Schedule of Events

2021 is well underway with all the normal challenges and ongoing uncertainties. There are also opportunities ahead. Taylor St. Germain will explore all the risks and the opportunities stemming from the pandemic, government responses, consumer trends, market opportunities, and lagging sectors. These forces will shape the trends ahead and drive our tactics and strategies. He will also:

1. Assess business demand for the rest of 2021 and into 2022.
2. Look at a system of key leading indicators that are proven to signal cyclical turns in the economy and markets.
3. Present market outlooks and discuss issues that have an impact on your profitability via resource allocation, budgets, expectations, and strategic planning.
4. Present the unintended consequences of the massive stimulus programs that will impact businesses in the years ahead.
5. Assess interest rate and other financial market trends, including the latest information on stock market performance.

Are you stretched with personal and professional responsibilities to the point of overload and exhaustion? Are you constantly being expected to do more with less? Have you come to accept that using the weekend to “catch up” on work is a constant reality?

If you would like to learn how to develop a better game plan, Dr. Jermaine Davis is fired up to teach you how to move off Burnout Street! We’ve all felt depleted and drained for days on end. Burnout sabotages personal achievements and destroys organizational success.

Stop the madness by cultivating a positive stress response style and developing healthy coping mechanisms. Dr. Jermaine will teach you the principles and practices he’s taught to over 7,500 of his college students over the last twenty years.

As a professional development expert, motivational teacher, and leadership coach, Dr. Jermaine’s presentation will inspire you to take control of your life and career by teaching you how to recharge, refresh, renew, and replenish your personal and professional batteries so you can thrive and succeed.

Merger and Acquisition activity is at a record pace in the industry. You and your company need to take note. Are you a potential Buyer or a Seller? Learn new strategies to compete, position your business for growth, or position your business for a future exit.

THIS SESSION WILL IDENTIFY AND DISCUSS:
• State of the Industry: What is the strategy and metrics behind why investment groups and industry buyers are entering the space.
• Get your House in order: Discussion and planning through REAL CASE examples on how to position yourself as a buyer or a seller.

Join certified public accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.

During Gene’s presentation you will learn:

• How the tax reform of 2017 and latest stimulus and proposed infrastructure bills will impact your business structuring and life insurance planning.
• The latest estate planning developments from the recent year that affect business owners like yourself.
• The key issues in transitioning a business to family members or key employees while providing for financial security.
• The most important retirement and estate tax considerations you should be taking into account to ensure that your income will be maximized for the years to come.