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Sparking innovative ideas
As private company executives plan for 2019, is it time to move the finance organization from good to great? One size doesn’t fit all with finance optimization, so what are important considerations? Participants will explore emerging trends in finance optimization that can help improve competitiveness, cost efficiency, and risk management.
Private company owners and executives can benefit from reassessing their financial, tax, and overall wealth planning goals at year-end. What recent developments should you consider? Participants will explore considerations for effective tax planning for year-end 2018 and going into 2019.
Transition readiness: Family governance and leadership
September 27, 2018
Pass-through to C corporation conversion: Insights and next steps
September 14, 2018
Section 199A proposed regulations: Important considerations
August 28, 2018
Mid-market technology trends: Redefining the future of work
August 23, 2018
Citizenship and social impact: More than the bottom line
July 31, 2018
Culture risk: A new imperative for board governance
April 25, 2018