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

Thursday October 31, 2013 from 8:00 AM to 11:30 AM CDT
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Smith & Gesteland 
8383 Greenway Blvd
Middleton, WI 53562

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Neil Fauerbach 
Smith & Gesteland, LLP 

Continuing the Legacy Seminar Series for the Emerging Leaders in Family 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 31, 2013 Financial management

  • Reading and understanding financial statements
  • Financial analysis
  • Profit planning and budgeting
  • Cash flow planning and management

2) January 9, 2014 – 80/20 and goal setting

  • Goal setting
  • Segmentation (how to do it and why)
  • Financial management tools of world class companies
  • More to come following discussion with Val and her team

3) March 27, 2014 – Human resources and people

  • Job descriptions
  • Performance reviews
  • Recruiting and termination of employment
  • Policies and procedures manual (code of conduct, ethics policies)
  • Employee benefits (including retirement plans)
  • Wage and hour law

4) June 5, 2014 – Marketing and sales

  • Competitive matrix
  • Value proposition/value statement
  • Build the infrastructure
  • The sales process
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.