Event Details
Monday, June 3, 2024
2:00 – 6:30 PM
Brookfield Conference Center
Family & Closely Held Business Summit
Unlocking Growth: Taking your family business to the next level
Panelists:
- Katie Juehring, 3rd Generation, Glenroy (1)
- JJ Stanwyck, 3rd Generation, COST & Refractory Service, Inc. (2)
- Mike Moore, Moore Construction Services (3)
- Paul Bostrom, 3rd Generation, President, H.O. Bostrom Company (4)
Breakout Sessions
Cashless Growth
We understand that money doesn’t grow on trees. Unlock your business’s potential with cashless growth strategies hosted by the attorneys at Meissner Tierney Fisher & Nichols S.C. Learn how to elevate your business into the next stage of growth—without breaking the bank.
Presenters:
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Adam J. Tutaj, Shareholder, Meissner Tierney Fisher & Nichols S.C.
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Scott T. Reigle, Shareholder, Meissner Tierney Fisher & Nichols S.C.
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Daniel A. Sievert, Associate Attorney, Meissner Tierney Fisher & Nichols S.C.
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Brian M. Cooley, Associate Attorney, Meissner Tierney Fisher & Nichols S.C.
Is QuickBooks Right For You?
The right accounting software can help your company by streamlining your financial management procedures and fostering growth and success.
Join us to discover the power and versatility of QuickBooks as a solution. Its user-friendly interface, automation capabilities, integration options, and cloud-based accessibility make it an invaluable tool.
Learn tips and tricks from a QuickBooks Certified Pro Advisor that will help you get the most out of your system.
But what if your business is outgrowing QuickBooks? Fear not! We’ll also explore Intacct, the ideal solution for businesses reaching new heights and complexities. Intacct offers unlimited growth capabilities for continued success.
Don’t miss out on this comprehensive overview designed to empower your business decisions.
Presenters:
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Britney Denk, Senior Accountant, SVA Certified Public Accountants
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Nancy Mehlberg, Principal, SVA Certified Public Accountants
Grow & Protect Your Family Legacy: How to Mitigate Fraud Risks
You have spent years building your family’s legacy. In this session, you’ll learn ways to avoid falling victim to business fraud. Discover the tools banks have in place to help you avoid a scam and protect your business and legacy.
Presenter:
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Ivan Gamboa, Senior Vice President, Chief Commercial Lending Officer, Tri City National Bank
**Session Was Not Recorded
Transitioning Your Business? Begin at the End
Every business will transition at some point. When thinking about your succession plan, consider beginning with the end in mind. What do you need and want from the transition to meet your personal lifestyle and legacy goals?
Presenters:
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Amy Kiiskila, JD, CFP®, CPA, CLU®, Director of Wealth Strategy, Annex Wealth Management
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Leesa Gilliam, CTFA, CEPA®, Branch Director, Pfister Office, Annex Wealth Management
Presented By
Sponsor
Partner
EVENT Partner
Past Events
- 2023 Family & Closely Held Business Summit
- 2022 Family & Closely Held Business Summit
- 2021 Family & Closely Held Business Summit
- 2020 Family & Closely Held Business Summit
- 2019 Family & Closely Held Business Summit
- 2018 Family & Closely Held Business Summit
- 2017 Family & Closely Held Business Summit
- 2016 Family & Closely Held Business Summit
Interested in sponsoring an event? To reap the benefits of the ultimate in-person marketing opportunity contact Linda Crawford, Director of Sales, to discuss opportunities. Event sponsorships are limited.
