Tab Q2 Fed Reserve Workshop Invitation 042910
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Transcript of Tab Q2 Fed Reserve Workshop Invitation 042910
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Business Owners: These are Different Times . . . And . . . How Does that Impact You?
Please plan to join us for "These are Different Times" on Friday, May 14, 2010, at 8:30 AM at Las Colinas Country Club. Our keynote speaker is Harvey Rosenblum, EVP, Federal Reserve Bank of Dallas.
No one can predict the future of this economy,
but there is one man who can provide an in-depth analysis of what we might expect.
From key points to Q&A, Harvey will provide insights on where you may
need to think about your business differently!
Harvey will be followed by a panel that will share the impacts of new legislation on healthcare and changes to Texas corporate and margin tax laws. Other panelists will address why it is imperative--in these "different times" -- to work closely with your banker, reduce risk through fraud protection, and get control of your cash flow. More details on each panelist's topic are included below, along with their bios.
$35 TAB Members & TCU Neeley MBA Alumni $50 Business Owners / Guests
Seats are limited. Register early! REGISTER HERE by May 10, 2010
Panel Topics
Healthcare Reform - Its Financial and Operational Impact on Small Businesses Business owners must now set their sights on how to comply with the sweeping healthcare reforms and more importantly, how to absorb the additional costs that will result from them.
Carl Kleimann, President - Odyssey OneSource
2009-2010 Important State and Federal Legal Changes of Interest to Small - Medium Businesses Significant state and federal legislative changes in 2009-2010 present opportunities and challenges for small - medium sized businesses. Among others, learn important changes regarding Texas corporate and margin tax laws, federal health benefits provisions, FTC "Red Flag" rules, and more.
Grant Seabolt, Senior Counsel - Underwood, Perkins & Ralston, P.C.
Working with your Banker in Different Times - how Regulatory Decisions Impact Entrepreneurial Businesses The direct impact of more tightly constrained financial services regulation is easily understood. Less distinct is the impact that other legislation and regulatory interpretation will have. Healthcare reform, recent new interpretations of exempt and non-exempt workers, and immigration are other important topics of impact.
Bruce Bradford, Regional CEO - Sterling Bank
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Large or Small . . . No Company is Immune to the Risks of Fraud: The Common Sense Approach to Prevention The successful business owner knows that "fraud prevention" should be implemented to reduce the risk of exposure to irregular activities, especially in light of new legislation, which often leads to new scams. Yet many owners simply believe "it" won't happen to them and do not take action to implement internal controls in key processes. This presentation will highlight three key steps to implementing an effective internal control environment in a small to medium size company.
Larry McLaughlin, CPA, CIA - BKD, LLP - CPA's and Advisors
Cash Flow Management: Are You in Control of your Cash Flow...or is it Controlling You? The ability to monitor and control the amount of cash coming in and out of the business at any given time can be as critical to your business as increasing sales and maintaining strong customer relationships. That's because developing and implementing a successful plan to manage cash--the lifeblood of any company--can mean the difference between success and failure for many a small business.
Ronald A. Pyke, CPA - Partner, B2B CFO®
Speaker Bios
Harvey Rosenblum, Executive Vice President, Federal Reserve Bank of Dallas Harvey Rosenblum serves as Economic Policy Advisor to the Federal Reserve Bank of Dallas' President and as an Associate Economist for the Federal Open Market Committee, which formulates the nation's monetary policy. Rosenblum is also a past President and a member of the Executive Committee of the Board of Directors of the National Association for Business Economics (NABE), a prestigious trade association whose 3,000 members are the leading business economists in the United States and many other countries. Rosenblum is currently serving as Executive Director of the North American Economics and Finance Association. He also is a member of the Product Development and Small Business Incubator Board, appointed by the Governor of Texas.
Carl Kleimann, President - Odyssey OneSource Carl Kleimann has served on Odyssey OneSource's senior management team since 1993. Prior to joining Odyssey, Kleimann served as President of The Laxus Group, a PEO acquired by Odyssey in 1993. Kleinmann has served as president of the National Association of Professional Employer Organizations (NAPEO), the PEO industry's national trade association. He is active in the industry's regulatory and legislative affairs at the state and national level and writes and speaks frequently on behalf of the industry.
Grant Seabolt, Senior Counsel - Underwood, Perkins & Ralston, P.C.
Grant is Senior Counsel with this Dallas, Texas, law firm and serves as business law advisor to small to mid-market businesses and entrepreneurs. He launches start-up companies and assisting mature companies in sophisticated business transactions, including mergers, acquisitions, and succession planning. Seabolt is a Frequent Continuing Legal Education speaker on alternative dispute resolution (mediation and arbitration), business law, and asset protection planning. Currently, Grant serves as outside counsel to an oil and gas exploration firm and to a water recycling firm serving the oil and gas industry.
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Bruce Bradford, Regional CEO - Sterling Bank
Bruce Bradford is Regional CEO for the North Texas Region of Sterling Bank. He has over 25 years experience in commercial banking serving the needs of entrepreneurs. Bradford currently sits on the boards of The Concilio and the North Dallas Chamber of Commerce. He is also a longtime member of CEO Netweavers.
Larry McLaughlin, CPA, CIA - BKD, LLP, CPA's and Advisors Larry has over 30 years of experience evaluating internal control environments and business risks. He has diversified management experience with a Fortune 100 electric utility company in Texas as well as an oil and gas company where he specialized in finance, accounting and internal audit. McLaughlin is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA) and the Institute of Internal Auditors (IIA). He is a Certified Public Accountant and a Certified Internal Auditor.
Ronald A. Pyke, CPA - Partner, B2B CFO® Ron is an experienced CFO of 29 years, who excels in working with owners and their management teams to develop a proactive understanding of the relationship between operating performance and financial results. Pike has served as CFO of a construction company, property acquisition and management company and distribution company and has held titles such as Corporate Controller, Risk Manager, Director of Finance and Senior Auditor.
Where
Las Colinas Country Club 4400 N. O'Connor Rd. Irving, TX 75062
When
RSVP By May 10, 2010 Friday, May 14, 2010
Registration and Breakfast Buffet 7:45 AM to 8:30 AM Workshop : 8:30 AM to 12:30 PM
COST
$35 TAB Members & TCU Neeley MBA Alumni $50 Business Owners & Guests
GUEST POLICY
Guests are welcome. All guests must register at one of the registration links provided above
OTHER INFORMATION: Breakfast Buffet; No Refunds; Questions 817-614-2160 Seating will be EXTREMELY limited!
SPONSORS
B2B CFO®
the Neeley School of Business atTCU MBA Program
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Fort Worth Business Press
Collin County Business Press
Sterling Bank
Odyssey OneSource
Underwood, Perkins & Ralston, P.C.
BKD, LLP
Sponsored by The Alternative Board (TAB) DFW Facilitators
Ray Champney, 682-234-3444 Email Ray Ray's website
Ed Riefenstahl, 817-480-2516 Email Ed Ed's website
Diana Gats, 972-255-5634 Email Diana Diana's website
Lucinda Ruch, 972-370-2386 Email Lucinda Lucinda's website
Doug Jamison, 817-310-5858 Email Doug Doug's website
Mike Sloan, 214-280-7679 Email Mike Mike's website
Just ask us how we are helping TAB DFW Business Owners. Even in these troubled times, we have many Business Owners having their best years ever. Through their TAB Boards they are getting the peer advisory inputs they need to grow their business.
ABOUT THE ALTERNATIVE BOARD®
The Alternative Board® is comprised of members who are business owners, CEOs or presidents who run businesses in non-competing fields. During a TAB Board meeting, you receive the benefit of the collective experience of the board members, who offer practical solutions to your problems-not theories. You can learn more about TAB, which has been helping business owners succeed since 1990, by visiting TheAlternativeBoard.com at www.TAB-DFW.com