GYF

Exit Planning Institute (Pittsburgh Chapter)
2022-09-22 15:00 - 18:00 (America/New_York) | Rivers Club, 301 Grant Street, Suite 411, Pittsburgh, PA, 15219
Panel Conversation with the LaCarte Family

We are continuing our trend of bringing high-level family business leaders to discuss their experiences and stories with the chapter. The LaCarte family will be sharing the history of their business, the challenges they have overcome and what the future holds for them as they continue to build upon the successful dry cleaning business that got them started decades ago.

Thursday, September 22, 2022 – 3:00 to 6:00 pm

CLICK HERE to register
Learning Objectives:

Hear from an exceptional family that has developed a system to allow all five brothers to grow and thrive within a family business
Learn how they structured their company to minimize family feuds and allow everyone the autonomy to build their segment of the company
Understand what is driving them to continue to grow together as a family business

About the Presenters
Learn from industry experts Jack LaCarte, John LaCarte, President, LaCarte Enterprises, Inc., Mike LaCarte, David LaCarte, President of Model Apparel, LaCarte Enterprises, Inc., Joe LaCarte, President of Model Uniforms, LaCarte Enterprises, Inc., Dan LaCarte, President of Model Cleaners, LaCarte Enterprises, Inc., and Ann Dugan, Family Business Advisor and Moderator.

CLE Webinar: Attorneys' Guide to Financial Analysis of a Business – Insight from a Valuation Perspective
2022-09-07 08:30 - 10:30 | Webinar, PA, United States
Join us for a webinar where we will discuss:

Looking “beyond” the numbers
Interpreting your clients’ financial condition
Understanding relevant performance indicators
Identifying strengths and weaknesses
Learning how financial statement information can impact business value

2 Hours CLE/CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

A login link to ON24 will be provided upon registration.
No Cost to Attend

Exit Planning Institute (Pittsburgh Chapter)
2022-05-26 07:30 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Fireside Chat with Mona Pappafava-Ray

We are continuing our trend of bringing high level family business leaders to share their experiences and stories with the chapter. Mona will be sharing the history of her family’s business, how she revamped the company and pivoted from a manufacturer of semi-finished tooling to a leading producer of finished tooling. She will also discuss how she manages to keep the spirit of her family present in the company today.

Thursday, May 26, 2022 – 7:30-9:30 am

Registration and networking begins at 7:30. Panel discussion from 8:00-9:30.
CLICK HERE to register
Learning Objectives:

Hear from an experienced family business owner on how she navigated a growing business with increasing family demands
Learn how she turned a lifestyle business into a growth business focused on value creation
Understand what is driving her company forward into the future

About the Presenter
Learn more about Mona Pappafava-Ray, President and CEO of General Carbide Corporation

NFP Webinar - Ask the Experts: Common Issues & Challenges for NFPs
2022-05-25 12:00 - 13:00 | Webinar, PA, United States
Join the NFP team for a one hour “Ask the Expert” style session in which the team will dive in to the topics they get asked most about. Over the hour, they’ll cover the following:

NEW Lease Accounting
Tracking and Reporting In-Kind Donations
Updates on Audit Communication
Simplifying the 990

If possible, please send questions in advance – link provided with registration details. Attendees will receive 1 hour of CPE credit. No cost to attend.

Exit Planning Institute (Pittsburgh Chapter)
2022-03-17 07:30 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Fireside Chat with Rob Carskadden of 3 Rivers Capital

Thursday, March 17, 2022 – 7:30-9:30 am

Registration and networking begins at 7:30. Panel discussion from 8:00-9:30.
CLICK HERE to register
When there is a lot of noise in the marketplace it helps to have a solid process that gives an entrepreneur insight into when they should take a specific action. This hold true when your primary business is buying and selling companies. Rob Carskadden, Partner at 3RC, is going to walk us through how he evaluates and times his purchases and sales in order to maximize the value he is contributing to the business.
Learning Objectives:

Learn what to look for in a company that you may want to acquire
Learn where you may need to focus to increase your companies value in the eyes of a buyer
Understand what questions you should be asking yourself to determine if you should keep or sell your business

About the Presenters:
Learn from industry experts Don Johnston, Tax Partner at Grossman Yanak & Ford LLP, and Rob Carskadden, Partner with 3 Rivers Capital.

Dealmakers M&A Conference
2022-02-23 08:00 - 18:00 | Wyndham Grand Pittsburgh Downtown, 600 Commonwealth Pl, Gateway Ctr,, Pittsburgh, PA, 15222, United States
The Smart Business Dealmakers Conference connects hundreds of local dealmakers — from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to selling companies, the conference covers the breadth of the M&A landscape. Click here for a schedule and details about the day’s events.
Use promo code “GYF” to save $150 on your registration.

What's Your Business Worth?
2022-02-17 13:00 - 14:00 | Webinar, PA, United States
Selling your organization to your employees can preserve your legacy, reward your employees, and provide you with the flexibility to retire when you’re ready, at no cost to the employees themselves. Join the NCEO each week starting February 3 to learn more about employee ownership. The free, five-episode series will cover the why and how of an ESOP transition.
GYF’s Melissa Bizyak and Brad Matthews will be presenting the third program in the series, What’s Your Business Worth? on Thursday, February 17, 2022, 1:00 pm – 2:00 pm EST
Click here to register

Complimentary "Lunch & Learn"
2022-02-16 12:00 - 13:00 | Off the Hook, 908 Warrendale Village Drive, Warrendale, 15086
Join the GYF ERP Solutions Group at Off the Hook Restaurant in Warrendale on February 16
Angie McCoy will discuss how utilizing a cloud-based ERP solution can streamline your mission-critical processes and reduce IT costs, allowing you to easily scale and future-proof your business with an agile platform that evolves as your needs change.
There is no cost to attend, but please contact Rhonda Rothert to register by January 27
412-338-9311 or rothert@gyf.com
Visit the GYF ERP Solutions Group website for more information about our solutions and services.

Complimentary "Lunch & Learn"
2022-02-02 12:00 - 13:00 | Jackson’s Restaurant, 1000 Corporate Drive, Canonsburg, PA, 15317, United States
Join the GYF ERP Solutions Group at Jackson’s Restaurant in Southpointe on February 2
Angie McCoy will discuss how utilizing a cloud-based ERP solution can streamline your mission-critical processes and reduce IT costs, allowing you to easily scale and future-proof your business with an agile platform that evolves as your needs change.
There is no cost to attend, but please contact Rhonda Rothert to register by January 27
412-338-9311 or rothert@gyf.com
Visit the GYF ERP Solutions Group website for more information about our solutions and services.

Exit Planning Institute (Pittsburgh Chapter)
2022-01-27 07:30 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Fireside Chat With Family Business Leader, Dawn Fuchs Coleman

Dawn Fuchs Coleman is the current owner of We Guide You Grow. Prior to this company, she was leading her family’s business Weavertown Environmental Group. Dawn successfully led her family through a transition of ownership in late 2015. Since the sale of her family’s business, she has been guiding other entrepreneurs along their journey. We are very excited to hear her story and how we can apply her learnings to our companies to drive future value!
Thursday, January 27, 2022 – 7:30-9:30 am
Registration and networking begins at 7:30. Panel discussion from 8:00-9:30.
CLICK HERE to register
Learning Objectives:

Learn how Dawn navigated multiple family members needs and desires to grow and ultimately sell the business
Understand how Dawn found her 3rd act and is just as excited today as she was running Weavertown Environmental Group
Identify dangers and opportunities in your own business to help you mitigate risk and increase value

About the Presenters:
Learn from industry expert Dawn Fuchs Coleman, Past President, Weavertown Environmental Group, and Mary Richter, shareholder of Schneider Downs & Co.

2021 CPE DAY – BLOCKCHAIN & CRYPTOCURRENCY
2021-12-02 16:00 - 17:00 | Webinar, PA, United States
Blockchain technology, like that used in Bitcoin, is a method for “decentralized recordkeeping.” That is a novel and unusual idea. Focusing on Bitcoin as a use-case example is helpful since we can evaluate whether it can replace “money.” Then we can turn and consider if there is a more general/interesting/valuable use for this technology.
Bryan Routledge, Associate Professor of Finance at CMU’s Tepper School of Business and faculty member of the Tepper Blockchain Institute, will lead a conversation about how this works and what might/can go wrong.
Attendees can earn one hour of “Other” CPE credit for this program, which will be presented live and will also be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - TAX LEGISLATION UPDATE
2021-12-02 15:00 - 16:00 | Webinar, PA, United States
Numerous pieces of tax legislation are currently working their way through Congress and are expected to be enacted by the end of 2021. Many of the anticipated changes could be substantial and far-reaching. This presentation will include updates on what to expect regarding increases in corporate, individual and capital gains tax rates; international taxation; tax treatment for partnerships; changes to estate and gift taxes; and the tax implications of the Infrastructure Bill.
Attendees can earn one hour of Tax CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - PANDEMIC TAX RELIEF (PPP & ERC)
2021-11-18 16:00 - 17:00 | Webinar, PA, United States
This presentation will review two major federal COVID-relief programs, the Paycheck Protection Program (PPP), and the Employee Retention Credit (ERC). It is important to understand the details of each initiative and how they can be used together to maximize the available tax benefits.
Attendees can earn one hour of Tax CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - DEFINED CONTRIBUTION PLAN STRATEGIES
2021-11-18 15:00 - 16:00 | Webinar, PA, United States
This presentation will discuss strategies and options for employers with defined contribution plans. Learn more about the triple stack match, sandwich safe harbor, and cross-tested features.
Attendees can earn one hour of “Other” CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - TAKING YOUR TIME (ETHICS)
2021-11-11 16:00 - 17:00 | Webinar, PA, United States
It is a truism that we don’t have enough time to accomplish all that we need to do. If our time is limited, then the decisions about how we spend our time are ethical decisions. Making good, ethical choices often requires us to pause, reflect, consider many sides ‒ in short, to take our time. Dr. J. Leavitt Pearl Ph.D., director of The Atkins Center for Ethics at Carlow University, will cover how the ways that we use our time is an ethical decision, and how our ability to be ethical is affected by the ways we use our time.
Attendees can earn one hour of Ethics CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - RPA IN AUDITING
2021-11-11 15:00 - 16:00 | Webinar, PA, United States
Auditors need to rethink methods and leverage newer technology to increase efficiency and effectiveness and improve the audit process. Robotic process automation (RPA) software interacts with other application software and is used to automate processes that are structured, rule based, and repetitive. Learn more in this webcast.
Attendees can earn one hour of A&A CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - ESOPS IN 2021
2021-11-04 16:00 - 17:00 | Webinar, PA, United States
Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking advantage of this exit planning opportunity? This webinar gives business owners and their management teams an opportunity to learn more.
Attendees can earn one hour of “Other” CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

2021 CPE DAY - A&A UPDATE
2021-11-04 15:00 - 16:00 | Webinar, PA, United States
This webinar will provide an overview of recent and upcoming changes to accounting standards and regulations. Attendees can earn one hour of A&A CPE credit for this program, which will be presented live and will be available to view on-demand. There is no cost to attend, but registration is required.

Click here to register for multiple CPE Day programs.

Exit Planning Institute (Pittsburgh Chapter)
2021-10-28 07:30 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Selling Your Business After the Pandemic
Attend this session to hear our panel of experts discuss how the M&A market has evolved over the last 18 months and what it takes to get a deal done in this new ever-changing environment. Small and middle-market businesses continue to be sold, and the market for good deals is as competitive as ever. Our experts will talk about what they look for in finding the right deal (both on the buy-side and the sell-side) and share their thoughts about how the pandemic has changed how a deal gets done.
Thursday, October 28, 2021 – 7:30-9:30 am
Registration and networking begins at 7:30. Panel discussion from 8:00-9:30.

Learning Objectives:

Understand how the pandemic has changed how deals get done.
Learn how COVID has impacted transition/succession plans for many senior-generation owners.
Find out what buyers are looking for when they look to purchase a business.
Understand how the pandemic has changed the due diligence that is required when a business is acquired.
Learn why a business owner should always have an exit plan in place.

About the Presenters
Learn from industry experts Matt Harnett, Partner at Tecum Capital Partners, John Lewis, Founding Member at Metz Lewis Brodman Must O’Keefe LLC, and George Pilafas, Managing Partner at Continuim Equity Partners, moderated by Don Johnston, Tax Partner at Grossman Yanak & Ford LLP.
CLICK HERE to register
CE Credits: One (1) PA CLE and CPE credit (pending approval)

ACG Pittsburgh - Sustainability Simplified
2021-10-20 12:00 - 14:00
Join GYF’s Jason Hardy as he and other panelists discuss Sustainability and ESG at this event presented by ACG Pittsburgh. Focused areas of discussion will include the social and market forces driving ESG, reporting and disclosure frameworks, and a roadmap you can follow to help your company’s strategies moving forward.
Wednesday, September 20, 2021 – 12:00pm – 2:00pm
For more information and to register, go to: ACG Pittsburgh 2021 October Program | ACG Pittsburgh

CLE Webcast
2021-10-07 08:30 - 10:30 | Webinar, PA, United States
ESOPs: Why Aren’t There More?
Employee Stock Ownership Plans (ESOPs) provide numerous benefits for many privately held companies, so, why aren’t more business owners taking advantage of this exit planning opportunity? A primary reason ESOPs are not more widely embraced is a lack of awareness about what they are, how they work and the process for setting one up. This webinar will give business owners and their advisors an opportunity to learn more.

GYF’s Business Valuation Services Group has over 30 years of experience serving ESOPs and their ownership groups. Our presenters will review:

ESOP basics
Advantages for owners and employees
Process for establishing an ESOP
Ongoing requirements

No Cost to Attend – 2 Hours CLE/CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits

Exit Planning Institute (Pittsburgh Chapter)
2021-08-18 08:00 - 09:30 | Duquesne Club, 325 Sixth Avenue, Pittsburgh, PA, 15222, United States
Managing Change Is the Key to Growth

Change is something that either happens to us or happens because of us. As leaders we need to have change happen because of us and manage that change in order to build a significant business. We are going to dive into some strategies on how to manage change and thrive because of it in this session.
Learning Objectives:

Understand that leadership is managing change
Build a better change management mindset
Use these skills to build a better company to someday exit

About the Presenters
Learn from industry experts Chris Brodman, President at Metz Lewis Brodman Must O’Keefe, LLC., and Charles Gounaris, President at Charles Gounaris & Associates, LLC.

CLICK HERE to register

Business Exit/Succession Planning Panel
2021-06-03 10:00 - 12:00 | Webinar, PA, United States
GYF’s Melissa Bizyak will be part of the panel speaking at this virtual event presented by the Pittsburgh chapter of the Society of Financial Service Professionals. Click here for more details and registration link.

Not-for-Profit Webinar: Audit Considerations Related to Government Funding Including Single Audits
2021-05-26 11:30 - 12:30 | Webinar, PA, United States
The CARES Act and other 2020 legislation added billions of dollars in COVID-19 funding to existing federal programs and launched several large new programs that have impacted many not-for-profits. This funding is expected to add complexities to audits in the up coming year. This seminar will review some of the considerations related to the receipt of these funds, including potential single audit requirements.
We will also provide time for questions and answers from participants. If possible, please send questions in advance – link provided with registration details. Attendees will receive 1 hour of CPE credit. No cost to attend.

PittNUG Virtual Meeting – NetSuite User Group
2021-05-20 08:30 - 10:30
Please join us for our Pittsburgh Area NetSuite User Group Virtual Meeting.
Below are some of the topics we will discuss:

2021.1 Release Review/Discussion
NetSuite Centralized Purchasing & Billing
SuiteSolution Spotlight – Rebate Management
SuiteScript and Scripted Records
NetSuite Tips & Tricks and more

RSVP: Email contact@pittnug.org for the Zoom Meeting info

Exit Planning Institute (Pittsburgh Chapter)
2021-04-29 08:00 - 09:30 | Webinar, PA, United States
If Capital Gains Rates Go Up, What Will That Do to M&A… Enter the ESOP Transaction

While taxes are not the only driving factor when deciding to sell a business, it is a major topic when considering if an offer on the table will work for the shareholders. The current thinking is that 2021 should not have any sweeping tax changes, but 2022 should. If this holds true then there will be a pretty clear line in the sand in terms of when a deal must be closed by to receive favorable tax treatment for the owners. We will discuss the pros and cons to an ESOP in this environment and how to play 2021 and 2022-2024 if considering an exit in that time frame.
Learning Objectives:

How to handle 2021 and could an ESOP or Partial ESOP benefit your business
What to do if you fit into the 2022-2024 exit time frame with potentially higher capital gains rates
Understand that you may have had a misconceived notion of what selling to an ESOP actually looks like and how it can be a part of a hybrid exit

About the Presenters:
Learn from a panel discussion moderated by Melissa Bizyak, Valuation Services Group Partner at Grossman Yanak & Ford LLP. Participating industry experts include Brian Baum, Managing Director of Interchange Capital Partners, and Daniel Zugell, Senior Vice President of Business Transition Advisors | ESOP Advisory Group of Capstone Headwaters and Mark Nicklas of Nicklas Supply.
Meet the presenters

Free to attend this webinar – earn one hour of CPE/CLE credit (approval pending)

CLICK HERE to register

CLE Webinar: Valuation in the Current Environment – The COVID-19 Saga Continues
2021-03-25 08:30 - 10:30 | Webinar, PA, United States
Join us for a webinar where we will discuss the impact of the current economic environment on the value of closely held businesses as well as planning opportunities.
2 Hours CLE/CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

Second Draw PPP Loans and ERC Expansion Under the Consolidated Appropriations Act, 2021
2021-01-21 10:00 - 12:00 | Webinar, PA, United States
Back once more with the 4th installment of our PPP Loan series – Join us for another extended webinar where we will discuss the ERC expansion under the Consolidated Appropriations Act, 2021 and provide greater detail on the latest updates and rulings.
2 Hours CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

PPP Loan Forgiveness Webinar
2020-12-17 10:00 - 12:00 | Webinar, PA, United States
Back by popular demand! Join us for an extended webinar where we will discuss the PPP Loan Forgiveness calculation and application procedures in greater detail and provide updates and the latest rulings.
2 Hours CPE Credit
Please note that access to a computer/laptop is encouraged for full functionality to complete polling and evaluation required to attain credits.

Zoom Details will be provided upon registration.
No Cost to Attend

GYF Virtual CPE Day – Part 4
2020-12-03 15:00 - 17:00 | Webinar, PA, United States
The following topics will be covered in this two-hour webinar:

3:00-4:00 pm – Audit & Accounting Update, presented by Jeff Ford, Jason Hardy, and Andy Giallonardo, GYF Audit Services Group

4:00-5:00 pm – Fraud Prevention in a Dynamic Landscape, presented by Mark Wolstoncroft and Megan Troxell, GYF Audit Services Group

Attendees can earn two hours of audit CPE credit. Those who cannot complete both presentations will be issued single-session credits, based on participation in the interactive webinar. Zoom link will be provided upon registration.

No cost to attend
Contact Mary Lou at 412-338-9300 x247 or harrison@gyf.com if you have questions or need additional information.
Go to our Events Calendar to register for the other webinars in the series.
