Owners’ Academy

A major theme of this edition of ProfitSense was accounting, as host Bill McDermott welcomed two CPAs, Bradley Carroll, CFO of Progressive Lighting, and Gary Clayton, CFO of Superior Business Management. Bradley discussed his move from a CPA firm to in-house practitioner, the significant problems associated with logistics and sourcing products internationally, and more. Topics Gary addressed…

By Robert J. Brody and Luis A. Torres   California passed two laws that require diversity for certain corporate boards.  The first required diversity based on gender and the second for “underrepresented communities.”  The  effective date and required amount of representation varies based on board size.  In two separate actions, each law was found unconstitutional….

I have created a campaign to support feeding Ukraine’s Refugee’s through the World Central Kitchen (WCK). I wish to express my solidarity with the people of Ukraine and especially my  friends and colleagues. To stand with them and offer support in whatever way I can in their time of need. Having access to food and…

Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…

As a business owner, have you ever thought about whether you should own or rent your company building? It’s likely you have since it’s one of the top most-Googled financial questions in the U.S. Every business has a big dream for their business and wants to make it happen. But, along the way many business owners…

Date: June 10, 2022 Sign on Time: 11:45 a.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Here for a free ticket: Jeff Hahn Brands don’t handle crisis situations every day. At the same time, unexpected situations, malicious events and head-scratching screw ups happen all the time. Food and beverage brands are especially vulnerable to reputation-damaging issues…

May 20, 2022 By Robert G. Brody and Luis A. Torres As of July 14, 2022, New York will be launching a statewide toll-free confidential hotline that will provide counsel and assistance to individuals with concerns about workplace sexual harassment. Employers will be required to include the hotline number in any sexual harassment postings and…

By Rob Milrod Traditional banks must actively plan for change as the digital divide grows.The marketplace has evolved, and traditional, legacy-driven banks need to follow suit by upgrading technology through partnerships. One in 10 banks are in the process of developing a banking-as-a-service (BaaS) strategy and another 20% are considering one. Why? Embedded finance, which…

Date: June 3, 2022 Sign on Time: 10:50 a.m. Start Time: 11 a.m. End Time: 12 p.m. Questions: Chat Click Here for a free ticket: Donato Tramuto Compassionate leadership isn’t about being nice; when practiced effectively, it’s a strong leadership style that can elevate your spirits and profits. Compassionate leaders are not weak. They are tough leaders who understand that…

These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with these for…

FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…

Date: May 27, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link:  Tracy Enos Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and Services with Ease, About this event Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and…

Here we go again…supply chain challenges continue to cause shortages driving costs up; tightening labor markets are pushing wages higher; global energy prices are at new highs due to geopolitical disputes; and these external factors threaten to push the economy toward a recession. We are in another challenging business cycle that demands changes to how…

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Starting with the End in Mind – webinar for business owners and buyers May 16 at 1PM (EDT) If you have the following questions, this webinar is for you! How do I strategically think about my end game? In other words, how do I figure out what game I am playing? What makes a business…

The Red Sea disruption forcing ships to go around Africa creates a new Supply Chain reality. It can lead to late deliveries of inventory resulting in disruptions affecting business globally. One of the noticeable issues is the Reuters report, “Tesla, Volvo Car in Europe Pause Output of Certain Car’s models.” Besides the production disruptions, late…

THE CRITICAL QUESTION FOR BUSINESS OWNERS: DEFINING SUCCESS – WHY ARE YOU ON THIS ROAD? By Ladd Hirsch on April 15, 2024 “If you don’t know where you’re going, any road will take you there.” — From Alice’s conversation with Cheshire Cat from Lewis Carroll’s Alice in Wonderland For business owners intently focused on growing their…

“I should demote myself!” joked the head of sales. “It looks like I am better at selling than at managing a sales team.” We were looking at his team’s individual sales numbers. He was selling more when he was a regular salesperson than his whole team today. We too often promote the wrong person into…

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