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12/04/2023
034. Financial and Tax Planing For Privately Held Businesses (morning)
Instructor: Roman Basi and Dr. Bart Basi
Level of Complexity: Intermediate/Advanced
9:00 AM - 12:00 PM
Presented jointly with Roman Basi and Dr. Bart Basi. This program will stress the need for private companies to report transactions in a financial manner that lowers their tax liability and increases the cash flow of the company and the owners. The program is geared towards the upper management group of a company that is involved with and/or affected by the manner in which the financial recording of transactions affects the cash flow and taxability of all business events.
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Who Comes Next? Leadership Succession Planning Made Easy
Mary C. Kelly
Leaders leave. It's inevitable. It might even happen today. Are you prepared? Every organization needs a plan for leadership succession, but few leaders know how to start the process. WHO COMES NEXT? solves that problem and easily guides you through the steps of creating and implementing a viable succession plan.
This essential guidebook simplifies the process and gives you the tools you need to build and activate your leadership succession. You’ll find a comprehensive action plan, a library of all the tools needed to develop and sustain your plan, and a resource guide. You’ll learn how to:
- Communicate with customers about the change
- Identify talent gaps in your succession plan
- Decide which succession planning model to adapt
- Find the next generation of leadership within your organization
- Handle the unique emotional complexities of succession in a family-owned business
Whether you are part of a small, family business, a Fortune 500 company, or a non-profit, you need to start now by answering the question: WHO COMES NEXT?
