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Legacy Leadership: Transition, Tax and Financial Triumph – Louisville Seminar Resources

Legacy Leadership: Transition, Tax, and Financial Triumph

Don’t miss HSC’s “Legacy Leadership: Transition, Tax, and Financial Triumph” seminar. Get the latest insights from thought leaders, dive into succession planning, and stay in the know about the ever-changing financial markets. Secure your spot: https://bit.ly/47p6SgD

Save the dates:

November 14: Evansville Country Club, Evansville, IN

December 12: The Reserve, Jeffersonville, IN

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ESOP Roundtable Schedule

We are proud to host ESOP Roundtable events for ESOP companies and those companies who are exploring the ESOP opportunity. As you might expect, the ESOP Roundtable agenda is member-driven and provides a place to share experiences, questions, best practices, lessons learned and successes.

In order to provide a focused peer group experience, the roundtables are open to members only. If you are interested in becoming a member, please Contact Us.

EVANSVILLE
11:30 a.m. – 1:30 p.m. CT on March 22, 2022

LOUISVILLE
11:30 a.m. – 1:30 p.m. ET on March 23, 2022

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Consolidated Appropriations Act – Webinar

President Trump has signed the Consolidated Appropriations Act, 2021, containing one of the largest relief packages in history at more than $900 billion. This relief package provides direct payments of up to $600 to individuals, restores the Federal Pandemic Unemployment Compensation at $300 per week, provides additional funding for the Small Business Administration’s Paycheck Protection Program while allowing for certain borrowers to draw a second round of PPP funding, and includes grants for shuttered live venue operators. This bill also ensures tax deductibility for expenses paid with forgiven PPP loan money.

Join us as we share an overview of key points of the new act as they relate to business.

Webinar Details:
Tuesday, January 12, 2021
11:00 ET/10:00 CT

Click Here to Register

After registering, you will receive a confirmation email containing information about joining the meeting.

This webinar will qualify for 1 credit hour of CPE.

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Paycheck Protection Program Loans Forgiveness Webinar – Part 2

As discussed below, on May 15th the Small Business Association released its Payroll Protection Program Forgiveness Application which provides some additional clarification.PPP-loan-forgiveness-guidelines-payroll.jpg

As a follow-up to our previous Paycheck Protection Program Forgiveness webinar, we will share an overview of the new guidance including:

  • Time Period for Forgiveness
  • Alternative Payroll Covered Periods
  • Eligible Costs
  • Payroll Reduction Exemption
  • FTE Calculation
  • The 75/25 Rule

Date: Thursday, May 28, 2020

Time: 12:00 ET/11:00 CT

REGISTER HERE

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Distilling Your Sale or Succession Strategy

Dive down the Rabbit Hole with us for an evening of networking, drinks and food centered around lessons learned from two companies that have successfully embraced the principle of building a company for sale or succession.

Panel Featuring:

Success in Family Succession: Alice Houston is known for her leadership in both the community and of HJI Supply Chain Solutions, a company specializing in order fulfillment, supply chain management and value-added contract warehousing. In 2017, Alice Houston stepped down as president and turned the reins over to son-in-law, Condrad Daniels, who has an industrial engineering degree from Georgia Institute of Technology. Any change in leadership comes with a certain degree of angst. As Alice said, “In a family situation, that angst is a thousand-fold. It has the potential to be devastating.” Learn the steps the Houston family took to avoid that potential outcome.
 
Wind in the Sails with Private Equity: John Waggoner is a veteran in the maritime industry and the founder/CEO of HMS Global Maritime and American Queen Steamboat Company. In 2018, the companies attracted a private equity partner which has allowed them to accelerate their growth trajectory in a significant way. Since the transaction, the combined company has invested over $100 million towards its future growth objectives, all while remaining headquartered in the Louisville area. John will share what he’s learned throughout his journey, pre- and post- transaction.
Event Details:
Cocktails, Networking & Appetizers
Panel Discussion
Q&A, Networking
Space will be limited to ensure a quality experience for all.

Wednesday, November 13, 2019
4 PM – 7 PM
Rabbit Hole Distillery | 711 E. Jefferson St.

REGISTER NOW!

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Change Is Coming: Are You Ready? New Rules for Lease Accounting

Are you prepared? FASB has released a standards update (Topic 842) that will require lessees to record nearly all leases on the balance sheet. Lessors will also see changes largely made to align with the revised lessee model and FASB’s new revenue recognition guidance (ASC 606).

Join us as we cover the rules and implications of these new standards!

COST: There is no cost to attend; however, registration is required

CHOOSE A LOCATION AND REGISTER TODAY!

Evansville, IN
Tuesday, December 10, 2019
8:00 – 8;30 a.m. (CT) – Registration
& Networking
8:30 – 9:30 a.m. (CT) Program
Evansville County Club
3810 Stringtown Road
Evansville, IN 47708
Louisville, KY 
Thursday, December 12, 2019
8:00 – 8;30 a.m. (ET) – Registration
& Networking
8:30 – 9:30 a.m. (ET) Program
The Madrid Conference Center
545 South Third St.
Louisville, KY 40202
CPE: This event qualifies for 1 hour of Continuing Professional Education credit for CPAs.

We look forward to seeing you there!

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TSMA Q4 Event – Additive Manufacturing

Event Description:

Many users of Additive Manufacturing (AM) associate it with prototyping, tooling or one-off parts. But AM technologies are getting faster and more economical, and are being proven for production applications. In some cases, additive manufacturing is now a direct competitor to conventional manufacturing for parts that might previously have been made through molding or machining. Peter Zelinski and Jesse Roitenberg will share their insights into the world of Additive Manufacturing and how it is impacting industry in Southern Indiana.

Location:

Tropicana Evansville Casino & Hotel
Walnut Room
Evansville, IN 47708

Date/Time Information:

3:30 – 4:00 PM Registration
4:00 – 4:45 PM Peter Zelinski
4:45 – 5:15 PM Jesse Roitenberg
5:15 – 6:00 PM Reception and demonstration

Register Here!

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Gaining Traction Through EOS Are You Running Your Business, or is Your Business Running You?

If you are an owner or leader of an open-minded, growth-oriented, entrepreneurial company – who wants to have your business consistently run better/stronger, and grow faster/smarter – please join us to learn how the Entrepreneurial Operating System (EOS)®, can help you generate more, with less. By more: we mean more growth, productivity and profits. By less: we mean less stress, expense and uncertainty.

EOS, as outlined in the best-selling book Traction™, is a proven and holistic business building and management operating system, with a complete set of simple but effective strategies, tools and disciplines to help set, drive and deliver the essential structure, mechanics and disciplines for success.

Scott Abbott, Professional EOS Implementer™, E&Y Entrepreneur of the Year Finalist™, and best-selling author of 3 books, including Level-Up to Professional™ – will share and introduce you to the foundational EOS system, and how to strengthen the Six Key Components™ of successful businesses.

In addition to Scott Abbott’s interactive presentation, there will also be a panel discussion moderated by Scott Olinger, CPA, CGMA, CPIM, with Harding Shymanski & Company. The panelists include renowned local business leaders, who have chosen and successfully run on EOS:

  • Diane Fischer (Founder & CEO, L&D Mail Masters)
  • Bob Owings (CEO, Owings Patterns)
  • Sean Madden (Founder & CEO, Madden Elevator)

Between the EOS Talk and accompanying EOS Workbook, panel discussion and group Q&A session; attendees will walk away inspired, focused, more knowledgeable, clear on priorities and issues, and ready to use proven tools that will help you gain more traction, in business, and life.

As a free gift from the event, each participant will receive a copy of the book Traction
as well as an EOS Workbook.

Register now!
Thursday, September 12, 2019
8:00 a.m. – 8:30 a,m. EDT – Registration, Networking and Breakfast
8:30 a.m. – 11:00 a.m. EDT – Program
Pendennis Club
218 Muhammad Ali Blvd
Louisville, KY 40202

This is an invitation only event. There is no fee; however, registration is required.

Sponsored by:

 

We look forward to seeing you there!

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tEST

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