TWO LOCATIONS AND TWO DATES FOR YOUR CONVENIENCE

 

SAN DIEGO
THURSDAY - OCTOBER 1, 2009
4:00pm-6:00pm Presentation
6:00pm-7:00pm Networking Reception

SingerLewak LLP
San Diego Office
4275 Executive Square, Suite 920
La Jolla, CA 92037
To register for this date, CLICK HERE
ORANGE COUNTY
THURSDAY - OCTOBER 22, 2009
4:00pm-6:00pm Presentation
6:00pm-7:00pm Networking Reception

SingerLewak LLP
Orange County Office
2050 Main Street, 7th Floor
Irvine, CA 92614
To register for this date, CLICK HERE

WHO SHOULD ATTEND?
CEOs, CFOs, and other C-Level Executives
Executives and Executive Managers
Owners, Presidents, and Shareholders
This Event is Not Open to Service Providers

WORKSHOP FEE - $25.00

OBJECTIVE

     
 

"2010: Creating a Game Plan for a Highly Effective Recovery"

Through our multiple perspectives, we will discuss and identify strategies, resources and implementation tools to guide you through the 2010 economic recovery.

Co-sponsored and presented by SingerLewak, Strategic Momentum, California Bank & Trust, and Eureka Capital Partners LLC to give you a 360 degree perspective on best practices in the changing economic landscape.

  
     


TOPICS INCLUDE:

CPA PERSPECTIVE:
How do you create a five year financial vision and scorecard?
How should you look at your cash flow to fulfill your vision?
Building the required personnel force and organization structure

MANAGEMENT PERSPECTIVE:
What are the elements to create a powerful vision? How does it drive your strategy?
How can you use vision to enroll your employees, customers and suppliers?

BANK PERSPECTIVE:
What will a bank look for in a companys vision?
How do you finance your vision?
Obtaining the necessary financing
INVESTMENT BANK PERSPECTIVE:
How do you determine the value of your vision?
What will a buyer look at when buying your company?
Organic Growth vs. M&A

PRESENTERS:
Glenn Carniello, Partner - SingerLewak LLP
Kobe Bogaert, Principal - Strategic Momentum
Tory Nixon (in SD) and Mark Lee, Senior Vice President (OC) - California Bank and Trust
Michael Harden, Managing Director - Eureka Capital Partners, LLC

EVENT QUALIFIES FOR CPE CREDIT FOR CALIFORNIA CPA'S