Emerging Client Group. He is also responsible for Mariner s Corporate Services Offering and the advisory tool platform. He also oversees Mariner s training and education for client service associates across the organization. Prior to joining Mariner, Brian ran the Preferred Planning platform at UBS, where he created and executed training for credentialed financial advisors across the country.

5 REGISTRATION INFORMATION ONLINE Visit PHONE Call us at MAIL Send form below with payment to 7007 College Boulevard, Suite 400 Overland Park, KS CANCELLATION POLICY No refunds granted after Monday, April 25. A colleague may attend in your place. WORKSHOP REGISTRATION FORM Overland Park, Kansas April 28, st Attendee Name: 2 nd Attendee Name: Company Name: Address: City / ST / Zip: Telephone: REGISTRATION FEES $50 per attendee Add $100 per attendee for 4.0 CLE/CPE credit PAY BY CREDIT CARD Register and pay online at: PAY BY CHECK Enclosed find: $ payable to

Navigating Your Financial Future

Navigating Your Financial Future Navigating Your Financial Future Our Mission To help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.

More information

PROFESSIONAL ADVISOR TOOLKIT

PROFESSIONAL ADVISOR TOOLKIT PROFESSIONAL ADVISOR TOOLKIT WORKING WITH US If you work with philanthropic families or companies, we can help you understand and assess tax saving options to make the most of your clients charitable giving,

More information

ARMBRECHT JACKSON LLP S 2015 CPA CONTINUING EDUCATION SEMINAR SEPTEMBER 24, 2015 RENAISSANCE RIVERVIEW HOTEL 4 CPE HOURS

ARMBRECHT JACKSON LLP S 2015 CPA CONTINUING EDUCATION SEMINAR SEPTEMBER 24, 2015 RENAISSANCE RIVERVIEW HOTEL 4 CPE HOURS ARMBRECHT JACKSON LLP S 2015 CPA CONTINUING EDUCATION SEMINAR SEPTEMBER 24, 2015 RENAISSANCE RIVERVIEW HOTEL 4 CPE HOURS Each year brings us new issues which are not only relevant to our practice, but

More information

individual retirement account

individual retirement account f November 16 Wichita, DoubleTree by Hilton Basic November 17 Garden City, Clarion Inn November 18 Hays, Robbins Center November 19 Junction City, Courtyard by Marriott November 20 Overland Park, Ritz

More information

2015 Vendor Prospectus

2015 Vendor Prospectus 2015 Vendor Prospectus Meet us in Kansas! This year the Kansas Pharmacists Association (KPhA), Missouri Pharmacy Association (MPA) and Oklahoma Pharmacists Association (OPhA) join together in Overland

More information

Leading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm

Leading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm Media Contact sallycates@dynastyfinancialpartners.com 212-373- 1000 Leading $700 Million Denver, CO- Based Wealth Management Team, Cardan Capital Partners, Launches as an Independent Advisory Firm NEW

More information

Is an ESOP Right for You?

Is an ESOP Right for You? Is an ESOP Right for You? A Half-Day Introduction to Employee Stock Ownership Plans and Succession Planning Business owners who want liquidity and want their companies to remain viable for the long term

More information

The Society News Kansas City Chapter

The Society News Kansas City Chapter e Vol. 12, No. 9 MAY 2013 The Society News Kansas City Chapter Working in the Interest of the Client Thursday, May 9, 2013 Meeting Sponsor Join us for our last meeting of the season - the Annual Meeting

More information

Independent, objective advice

Independent, objective advice Independent, objective advice LAINE WEALTH MANAGEMENT S MISSION To help our clients improve the quality of their lives by taking a holistic approach which combines comprehensive wealth planning with their

More information

The Seven Step Exit Planning Process

The Seven Step Exit Planning Process The Seven Step Exit Planning Process There are many tools available to help individuals get into business, but few that help them get out. The Seven Step Exit Planning Process is a customized comprehensive

More information

Tax Considerations Regarding the Sale or Merger of a Company

Tax Considerations Regarding the Sale or Merger of a Company Bruce D. Schulman & Associates 1 Tax Considerations Regarding the Sale or Merger of a Company C ompanies are most often acquired to improve economic efficiency, extend opportunities for the acquirer, or

More information

Fifth Third Bank Center Charlotte, NC

Fifth Third Bank Center Charlotte, NC CURRENT RISK ISSUES SEMINAR Sponsored By September 17 & 18, 2015 Fifth Third Bank Center Charlotte, NC The Fiduciary & Investment Risk Management Association, Inc. (FIRMA ) is registered with the National

More information

Farm and Family Business Succession Planning Seminar

Farm and Family Business Succession Planning Seminar Farm and Family Business Succession Planning Seminar Eight Pending Continuing Legal Education and Continuing Professional Education Credits February 11, 2016 Embassy Suites Hotel Syracuse, NY Onondaga

More information

How to Maximize the Value When Selling Your Management Company

How to Maximize the Value When Selling Your Management Company WHITE PAPER How to Maximize the Value When Selling Your Management Company INSIDE THIS REPORT Rational for Selling Management Company Valuation Acquisition Deal Structure Tips to Optimize Your Exit Value

More information

2016 INSURANCE CLIENT SUMMIT 2016 INSURANCE CLIENT SUMMIT, BOSTON, MASS.

2016 INSURANCE CLIENT SUMMIT 2016 INSURANCE CLIENT SUMMIT, BOSTON, MASS. 2016 INSURANCE CLIENT SUMMIT 2016 INSURANCE CLIENT SUMMIT, BOSTON, MASS. Exhibitor/Sponsor Prospectus October 9 12, 2016 1 2016 INSURANCE CLIENT SUMMIT Each year, our summit attracts more than 200 clients

More information

More than just numbers.

More than just numbers. More than just numbers. Part art. Part science. All peace of mind. ValuQuest provides services for the valuation of complete businesses and business segments, as well as the interests of business owners

More information

CUSH Capital Management LLC Disclosure Brochure 6711 W 121 st Street Overland Park, KS 66209

CUSH Capital Management LLC Disclosure Brochure 6711 W 121 st Street Overland Park, KS 66209 Primary Contact: Vern Cushenbery, CFA, CPA Owner/Portfolio Manager 913-660-0411 vern@cushcapital.com Website: www.cushcapital.com February, 2013 CUSH Capital Management LLC Disclosure Brochure 6711 W 121

More information

n Total Deal Value (millions USD) Number of Deals

n Total Deal Value (millions USD) Number of Deals North American Mid-Market, Q2 2015 Deals by Volume and Value Source: Zephyr $90,000 $80,000 $70,000 $60,000 $50,000 3500 3000 2500 2000 $40,000 $30,000 $20,000 $10,000 0 Q2 2013 Q3 2013 Q4 2013 Q1 2014

More information

The Right Way to Exit: Key Tax and Estate Planning Issues in Selling a Business

The Right Way to Exit: Key Tax and Estate Planning Issues in Selling a Business Estate Planning and Tax The Right Way to Exit: Key Tax and Estate Planning Issues in Selling a Business (Joint Program with Estate Planning & Fiduciary Law and Tax Sections) LIVE LIVE WEBCAST Thu., November

More information

Mergers & Acquisitions. Turnaround & Restructuring. Litigation Support & Expert Testimony. Valuation Services

Mergers & Acquisitions. Turnaround & Restructuring. Litigation Support & Expert Testimony. Valuation Services Turnaround & Restructuring Litigation Support & Expert Testimony Mergers & Acquisitions Valuation Services Turnaround & Restructuring Turnaround & Restructuring Turnaround & Restructuring MCA Financial

More information

Niagara Falls, New York, USA September 20 th 21 st, 2011

Niagara Falls, New York, USA September 20 th 21 st, 2011 Niagara Falls, New York, USA September 20 th 21 st, 2011 The Conference & Event Center Niagara Falls 101 Old Falls Street Niagara Falls, NY, USA Why Is the Conference Important to You? After suffering

More information

The CIO. Join Us this spring. Are You Ready for Growth and Innovation?

The CIO. Join Us this spring. Are You Ready for Growth and Innovation? The CIO Pocket MBA Are You Ready for Growth and Innovation? Executive Programs April 7-11, 2014 Executive Leadership Center For complete program details visit ciopocketmba.bu.edu Early Bird Discount: Save

More information

CONTEMPORARY CREATIVE CAPITAL SOLUTIONS FOR TODAY S HEALTHCARE INDUSTRY.

CONTEMPORARY CREATIVE CAPITAL SOLUTIONS FOR TODAY S HEALTHCARE INDUSTRY. CONTEMPORARY CREATIVE CAPITAL SOLUTIONS FOR TODAY S HEALTHCARE INDUSTRY. At Contemporary Healthcare Capital we believe that every financing scenario requires an in-depth understanding of current trends

More information

M&A Practice Overview

M&A Practice Overview M&A Practice Overview Build. Grow. Soar. www.ssfllp.com 925.271.8700 ABOUT SENSIBA SAN FILIPPO Sensiba San Filippo LLP (SSF) is a leading regional accounting, tax, and business-consulting firm focused

More information

HMWC CPA's&Business Advisors, Orange County, California

HMWC CPA's&Business Advisors, Orange County, California Business Assurance Services Tax Consulting Services Business Advisory Services Estate Planning Financial Planning Pension & Human Resources Consulting Information Technology Services Mergers, Acquisitions

More information

Our Watchful Eye. Your Peace of Mind.

Our Watchful Eye. Your Peace of Mind. Our Watchful Eye. Your Peace of Mind. What s Your Financial Vision? A s you look ahead, do you have a clear picture of your financial future? What s important to you and your family? What will it take

More information

Seven Steps to a Successful Exit Plan

Seven Steps to a Successful Exit Plan Seven Steps to a Successful Exit Plan Jose Freyre, MBA, CFP, AIF Monarch Wealth Management Overview Today we are going to: Discuss what exit planning is Establish the need to proactively plan your exit

More information

Demand Planning. & Forecasting. Predictive Intelligence Summit. October 10-11, 2012 San Diego, CA

Demand Planning. & Forecasting. Predictive Intelligence Summit. October 10-11, 2012 San Diego, CA Demand Planning & Forecasting 2012 Predictive Intelligence Summit October 10-11, 2012 San Diego, CA Leverage demand planning to improve forecasting accuracy and drive decision making Enhance sales and

More information

July 12-17, 2015 The Florida Hotel Orlando, Florida

July 12-17, 2015 The Florida Hotel Orlando, Florida 56th Annual Florida Graduate Trust & Wealth Management School CTFA, CFP, CLER & CPE Continuing Education Credits July 12-17, 2015 The Florida Hotel Orlando, Florida If you have the CTFA, CFP or CPA designation,

More information

The New Role of Intellectual Property in Mergers, Acquisitions, and Private Equity Transactions

The New Role of Intellectual Property in Mergers, Acquisitions, and Private Equity Transactions BNA Presents a One-Day Conference on: The New Role of Intellectual Property in Mergers, Acquisitions, and Private Equity Transactions October 18, 2007 The Warwick Hotel How IP assets impact deal success,

More information

CHARLES WAYNE PROPERTIES, INC.

CHARLES WAYNE PROPERTIES, INC. CHARLES WAYNE PROPERTIES, INC. Office Retail Industrial Hotel Land SUMMARY Investment Sales Site Selection & Tenant Representation Leasing Advisory Services INVESTMENT SALES Charles Wayne Properties investment

More information

Understanding the Private Equity Recapitalization Opportunity

Understanding the Private Equity Recapitalization Opportunity Understanding the Private Equity Recapitalization Opportunity Two powerful forces are meeting in the market today. One is the large number of business owners who are approaching the age where it makes

More information

PASSING THE TORCH. How to plan for a successful succession

PASSING THE TORCH. How to plan for a successful succession PASSING THE TORCH How to plan for a successful succession KEY TAKEAWAYS Having a succession plan in place is vital to the ongoing success and potentially to the near-term growth of your practice. You can

More information

Financial Planning Workshop for Experienced & Emerging Financial Planners

Financial Planning Workshop for Experienced & Emerging Financial Planners Members $235.00 Non Members $285.00 Designed for 8 hours CPE / Approved for 8 hours KS CLE, 7 hours CFP, and 8 hours KS Insurance credit/missouri CLE Pending Sponsored By: Joseph Groebl, PPC 913-827-4600

More information

VALUATION PRACTICE. A 360-Degree Perspective

VALUATION PRACTICE. A 360-Degree Perspective VALUATION PRACTICE A 360-Degree Perspective MFA s valuation professionals put into play a rare combination of specialized expertise and real-world experience in the complementary disciplines of auditing,

More information

PROFESSIONAL ADVISOR TOOLKIT

PROFESSIONAL ADVISOR TOOLKIT PROFESSIONAL ADVISOR TOOLKIT WORKING WITH US If you work with philanthropic families or companies, we can help you understand and assess tax-saving options to make the most of your clients charitable giving,

More information

Great Lakes Paralegal Association An Affiliate of the National Association of Legal Assistants, Inc.

Great Lakes Paralegal Association An Affiliate of the National Association of Legal Assistants, Inc. Great Lakes Paralegal Association An Affiliate of the National Association of Legal Assistants, Inc. CP Crash Course Website: www.glpa-michigan.org An Intensive Study Course for the Certified Paralegal

More information

Business Succession Planning With ESOPs

Business Succession Planning With ESOPs acumen insight Business Succession Planning With ESOPs Presented by Alan Taylor, CPA Partner ideas attention reach expertise depth agility talent Disclaimer Information contained herein is of a general

More information

Employee Financial Education and Counseling

Employee Financial Education and Counseling Employee Financial Education and Counseling Employee Financial Services Collaborating to achieve goals Our mission To help organizations communicate to their people the value of their benefits and compensation

More information

The IRS is ready for 2014. Are you?

The IRS is ready for 2014. Are you? HOUSTON ATLANTA PHILADELPHIA DENVER SAN ANTONIO The IRS is ready for 2014. Are you? Join us for our 36th Annual Tax and Business Planning Seminar to be sure you are. 36th ANNUAL TAX AND BUSINESS PLANNING

More information

PROJECT PORTFOLIO MANAGEMENT WORKSHOP: Maximizing Value From Constrained Resources

PROJECT PORTFOLIO MANAGEMENT WORKSHOP: Maximizing Value From Constrained Resources PROJECT PORTFOLIO MANAGEMENT WORKSHOP: Maximizing Value From Constrained Resources WHO SHOULD ATTEND Participants involved in Project Management, Portfolio Management, Strategic & Business Planning, Product

More information

To Receive CPE Credit

To Receive CPE Credit Outcome Metrics for National Associations November 17, 2015 To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in

More information

OKLAHOMA STATE UNIVERSITY BIG DATA CONFERENCE. April 7, 2015

OKLAHOMA STATE UNIVERSITY BIG DATA CONFERENCE. April 7, 2015 OKLAHOMA STATE UNIVERSITY BIG CONFERENCE April 7, 2015 Sponsored by Oklahoma State University Spears School of Business Cox Convention Center Oklahoma City, OK Gold Sponsors Silver Sponsor 9:00-9:15 a.m.

More information

The Strategic Role of Investor Relations

The Strategic Role of Investor Relations The Strategic Role of Investor Relations London, 19 November 2014 Creating Company Value Academy Who we are The educational model of the Academy is that of a "Corporate University" where the traditional

More information

ABA Young Lawyers Division Tax Law Committee Newsletter

ABA Young Lawyers Division Tax Law Committee Newsletter October 2014 Volume 1, Issue 1 Page 1 Meet the New Leadership of the ABA Young Lawyers Division Tax Law Committee Will Johnson, Co-Chair Will Johnson Attorney Haynsworth Sinkler Boyd, P.A. 1201 Main Street,

More information

Succession & Business Exit Planning: Creating a Simplified Exit Plan. navigating change with clarity 2014 David Wimer Advisors

Succession & Business Exit Planning: Creating a Simplified Exit Plan. navigating change with clarity 2014 David Wimer Advisors Succession & Business Exit Planning: Creating a Simplified Exit Plan 2014 David Wimer Advisors April 2014 RetailerNOW Magazine How NOT to handle the transition of your family business. by David Wimer Succession

More information

OKLAHOMA STATE UNIVERSITY BIG DATA CONFERENCE. April 7, 2015

OKLAHOMA STATE UNIVERSITY BIG DATA CONFERENCE. April 7, 2015 OKLAHOMA STATE UNIVERSITY BIG CONFERENCE April 7, 2015 Sponsored by Oklahoma State University Spears School of Business Cox Convention Center Oklahoma City, OK Gold Sponsors Silver Sponsors 9:00-9:15 a.m.

More information

APPLICATION for NATIONAL CERTIFICATION as a VETERAN BUSINESS ENTERPRISE

APPLICATION for NATIONAL CERTIFICATION as a VETERAN BUSINESS ENTERPRISE APPLICATION for NATIONAL CERTIFICATION as a VETERAN BUSINESS ENTERPRISE APPLICATION FOR NATIONAL CERTIFICATION AS A VETERAN OWNED AND CONTROLLED BUSINESS Introduction We welcome your interest in NWBOC

More information

TECHNOLOGY TRANSFER PRESENTS MARK BUSINESS INTELLIGENCE ESTENDING BI TO SUPPORT ONLINE MARKETING AND CUSTOMER ANALYSIS

TECHNOLOGY TRANSFER PRESENTS MARK BUSINESS INTELLIGENCE ESTENDING BI TO SUPPORT ONLINE MARKETING AND CUSTOMER ANALYSIS TECHNOLOGY TRANSFER PRESENTS MARK MADSEN SOCIAL MEDIA, WEB ANALYTICS AND BUSINESS INTELLIGENCE ESTENDING BI TO SUPPORT ONLINE MARKETING AND CUSTOMER ANALYSIS ROME MAY 12-13, 2011 VISCONTI PALACE HOTEL

More information

DTBB/010/2016. Domestic Taxes Business Brief 10 (2016): How to Calculate Capital Gains Tax. Published 1 st June 2016

DTBB/010/2016. Domestic Taxes Business Brief 10 (2016): How to Calculate Capital Gains Tax. Published 1 st June 2016 DTBB/010/2016 Domestic Taxes Business Brief 10 (2016): How to Calculate Capital Gains Tax Published 1 st June 2016 Contents Purpose Who should read this? Background Current Position Where can I contact

More information

Analyzing Business Loans

Analyzing Business Loans CU Business Group s in-depth business loan education provides a much-needed training source for the credit union industry CU Business Group is now offering an in-depth business lending education course

More information

38th. Annual Conference. 2015 Sponsor & Exhibitor Brochure. Hollywood, Florida February 12-17, 2015 Westin Diplomat Resort & Spa

38th. Annual Conference. 2015 Sponsor & Exhibitor Brochure. Hollywood, Florida February 12-17, 2015 Westin Diplomat Resort & Spa 2015 Sponsor & Exhibitor Brochure 38th Annual Conference Hollywood, Florida Westin Diplomat Resort & Spa Telephone: Toll Free 888-459-3111 Visit us at www.laborandmanagement.org Our Attendees Who: Over

More information

2015 FUEL CELL SEMINAR & ENERGY EXPOSITION - EXHIBITOR PROSPECTUS. November 16-19, 2015 Los Angeles, California

2015 FUEL CELL SEMINAR & ENERGY EXPOSITION - EXHIBITOR PROSPECTUS. November 16-19, 2015 Los Angeles, California 2015 FUEL CELL SEMINAR & ENERGY EXPOSITION - EXHIBITOR PROSPECTUS November 16-19, 2015 Los Angeles, California EXHIBIT AT THE 2015 FUEL CELL SEMINAR Now in its 39th year, the annual Fuel Cell Seminar &

More information

Merger & Acquisition, Integration and Divestiture

Merger & Acquisition, Integration and Divestiture Financial Services the way we do it Merger & Acquisition, Integration and Divestiture Financial institutions are re-focusing their M&A strategies and objectives while aligning their organizations to adapt

More information

POGSON & MATT WEALTH MANAGEMENT GROUP, LLC WRAP BROCHURE

POGSON & MATT WEALTH MANAGEMENT GROUP, LLC WRAP BROCHURE POGSON & MATT WEALTH MANAGEMENT GROUP, LLC WRAP BROCHURE 6930 E. CHAUNCEY LANE, SUITE 295 PHOENIX, AZ 85054 (602) 282-0189 March 30, 2016 This wrap fee program brochure provides information about the qualifications

More information

2016 Sponsor & Exhibitor Brochure. Telephone: Toll Free 888-459-3111 Visit us at www.laborandmanagement.org

2016 Sponsor & Exhibitor Brochure. Telephone: Toll Free 888-459-3111 Visit us at www.laborandmanagement.org 2016 Sponsor & Exhibitor Brochure Telephone: Toll Free 888-459-3111 Visit us at www.laborandmanagement.org 2014 DISCUSSION Between key experts, labor leaders and management counterparts and YOU! interactive

More information

The Accounting Treasure Hunt is the most effective (AND THE MOST FUN) way to learn accounting and finance fundamentals.

The Accounting Treasure Hunt is the most effective (AND THE MOST FUN) way to learn accounting and finance fundamentals. A C C O U N T I N G TREASURE HUNT X is the most effective (AND THE MOST FUN) way to learn accounting and finance fundamentals. Attend a PUBLIC Accounting Treasure Hunt or ask us to develop a CUSTOM Accounting

More information

Question and Answer#1 Hotel Booking from Travel Agent Tripartite Arrangement

Question and Answer#1 Hotel Booking from Travel Agent Tripartite Arrangement Question and Answer#1 Hotel Booking from Travel Agent Three parties involved Consumer, Travel or Booking Agent and Hotel Party 1 Booking Agent Party 2 Hotel Party 3 Consumer Document Input Tax Credit Consumer

More information

Plan Confidently Invest Wisely Live Fully

Plan Confidently Invest Wisely Live Fully Plan Confidently Invest Wisely Live Fully Our clients are up to something big. They are interested in making a difference for themselves, their families and their communities. Your Challenges and Responsibilities

More information

Neuberger Berman Wealth Management. Presentation to: Mr. & Mrs. John Smith Month XX, 2010

Neuberger Berman Wealth Management. Presentation to: Mr. & Mrs. John Smith Month XX, 2010 Neuberger Berman Wealth Management Presentation to: Mr. & Mrs. John Smith Month XX, 2010 Neuberger Berman Wealth Management Presentation to: Mr. & Mrs. John Smith Month XX, 2010 Our commitment to you Your

More information

2011 CSHP Catch the Wave CONFERENCE INFORMATION FOR OUR EXHIBIBITORS AND SPONSORS

2011 CSHP Catch the Wave CONFERENCE INFORMATION FOR OUR EXHIBIBITORS AND SPONSORS CONFERENCE INFORMATION FOR OUR EXHIBIBITORS AND SPONSORS If you ve questions about registration and/or payment, please contact the CSHP office at 888/506-3784 or office@cshponline.org DATES and NEW LOCATION

More information

Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp Quarter, San Diego March 9-11, 2016

Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp Quarter, San Diego March 9-11, 2016 CONFERENCE INFORMATION Probate and Mental Health Spring 2016 Study Section Conference Hilton San Diego Gaslamp Quarter, San Diego The Probate and Mental Health Spring 2016 Study Section Conference will

More information

MarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample

MarketsandMarkets. http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample MarketsandMarkets http://www.marketresearch.com/marketsandmarkets-v3719/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm

More information

Senior Vice President Financial Consultant. Managing Private and Corporate Accounts Since 1989

Senior Vice President Financial Consultant. Managing Private and Corporate Accounts Since 1989 Collin Rigler Senior Vice President Financial Consultant Managing Private and Corporate Accounts Since 1989 a partner committed to your financial success Collin Rigler Senior Vice President - Financial

More information

Oil & Gas Cybersecurity

Oil & Gas Cybersecurity COurse Oil & Gas Cybersecurity Best Practices & Future Trends Sheraton Pentagon City Hotel Supporting Organization is authorized by IACET to offer 0.6 CEUs for the course. 1 Overview The energy industry

More information

June 7-12, 2015 IBA Center for Professional Development 2015 IBA COMMERCIAL LENDING SCHOOL

June 7-12, 2015 IBA Center for Professional Development 2015 IBA COMMERCIAL LENDING SCHOOL June 7-12, 2015 IBA Center for Professional Development 2015 IBA COMMERCIAL LENDING SCHOOL 2015 COMMERCIAL LENDING SCHOOL GENERAL INFORMATION ROE: Return on Education One of the greatest investments any

More information

Planning in a Low Interest Rate Environment

Planning in a Low Interest Rate Environment Issues AND INSIGHTS Carol G. Kroch, Esq. Managing Director, Charitable Trusts, and Head of Wealth and Financial Planning, Wilmington Trust Company Planning in a Low Interest Rate Environment The past few

More information

2015 TECHNICAL ASSISTANCE WORKSHOP

2015 TECHNICAL ASSISTANCE WORKSHOP 2015 TECHNICAL ASSISTANCE WORKSHOP OFFICIAL REGISTRATION BOOKLET June 22 26, 2015 Hyatt Regency San Antonio 123 Losoya Street San Antonio, TX 78205 (210) 222-1234 GENERAL INFORMATION CONFERENCE REGISTRATION

More information

Stretch IRA. What is a stretch IRA? Why stretch?

Stretch IRA. What is a stretch IRA? Why stretch? Stretch IRA Stretch IRA strategies are a popular approach to transferring wealth. Investors are using stretch IRAs to extend their required minimum distributions (RMDs) over an increased period of time,

More information

2016 CAREER AND RESIDENCY SHOWCASE EMPLOYER INTERVIEW DAY

2016 CAREER AND RESIDENCY SHOWCASE EMPLOYER INTERVIEW DAY 2016 CAREER AND RESIDENCY SHOWCASE EMPLOYER INTERVIEW DAY The invites you to participate in our annual 2016 Career and Residency Showcase. The event is scheduled for Thursday, September 22, 2016 from 1:00

More information

Premier Capital Advisors. Investment Banking Mergers & Acquisitions

Premier Capital Advisors. Investment Banking Mergers & Acquisitions Premier Capital Advisors Investment Banking Mergers & Acquisitions Premier Capital Advisors Profile Overview Operating Philosophy Overview Premier Capital Advisors (www.premcap.com) is a leading middle

More information

Financial Services Practice

Financial Services Practice Financial Services Practice 488 Madison Avenue New York, NY 10022 Phone: (212) 661-6166 Fax: (212) 755-6748 www.grassicpas.com About our Financial Services Practice Given today s challenging and unprecedented

More information

R.J. Augustine and Associates, Ltd., CPA s

R.J. Augustine and Associates, Ltd., CPA s R.J. Augustine and Associates, Ltd., CPA s Innovative Paths to Your Financial Future Success At R.J. Augustine, your success is our success. Understanding your business is our first priority, and we are

More information

Listing & Selling Listings

Listing & Selling Listings Listing & Selling Listings Lorna Hines Listing Camp Two-Day Course ٠ Thursday & Friday ٠ September 11 & 12, 2008 Sheraton Hotel ٠ Palo Alto, California The most comprehensive and focused course on listing

More information

STORAGE FACILITY Frequently Asked Questions

STORAGE FACILITY Frequently Asked Questions STORAGE FACILITY Frequently Asked Questions What types of vehicles can be stored? Utility trailers, boats, boats w/trailers, toy haulers, motor homes, fifth wheels, campers and all-terrain vehicles. How

More information

Kelly & Swetz, LLP, Attorneys at Law Brochure Copy

Kelly & Swetz, LLP, Attorneys at Law Brochure Copy Kelly & Swetz, LLP, Attorneys at Law Brochure Copy Overview Kelly & Swetz LLP is a complete wealth management and asset preservation law firm, helping clients with all areas of asset protection including:

More information

MORGAN STANLEY BOARD OF DIRECTORS CORPORATE GOVERNANCE POLICIES. Adopted October 20, 1995 (As Amended October 31, 2014)

MORGAN STANLEY BOARD OF DIRECTORS CORPORATE GOVERNANCE POLICIES. Adopted October 20, 1995 (As Amended October 31, 2014) MORGAN STANLEY BOARD OF DIRECTORS CORPORATE GOVERNANCE POLICIES Adopted October 20, 1995 (As Amended October 31, 2014) The Board of Directors (the Board ) of Morgan Stanley ( Morgan Stanley or the Company

More information

FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS

FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS Attached is a form to file a Certificate of Merger pursuant to section 608.4382, Florida Statutes. This form is basic and may not meet all merger needs.

More information

Meeting the Needs of Private Equity in the Finance Organization

Meeting the Needs of Private Equity in the Finance Organization Meeting the Needs of Private Equity in the Finance Organization When there is a change in a company s ownership, significant changes are generally required in its finance organization. This is especially

More information

Lean Strategies for Laboratory Testing

Lean Strategies for Laboratory Testing Microrite, Inc. brings you this unique learning experience in Lean Strategies for Laboratory Testing; Part of Microrite s step-by-step webinar series. Lean Strategies for Laboratory Testing erience in

More information

Path to Success: A Guide for Mentors and Protégés

Path to Success: A Guide for Mentors and Protégés Path to Success: A Guide for Mentors and Protégés Certified Public Accountants Business Consultants Acumen. Agility. Answers. Path to Success: A Guide for Mentors and Protégés P 01 What Is Mentoring? Mentoring

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future October 20, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Certified Merger & Acquisition Advisor (CM&AA)

Certified Merger & Acquisition Advisor (CM&AA) Reaching For A New Level Of Professional Achievement Certified Merger & Acquisition Advisor (CM&AA) Credentialing Program Loyola University Chicago Executive Education An advanced credential evidencing

More information

ESOPs and Estate Planning. Kelly O. Finnell, J.D., CLU, AIF President, Executive Financial Services, Inc.

ESOPs and Estate Planning. Kelly O. Finnell, J.D., CLU, AIF President, Executive Financial Services, Inc. ESOPs and Estate Planning Kelly O. Finnell, J.D., CLU, AIF President, Executive Financial Services, Inc. Next Big Estate Planning Opportunity Baby Boomer Business Owners 72% Planning for Monetization Event

More information

Wealth Management A Prudent Process

Wealth Management A Prudent Process Wealth Management A Prudent Process Craig Chapman, CFP Director Investments Financial Advisor My Business Story Compliance Approval: A28081915RM1 Thank you for taking the time to examine my business story

More information

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process

More information

FIVE STAR QUALITY CARE, INC. GOVERNANCE GUIDELINES

FIVE STAR QUALITY CARE, INC. GOVERNANCE GUIDELINES FIVE STAR QUALITY CARE, INC. GOVERNANCE GUIDELINES Adopted March 1, 2016 The following Governance Guidelines (the Guidelines ) have been adopted by the Board of Directors (the Board ) of Five Star Quality

More information

2015 Midwest Bridge Preservation Partnership Meeting

2015 Midwest Bridge Preservation Partnership Meeting September 30-October 2, 2015 Sheraton Kansas City Hotel at Crown Center 2345 McGee Street Kansas City, Missouri The Midwest Bridge Preservation Partnership is a regional forum of bridge practitioners working

More information

FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS

FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS FLORIDA DEPARTMENT OF STATE DIVISION OF CORPORATIONS Attached are the forms to convert an Other Organization into a Florida Limited Partnership or Limited Liability Limited Partnership pursuant to section

More information

Creighton University 2016 Level I and II Boot Camp Four-Day Intensive CFA Review Program

Creighton University 2016 Level I and II Boot Camp Four-Day Intensive CFA Review Program Creighton University 2016 Level I and II Boot Camp Four-Day Intensive CFA Review Program Creighton University is excited to offer our 7th annual, intensive 4-day BootCamp for all levels of the CFA exam.

More information

UPDATE YOUR POST-SECONDARY SKILLS AND EXPERTISE WHILE ATTENDING THE NYSSCA CONFERENCE! NYSSCA

UPDATE YOUR POST-SECONDARY SKILLS AND EXPERTISE WHILE ATTENDING THE NYSSCA CONFERENCE! NYSSCA New York Institute of Technology School of Education School Counseling Program UPDATE YOUR POST-SECONDARY SKILLS AND EXPERTISE WHILE ATTENDING THE NYSSCA CONFERENCE! NYSSCA and NYIT Offer You an Opportunity

More information

DERIVATIVES ACCOUNTING FOR POWER AND ENERGY COMPANIES:

DERIVATIVES ACCOUNTING FOR POWER AND ENERGY COMPANIES: DERIVATIVES ACCOUNTING FOR POWER AND ENERGY COMPANIES: AN ACCOUNTING COURSE ON DERIVATIVE INSTRUMENTS, HEDGING ACTIVITIES, AND FAIR VALUE Hyatt Regency Miami COURSE is authorized by IACET to offer 1.0

More information

One Unique Focus: Valuation

One Unique Focus: Valuation One Unique Focus: Valuation While FOCUS expertise spans a wide range of industries, our team is comprised of banking groups targeting particular market segments. One unique focus is corporate valuation

More information

2015 PRINTING INDUSTRY FINANCIAL EXECUTIVES (PIFE) CONFERENCE

2015 PRINTING INDUSTRY FINANCIAL EXECUTIVES (PIFE) CONFERENCE 2015 PRINTING INDUSTRY FINANCIAL EXECUTIVES (PIFE) CONFERENCE April 12 15 Marriott City Center, Minneapolis, MN www.printing.org/financial YOUR SAFETY NET OF PROFIT BUILDING TIPS AND FINANCIAL STRATEGIES

More information

Business Su c c e s s i o n Pl a n n i n g

Business Su c c e s s i o n Pl a n n i n g Business Su c c e s s i o n Pl a n n i n g w i t h Key Pe r s o n Co v e r a g e and Buy-Sell Agreements Program Highlights & Fact Finder You put maximum effort into establishing and running your business.

More information

Welcome To Elite Dental Partners

Welcome To Elite Dental Partners Welcome To Elite Dental Partners We assist dental practices that are facing non-clinical challenges by providing them with industry proven non-clinical business support services Business support services

More information

EXIT PLANNING & TRANSACTION ADVISORY SERVICES

EXIT PLANNING & TRANSACTION ADVISORY SERVICES EXIT PLANNING & TRANSACTION ADVISORY SERVICES One day you will sell your business. Are you ready? After dedicating yourself to building your business, you want to make sure all the hard work pays off when

More information

Business Intelligence Solutions for Gaming and Hospitality

Business Intelligence Solutions for Gaming and Hospitality Business Intelligence Solutions for Gaming and Hospitality Prepared by: Mario Perkins Qualex Consulting Services, Inc. Suzanne Fiero SAS Objective Summary 2 Objective Summary The rise in popularity and

More information

Wealth Preservation Tax Reduction Strategies. Wealth Transfer. Charitable Giving

Wealth Preservation Tax Reduction Strategies. Wealth Transfer. Charitable Giving BRIAN RAMSEY MBA, CFP, ChFC Senior Wealth Manager brian.ramsey@meritrustwm.com Direct: 502.882.4613 Brian Ramsey is a Senior Wealth Manager at Meritrust Wealth Management. Brian specializes in collaborating

More information

TOP TRIAL TIPS AND TECHNIQUES FROM 2014

TOP TRIAL TIPS AND TECHNIQUES FROM 2014 TOP TRIAL TIPS AND TECHNIQUES FROM 2014 Regional CLE Seminar Friday, May 8, 2015 One American Square, Main Auditorium Indianapolis, IN 46282 Presented by the Trial Practice Committee American Bar Association

More information