Topics for Forum Conversations 2018

TOPICS FOR FORUM CONVERSATIONS 2018

TOPICS / SPEAKER
Adams Keegan
Assessing cost and finding leaks in HR administration: How much should HR really cost? Successful organizations have a formula cost for operations. What is your cost of HR compared to payroll? What should it be and how can you get those costs down? / Brian Evans
Navigating the world of rising health insurance costs / Brian Evans
The laws of Benefits: What you can and can’t do regarding your employee benefits. In this session we will review the most common mistakes companies make to be non-compliant with the law. A Q&A with Marty Barton, Adams Keegan’s HR legal expert, to help keep your company legal and compliant. / Brian Evans
To 1099 or Not? The government is cracking down on 1099 employees and the penalty can be steep. In this session we will review the laws and provide guidelines on when an employee is a true 1099 employee and when they are not. / Brian Evans
Bradley
Corporate Formation: Choosing the right structure for your company; Multiple owner issues; How to maintain corporate formalities / Contact Louanne Staff for attorney availability
Intellectual Property: Identifying, protecting, and leveraging intellectual property assets & trade secret protection / *
Employment Law 101: Classifying employees; Employment agreements; Routine HR issues; Employee incentives / *
Navigating Leases or Property Acquisitions; Exiting an existing lease; Tips for a new lease or property purchase / *
Navigating Insurance: Types of insurance; Insurance requirements in contracts; Limitations of insurance / *
Navigating Key Dispute Resolution Provisions: Alternative Dispute Resolution & avoiding court; Forum selection; Indemnification; New Business Court / *
How to Communicate with Your Lender / *
Growth Strategies 101 / *
Litigation 101 / *
Debt Financing Options / Equity Financing Options / *
Constructing a Non‐Compete/Non-Solicitation / *
Estate Planning and Asset Protection / *
Tax Planning / *
Exit Strategies and Succession Planning / *
Partner’s/Officers’ Fiduciary Responsibilities / *
Negotiating Customer Agreements / *
The Bradford Group
Public Relations Primer: What journalists want and how to give it to them. / Jeff Bradford
Social Media Primer: How to use Facebook, Twitter, Linked In and other social media tools to market your business. / Melinda Dale
The Psychology of Influence: How we are hardwired to respond to certain marketing techniques. / Jeff Bradford
How to Write Persuasively: The fundamental of writing that communicates exactly what you mean ­– and moves the reader to action. / Jeff Bradford
Writing a Marketing Plan: A review of the standard components of a marketing plan. / Jeff Bradford
Word-of-Mouth Marketing: How to harness the grapevine / Jeff Bradford
Event Marketing: The nuts and bolts of organizing, promoting and holding a successful event to market your business. / Jeff Bradford
10 easy ways to get the media’s attention / Jeff Bradford
Why yesterday was the day to formulate your crisis management plan / Jeff Bradford
BNY Mellon
Exit Planning
oValue Creation vs. Life Style
oPersonally preparing yourself for the exit
oAssembling multi-disciplinary advisory teams
oSecond Chapter, life after the sale
oUnderstanding exit options (Family, Third Party, Employees)
oKey takeaways business owners need to know from Exit
Planning Business Owner Survey / GaryRzucidlo
The interaction between theeconomyand the stock market / GaryRzucidlo
Never Eat Alone – building your network / GaryRzucidlo
Estate Planning Techniques for Business Owners / GaryRzucidlo
Monthly Economic Updates / GaryRzucidlo
To blog or not to blog / Meredith Yates
Crichton Group
Business Insurance 101 / Joe Lacher
Employee Benefits 101 / Joe Lacher
Under-Insured Personal Risks / Joe Lacher
Trends in Healthcare / Joe Lacher
Attracting and Retaining Good Talent / Joe Lacher
Alternative Risk / Joe Lacher
Benchmarking Studies / Joe Lacher
Safety training (abuse, molestation, active shooter, ergonomics) / Joe Lacher
Perpetuation and Succession Planning / Joe Lacher
Compass EAST
Introducing the Growth-Partnership Matrix- How Compass EAST evaluates its client base / John Nevel
The Future of Financial Reporting- How to use KPI’s, Visuals and Dashboards / John Nevel
The Capital Costs of Hiring an Employee- Why You Should Analyze Human Capital as if it were Financial Capital / John Nevel
Apping Up for Financial Efficiency / John Nevel
What We Learned as Auditors- Applying Best Practice Controls to your Small Business / John Nevel
Cashflow Misconception in High Growth Companies / John Nevel
Concept Technology, Inc
Building Great Company Culture / Steve Halbert
Protecting Your Family: Parenting in a Tech World / Steve Halbert
File Storage Management / Steve Halbert
DEXimaging
Hiring Practices / Mark Blaze
Profit Sharing Programs / Mark Blaze
Team Building / Mark Blaze
Acquisitions / Mark Blaze
Profitable Sponsorship / Mark Blaze
Community Support / Mark Blaze
Building your Customer base effectively / Mark Blaze
Enterprise Fleet
Fleet Management / Steve Dulek/Mike Harris
Total Cost of Vehicle Ownership / Steve Dulek/Mike Harris
Vehicle Acquisition / Steve Dulek/Mike Harris
Best-in-class Fleet Vehicles / Steve Dulek/Mike Harris
Vehicle Resale / Steve Dulek/Mike Harris
Enterprise’s entrepreneurial story – from 7 cars in a dealership’s basement in 1957 to 7,200 locations in 30 countries, 1.7 million vehicles and $20 billion annual revenue, while staying family-owned and privately held. / Steve Dulek/Mike Harris
Company Car Policies / Driver Safety Programs / Steve Dulek/Mike Harris
Fleet Operational Costs (fuel, maintenance, insurance, GPS tracking) / Steve Dulek/Mike Harris
First Tennessee
Obtaining SBA financing – do’s and don’ts. / Renee Drake
What is the difference between a CFO, a controller and a bookkeeper? How do you determine which one you need? / Renee Drake
How to build a solid working capital plan. / Renee Drake
Ready to do business outside the United States? An overview of international trade basics. / Renee Drake
The 5c's of credit. / Renee Drake
Cash flow vs. profit. / Renee Drake
What is different about a company with 12, 50, 100 employees? How to manage growth. / Renee Drake
How to know if you should buy or lease your company’s offices. / Renee Drake
How to determine your borrowing capacity. / Renee Drake
How to avoid being defrauded in this digital age: Top trends in fraud mitigation. / Renee Drake
Frazier Deeter
R&D Tax Credits / Katie Braddy
Changes to lease accounting and revenue recognition rules / Katie Braddy
Strategic planning advice that encompasses growth topics like positioning & business development / Katie Braddy
Growth strategies for second stage entrepreneurs / Katie Braddy
Financial Planning / Katie Braddy
Cybersecurity concerns / Katie Braddy
Business tax planning and preparation / Katie Braddy
Transaction support for mergers & acquisitions / Katie Braddy
Capital readiness / Katie Braddy
Business succession/Exit Survey / Katie Braddy
IPO readiness / Katie Braddy
Loews Vanderbilt Hotel
Beyond the Front Desk:Ever wonder what it’s like behind-the-scenes of a hotel? You will get a full look of our Heart of House and how each department works together to run the Loews Vanderbilt Hotel / Mary B. Hammet/
Kellie Davie
Local Spirits, Timeless Flavor:Learn the art of crafting the perfect cocktail with the expert mixologists at Mason Bar and one of Nashville’s local distilleries. / Mary B. Hammet/
Kellie Davie
Employee Recruitment & Retention / Mary B. Hammet/
Kellie Davie
Revenue Management:The Strategy Behind the Price of Rooms / Mary B. Hammet/
Kellie Davie
BALANCE with Erin Opera:Incorporating wellness in your company culture / Mary B. Hammet/
Kellie Davie
Good Neighbor:Giving back to your community through volunteering and fundraising / Mary B. Hammet/
Kellie Davie
Reputation Management:Keeping up with review sites and digital critics / Mary B. Hammet/
Kellie Davie
Tony Talk:Q&A Session with Loews Vanderbilt Hotel GM Tony Phillips / Mary B. Hammet/
Kellie Davie
Accounting 101:Forecasting and GL Tips and Tricks / Mary B. Hammet/
Kellie Davie
The Art of Meeting:Tips and Tricks on executing a flawless event / Mary B. Hammet/
Kellie Davie
Oak Hall
One of the oldest family owned stores in our nation-learn how they have stayed relevant and thriving since 1859. / Chris Levy
Pinnacle Bank
Key issues affecting lenders and borrowers today / Kevin Roddey
Problem loan resolutions: I have never been late, so why is my bank beating me up? / Kevin Roddey
Working capital solutions for small businesses / Kevin Roddey
Inside the mind of a bank credit officer – how I secure effective financing solutions from my bank / Kevin Roddey
Equipment leasing- is it appropriate for my business? / Kevin Roddey
Tennessee Valley Group
How to value your company / Jim Cumbee
Knowing when to sell / Jim Cumbee
State of private equity / Jim Cumbee
What to do now if you want to sell your business in 3-5 years / Jim Cumbee
How to transition from corporate job to entrepreneurial life / Jim Cumbee
How to get the most from your Board of Directors (you have a Board, don’t you)? / Jim Cumbee
Growth through acquisition / Jim Cumbee
What You Need to Do Now to Prepare Your Company for Sale in Five Years / Jim Cumbee
Exit Planning: What is It? Why Do I Need It? When Do I Need It? / Jim Cumbee
Is Your Business a Tool for You, or Are You a Tool for Your Business? / Jim Cumbee
Do You Run Your Business Like a Navy Seal or a Baby Seal? / Jim Cumbee
Lessons Learned in the Creation and Founding of the Disney Institute Twenty Years Ago / Jim Cumbee
Vaco
Hiring Tips (across the board) / Jerry Bostelman
Should I hire permanent or do I really need contract support? / Jerry Bostelman
Technology Outsourcing Strategies / Jerry Bostelman
Waddell & Associates
Exit Planning
101: Sell, drain, or grow your business-What’s right for you?
102: What’s your ideal multiple and your personal financial plan?
103: Exploring Sale and Succession options
104: Build your team and put them in the same room
105:Tax efficient strategies in anticipation of a sale / Tara Carlson
Building Wealth & Stability While in Business
101: Create a personal financial plan that ties with your business plan
102:Tax efficient savings options for entrepreneurs
103: Aligning key employees with the growth of your business without giving up control
104: Buy or lease your building
105: Strategies for saving and paying for college
106: Basic estate planning and asset protection for your business and family
The Entrepreneur & Spouse: Building a plan for everyone’s peace of mind despite differing risk profiles / Tara Carlson
What is the landscape of financial advisors? How do you know who’s right for you?
Macro-Economics 101 – How is it all connected and where are we now?
Post Sale – semi-retirement life, private investments and inevitable taxes / Tara Carlson
WC Dillon
Worried about ransomware and other data security breachthreats to your business? We can help you identify and protect against the risks. / Chan Dillon
Worker’s Compensation Law and Coverage / Chan Dillon
Professional Liability vs. General Liability, comparing and understanding these two insurance coverages for your business. / Chan Dillon
Management Liability Coverage – What insurance protection does Director’s and Officer’s Liability and Employment Practices Liability provide? / Chan Dillon
Media and Technology/Cyber Liability Coverage. Why is this coverage growing in importance as lawsuits in this arena increase? How are privacy violations, trademark, copyright, and patent infringement allegations covered? / Chan Dillon
Healthcare Reform, what does it mean for you and your business? / Chan Dillon

STRATEGIC ALLIANCE PARTNER CONTACTS

Adams Keegan- www.adamskeegan.com/ Brian Evans/ / (615) 809-8854

Amp – www.advocateprinting.net. / Matt Simms / / (615) 467-4545

Baker Donelson – www.bakerdonelson.com / Chris Sloan / / (615) 726-5783

BNY Mellon –www.bnymellon.com/ Gary Rzucidlo / / (678) 710-5230

The Bradford Group – www.bradfordgrp.com / Jeff Bradford / / (615) 515-4888

Bradley Arant Boult Cummings –www.babc.com/ Doug Franck - / (615) 252-2354 or Louanne Staff/ /

(615) 252-3539

Compass EAST- www.compasseast.com/ Dan McCarthy/ / (615) 800-8992 ext. 102 or John Nevel/ / (615) 800-8992 ext. 101

Community Hospitality –www.communityhospitality.com / Jim Lewis / / (615) 668-3900

Concept Technology, Inc- www.concepttechnologyinc.com/ Steve Talbert/ / (615) 828-8414

DEXimaging- www.deximaging.com/ Mark Blaze / / (615) 355-5351

EnterpriseFleet Management – www.efleets.com/Steve Dulek/ / (615) 724-1835or Mike Harris / / (615) 724-1832

First Tennessee- www.firsttennessee.com/ Renee Drake/ / (615) 734-6217 or Tracy Oakley/ / (615) 734-6219

Frazier & Deeter –http://www.frazierdeeter.com/en/About/Offices/Nashville.aspx /

Katie Braddy //(615) 416-6810

Loews Vanderbilt Hotel –www.loewshotels.com/Mary B. Hammet / /(615) 321-1941

Music City Tents & Events –www.musiccitytents.com/ Joe Freedman / / (615) 207-6236 or Grant Baker/ / (615) 714-7740

Oak Hall – www.oakhall.com / Chris Levy / / (615) 454-6497

Pinnacle –www.phfp.com/ Kevin Roddey //

(615) 744-3700

redpepper- www.redpepperland.com/

Tim McMullen/ / (615) 969-7200

Sperry’s & Sam’s Place –www.sperrys.com/ Sam Sanchez/

/(615) 218-8999

Strategic Hospitality –www.strategichospitalityonline.com/ Benjamin Goldberg //(615) 248-8458 or Max Goldberg/ / (615) 496-8127 or Lisa Curry/ / (615) 248-8458

Tennessee Valley Group –www.tnvalleygroup.com/ Jim Cumbee/

/(615)390-9966

Vaco –www.vaco.com/ Jerry Bostelman/ /(615)324-8226 or Jessika Poirier/ / (615) 324- 5087

Waddell & Associates –www.waddellandassociates.com/ Tara Carlson / /(615) 370-0750

WC Dillon Company –www.wcdilloncompany.com/ Chan Dillon/

/(615) 269-7887

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