When - Registering for the First Session registers you for the series. If you have questions contact Julie.Bogle@sgcpa.com.
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Continuing the Legacy Seminar Series for the Emerging Leaders in Family Businesses
2014 - 2015
This is our ENCORE of the first highly successful Seminar Series for Emerging Business Leaders. Feedback and input from our frist class has helped us focus the offerings with the things that matter the most to future leaders in their family's businesses.
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. 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
- Reading and understanding financial statements
- Financial analysis
- Profit planning and budgeting
- Cash flow planning and management
2) December 11, 2014 – 80/20 and goal setting
- An introduction to 80/20 in business
- The four steps to 80/20: simplify, separate, resource, drive efficiencies
- Goal setting
- Financial management tools from world class companies
3) March 5, 2015 – Human resources and people
- Job descriptions
- Employee compensation and benefits
- Key compliance and policies to know
- Recruiting & termination
- Talent & performance management
4) June 4, 2015 – Marketing and sales
- Competitive matrix
- Value proposition
- Sales performance pyramid™
- Building a high performing sales team