Program produced by XPX Chicago. Navigating Business Interruption: Why Change is Necessary This discussion entails how business interruption, whether caused due to a global pandemic or your own company crisis, can be viewed from three different yet connected angles: Leading with Resiliency, Innovation out of Change, and Culture of Employee Engagement. Reflecting on ideas and…
October 19, 2020
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit M&A Communication Strategies in a Pandemic World Key Note Speaker:Leslie Komet Ausburn, President/CEO – Komet Marketing Communications
Program produced by XPX San Antonio. XPX Owner and Advisor Summit Exit Planning and Implementation to Inside Parties During the Pandemic Moderator:John Dini, CMBA, CExP, CEPA – MPN, Inc. Panelist: Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Exit Planning & Implementation to Third Parties During the Pandemic Moderator: Kelly Foster, Attorney – Gardner Law Firm Panelist: Tim Geppart, CFO – Vaco Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co. Steven Bankler, CPA -Steven…
Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit Valuations & Financing Problems During the Pandemic Moderator: Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial Panelist: Kim Ford, CPA – theKFORDgroup Jim Park, ASA – Munroe, Park, & Johnson, Inc. Robert Potter, Executive Vice President, Lone Star Capital Bank Tim Ramon,…
Oct 19, 2020
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How many decisions do you make every day? According to Cornell University researchers: more than 35,000. Every. Single. Day. Decision-making is one of a CEO’s most important jobs, and one of the easiest to do wrong. It doesn’t have to be like that though. Here are 5 tips to improve your decision-making effectiveness – and help you…
Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…
Last month, the Boston Regional Office of the National Labor Relations Board (the “NLRB”) ruled that members of the Dartmouth men’s basketball team are employees and as such have the right to unionize. Wasting no time, yesterday, the Dartmouth men’s basketball team voted 13-2 to unionize. Many educational industry onlookers saw this as the necessary…
On February 21, 2024, the National Labor Relations Board (“NLRB”) ruled that Home Depot violated the National Labor Relations Act (“NLRA”) by terminating an employee who refused to remove the hand-drawn letters “BLM” (Black Lives Matter) from their work apron. This employee was one of several employees who concurrently drew BLM on their work aprons….
Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill Advisors LLC where he specializes in designing, financing, and executing internal buyout transactions for privately held companies utilizing an Employee Stock Ownership Plan (“ESOP”) structure. Jim has advised over 175 companies…
In our prior article, the details of the new test for determining who is an employee and who is an independent contractor was laid out click here. As of last week, that rule is effective. Now clients are asking how we got here and what comes next. Here are our thoughts. Effective March 11,…
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