EVENTS

Growth.  Every CEO wants it. But how do you manage it?  How do you grow your business without having the wheels come flying off a runaway locomotive?

Join our team of experts as they take you through a master class on how to handle the excitement, growing pains and chaos unleashed on an explosive growth company.  In this interactive session we will explore efficiency restructurings, outsourced solutions, using technology to scale growth, estate planning and asset protection tools, tax mitigation strategies, debt and equity financing models, and merger and acquisition options.

Hear how you can avoid pitfalls which can derail your success.  Our expert panel will share both strategies for sustained growth and mistakes others have made and how you can avoid holding back your growth.

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Areas that we will focus on include: Social media strategies. Using technology to streamline applications and reduce costs. Creating outsourced solutions for accounting and HR functions. Asset protection and exit planning. Tax mitigation strategies. Creating golden handcuffs for key employees. Debt and equity options. Merger and acquisition modeling. Legal pitfalls that growing companies unknowingly fall into.

WHEN: December 8^th, 2016

TIME: 8:00 am -10:00am

WHERE: Wells Fargo 150 East 42nd Street, NY, NY (conference level)

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

Speakers

Host: Julie Kerzner-Keery
         Private Mortgage Banker
         Wells Fargo

Moderator: Kathy Boyle
                  President
                  Chapin Hill Advisors, Inc.

Panelists:

Richard Levychin, CPA, CGMA
Partner in Charge, Emerging Business Group
KBL, LLP Certified Public Accountants and Advisors
 

Tony Carnesi, CPA
Director, Emerging Business Group
KBL, LLP Certified Public Accountants and Advisors
 

Allan Rooney
Founder
Rooney Nimmo, Business Attorneys 
 

Chris Moschovitis, CISM, CGEIT
President
tmg media
 

James Clifford
District Manager and Business Consultant
ADP

Sponsors and Participating Companies