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. 

Super Circular - Seminar

Mastering The Super Circular 

What the new OMB rules mean for recipients of federal awards. This seminar will cover the areas you need to comply with after December 26, 2014.

When:

  • Tuesday, December 2, 2014
  • 8:00 a.m. - 9:30 a.m.

Where:

  • Alliant Energy Center
  • Madison, WI

REGISTER HERE 

Are you a business or Non-Profit that receives funding directly from a Federal agency, or Federal dollars from a pass-through entity? 

Are you aware that the Federal administrative requirements, cost principles and audit guidelines have been streamlined and consolidated under a single circular, commonly being referred to as the Super Circular? 

Attend our seminar to gain an understanding of this newly issued guidance that will be applicable for Federal awards/increments of awards issued on or after December 26, 2014. 

This seminar will be presented by Ashley Pick from the Smith & Gesteland Assurance Group.

Ashley is a Supervisor in the Assurance Department at Smith & Gesteland, LLP. She has over five years of experience advising non-profits and research & development companies who have received federal and/or state agency grant dollars.

She has performed countless Single Audits for her clients and has provided awardees with grant compliance guidance, including setting up proper business accounting systems, establishment of effective internal control systems, and implementation of policies and procedures that conform to the compliance ts of federal/state agency guidelines. 

 

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

Join Our Mailing List

Scan this QR Code with your Smartphone and you will be sent to a site where you can sign up for timely updates, articles, announcements, and an occasional joke.Or click on the code to be taken to a sign-up form.