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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
