Date:
Wednesday, March 8, 2023
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
12:00 PM
Welcome
12:00 - 1:00 PM
Virtual Panel Discussion
Registration & Cancellation Policies:
Register and/or send cancellations by noon on Tuesday, 3/7/23 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFEI Eastern Wisconsin
920.750.9110
michelle@mwcommunications.org
Topic
Panel Discussion: Supporting Business Owners Through Their Transition –
Planned & Unplanned
Summary
Whether you plan on transitioning from your business in a year or in 10 years, you should always be preparing, it is good business strategy! Join our panel discussion to hear how creating peace of mind in 4 critical areas is good business strategy that sets you and your business up for success whenever you transition, planned or unplanned.
Learning Objectives
- Understand why being prepared to transition your business at any time is good business strategy
- Learn the critical 4 areas that a business owner needs to consider to have peace of mind
- Learn about the process you can take your business through to assess readiness for a transition, planned or unplanned
Marcus Bowman, CPA, CEPA
Signing Director, BizOps Office Leader | CLA
Biography
Marcus began his accounting career at a public accounting firm in North Central Indiana, moved west to Central Washington State in 2008 to co-found a firm specializing in outsourced accounting and consulting services. He joined CLA with his practice in December 2016, where he first served as Business Operations (BizOps) Office Leader for CLA’s Central Washington office and most recently moved to Nashville, Tennessee, to lead the BizOps service line for that office.
His experience in public accounting includes delivering accounting, tax, consulting, and owner/leadership transition advisory services to clients in a wide variety of industries, including manufacturing, retail, construction, agriculture, and nonprofit, among others.
Bethany Hearn, CPA/ABV/CFF
Principal | CLA
Biography
Bethany Hearn has thirty-plus years of experience in public accounting including audit, tax, business valuation, litigation support, and transaction services. She has extensive experience in providing valuation and forensic accounting services to a variety of privately held companies. Bethany performs valuations of businesses, intangible assets, and various other investments for value planning, marital dissolutions, mergers and acquisitions, shareholder disputes, bank financing, and tax purposes. Bethany is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and holds a Certification in Financial Forensics (CFF).
Brian Kleist, CFP
Principal | CLA
Biography
Brian is a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC. He utilizes a goals-based investment approach while working with high-net-worth individuals, families, and business owners. By walking a client through the financial planning process, Brian is able to give peace of mind, and comprehensive advice that provides his clients with the best long-term odds of financial success while minimizing risk.
Brian has a diverse background in the financial services industry spanning the past 15 years. He has worked with clients on many levels: from your retiring school teachers, to former CEO's and business owners providing a laundry list of services specific to each client: Comprehensive Financial Planning, Wealth Transfer/Estate Planning, Investment Planning, Retirement Planning, Risk Management, Wealth Concentration, etc. Brian also has extensive experience in working directly with money management firms as well. This allows him a unique perspective on providing investment solutions to clients most wealth advisors do not have.
Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.