Events

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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2019 Ohio Valley Construction Market Outlook Forum Featuring Gregg Schoppman

2020 Vision and Beyond – Strategize for Tomorrow and Achieving Operational Excellence 

The results are in from the 2019 Ohio Valley Construction Market Outlook Survey. For the fourth consecutive year, Harding, Shymanski & Company, P.S.C. surveyed construction industry executives in the Ohio Valley Region in order to capture industry benchmarks, identify best practices and discover emerging trends.

In addition to sharing survey results, this year’s forum will feature Gregg Schoppman, Principal and Florida Consulting Manager at FMI. Gregg will discuss Strategic Planning and Project Management, our topics will include: Continue reading “2019 Ohio Valley Construction Market Outlook Forum Featuring Gregg Schoppman”

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2019 Summer Office Hours Begin May 24th

Harding, Shymanski & Company, P.S.C. Offices will close at Noon local time on Fridays starting May 24th and continuing through the Labor Day holiday.

“Our employees work hard year-round and especially during the busy season,” said Trudy Stock, CEO & President of the firm. “We offer this alternative schedule in acknowledgement of the team’s commitment to serving our clients.”

Regular office hours of 8:00 a.m. to 5:00 p.m. will resume on Tuesday, September 3rd.

 

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2019 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 19
11:30 a.m. – 1:30 p.m. CT on July 9
11:30 a.m. – 1:30 p.m. CT on November 19

LOUISVILLE
11:30 a.m. – 1:30 p.m. ET on March 20
11:30 a.m. – 1:30 p.m. ET on July 9
11:30 a.m. – 1:30 p.m. ET on November 20

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Are you Ready? Take Our Revenue Recognition Implementation Crash Course!

ASC 606 Revenue Recognition Standards Implementation Crash CoursesASC 606, Revenue from Contracts with Customers replaces almost all pre-existing revenue recognition guidance for how an entity should account for its revenue. The new standard impacts nearly all companies with GAAP financial statements. Join us at one of our Revenue Recognition Implementation Crash Courses.

Companies must comply in 2019!

Implementation and compliance is proving to be more challenging than most have expected. Given the urgent need for compliance with ASC 606, we are offering two courses to assist companies with their implementation strategies. The crash course will include basic education on key areas of the standard and roundtable discussions on implementation best practices.

What will be discussed?

We will explore topics including, but not limited to, the following:

  • Dos and Don’ts.
  • Start with End in Mind/Building Your Timeline.
  • Important Decisions/Key Concepts.
  • Policies, Procedures, and Sustainability.

Who should attend?

Those with the responsibility of implementing Revenue Recognition in their companies.

  • Chief Financial Officers.
  • Controllers.
  • Vice Presidents of Finance.

Revenue Recognition Implementation Crash Courses

These programs qualify for Accounting & Auditing CPE for CPA’s.

One-day Implementation Crash Course
Louisville, KY
Wednesday, February 20, 2019
9:00 a.m. – 4:00 p.m. (ET)
Cocktail hour immediately following
The Madrid Conference Center
545 S Third Street, Louisville Kentucky
Registration is required at link below.
http://bit.ly/2019-1DAYREVRECEV
Evansville, IN
Tuesday, February 26, 2019
9:00 a.m. – 4:00 p.m. (CT)
Cocktail hour immediately following
Southwest Indiana Chamber
318 Main Street, Suite 401, Evansville, Indiana
Registration is required at link below.
http://bit.ly/2019-1DAYREVRECEV
Four-part Implementation Crash Course
Louisville, KY
11:00 a.m. – 1:00 p.m. (ET)
April 23, May 1, May 14, June 4, 2019
The Madrid Conference Center
545 S Third Street, Louisville Kentucky
Registration is required at link below.
http://bit.ly/2019REVRECRT3LV
Evansville, IN
8:00 a.m. – 10:00 a.m. (CT)
April 24, May 2, May 15, June 5, 2019
Harding, Shymanski & Company, P.S.C.
Lower Level Conference Room
21 SE Third Street, Evansville, Indiana
Registration is required at link below.
http://bit.ly/2019REVRECRT3EV

Cost:

HSC Clients: Free
Future clients: $250 per participant

 

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New Standards for Nonprofits Seminar

New standards will change nonprofit financial statements and 990s. More importantly, these new standards will impact how users “read” financial statements and will expand required disclosures within the financial statements. Additionally, these new rules could change when revenue is recognized.

Join us to ensure that your organization is ready for these changes.

Choose a location and register today! Continue reading “New Standards for Nonprofits Seminar”

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TSMA Q4 Event: Trends, Tariffs, and Trade

On October 29th, the Tri-State Manufacturers’ Alliance (TSMA) will host its 4th quarter event at DoubleTree by Hilton in downtown Evansville, IN. Steve Menaker, CPA and Audit Partners at RSM US LLP, will share insights on trends in manufacturing, including the digital transformation and labor market, as well as the impact of tariffs and trade wars on domestic and international manufacturing. Continue reading “TSMA Q4 Event: Trends, Tariffs, and Trade”

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