DATES AND TOPICS:

June 8, 2023 from 2:30 to 4:00pm
Successful Succession - Finding the Right Fit; presented by Jeremy Lau, CFA®, CFP® and Ted Ong, Principal
We often hear from business owners of professional services that they would love to leave their practice to a successor, but they have no idea how to find one. Join the dynamic duo of Ted and Jeremy as they share their personal journey of an independent financial firm’s successful succession. Learn the considerations and how they were addressed - from both the outgoing and incoming perspectives - in areas such as ensuring team and clients are well taken care of, tax implications, capitalizing on both of their knowledge and experience, and more. 

July 13, 2023 from 2:30 to 4:00pm
Maximize the Value of Human Capital; presented by Joshua Walters, Daniel Feiman, and Ailene Dewar 
Businesses are run by systems, processes, and people.  While the people part can sometimes be the most challenging, it is also often overlooked as a vital part to any business succession plan.  More than ever before, investors and strategic acquirers recognize the role people play in business value. People play a key role in creating efficiencies, developing new products and services, establishing the business brand and generating customer satisfaction. Josh, Daniel, and Ailene will share their expertise to help your business owners not only find and hire the best talent, but also train them to be great leaders and retain them through inclusion, empowerment, and benefits.  Explore and discuss how your clients can maximize the value of their business through human capital.

August 10, 2023 from 2:30 to 4:00pm
Speed Dating Part 3: Always Know Who To Call
Great collaborative advisors realize they can’t do it all, but they always know who to call!  Our last “speed dating” meeting was such a success, we promised to do it once a semester!  Join your fellow members for this fast-paced method to learn more about each other, while practicing your conversations with business owners.   Get to know each other on a new level. 

September  14, 2023 from 2:30 to 4:00pm
Fiduciaries:  Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear, President & Chief Trust Officer, and David Osgood, Trust Officer
A fiduciary is defined as someone who has a legal obligation to act in the best interest of someone else. But, considering the variety of fiduciaries your clients have access to, what are the pros and cons of the different types and what are the considerations and process for choosing the right fit for your clients and your practice. Ann and David will compare and contrast the various fiduciary options considering the types of assets they own, including real estate, businesses, and other investments. Explore and participate in a case study to help you determine how to guide your clients in choosing the best fiduciary option for them as well as which of them will also work with you as a collaborative partner versus an outsider.

October 12, 2023 from 2:30 to 4:00pm
Case Study: When Family Business Conflict Stalls Business Succession Planning; presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA
Ever heard of a family business that is stuck in the mud and not moving forward with their planning because they can’t get past their internal conflict?  One of the most powerful and rewarding ways to help business owners is to facilitate them through the toxicity and re-discover the alignment they once had.  Join Joe and Shelley to learn about the Dover Family - including how they found us, what our initial meetings were like, what the issues were, where they are now, and what their short and long-term plans are to relieve mom and dad from the day to day.  Learn how to identify these opportunities, solve the conflict, and in doing so, gain a fabulous long-term client for you as the trusted advisor.

November 9, 2023 from 2:30 to 4:00pm
M&A Deal Breakers and War Stories; presented by Channing Hamlet and Joel J. Berman
A successful transaction is a delicate balance between price, terms and structure. When buyers and sellers enter a transaction, they hope the deal will go through without any issues, but that is rarely the case. Whether there are miscalculations or higher than expected costs, unclear terms, changing market conditions, or irreconcilable differences – much can go sideways. Channing and Joel will share some of their own experiences of deals gone wrong and what they have learned through the years to prevent those disasters. Learn tricks of the trade to help your business owners make a regretless choice.

December 14, 2023 from 2:30 to 4:00pm
Holiday Mixer
Join Us for Networking and Holiday Cheer!