2017 Business Succession Summit

2016 Business Succession SummitNovember 1, 2017  |  7:30 - 11:00am

Planning your business exit strategy and retirement can be daunting tasks. Is your business exit strategy going to work to your best advantage? Do you have enough money to retire and live the life you imagined? What will your life look like after leaving your business? Join us for breakfast and learn how the quality of your earnings, wealth and life all play into these important decisions to give you the future you envision.


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Engaging and Retaining Young Talent

October 10, 2017 | 4:00 - 6:00pm

In today's job market, attracting, engaging and retaining millennials—those born between 1980 and 2000—can be challenging as they are more likely to job hop than previous generations. Because many of them feel underutilized or believe they are not being developed as leaders, it's important to understand their values and offer them worthwhile opportunities and benefits. If you're looking to reduce turnover and enjoy craft beer, join us for a Boom Island Brewery tour and learn how to retain your younger employees.

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Insider Tips to Navigate the Complicated College Process and Save Lots of Money

September 28, 2017 | 7:45 - 9:30am

Parents of high school and college-bound students will not want to miss hearing a national expert provide strategies to help families navigate the complicated college process and save tens of thousands of dollars. College is now the second largest purchase most families make in their lives, yet most know more about buying a television. This workshop will cover common mistakes families make in selecting a college, myths about financial aid, and how to significantly reduce your cost. Planning ahead and developing a strategy for the college process is crucial to finding the right fit and avoiding unmanageable debt.

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Estate Planning: When Life Suddenly Changes

June 29, 2017 | 7:45 – 10:00 a.m.

Join us for a breakfast workshop on estate planning for post-death and divorce and get practical advice that helps your loved ones ensure your wishes are carried out. When a loved one dies, there’s not only crushing emotional grief, but also the likely feeling of overwhelming logistical and legal tasks that lie ahead. Post death planning makes it easier for the personal representative of an estate, whether the decedent had a detailed estate plan or a plan that may lack attributes important in today’s estate environment.

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Be Prepared! Protecting Your Business Against Ransomware

June 21, 2017 | 7:45 - 9:30am

Ransomware—computer malware that prevents you from using your device normally until you do as it says, such as paying a certain amount—is on the rise and many companies are at risk. According to Microsoft, for the top ten countries with the most ransomware detections, the United States has 50% of all detections. Join us for a breakfast workshop and learn how to protect your business against ransomware.

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Lease Accounting and Revenue Recognition Workshop

May 31, 2017 | 7:45 - 9:30am

Under the new FASB lease accounting standard, a company who leases buildings, equipment and other assets will be required to recognize most leases as a lease asset and liability on the balance sheet. This is a significant change from the current accounting for leases, which allows for certain leases classified as operating leases to be recorded off the balance sheet. Join us for a breakfast workshop to learn how this standard will impact your financials and get ahead of others in understanding this significant change. In addition, as a follow-up to our November 2016 workshop on revenue recognition, we will cover the significant change in disclosures around the revenue recognition guidance set to take effect in 2018.

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Student Loans and Income-Based Repayment Programs: Transforming Student Debt into Personal Wealth

March 7, 2017 | 7:45 - 9:30am

Most professionals with one or multiple degrees often finance their educations with student loans and many owe hundreds of thousands of dollars before even beginning their careers. Today, there is $1.3 trillion in student loan debt in the United States, with an average student loan debt of approximately $30,000. The average debt for an attorney is more than $140,000, while doctors have an average debt of more than $160,000. Join us for breakfast and learn how to develop a personalized plan to manage debt, free up cash flow and provide opportunities to save for other financial priorities.

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Business Valuations Workshop

February 16, 2017 | 7:45 - 9:00am

Whether you are buying, selling or transferring a business, planning your estate, analyzing ESOP feasibility or resolving a legal dispute, it is crucial to have a sound valuation opinion. Valuing a business requires the consideration of three approaches using a variety of methods to establish a value. Each business is unique, as are the objectives of each business owner, and it is important to understand the key factors that drive business value.

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Retirement and Estate Planning Workshop

January 31, 2017 | 7:45 - 10:30am

From retirement planning to estate planning, the path to preparing for your and your beneficiaries' futures can be a rocky and winding road. Join us for breakfast and learn the strategies and tools you can apply to your own retirement and estate plan to help smooth out the road ahead.

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Minnesota/Dakotas Chapter of The ESOP Association Quarterly Meeting

January 19, 2017

Doug Johnson, Employee Benefits Manager at Boulay, will present at the Minnesota/Dakotas Chapter of The ESOP Association quarterly meeting in Roseville, MN. He and Debra Linder from Fredrikson & Byron will lead a discussion on what an ESOP is, common reasons they are implemented, how they operate, and the benefits they provide. They will also offer definitions for ESOP terminology.


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