BKD Presents: Smart Business Series for Commercial Industries INVESTING IN TALENT FOR PEAK ORGANIZATIONAL PERFORMANCE. May 6, 2015

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "BKD Presents: Smart Business Series for Commercial Industries INVESTING IN TALENT FOR PEAK ORGANIZATIONAL PERFORMANCE. May 6, 2015"

Transcription

1 BKD Presents: Smart Business Series for Commercial Industries INVESTING IN TALENT FOR PEAK ORGANIZATIONAL PERFORMANCE May 6, 2015

2 Emcee J. Scott Golan, CPA Managing Partner, Cincinnati BKD, LLP Scott has more than 30 years of experience serving middle-market companies, with an emphasis in the construction and real estate industries. In his 23 years of public accounting experience with three national firms, he focused on multiple phases of the real estate cycle, including planning, development, construction, ownership and disposition. He was a national instructor at Deloitte on partnerships and passive activities. Scott is also experienced in the New Markets Tax Credit Program and historic tax credits. Before joining BKD in 2009, Scott was CEO of a Cincinnati-based real estate consulting firm. In this role, he provided consulting services for community redevelopment, helping to create sustainable, walkable neighborhoods. Through the use of tools that include market forecasts, residential fit analysis, financial advisory, tax incentives, public/private partnerships and real estate valuation, Scott was able to bridge the desires of the community with the requirements of the private-sector development community to create a vision for a sustainable neighborhood. He is a member of the AICPA and The Ohio Society of CPAs. Scott is on the Executive Committee and Advisory Council of Urban Land Institute Cincinnati, a member of the City of Cincinnati Department of Land Development Code Advisory Committee and the Quality Place Team of Agenda 360. He serves on the boards of St. Ursula Academy, Catholic Inner-City Schools Education (CISE) Fund and the CISE Foundation. He is a cum laude graduate of Miami University, Oxford, Ohio, with a B.S. degree in accountancy, and a summa cum laude graduate of Xavier University, Cincinnati, Ohio, with an M.B.A. degree.

3 Presenter: Maximizing Talent Potential Mary Bennett, MBA, CIA, CEC Founder, MLBennett Consulting, LLC Mary is a well-known expert on topics related to the sustainability of business including succession planning, strategic planning, leadership development, diversity and inclusiveness, and generational challenges. Mary specializes in professional service firm entities. For the past twenty five years Mary has been a practicing business professional in the consulting industry. Mary has spent the majority of these years with a large top ten global professional services Firm at the partner level where she led practice areas, office locations, and large engagements consulting with clients in risk management and organizational development. Mary was also the founder and partner in charge of the gender diversity initiative and a member of the inclusiveness board as a partner in her firm. She is the founder of MLBennett Consulting LLC, a consulting firm formed in 2010, serving organizations in building sustainability, designing effective organizational change, and preparing talent to lead successfully today and in the future. Mary has won several national awards for her work in organizational change: Women of the Year, ASWA; Presidential Citation Award, AWSCPA; Torchbearers Award, Indiana Commission of Women; and more. She has been active on the executive boards of many charitable organizations. Mary is also a long time member and the immediate past chair of the AICPA Women s Initiatives Executive Committee. She is currently a member of the AICPA National Commission of Diversity and Inclusion. Mary is also a frequent advisor to the Canadian Institute of Chartered Accountants and its Women s Leadership Council. She is the author of two books published by CPA Canada, Career Navigation Tool Kit for Women in Accounting & Retaining and Developing Women Leaders: Tool Kit for Firms. Mary is a frequent international author and speaker on topics relative to organizational sustainability and, in particular, diversity. ebsite: mlbennettconsulting.com itter : mbennett il Linked In :

4 Presenter: Quick and Easy Tips to Manage Your Largest Investment Cara Benningfield, CPA Director BKD, LLP Cara assists with leveraged employee stock ownership plans (ESOPs) for closely held middlemarket companies. Her experience with ESOPs includes transaction structuring, providing financing assistance, tax planning and coordinating transaction closings, as well as ongoing plan administration. She is a member of the American Institute of CPAs, Kentucky Society of Certified Public Accountants and Bowling Green Junior Woman s Club. She serves on the board of directors of the Bowling Green-Warren County Community Foundation. Cara is a graduate of Campbellsville University, Kentucky, with a B.S. degree in accounting, and of Western Kentucky University, Bowling Green, with an M.B.A. degree.

5 Presenter: Quick and Easy Tips to Manage Your Largest Investment Robert Conner, CPA Director BKD, LLP Robert serves as a national tax assistant director in the National Office. He performs tax consultations and quality control reviews with the firm s offices and trains personnel on common firm approaches including standardized tax workpapers, technology tools and new regulatory procedures. Robb has more than eight years of public accounting experience. He provides planning and compliance services to high-net-worth individuals and for-profit organizations in the health care, manufacturing, distribution and technology industries. He is a member of BKD s firmwide Employee Engagement Council and a Camp BKD counselor. In 2009, he was awarded the firmwide BKD PRIDE award, given to the employee who most exemplifies the characteristics of passion, respect, integrity, discipline and excellence. Robb is a member of the American Institute of CPAs and Colorado Society of Certified Public Accountants. He is a graduate of Illinois State University, Normal, with a B.S. degree in accounting and a B.A. degree in finance.

6 Moderated Executive Panel Discussion Reflections on Peak Performing Teams Moderator Mary Stagaman, Vice President, Regional Initiatives & Executive Director, Agenda 360 Cincinnati USA Regional Chamber Mary Stagaman serves the Cincinnati USA Regional Chamber as its vice president for regional initiatives and executive director of Agenda 360 a plan to grow talent, jobs, and economic opportunity for all who call our region home. Under Stagaman s leadership, Agenda 360 has become a trusted source for reliable data about the region s economic progress; has engaged hundreds of volunteers in a ground-breaking diversity and inclusion initiative, which we ll hear more about this morning; has forged new collaborations to improve regional transit; and launched Green Umbrella, a regional sustainability alliance with more than 300 members.

7 Panelist Executive Panel Discussion Mary Bennett, MBA, CIA, CEC MLBennett Consulting, LLC Mary is a well-known expert on topics related to the sustainability of business including succession planning, strategic planning, leadership development, diversity and inclusiveness, and generational challenges. Mary specializes in professional service firm entities. For the past twenty five years Mary has been a practicing business professional in the consulting industry. Mary has spent the majority of these years with a large top ten global professional services Firm at the partner level where she led practice areas, office locations, and large engagements consulting with clients in risk management and organizational development. Mary was also the founder and partner in charge of the gender diversity initiative and a member of the inclusiveness board as a partner in her firm. She is the founder of MLBennett Consulting LLC, a consulting firm formed in 2010, serving organizations in building sustainability, designing effective organizational change, and preparing talent to lead successfully today and in the future. Mary has won several national awards for her work in organizational change: Women of the Year, ASWA; Presidential Citation Award, AWSCPA; Torchbearers Award, Indiana Commission of Women; and more. She has been active on the executive boards of many charitable organizations. Mary is also a long time member and the immediate past chair of the AICPA Women s Initiatives Executive Committee. She is currently a member of the AICPA National Commission of Diversity and Inclusion. Mary is also a frequent advisor to the Canadian Institute of Chartered Accountants and its Women s Leadership Council. She is the author of two books published by CPA Canada, Career Navigation Tool Kit for Women in Accounting & Retaining and Developing Women Leaders: Tool Kit for Firms. Mary is a frequent international author and speaker on topics relative to organizational sustainability and, in particular, diversity. ebsite: mlbennettconsulting.com itter : mbennett il Linked In :

8 Panelist Executive Panel Discussion Stacey Browning, Executive Vice President Paycor Stacey is executive vice president with Paycor, the largest privately held payroll processing and human resource systems company. In 20+ years with the company, she has had responsibility for Information Technology, Product Management, Operations, Marketing and Training. In 2013, LEAD magazine awarded Browning with its inaugural C-Suite Award for strategic leadership impact. Browning is a past board member and conference chair of the Independent Payroll Providers Association. She speaks on the power of personal branding and HR technology, and regularly facilitates discussions on human resources and performance improvement. Stacey is a graduate of Miami University, Oxford, Ohio, with a B.S. degree in Business (Marketing).

9 Panelist Executive Panel Discussion Andy Nielsen, President Everything But the House Andy has been at the helm of Everything But the House since His drive, dedication to innovation and willingness to take risks has taken EBTH to the next level. He believes a strong company culture dedicated to innovation is the key to success and he is committed to building that culture at EBTH with people who share his love for the service. He is a 2014 Ernst and Young Entrepreneur of the Year Award Winner. Prior to EBTH, Andy was Director of Acquisitions & Marketing for Riverstone Development Group, LLC, a residential real estate development company located in Cincinnati. Andy is a graduate of Miami University, Oxford, Ohio, with a B. A. degree in Mass Communications, and of Xavier University with an M.B.A. degree.

10 Lunch elcome & Emcee Chris Linck, CPA Partner BKD, LLP Chris leads BKD s Cincinnati manufacturing and distribution team and serves as the office s recruiting coordinator. He has 20 years of experience providing assurance and consulting services to manufacturers, contractors and real estate and hospitality companies. He is a member of the American Institute of CPAs, Ohio Society of CPAs (OSCPA), Financial Executives International and Association for Corporate Growth (ACG). He began serving as a board member for ACG in 2012 and took on the role of treasurer in Chris has completed the OSCPA s Center for Leadership program and serves as BKD s representative on the Miami University Accountancy Advisory Group. He also serves on the Volunteer Leadership Council of the American Cancer Society of Greater Cincinnati and is a member of the United Way of Greater Cincinnati Tocqueville Society. He is a graduate of Miami University, Oxford, Ohio, with a B.S. degree in accounting.

11 Presenter: Recruiting Talent to Your Team Mike Sipple Jr., President Centennial, Inc. Mike is president of Centennial, which specializes in Talent Strategy and Executive Search. Known as one of the leading connectors in the executive search industry, leaders have benefited from his advice, guidance, connections and expertise. He has a passion for working with forward-thinking and change-oriented decision makers of family owned, privately held and private equity owned organizations. He partners with leaders who have a strong desire to build the Right team as they grow and transform their businesses. He also believes that to become a talent magnet you have to not only attract the best but retain the best. Mike and his firm serve organizations that operate across regional, national and international markets that include manufacturing, packaging, consumer products, food & beverage, supply chain, financial and software services industries. Leaders and companies utilize Mike s expertise in succession planning, talent acquisition strategies, employment branding, community engagement and building high performing executive teams. Mike serves on the Board of Directors for Association for Corporate Growth of Cincinnati and The Northern Kentucky Chamber. He serves in a variety of leadership capacities including the executive committee for the 2015 ACG Great Lakes Capital Connection, Professional Leadership Network and Cincinnati s Forty Under 40 Alumni Network.

12 BKD Smart Business Series Returns to GABP! Look for our SAVE THE DATE January, 2016

Rebecca Gruss Partner, Deloitte & Touche LLP rgruss@deloitte.com

Rebecca Gruss Partner, Deloitte & Touche LLP rgruss@deloitte.com JOSEPH J. BOEHM, III Senior Vice President Retail Leasing 1026 Terminal Tower 50 Public Square Cleveland, OH 44113 Tele (216) 416-3430 Fax (216) 263-6210 E-mail: joseph_boehm@fceinc.com Joseph J. Boehm,

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

BAML Capital Access Funds Management, LLC Team

BAML Capital Access Funds Management, LLC Team The seasoned professionals at BAML Capital Access Funds Management, LLC (CAF) understand the longterm strategies required to invest successfully in private equity, and the special needs of our investors.

More information

Plenary: Compliance and Legal Trends Tuesday, May 24 4:15 p.m. 5:15 p.m.

Plenary: Compliance and Legal Trends Tuesday, May 24 4:15 p.m. 5:15 p.m. Plenary: Compliance and Legal Trends Tuesday, May 24 4:15 p.m. 5:15 p.m. Join us for a special session with senior leaders as they discuss key issues affecting the regulatory landscape. Panelists will

More information

Here is a breakdown of the event s agenda with bios for each panelist and speaker.

Here is a breakdown of the event s agenda with bios for each panelist and speaker. Here is a breakdown of the event s agenda with bios for each panelist and speaker. Dr. Latha Ramchand Dean, C. T. Bauer College of Business Latha Ramchand is Dean and Professor of Finance at the C. T.

More information

LNC provides its partners with flexible capital solutions and the strategic support to drive value creation for all stakeholders

LNC provides its partners with flexible capital solutions and the strategic support to drive value creation for all stakeholders LNC provides its partners with flexible capital solutions and the strategic support to drive value creation for all stakeholders LNC Partners is a Northern Virginia based investment firm with over $235

More information

Nonprofit Executive Mentors

Nonprofit Executive Mentors Nonprofit Executive Mentors Social Enterprise @ Goizueta is pleased to offer a Nonprofit Career Mentorship program. Interested students are invited to meet one-on-one with experienced Nonprofit Executive

More information

OUR SPONSORS. South Florida Hedge Funds 2011 Industry Outlook. The Miami Finance Forum. Presents A Panel Discussion on.

OUR SPONSORS. South Florida Hedge Funds 2011 Industry Outlook. The Miami Finance Forum. Presents A Panel Discussion on. OUR SPONSORS The Miami Finance Forum Presents A Panel Discussion on South Florida Hedge Funds 2011 Industry Outlook Our Panelists: About the Miami Finance Forum The Miami Finance Forum is a non-for-profit

More information

Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Business Law

Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Business Law MIAMI-LUKEN SEPTEMBER 20 21, 2014 GREAT WOLF LODGE - Cincinnati/Mason Donnie Sullivan, RPh, PhD Professor, Pharmacy Practice, Ohio Northern University, College of Pharmacy Law Dr. Sullivan is a professor

More information

Partner, Corporate Practice Co-Administrator Bank of America Plaza 101 E. Kennedy Boulevard Suite 2800 Tampa, FL 33602

Partner, Corporate Practice Co-Administrator Bank of America Plaza 101 E. Kennedy Boulevard Suite 2800 Tampa, FL 33602 Gregory C. Yadley Partner, Corporate Practice Co-Administrator Bank of America Plaza 101 E. Kennedy Boulevard Suite 2800 Tampa, FL 33602 Direct 813.227.2238 Mobile 813.227.2238 Fax 813.229.1660 gyadley@slk-law.com

More information

CURRICULUM VITAE MARK C. HIGGINS, ASA

CURRICULUM VITAE MARK C. HIGGINS, ASA Established 1980 CURRICULUM VITAE MARK C. HIGGINS, ASA, is President of Higgins, Marcus & Lovett, Inc., a business valuation firm based in Los Angeles, California. The firm conducts valuation studies of

More information

Audit committee forum*

Audit committee forum* Ashok Bakhru Chairman of the Board Goldman Sachs Group of Mutual Funds Ashok Bakhru is President of ABN Associates, a management and financial consulting firm working with mid-size firms. Ashok served

More information

Increase ROI on Your Clients' Biggest Expense: Employees. June 2013 BMRG GAP Retreat

Increase ROI on Your Clients' Biggest Expense: Employees. June 2013 BMRG GAP Retreat Increase ROI on Your Clients' Biggest Expense: Employees June 2013 BMRG GAP Retreat Help A Company Achieve a Higher ROI on Payroll Agenda Expenses or Assets? Getting the Most Out Of Employees Human Capital

More information

Workforce Development through Cybersecurity & Project Management Certifications. Dr. Jo-Ann Rolle, Mr. Jerry Perone, & Mr.

Workforce Development through Cybersecurity & Project Management Certifications. Dr. Jo-Ann Rolle, Mr. Jerry Perone, & Mr. Workforce Development through Cybersecurity & Project Management Certifications Dr. Jo-Ann Rolle, Mr. Jerry Perone, & Mr. Leo Dregier III Dr. Jo-Ann Rolle, Consultant 2 Agenda Introduction of panelist

More information

Sharon B. Hearn Partner

Sharon B. Hearn Partner Sharon B. Hearn Partner P: (317) 238-6234 F: (317) 636-1507 E: shearn@kdlegal.com Carmel Office 12800 North Meridian Street Suite 300 Carmel, IN 46032-9422 Sharon Hearn is a partner with the Indianapolis

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 December 16, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Investment Philosophy

Investment Philosophy Why Premier.? In developing Premier, we started with a time-tested, disciplined process to manage client assets. We then created an environment that would let this process realize its true potential. Independent

More information

D AV I D J. B AY M I L L E R, C PA W E S B E H A M, C PA

D AV I D J. B AY M I L L E R, C PA W E S B E H A M, C PA PA R T N E R B I O G R A P H I E S D AV I D J. B AY M I L L E R, C PA Dave Baymiller joined the firm in 2010 as a partner in the tax services area with over thirty years of public accounting experience.

More information

NATIONAL CONSTRUCTION & REAL ESTATE GROUP ENERGY. experience direction // reach // access

NATIONAL CONSTRUCTION & REAL ESTATE GROUP ENERGY. experience direction // reach // access NATIONAL CONSTRUCTION & REAL ESTATE GROUP ENERGY experience direction // reach // access WHERE ARE YOU HEADED? In the constantly shifting energy industry, achieving your goals while reducing the potential

More information

COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS

COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS COMPETITION CFA INSTITUTE RESEARCH CHALLENGE SOUTHWEST U.S. FINALS Leah R. Bennett, CFA, CIC Managing Director and CIO King Investment Advisors Leah R. Bennett is a portfolio manager and investment analyst

More information

The McLean Group s. Business Valuation Practice. Austin Office. The McLean Group 401 Congress Avenue Suite 1540 Austin, TX 78701

The McLean Group s. Business Valuation Practice. Austin Office. The McLean Group 401 Congress Avenue Suite 1540 Austin, TX 78701 The McLean Group s Austin Office The McLean Group 401 Congress Avenue Suite 1540 Austin, TX 78701 Contents Page I. The McLean Group 3 II. Our 4 III. Why Our? 5 IV. Recent Business Valuation Experience

More information

JAY O. ROTHMAN PARTNER 777 E WISCONSIN AVENUE MILWAUKEE, WI 53202-5306 (414) 297-5644 MILW_8247430.1 JROTHMAN@FOLEY.COM

JAY O. ROTHMAN PARTNER 777 E WISCONSIN AVENUE MILWAUKEE, WI 53202-5306 (414) 297-5644 MILW_8247430.1 JROTHMAN@FOLEY.COM JAY O. ROTHMAN Jay O. Rothman is a partner and a member of Foley & Lardner s Management Committee. Mr. Rothman serves as the chair of the firm s national Transactional & Securities Practice and practices

More information

REGIONAL SPOKESPERSON BIOGRAPHIES

REGIONAL SPOKESPERSON BIOGRAPHIES REGIONAL SPOKESPERSON BIOGRAPHIES CONTENTS Robert Nardi, National...1 Duncan Stewart, National...2 Clinton G. McNair, Calgary...3 J. Blair Knippel, Prairie...4 Jamie Barron, Southwestern Ontario...5 Jeffrey

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

The Samuelson Company LLC 210 Interstate North Parkway, Suite 150 Atlanta, Georgia 30339

The Samuelson Company LLC 210 Interstate North Parkway, Suite 150 Atlanta, Georgia 30339 Larry R. Samuelson The Samuelson Company LLC 210 Interstate North Parkway, Suite 150 Atlanta, Georgia 30339 Profile LARRY R. SAMUELSON Executive Coach and Trusted Advisor Mid-Market Business and Leadership

More information

Guild Mortgage Depth and Breadth of Skills, Experience Define the Management Team

Guild Mortgage Depth and Breadth of Skills, Experience Define the Management Team FOR IMMEDIATE RELEASE October 17, 2012 Guild Mortgage Depth and Breadth of Skills, Experience Define the Management Team Leadership Team Backgrounder Guild Mortgage s leadership team sets the tone for

More information

JOEL M. ROSENTHAL, C.P.A., CVA

JOEL M. ROSENTHAL, C.P.A., CVA JOEL M. ROSENTHAL, C.P.A., CVA JOEL M. ROSENTHAL, CPA, CVA As director of Schneider Downs Business Advisors, Joel is responsible for the strategic direction and development of the firm s specialized business

More information

Michael P. Alerding SENIOR DIRECTOR ALERDING CPA GROUP

Michael P. Alerding SENIOR DIRECTOR ALERDING CPA GROUP SENIOR DIRECTOR ALERDING CPA GROUP 4181 E. 96 TH STREET, SUITE 180 INDIANAPOLIS, IN 46240 (317) 569-4181 X. 223 (DIRECT) (317) 569-0564 (FAX) malerding@alerdingcpagroup.com CURRICULUM VITAE OVERVIEW OF

More information

Texas Infrastructure Council Planning and building the future for Texas' infrastructure

Texas Infrastructure Council Planning and building the future for Texas' infrastructure TXIC Texas Infrastructure Council Planning and building the future for Texas' infrastructure Texas Infrastructure Council Mission To support state and local governments in the formation and implementation

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

Speaker Bios. John Langefeld, MD Chief Medical Officer Kentucky Department of Medicaid Cabinet for Health and Family Services Frankfort, KY

Speaker Bios. John Langefeld, MD Chief Medical Officer Kentucky Department of Medicaid Cabinet for Health and Family Services Frankfort, KY Speaker Bios Robert Graham, MD Director, National Program Office Aligning Forces for Quality Program Research Professor, Department of Health Policy George Washington University School of Public Health

More information

Proceed boldly. Inspire social impact. Make your difference.

Proceed boldly. Inspire social impact. Make your difference. Proceed boldly. Inspire social impact. Make your difference. What s Occurring Today in philanthropy? Donors, foundation executives, philanthropic organizations and the professional advisors who counsel

More information

experience Energy industry services

experience Energy industry services experience Energy industry services experience The ever-changing energy environment can be challenging to navigate. My experience and skills help better prepare me to face the challenge and help my clients

More information

5 Panelists from U.S.A. (affiliated with IMC USA and IERG)

5 Panelists from U.S.A. (affiliated with IMC USA and IERG) 5 Panelists from U.S.A. (affiliated with IMC USA and IERG) Jerry Savin CMC, FIMC President, CTCG IMC USA Past Chair Dr. Don Gilman Principal, Gilman Consulting Group IMC USA SoCal Board Member Jeremy Eskenazi

More information

Master of Science Higher Administration Faculty

Master of Science Higher Administration Faculty Master of Science Higher Administration Faculty Becki Elkins Becki Elkins is Registrar and Director of Institutional Research & Assessment at Cornell College in Mount Vernon, Iowa. She holds a doctorate

More information

Who is BOWEN today? Services Overview. bowenworks.ca

Who is BOWEN today? Services Overview. bowenworks.ca Who is BOWEN today? Services Overview bowenworks.ca BOWEN has evolved over the years. Established in 1974 as an administrative staffing firm, we have leveraged our expertise and reputation in to a full

More information

Catherine C. Gryczan

Catherine C. Gryczan Catherine C. Gryczan Partner catherine.gryczan@faegrebd.com Contact Numbers T: +1 312 356 5098 F: +1 312 212 6501 311 S. Wacker Drive, Suite 4300 Chicago, Illinois 60606 Governance Emerging Companies &

More information

Legal, Government Affairs & Business Consultant

Legal, Government Affairs & Business Consultant Frank S. Ioppolo, Jr. Managing member Ioppolo Law Group, PLLC 1525 International Parkway Suite 4071 Lake Mary, FL 32746 (407) 444-1004 frankjr@ioppololawgroup.com www.ioppololawgroup.com Legal, Government

More information

Welcome to The Show Me Forum on Investing for ESOPs. Sponsored By:

Welcome to The Show Me Forum on Investing for ESOPs. Sponsored By: Welcome to The Show Me Forum on Investing for ESOPs Sponsored By: 1 Investing for ESOPs Forum Video Access Part I: Repurchase Obligation Forecasting Basics Part II: Repurchase Obligation Policy Impacts

More information

Financial Services Practice

Financial Services Practice Financial Services Practice bringing your financial objectives within reach Partner with a firm... that offers solutions that lead to financial growth 2 Table of Contents 01 About Us 5 02 Our Financial

More information

JESSICA LOCHMANN ALLEN

JESSICA LOCHMANN ALLEN JESSICA LOCHMANN ALLEN PARTNER JLOCHMANN@FOLEY.COM 777 E WISCONSIN AVENUE MILWAUKEE, WI 53202-5306 414.297.5817 Jessica Lochmann Allen is a partner with Foley & Lardner LLP, and is a member of the firm

More information

5@55. Title Information. The 5 Essential Legal Documents You Need by Age 55. Publication Date: June 15, 2015

5@55. Title Information. The 5 Essential Legal Documents You Need by Age 55. Publication Date: June 15, 2015 Title Information 5@55 The 5 Essential Legal Documents You Need by Age 55 by Judith D. Grimaldi and Joanne Seminara with Pierre A. Lehu Publication Date: June 15, 2015 $12.95 ($13.95 Canada) Trade Paperback

More information

Steps to Creating a High School Entrepreneurship Class

Steps to Creating a High School Entrepreneurship Class 10 Steps to Creating a High School Entrepreneurship Class By Susan Hanfland, SCH Consulting and Jeanne Dau, Business Solutions Center at Eastern Illinois University Why do you need a class? - Communities

More information

Utilizing Employee Resource Groups to Achieve Business Objectives

Utilizing Employee Resource Groups to Achieve Business Objectives INCLUSION CHANGE MANAGEMENT CONFERENCE Utilizing Employee Resource Groups to Achieve Business Objectives George Sample Manager, Diversity & Inclusion Lubrizol Corporation Thomas Hawn President Plexus Education

More information

We Focus Our Energy On Delivery BOXLEYGROUP.COM

We Focus Our Energy On Delivery BOXLEYGROUP.COM We Focus Our Energy On Delivery Bridging The Gaps Boxley Group consultants help to bridge the gaps that can exist between the four cornerstones of a business - Strategy, Operations, Commercial and Technology

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

Curriculum Vitae Dr. Joseph A. Sarnovsky

Curriculum Vitae Dr. Joseph A. Sarnovsky Curriculum Vitae Dr. Joseph A. Sarnovsky PERSONAL INFORMATION Joseph A. Sarnovsky 2019 Northumbria Drive Sanford, Florida 32771 Cell Phone: (321) 377-7958 Email: joe_sarnovsky@yahoo.com EDUCATION Doctor

More information

JEDDAH, KSA NOVEMBER 29 - DECEMBER 03

JEDDAH, KSA NOVEMBER 29 - DECEMBER 03 NOVEMBER 29 - DECEMBER 03 JEDDAH, KSA Time: 09.00h 17.00h Location: Program language: Expert consultant: University of Business & Technology Continuing Education Center King Road Tower 2701, 27th Floor

More information

MARK LIEBERMAN San Marino, CA 91108

MARK LIEBERMAN San Marino, CA 91108 MARK LIEBERMAN San Marino, CA 91108 mark.lieberman@marshall.usc.edu Profile A senior business technology executive with over 25 years experience in guiding entrepreneurial growth firms from early stage

More information

What do you want to be when you grow up? Accounting Career Opportunities Panel

What do you want to be when you grow up? Accounting Career Opportunities Panel What do you want to be when you grow up? Accounting Career Opportunities Panel There is a wide spectrum of potential careers that present themselves to someone with an accounting/finance background. The

More information

2015-2018 College of Business Academic Program Planning

2015-2018 College of Business Academic Program Planning 2015-2018 College of Business Academic Program Planning INTRODUCTION 2015-2020 College of Business Strategic Plan The College of Business (COB) engaged in an intensive college-wide strategic planning process

More information

400 South. Agenda. Hall University. Meeting Call to Order. Approval of Announcements. Competencies. Christopher J. Resources

400 South. Agenda. Hall University. Meeting Call to Order. Approval of Announcements. Competencies. Christopher J. Resources CUPA-HR New Jerseyy Chapter Spring 2015 Session: HR Competencies: : Serving Higher Education Friday, April 24, 2015 Bishop Dougherty University Center, Chancellor s Suite 400 South Orange Avenue, South

More information

CURRICULUMN VITAE. Ronald Thompkins, CPA, CGMA. TEACHING AREAS: Financial Accounting, Government/Nonprofit Accounting, Financial Decision Making

CURRICULUMN VITAE. Ronald Thompkins, CPA, CGMA. TEACHING AREAS: Financial Accounting, Government/Nonprofit Accounting, Financial Decision Making CURRICULUMN VITAE, CPA, CGMA CURRENT FACULTY POSITION: Assistant Professor of Accounting TEACHING AREAS: Financial Accounting, Government/Nonprofit Accounting, Financial Decision Making EDUCATION: June

More information

ACCOUNTING PANEL SESSION SUMMARY TOPIC: ACCOUNTING

ACCOUNTING PANEL SESSION SUMMARY TOPIC: ACCOUNTING ACCOUNTING PANEL TOPIC: ACCOUNTING PANELISTS: Industry: Accounting Who should attend? All College of Business Majors Session: 10AM Moderator: Dr. Marvin Williams, Professor, FACIS Department Name Title

More information

TMT Predictions 2013 Regional spokesperson biographies

TMT Predictions 2013 Regional spokesperson biographies TMT Predictions 2013 Regional spokesperson biographies Contents Richard Lee, National...3 Duncan Stewart, National...4 Bruce Chin, Toronto...5 John Muffolini, Toronto...6 Jamie Barron, SWO...7 François

More information

Save The Date ~ UNA & SHRM Offers 17th Annual North Alabama Human Resource Mgmt Conference!

Save The Date ~ UNA & SHRM Offers 17th Annual North Alabama Human Resource Mgmt Conference! Save The Date ~ UNA & SHRM Offers 17th Annual North Alabama Human Resource Mgmt Conference! Registration is now underway for UNA's 17th Annual North Alabama Human Resource Management Conference offered

More information

Creating Financial Solutions and Prosperity for our Clients

Creating Financial Solutions and Prosperity for our Clients Creating Financial Solutions and Prosperity for our Clients Journey to Success 1958 1966 1973 1992 Melbourne office opens Merritt Island office opens John Hopkins Jim LaHam 1997 2002 2006 2007 Ross Whitley

More information

Executive Compensation Certificate Program

Executive Compensation Certificate Program HRIA in partnership with has developed a comprehensive Executive Compensation Program that equips senior management, executives and board members with information, best practices and strategies for dealing

More information

GREENSTEIN, ROGOFF, OLSEN & CO., LLP

GREENSTEIN, ROGOFF, OLSEN & CO., LLP GREENSTEIN, ROGOFF, OLSEN & CO., LLP c e r t i f i e d p u b l i c a c c o u n t a n t s FREMONT PALO ALTO DANVILLE SAN FRANCISCO Practical Accountant PRACTICE PROFILE Working With Those at the Top Greenstein,

More information

We have a track for YOU.

We have a track for YOU. IWL 2015 Conference Workshop Planning Tool We have a track for YOU. We have customized and designed the Brand You Conference program to include 5 tracks for your personal and professional growth. During

More information

NATIONAL HIGHER EDUCATION GROUP

NATIONAL HIGHER EDUCATION GROUP NATIONAL CONSTRUCTION & REAL ESTATE GROUP NATIONAL HIGHER EDUCATION GROUP experience drive // momentum // access WHAT ARE YOU PUSHING TOWARD? Improved efficiencies? Better transparency? Resource management?

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

ERIC M. WRIGHT, cpa, citp

ERIC M. WRIGHT, cpa, citp ERIC M. WRIGHT, cpa, citp ERIC M. WRIGHT, CPA, CITP Eric has been involved with Information Technology with Schneider Downs since 1983. He specializes in and oversees the design, setup, installation and

More information

The vision of the Belk College of Business is to be a leading urban research business school.

The vision of the Belk College of Business is to be a leading urban research business school. The vision of the Belk College of Business is to be a leading urban research business school. To fulfill this vision we must: Offer a full array of rigorous and innovative undergraduate, graduate, and

More information

BRIAN R. KORB, PhD, CFA, CFP

BRIAN R. KORB, PhD, CFA, CFP BRIAN R. KORB, PhD, CFA, CFP ACADEMIC POSITIONS: 2002 Present TRINITY WESTERN UNIVERSITY, School of Business, Langley, BC Assistant Professor of Finance Direct the finance curriculum for the largest Christian

More information

It s All About The Experience: Yours And Ours. WealthConsultingGroup_J.Lee_Bro_FNL.indd 1

It s All About The Experience: Yours And Ours. WealthConsultingGroup_J.Lee_Bro_FNL.indd 1 It s All About The Experience: Yours And Ours WealthConsultingGroup_J.Lee_Bro_FNL.indd 1 Extensive Industry Experience Drives An Exceptional Client Experience WCG is a boutique wealth management firm offering

More information

Building and Sustaining a Strong Organization Amid Challenge And Change KPMG LLP

Building and Sustaining a Strong Organization Amid Challenge And Change KPMG LLP Building and Sustaining a Strong Organization Amid Challenge And Change KPMG LLP The Issue Today s market realities offer businesses little choice but to embrace change. Companies in almost every industry

More information

WHA Education. Today s Challenges, Tomorrow s Opportunities. Program Description. Who Should Attend. A Future Leader s Guide to Wisconsin Health Care

WHA Education. Today s Challenges, Tomorrow s Opportunities. Program Description. Who Should Attend. A Future Leader s Guide to Wisconsin Health Care WHA Education Today s Challenges, Tomorrow s Opportunities A Future Leader s Guide to Wisconsin Health Care The first in a series of leadership development programs sponsored by WHA and the Wisconsin Forum

More information

LaFern K. Batie, MBA, SPHR Business Strategist Executive Coach Professional Speaker Author. Practical Insight, Powerful Impact!

LaFern K. Batie, MBA, SPHR Business Strategist Executive Coach Professional Speaker Author. Practical Insight, Powerful Impact! Business Strategist Executive Coach Professional Speaker Author Practical Insight, Powerful Impact! Engaging Powerful Practical That is what leaders consistently say after attending an interactive session

More information

Founder Agreements & Stock Vesting

Founder Agreements & Stock Vesting Founder Agreements & Stock Vesting Building a Team, Protecting Yourself, Managing Expectations By: Robert A. Adelson, Esq. Partner, Engel & Schultz, LLP One Federal Street, Boston, Massachusetts www.executiveemploymentattorney.com

More information

Dental Practice Overhead Survey

Dental Practice Overhead Survey Dental Practice Overhead Survey 2013 Data Compiled in 2014 Table of Contents Introduction Letter... 1 General Dentistry... 2 Endodontics... 3 Oral and Maxillofacial Surgery... 4 Orthodontics... 5 Pediatric

More information

Firm Brochure Supplement (Part 2B of Form ADV)

Firm Brochure Supplement (Part 2B of Form ADV) Firm Brochure Supplement (Part 2B of Form ADV) 9200 Montgomery Road Cincinnati, Ohio 45242 (513) 771-7222 (888) 234-7982 www.taaginc.com info@taaginc.com This brochure supplement provides information about

More information

M.S. IN BUSINESS: REAL ESTATE & URBAN LAND ECONOMICS PROPOSED NEW NAMED OPTION: GLOBAL REAL ESTATE

M.S. IN BUSINESS: REAL ESTATE & URBAN LAND ECONOMICS PROPOSED NEW NAMED OPTION: GLOBAL REAL ESTATE M.S. IN BUSINESS: REAL ESTATE & URBAN LAND ECONOMICS PROPOSED NEW NAMED OPTION: GLOBAL REAL ESTATE This proposal addresses adding a named option to the major Business: Real Estate and Urban Land Economics

More information

M&A Exit Strategy Planning. Begin with the End in Mind

M&A Exit Strategy Planning. Begin with the End in Mind M&A Exit Strategy Planning Begin with the End in Mind Breakfast Roundtable Participants Featuring Dave Johnson SVP, Corporate Strategy at Dell Manoj Saxena VP, Global Business Services at IBM Hosts Matt

More information

James B. Isaacs. 1407 Lake Bonavista Drive South East Calgary, Alberta T2J 2X8. Bus. 403-215-8877 Fax 403-215-8878 e-mail: jbisaacs@telusplanet.

James B. Isaacs. 1407 Lake Bonavista Drive South East Calgary, Alberta T2J 2X8. Bus. 403-215-8877 Fax 403-215-8878 e-mail: jbisaacs@telusplanet. James B. Isaacs 1407 Lake Bonavista Drive South East Calgary, Alberta T2J 2X8 Bus. 403-215-8877 Fax 403-215-8878 e-mail: jbisaacs@telusplanet.net Mr. Isaacs is a native Calgarian who has been in the public

More information

C O N S U L T A N T S

C O N S U L T A N T S Timothy D. Richards, Attorney at Law Tim Richards was born in Schenectady, New York in 1952. He spent his early youth in San Jose, Costa Rica (1957-69). He earned a Bachelor of Arts in International Relations

More information

Independence and Integration

Independence and Integration Independence and Integration One of the many luxuries wealth affords a family is a certain level of independence. Independent families have the freedom to explore new business ventures, pursue educational

More information

Workshop A. Best Practices in Achieving Corporate Sustainability Goals. Tuesday, March 26, 2013 9:45 a.m. to 11 a.m.

Workshop A. Best Practices in Achieving Corporate Sustainability Goals. Tuesday, March 26, 2013 9:45 a.m. to 11 a.m. Workshop A Best Practices in Achieving Corporate Sustainability Goals Tuesday, March 26, 2013 9:45 a.m. to 11 a.m. Biographical Information Melanie Boyle, Manager, Sustainability, Cintas Corporation 6800

More information

Press Release. Seven member Committee announced to review proposals for $50 million economic development loan and grant incentives

Press Release. Seven member Committee announced to review proposals for $50 million economic development loan and grant incentives Press Release For Immediate Release: June 22, 2012 For Information Contact: Scott L. Peterson Press Secretary Office of the County Executive (240) 508-1989 The Office of Prince George s County Executive

More information

JOHN C. RICH PUBLICATIONS

JOHN C. RICH PUBLICATIONS JOHN C. RICH jrich@emporia.edu School of Business Emporia State University Emporia, KS 66801-5087 (620) 341-5345 (O) (620) 794-3131 (C) (620) 341-5892 (F) DEGREES AND CERTIFICATIONS Ph.D. in Accounting,

More information

Materials prepared for discussion. 30539 Pinetree Road, Ste 228 Pepper Pike, OH 44124 Tel. 216/464-8714 www.redhawkassociates.com

Materials prepared for discussion. 30539 Pinetree Road, Ste 228 Pepper Pike, OH 44124 Tel. 216/464-8714 www.redhawkassociates.com Materials prepared for discussion 30539 Pinetree Road, Ste 228 Pepper Pike, OH 44124 Tel. 216/464-8714 www.redhawkassociates.com Table of Contents Page Deal Environment 2 Factors and Issues affecting Value

More information

A Blueprint for Business Software Implementation Success

A Blueprint for Business Software Implementation Success A Blueprint for Business Software Implementation Success An I.B.I.S., Inc. Whitepaper by Kevin Johnson VP, Professional Services Clinton Weldon VP, Professional Services I.B.I.S., Inc. 2015 All Rights

More information

Third Annual college Diversity Summit

Third Annual college Diversity Summit The tri-state Diversity Council presents the Third Annual college Diversity Summit PREPARING TOMORROW S WORKFORCE Saturday, March 29, 2014 Syracuse, New York Welcome from Onondaga Community College Dr.

More information

YOUR OPPORTUNITY TO DRIVE PROFIT AND GROWTH

YOUR OPPORTUNITY TO DRIVE PROFIT AND GROWTH YOUR OPPORTUNITY TO DRIVE PROFIT AND GROWTH ENGAGE YOUR EMPLOYEES TO DRIVE THE CUSTOMER EXPERIENCE At this summit, leading retailers and industry experts will investigate and share how you can turn effective

More information

2010-2015 Strategic Plan Executive Summary

2010-2015 Strategic Plan Executive Summary 2010-2015 Strategic Plan Executive Summary REACH Context The School of Business and Economics Brand................................2 Vision, Mission, & Values................................................

More information

TAYLOR SENIOR PARTNER

TAYLOR SENIOR PARTNER Brochure Supplement (Part 2B of Form ADV) Dated October, 2011 This Brochure Supplement of the ADV II, filed with the SEC on April 29, 2011, provides information on the partners and employees of, 832 Camino

More information

ORGANIZATION OVERVIEW

ORGANIZATION OVERVIEW Synovus Investment Advisors, Inc. ORGANIZATION OVERVIEW Investment products and services provided by Synovus are offered through Synovus Investment Advisors, Inc., Synovus Securities, Inc., Synovus Trust

More information

COLLABORATIVE CONTRACTING FOR IT PROJECTS an ADRIO, PMI GTISLIG and CMC-Ontario-GTA joint event

COLLABORATIVE CONTRACTING FOR IT PROJECTS an ADRIO, PMI GTISLIG and CMC-Ontario-GTA joint event Come join our panel of senior professionals to discuss COLLABORATIVE CONTRACTING FOR IT PROJECTS an ADRIO, PMI GTISLIG and CMC-Ontario-GTA joint event EVENT DETAILS DATE: October 30, 2010 VENUE: Medical

More information

Please note this document does not make any representations or represent in any way an earnings claim regarding the Interface franchise.

Please note this document does not make any representations or represent in any way an earnings claim regarding the Interface franchise. This document contains brief profiles of actual IFG franchisees their professional/business backgrounds, why they joined the IFG team, and how their business is today. Each of them followed the IFG process

More information

2015 Business Valuation Speaker Bios

2015 Business Valuation Speaker Bios 2015 Business Valuation Speaker Bios Jim Alerding CPA, ABV, ASA, CVA, CFF Owner Alerding Consulting Jim Alerding established Alderding Consulting in 2012 to provide a wide range of valuation and forensic

More information

261 Gorham Road South Portland, ME 04106. Company Profile

261 Gorham Road South Portland, ME 04106. Company Profile Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1980. Over the last 30 years PMI has grown to manage over

More information

Report Card 2013-2014

Report Card 2013-2014 Report Card 2013-2014 For parents, taxpayers, the governor and legislators Miami University and the State of Ohio have enjoyed a successful partnership for 205 years. Miami s vision is to provide the best

More information

Military Recruiting Consulting & Training Services Proposal

Military Recruiting Consulting & Training Services Proposal In Partnership with Military Recruiting Consulting & Training Services Proposal Prepared For: March 9, 2015 Our Understanding of Your Needs XYZ is a rapidly growing organization with... An evolving military

More information

Role of Agents/Brokers Technical Advisory Committee (TAC) Nominees and Bios Vernon Bonfield- Washington Health Insurance Agency Ron Bruchet- GHB

Role of Agents/Brokers Technical Advisory Committee (TAC) Nominees and Bios Vernon Bonfield- Washington Health Insurance Agency Ron Bruchet- GHB Role of Agents/Brokers Technical Advisory Committee (TAC) Nominees and Bios Vernon Bonfield- Washington Health Insurance Agency Ron Bruchet- GHB Insurance Sean Corry- Sprague Israel Giles, Inc. Matthew

More information

accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE

accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE Your success is our top priority. How do we measure success? Personal attention Expert services Practical advice These are just

More information

Linda C. Banister, B.Com, MPM, FCMC, CMRP, CE, ICD.D President Banister Research & Consulting Inc.

Linda C. Banister, B.Com, MPM, FCMC, CMRP, CE, ICD.D President Banister Research & Consulting Inc. Linda C. Banister, B.Com, MPM, FCMC, CMRP, CE, ICD.D President Banister Research & Consulting Inc. AREA OF PRACTICE Linda Banister is the President and owner of Banister Research & Consulting Inc., a firm

More information

W. ANDREW GOWDER, JR. PRATT-THOMAS WALKER, P.A. 16 CHARLOTTE STREET CHARLESTON, SOUTH CAROLINA

W. ANDREW GOWDER, JR. PRATT-THOMAS WALKER, P.A. 16 CHARLOTTE STREET CHARLESTON, SOUTH CAROLINA W. ANDREW GOWDER, JR. PRATT-THOMAS WALKER, P.A. 16 CHARLOTTE STREET CHARLESTON, SOUTH CAROLINA EDUCATION Wake Forest University School of Law, J.D., cum laude, 1986; Order of Barristers, National Moot

More information

!!!!!!!!!!!! Accounting!Club! University!of!Hawaii!at!Manoa! Hawaii!IMA!Student!Chapter!! Clark!Johnson!Achievement!Award! IMA! 2014D2015!!!!!

!!!!!!!!!!!! Accounting!Club! University!of!Hawaii!at!Manoa! Hawaii!IMA!Student!Chapter!! Clark!Johnson!Achievement!Award! IMA! 2014D2015!!!!! AccountingClub UniversityofHawaiiatManoa HawaiiIMAStudentChapter ClarkJohnsonAchievementAward IMA 2014D2015 ClarkJohnson AGlimpseIntotheFutureConference(AGIF) AGlimpseIntoTheFutureConferenceisanannualall9dayconferencethatisheldevery

More information

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT May 24, 2012 (Date of Earliest Event

More information

Bernice P. (Bernie) Dixon

Bernice P. (Bernie) Dixon Bernice P. (Bernie) Dixon Bernice P. Dixon is the Chairman and CEO of Atlanta Technology Angels and Founder and CEO of Advising Angels. Bernie has been passionate about leveraging her positions as a senior

More information