DATES AND TOPICS:
June 21, 2023 from 2:30 to 4:00pm
Selling Your Advisory Practice – Does it Make Sense?; presented by Maureen Verduyn, CFP, EA, M.Ed. and Nick Gardner, CFP
Whether you are tired, frustrated, or ready to retire – planning for the exit of an advisory practice has its own unique challenges. How do you know when the time is right to sell for peak value? What will happen to your team and clients if you don’t choose the right path? Join Maureen and Nick as they share their personal journey along with the frustrations, concerns, and challenges they faced as they went through the process to consider selling their practice. Gain insight for your own practice based on what they learned from the experience and how its helped their practice.
July 19, 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 16, 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 20, 2023 from 2:30 to 4:00pm
Fiduciaries: Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear, President and Chief Trust Office 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 18, 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 15, 2023 from 2:30 to 4:00pm
M&A Deal Breakers and War Stories; presented by Trever Acers
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. Trever will share some of his own experiences of deals gone wrong and what he has learned through the years to prevent those disasters. Learn tricks of the trade to help your business owners make a regretless choice.
December 7, 2023 from 11:30am to 7:00pm
Strazzeri Mancini and Southern California Institute Holiday Open House
Join Us for Networking and Holiday Cheer!
Please select the session(s) you are planning to attend. You will receive email reminders for each event you select.