When  registering for the First Session registers you for the series. If you have questions contact Julie.Bogle@sgcpa.com.


Add to Calendar 

 

TESTIMONIAL

Thanks again for holding the Continuing the Legacy seminar series. I found the mini-series to be a unique opportunity to learn business specific skills that are not offered anywhere else. I’ve really never been to, or heard of anything like it. Besides learning about the planned topics, it was a great place to meet and hear from the other future business owner’s about their problems and solutions. I enjoyed the series and look forward to the follow up series. Thanks again!

4th Generation Future Leader

I was fortunate to be an attendee at Smith & Gesteland’s first “Continuing the Legacy” seminar.  I have a degree in science, and previously had not been exposed to any formal business-specific training.  No worries as the topics were presented by S&G in such a way that no business degree was required. Each speaker did an exceptional job breaking down the topics into palatable pieces all could understand, making them applicable to each business. The pace of change is ever increasing and the next generation must take advantage of every learning opportunity available.  Smith & Gesteland’s seminar series helped level off the learning curve for me.

2nd Generation Future Leader

 

Where

Smith & Gesteland 
8383 Greenway Blvd
Middleton, WI 53562  

 
Driving Directions 

Contact

Neil Fauerbach 
Smith & Gesteland, LLP 
608-836-7500 
neil.fauerbach@sgcpa.com 
 

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 NEED NOT HAVE taken 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 some 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 6th – How Bankers Think – the Inside Scoop

Tom Dott – First Business Bank

  1. Sources and Uses of funds and why it’s important
  2. Commercial Lending Made Easy:  Understanding Credit Risk Evaluation
  3. Look Before you Sign:  Understanding loan covenants, conditions and monitoring requirements
  4. Tough Love?  What does it mean to have a banking relationship

Thursday, January 8th - Insurance – What You Didn’t Know But Should

Brad Reitzner – M3Insurance

  1. Finding an agent that you trust and how to get value from that relationship.
  2. Marketing of your P&C and benefits and how best to represent your business in the insurance marketplace.
  3. Risk Management, how it can increase profitability and make your account more marketable
  4. Understand how banking, legal and accounting ties in with your insurance and surety needs.

Thursday, March 26th – Corporate Governance – Why Good Documents Will Save the Day

Christine Rew Barden & Greg Monday – Reinhart Law Firm

  1. Managing Risk through good corporate governance
  2. Best practices in family governance
  3. Why a good shareholder agreement is worth its weight in gold
  4. How good corporate governance increases value in the business

Thursday, May 28th - Conflict management - How to Tell Your Family Members They Need to Change

Laura Page – Page Management Consulting

  1. Communication skills when the going gets tough
  2. Crucial conversations and managing the moment
  3. Facilitating difficult meetings
  4. Why conflict can be good

 

COST: The cost for the series is $400. We encourage you to attend all four sessions. Please contact Julie Bogle if you have questions. Julie.Bogle@sgcpa.com.