Small Business Success Forum By Invitation Only Information to help in today s business environment May 8th, 2012 Putting the Pieces Together for Business 8:00 Success am to 3:00 pm Hilton Garden Inn - Denton 3110 Colorado Blvd, Denton, TX This Seminar is directed to the Small Business owner and will address many of the challenges they face. It will be an intimate setting and will allow you the chance to get to know the presentors and sponsors. You re Invited to a Schedule of events 8:00-8:15 am Opening Ray Croff, CLU, ChFC, CAP Turtle Creek Financial Group 8:15-9:00 am Business Succession for the Closely Held Business Ray Croff, CLU, ChFC, CAP Turtle Creek Financial Group 9:00-9:45 am HR Practices That Can Save Your Business Money Kay Schroeder, President, HR Map Wanda Granier, CEO, Bridgework Partners 10:00-10:45 am Risk Management for the Business Owner Roy Grisham, President Grisham Risk Management 10:45-11:30 am legal Issues for the Small Business Owner Leigh Hilton, Estate Planning and Elder Law Attorney 11:30-12:15 pm lunch Please email croff@raycroff.com or call 940.391.5336 for more information. Sponsorships Available - details on last page 12:15-1:00 pm Getting the Most Out of Your Marketing Dollar Lori Henderson, Owner Concept2Creation 1:00-1:45 pm Accounting and Tax for the Small Business Owner Dana Haynie, CPA Ken Hughes & Associates, PC 2:00-2:45 pm Business Succession: Preparing for the Transition Susan Shapiro, President, Onpoint Coaching 2:45-3:00 pm Wrap Up Question and answer session after each topic.
Seminar Description opening Ray Croff May 8th, 2012 Small Business Success forum Hilton Garden Inn - Denton 3110 Colorado Blvd Denton, TX 76210 Time 8:00 a.m. - 8:15 a.m. Business Succession for the closely held Business Presenter: Ray Croff Ray Croff, Turtle Creek Financial Services, LLC You have worked your entire life building a successful business. If you are like most small business owners, this business represents a signifi cant part of your retirement. Learn how a Business Succession Plan will increase the odds that you will reap the benefi ts of your hard work by protecting yourself now and paving the way for a successful sale or smooth transition to the next generation. 8:15 a.m. - 9:00 a.m. hr Practices that can Save Your Business Money Co-Presenter: Kay Schroeder President, HR Map The HR fi eld is constantly changing. Keeping up with regulations and dealing with employee issues can be a challenge. Learn what HR practices will save your company money and the common mistakes that may cost you money. 9:00 a.m. - 9:45 a.m. Strategic Staffing Co-Presenter: Wanda Granier CEO, BridgeWork Partners Today s economy forces businesses and organizations to make tough choices concerning their employees - which are both one of their biggest expenses and greatest assets. Companies are under great pressure to do more with less and run lean. The answer to managing staffi ng costs, maintaining productivity while running lean, and preparing for economic recovery is strategic staffi ng. Risk Management for the Business owner Presenter: Roy Grisham, President, Grisham Risk Management Are you worried about what to insure, what to retain, how much to insure? We will take this complicated topic and boil it down to easy to understand language and allow you to be more effective with your insurance coverage. 10:00 a.m. - 10:45 a.m.
Seminar Description Legal Issues for the Small Business Owner Presenter: Leigh Hilton Leigh Hilton Attorney Family businesses are of the most important institutions, however, a very small percentage make it through a second generation. We will discuss how to pass your business on to the next generation. Time 10:45 a.m. - 11:30 p.m. Lunch Break 11:30 a.m. - 12:15 p.m. Getting the Most Out of Your Marketing Dollar Presenter: Lori Henderson Owner, Concept2Creation Are you weary about throwing advertising dollars in front of your sales and hoping it works? We will show you how to get the most out of your marketing dollar and to be more strategic with your marketing plan. 12:15 p.m. - 1:00 p.m. Accounting and Tax for the Small Business Owner Presenter: Dana Haynie, CPA Ken Hughes & Associates, PC As a small business owner you are responsible for all aspects of your business and that includes the accounting side. You may have a bookkeeper or a CPA, but there are some IRS requirements and tax issues that you, as the owner, need to know. 1:00 p.m. - 1:45 p.m. Business Succession: Preparing Your Team for the Transition Presenter: Susan Shapiro Business Coach, Onpoint Coaching Do not wait for a crisis to develop your plan. Are your children and family members natural successors? Are they committed, and truly motivated to stay in the family business? You will learn how to proactively assess your talent, create a succession plan and identify high potentials in your organization in order to groom and develop successors. Your leadership and future success depends on the ability to develop your bench strength, and prepare managers for new roles. 2:00 p.m. - 2:45 p.m. Wrap Up 2:45 p.m. - 3:00 p.m.
About Our Presenters Seminar Facilitator & Presentor Ray Croff, Financial Advisor Before joining Turtle Creek Financial, Ray worked with a large, nationwide firm where he served his clients with his expertise and care. Ray has an extensive entrepreneurial background and experience as a CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CAP (Chartered Advisor in Philanthropy), and Chair of the UNT Toulouse Graduate School Advisory Board. His areas of expertise include financial planning for small business, business succession planning for business owners, social security planning, life insurance, disability insurance and long term care insurance. He has hosted many seminars, of which some include Business Succession for the Closely Held Business, Buy- Sell Agreements for Partnerships and S Corporations, and Estate Planning: Planning Strategies in These Uncertain Times. He has held a number of seminars on Planned Giving for various nonprofits and religious organizations. Ray serves as a volunteer and board member for the Denton County United Way, CASA, Denton Kiwanis, Leadership Denton, and Denton Community Health Clinic, where he serves as both a board member and treasurer. He is also a member of NAIFA and a MDRT Qualifier. His previous memberships include serving as the Board Chair of the Denton County Friends of the Family and Keep Denton Beautiful. Having owned his own business for over 15 years provides Ray with an edge and the ability to relate to the small business owner wherein he can combine his invaluable experience and his financial knowledge, making him well suited to work with the small business owner and their families. Ray Croff Turtle Creek Financial Services, LLC 940.391.5336 croff@raycroff.com www.turtlecreekfinancial.com 3131 Turtle Creek Blvd, Suite 303 Dallas, TX 75219 Kay Schroeder, PHR Kay Schroeder began her career in Human Resources 14 years ago for a local credit union. Through the years, she was promoted within the organization, eventually holding the position of Vice President, Human Resources. In August of 2011, she resigned to start her own consulting company and spend more time with her family. Throughout her career, her responsibilities have included recruiting, orientation, workers comp, and administering HRIS systems. Her areas of expertise are employee benefits (including insurance, retirement, and retention strategies) and employee relations, whether it be addressing disciplinary issues, terminations, salary reviews, or unemployment claims. Kay graduated from UNT in 1999, and in 2004 she earned her Professional in Human Resources (PHR) designation. She has served in a variety of positions for the North Texas Society for Human Resource Management (NTSHRM) during the last 10 years, including two years as President. In 2011, she returned to the NTSHRM board as Vice President, Programs. She is a member of the national chapter of SHRM. Kay graduated from Leadership Denton in 2008. She is also very involved with CASA and serves as the group s Executive Secretary. Kay and her husband, Alex, will celebrate their 10th anniversary in 2012 with their three children, Austin, Kennedy and Andie. Kay Schroeder HR Map Cell 940.5144 Office 940.759.2177 AlexAndKay@Live.com TX 76205
About Our Presenters Wanda Granier Wanda Granier is CEO for BridgeWork Partners, with over 15 years of experience in staffing, recruiting, and human resources. She has been instrumental in leading the company to achieve 175% sales increase in 2011. Under her leadership, BridgeWork Partners has been awarded the 2011 Regional Supplier of the Year Award. Among many achievements in her career, some of the awards Wanda has received are the 2011 Quality and Excellence Entrepreneurial Pacesetter of the Year Award through the Greater Dallas Hispanic Chamber of Commerce, awards for the highest client satisfaction scores, and achieved the highest ROI and won numerous company awards for her financial and team contributions. She also launched Human Resources Consulting and Recruitment Process Outsourcing programs while Vice President with a prominent staffing service. Wanda is actively involved in volunteer work for cancer research, while having built a Give Back philanthropy program for BridgeWork Partners, which allows employees to dedicate volunteer time to designated social causes. Wanda Granier BridgeWork Partners 214.920.9910 Wanda@BridgeWorkPartners.com www.bridgeworkpartners.com 401 E. Corporate Drive, Suite 100 Lewisville, TX 75067 Roy Grisham, CPCU, Risk Consultant Roy began his career in the insurance industry as an underwriter in 1982. Over the course of his career, he has analyzed risks ranging from small business to Fortune 500 companies. Roy earned the industry s Chartered Property and Casualty Underwriter (CPCU) designation, and is also an alum of the College of Business at the University of North Texas. Roy s father owned a small business where Roy realized that small business needed a trusted third-party to help look at insurance needs. Grisham Risk Consulting was formed in response to the small business quandary. Grisham Risk Consulting reviews your individual business and exposure compared to your current insurance program and dollars spent to ensure you are most effectively covering the exposure. Roy and his wife, Lisa, live in the Denton area with their two dogs and a puppy. They have five beautiful children who are all grown. Roy Grisham Grisham Risk Consulting ProduXus Consulting 940.368.8763 RGrisham@CeoExpress.com www.grishamriskconsulting.com 4251 FM 2181, Suite 230, PMB 317 Corinth, TX 76210
About Our Presenters, cont. Leigh Hilton, Attorney Leigh Hilton has over 15 years of legal experience in the practice areas of Estate Planning and Probate. She routinely prepares simple estate plans as well as very complicated wills and trusts for high wealth individuals. Leigh would welcome the opportunity to meet with you to discuss your estate planning needs. Leigh was born in Dallas and grew up in Denton. She attended the University of North Texas where she earned a Bachelor of Science, graduating with honors in 1989. She earned her law degree at the South Texas College of Law in Houston, TX, where she graduated Summa Cum Laude in 1992. She has been married for 23 years and is the mother of two boys. Leigh is very active in civic events, is a frequent speaker to various organizations and strives to be a positive influence in the Denton community. She is a member of Wealth Counsel, National Association of Elder Law Attorneys and Elder Counsel. Leigh Hilton, Attorney 940.387.8800 Leigh@LeighHilton.net www.dentoneldercareattorney.com 2717 Wind River Lane, Suite 131 Denton, TX 76205 Lori Henderson, Graphic Designer Lori Henderson earned a Master s Degree in Design from the University of Oklahoma and has been an award winning graphic designer for over 20 years. Lori s past experience includes teaching design classes and workshops at universities, community colleges, newspapers and other institutions. Concept2Creation s clients range from community forces such as Absolutely! Magazines, CASA, Health Services of North Texas, Travelors Aid of Oklahoma and the Oklahoma City Art Museum, to international companies, such as Teledrif Inc, Precision Tune and Skulls Unlimited International. Concept2Creation not only provides solutions that establish a unique graphic presence in today s crowded market place, but are practical and designed to fit each client s needs for years to come. Concept2Creation s graphic design services include the design of business cards, brochures and catalogs to complete e-commerce websites. Reasonably priced print services are also offered. Lori Henderson Concept2Creation 832.331.0833 Lori@C2CTX.com www.c2ctx.com 4251 FM 2181 Ste. 230/410, Corinth, TX 76210
About Our Presenters Dana Haynie Dana began her career in 1988 at Coopers & Lybrand in Midland and Lubbock where she provided tax services for various industries including oil and gas, professional groups and automotive dealerships. She also gained extensive experience in the area of estate and trust compliance. Dana joined Ken Hughes & Associates in August of 1999. She became a shareholder of the firm in January 2003. Dana works with a diversified client base in the area of tax and consulting services. She is the primary contact for clients seeking consultation in the area of estate planning and compliance. Honored as the highest ranking graduate in the College of Business, Dana graduated Magna Cum Laude from Texas Tech University with a Bachelor of Business Administration degree in Accounting in 1987. She is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs. Dana also is active in the Flower Mound Rotary and serves on the board of directors for CASA (Court Appointed Special Advocates). Dana and her husband Andy live in Flower Mound. They have two children and six grandchildren. Dana Haynie 972.221.2500 DHaynie@Khacpa.biz www.khacpa.biz 4880 Long Prairie Road, Suite 100 Flower Mound, TX 75028 Susan B. Shapiro Susan B. Shapiro, President, launched Onpoint Coaching in 2006 after 20 years of corporate and non-profit experience. Drawing upon 18 years of experience with Hewlett-Packard, including five years as Director of Global Alliances, she provides high potential coaching and consulting services to organizations who believe that people are their biggest asset. Her leadership roles bring insight into people development, virtual teaming, relationships, communications and results. Clients value Susan s straightforward approach and assistance in gaining new perspectives, awareness and taking risks, while increasing their confidence, learning to stand out and deliver innovative results to their organizations, and all the while developing their teams. Shapiro graduated with a BS in Marketing from Hofstra University. She received a Graduate Certificate in Executive and Professional Coaching from the University of Texas at Dallas, and is a Professional Certified Coach with the International Coach Federation, (ICF). She is currently working on her Masters Degree in Organizational Development from the University of Texas at Dallas with an expected graduation date of May, 2013. She delivers NASA s 4-D Team and Leadership program, Korn Ferry s Lominger Voices 360, and Winslow s Personality assessment for selection, development and succession planning. She is a staff member of the University of Texas at Dallas EMBA program, where she coaches students, a member of the Metroplex Technology Business Council of North Texas, the Association for Training and Development, DFW Succession Management Group, and currently serves as Past President of the North Texas Chapter of the International Coaching Federation. Susan B Shapiro Onpoint Coaching 972.529.7549 SShapiro@Onpoint-Coaching.com www.onpoint-coaching.com 1700 Triple Crown Lane Plano, TX 75093
Sponsorship Details Sponsor Levels: Title: $1,000 Event: $750 Lunch: $500 Supporting: $250 Sponsor names and logos prominently displayed on event collateral - email blasts, pdfs and printed material Links to sponsor websites on eblast broadcasted. Table space to display sponsor sales materials Global Sponsor Benefits Goody bags with sponsor handouts etc. 5 minute sponsor infomercial time allowed between speakers Sponsor exposure in proportion to sponsor level Eblast campaign to advertise event Specific Sponsor Benefits Supporting Sponsor $250 All items on Global Sponsor Benefits List Lunch Sponsor $500 All items on Gobal Sponsor Benefits List Materials placed at all of the lunch tables Five minutes given to introduce your company Event Sponsor - $750 All items on Global Sponsor Benefits List Materials placed at all of the lunch tables Five minutes given to introduce your company Sponsorship banner display at event Title Sponsor - $1000 All items on Global Sponsor Benefits List Materials placed at all of the lunch tables Five minutes given to introduce your company Sponsorship banner display at event Open the day and further spotlight your company Limited Sponsorship Available - First Come, Highest Priority on Sponsor List Sponsorships listed in Order of Level and then Order of Sign-Up