Working Collaboratively to Integrate Personal and Business Planning

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Using teamwork, communication, and proven processes to help bring our clients clarity, confidence, and peace of mind that their personal and business planning objectives are secure.

 

Learning Objectives:

• Learn how to ‘set the stage’ to successfully form a collaborative advisory team.

• Learn how to more effectively communicate among advisors to work together to integrate our client’s personal and business planning objectives.

• Learn how to utilize value gap analysis and EPI’s proven methodology to seamlessly integrate clients personal and business planning objectives.

Meet the Presenters:

Learn from industry experts:

Matt Brehmer, Attorney At Law, Certified Public Accountant, Shareholder, Remley & Sensenbrenner, S.C.

Paul Meyer, CEPA, CBEC, CRPC of Sagemark Consulting.

Event Details:​

• Date: Wednesday, September 9, 2020

• Time: 4:00 P.M. – 6:00 P.M.

• Zoom Meeting

• CE Credits: 1 CPE Hour | 1 CEPA Credit

Demystifying Private Equity: What Is It? How Does It Work? When Is It the Right Option for a Business Owner?

There are many options for business owners to exit their business.  Private equity is just one vehicle that a seller can choose to provide a partial or full exit.  Join our panel of private equity firms to share their perspectives.

 

Learning Objectives:

• Understand private equity and how it works

• Understand the differences between private equity firms and what they are looking for in a business

• Understand how private equity can be used in a transition, including a full or partial exit of a business

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Meet the Presenters:

Learn from a panel of industry experts, including:

Jeff Beischel, Founding Partner/Managing Director, Wing Capital

Tom Nye, Director, Generation Growth Capital

Steve Peterson, Managing Director, Bel Air Growth Partners

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Moderated by Jayne McQuillan, CPA, MBA, CEPA of Journey Consulting, LLC

Event Details:​

• Date: Wednesday, November 4, 2020

• Time: 4:00 P.M. – 6:00 P.M.

• Zoom Meeting

• CE Credits: 1 CPE Hour | 1 CEPA Credit

2020 Year in Review and Goals for 2021 - Social and Networking

EPI Northeast Wisconsin Chapter year in review and goals for 2021.

 

Learning Objectives:

• Statistics from year two

• Feedback from attendees

• Outlining goals for 2021

• Meeting dates for 2021

• Announcement of 2021 Sponsors

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Meet the Presenters:

This meeting will include speakers:

Kevin Eismann, J.D., MBA, CEPA, of Epiphany Law

Lisa Horn, CEPA of CliftonLarsonAllen LLP (CLA)

Jayne McQuillan, CPA, MBA, CEPA of Journey Consulting, LLC

Paul J. Meyer, CEPA, CBEC, CRPC of Sagemark Consulting

Event Details:​

• Date: Wednesday, December 2, 2020

• Time: 4:00 P.M. – 6:00 P.M.

• Zoom Meeting

• CE Credits: 1 CPE Hour | 1 CEPA Credit