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. 

Seminar/Webinar Archive

To view and download past S&G Seminar and Webinar slides, and view playbacks, CLICK HERE

Business Valuation 101

 

Business Valuation Demystified for Small Business Owners

Tuesday, February 17, 2015

2:00 - 3:00 CST

Join business valuation expert Theresa Zeidler-Shonat as we cover the basics of what business valuation is and isn’t, the different approaches to valuing a business, when a business valuation is necessary, and when it’s a good idea, the reasons valuations can differ, and how a valuation can provide you critical information to make your business stronger and more profitable. This webinar is designed for savvy business owners and managers with little experience with business valuation concepts.

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

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