Seminar Series - Part Two

Continuing the Legacy Seminar Series for the Emerging Leaders in Family Businesses

Series Two

This is the second in a series of seminars developed for emerging family business leaders. YOU DID NOT HAVE to have attended the first series to attend these sessions. 

We asked students in the first series what they wanted to see next. They asked for topics around RISK, GOVERNANCE, and CONFLICT RESOLUTION. 

In our work with Family Businesses, we help the emerging leaders understand business fundamentals. They may know all about their family's business but lack knowledge of some business basics required to run an enterprise. 

The series consists of FOUR SESSIONS. Participants are encouraged to attend all four as they are linked with a common theme.

  • Thursday, November 6, 2014
    • How Bankers Think - The Inside Scoop
    • Tom Dott - First Business Bank
  • Thursday, January 8, 2015 
    • What You Didn’t Know but Should
    • Brad Reitzner - M3Insurance
  • Thursday, March 26, 2015
    • Corporate Governance - Why Good Documents Will Save the Day
    • Christine Rew Barden & Greg Monday - Reinhart Law Firm
  • Thursday, May 28, 2015
    • Conflict Management - How to Tell Your Family Members They Need to Change
    • Laura Page - Page Management Consulting

CLICK HERE FOR DETAILS

 

Seminar Series

Continuing the Legacy Seminar Series for the Emerging Leaders in Family Businesses
Series One
2014 - 2015

This is our ENCORE of the first highly successful Seminar Series for Emerging Business Leaders. Feedback and input from our first class has helped us focus our offerings with the things that matter most to future leaders in their family's business.

In our work with Family Businesses, we help the emerging leaders understand some business fundamentals. They may know all about their family's business, but lack knowledge of some business basics required to run an enterprise including accounting/finance, goal setting, human resources, and marketing and sales.

The series consists of FOUR SESSIONS. Participants are encouraged to attend all four as they are linked with a common theme.

1) October 9, 2014 -Financial management

2) December 11, 2014 - 80/20 and goal setting

3) March 5, 2015 - Human resources and people

4) June 4, 2015 - Marketing and sales 

COST: The cost for the series is $400. We encourage you to attend all four sessions. Please contact Julie Bogle if you have questions at Julie.Bogle@sgcpa.com. 

CLICK HERE for details and to register. 

All sessions will be held at our Middleton office at 8383 Greenway Blvd., Suite 500.

Sessions run from 8:30 am to 11:30 am. 

Sessions will be followed by an optional lunch discussion. 

We are Humbled, Again!

The partners and staff at Smith & Gesteland are honored, and humbled, to be named the Number One CPA firm in the Madison Market. We were chosen by the Executive Register Readers of In Business Magazine. We have received this honor nine years in a row!

S&G'ers Volunteer!

A crew from Smith & Gesteland volunteered at the Dane County Humane Society this summer.

Stuff We Do!

What our 80/20 Clients are Saying:

"80/20 has revolutionized the way we do business. It is nothing that you can learn from a book or figure out on your own. With the Profit Enhancement Services Group to guide us, we found the path to sustained profit the right way - by permanently cutting unnecessary costs out of our company and focusing on what matters the most."

For more information on 80/20, go to our webpage. 

Check out these videos to get a feeling for what 80/20 is, and how it has helped our clients Simplify, Focus, Grow! 

To view Part 1 - "Introduction to 80/20", CLICK HERE

To view Part 2 - "Joe's Closet", CLICK HERE

WEBINARS

Using Key Performance Indicators to Manage your Business Better

Stop measuring everything and start measuring the critical few

Learn best practices in following the correct indicators to help manage your business. Our manufacturing and 80/20 experts will spend the hour discussing examples of indicators, how to manage the updating and deployment of these important business tools.   

WHEN: Tuesday, October 28, 2014

2:00 - 3:00 CDT

WHERE: Your computer

More Information/Register here.

This Webinar will be lead by Bill Pellino, CPA, CVA - Partner at Smith & Gesteland, and Heather Schommer, Strategic Adviser in our Profit Enhancement Solutions Group. 

WEBINAR ARCHIVE

August 26, Direct Costing Techniques - To see a rebroadcast of the Webinar, click HERE
June 17 - Sales & Use Tax for Manufacturers -  To see a rebroadcast of the Webinar, click HERE
July 22 - Preparing to Sell your Business - To see a rebroadcast of the Webinar, click HERE

Slideshare Archive

Past Presentations from Smith & Gesteland

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