A crew from Smith & Gesteland volunteered at the Dane County Humane Society this summer.
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 businesses.
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. 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 settings
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.
"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
VIDEO - The presenters for this seminar tell some of the stories they will cover.
We will discuss Buy-Sell Agreements, Death, Divorce, Poor Planning, and No Planning, and the consequences on a family or closely-held business. We will also provide you with crucial questions to ask of yourself and your advisors.
Your presenters have years of experiences, lots of stories, and lots of advice.
Welcome and Introduction by Sherry Herwig, Executive Director of the University of Wisconsin - Madison Family Business Center
Julie Bogle, JD - Partner at Smith & Gesteland, LLP, a Wisconsin based CPA and consulting firm
Bud Smith, JD - Partner at DeWitt Ross & Stevens Law firm, a Wisconsin based law firm
John Zimdars, CLU, ChFC, MsFS - Owner - The Zimdar Company, an insurance consultant and broker
Join us for this informative session.