We believe in providing our clients the ability to learn and grow as their business grows. We partner with professional program facilitators to educate, inspire and communicate current business trends and industry knowledge.
Our goal as a partner to our clients is to promote innovation and creativity as they plan their business strategy and goals.
We foster and participate in professional associations that enable us to remain at the forefront of the accounting industry.
Previous Client Programs include:
Organizational Agility: Being Ahead of the Adaptability Curve (January ’11)
Mike Richardson, author of the book "WheelSpin: Regaining Traction in a Fast Changing Business World by Maximizing Your Organizational Agility" helped us understand simple, pragmatic approaches to grow cash-flow by reducing Wheel$spin and increasing traction, for cents on the dollar. A very high ROI.
Planning for the Transformative Moment: Liquidity and Succession Strategies (August ’09)
Seth Cohen, attorney with Arnall Golden Gregory, LLP & Lee Miklovic, director with Capital Strategies Group joined together to offer a dynamic program discussing trends in the M&A and Equity investments sectors. Specifics included an overview of liquidity and succession strategies, the M&A process and discussion of timetables, as well as identifying ways to proactively address risks related to transformative transactions. This program was hosted by Michael Rothfarb of Morgan Stanley Smith Barney.
Economic Outlook in an Uncertain World (August ’08)
What will influence our economy in the future? Britton Busby, Economic Research Analyst from Lord Abbett , responsible for setting Lord Abbett’s Macro Economic Policy and a Strategist on the Strategic Policy Committee for the firm, reviewed current trends and future economic forecasts. This program was hosted by Citigroup Smith Barney.
Perspectives in Estate Planning (June ’07)
Richard Morgan, Estate Tax Attorney with Morgan DiSalvo, P.C. discussed the importance of wills, and estate planning to enable the protection of wealth by assuring it is passed on according to your wishes. Hosted by Michael Rothfarb, Certified Investment Management Consultant with Citigroup Smith Barney.
Up-coming Programs:
Come back for future programs listings
