Wisconsin Family Business of the Year Award

Nominations are OPEN for the 2015 Award Program. Click here for information:

 

Slideshare Archive

Archived Presentations from Smith & Gesteland 

S&G'ers Volunteer!

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

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. 

Business Valuation 101

CLICK HERE for more information and to register for Business Valuation 101 - Demystifying Business Valuation for Small Businesses. 

 

WEBINAR ARCHIVE

Key Performance Indicators

Webinar rebroadcast, click HERE

Download the slides HERE

Direct Costing Techniques

Webinar rebroadcast, click HERE

Download the slidesHERE

Sales & Use Tax for Manufacturers

Webinar rebroadcast, click HERE

Download the slides HERE

Preparing to Sell your Business

Webinar rebroadcast, click HERE

Download the slides HERE

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