Freshwater Industry Seminar Series: New Year, New Perspectives - Growing Your Business in 2014
Date: February 19, 2014 - April 01, 2014
Global Water Center
Global Water Center Auditorium
247 W. Freshwater Way
Milwaukee, WI 53204
(.pdf, 764 kB)
New Year, New Perspectives—Growing Your Business in 2014
In partnership with The Water Council, please join Wipfli LLP, CPAs and Consultants, for a three-part complimentary seminar series designed to provide you with thought-provoking ideas and information on topics to help your company grow and prosper in 2014 and beyond.
Attend one, two, or all three seminar sessions as we explore and take a deep dive into three distinct areas including tax credits and incentives, technology tools, and debt and equity funding.
Wednesday, February 19, 2014 | 7:30-9:00 a.m.
Tax credits and incentives are tools used by federal, state, and local governments to attract or retain jobs and investments, stimulate innovation, and conserve energy. During this session, you will gain a solid understanding of the various tax credits and incentives that exist and the benefits associated with them. Highlights will include an overview of the most commonly used incentives and, most importantly, what your business needs to do to take advantage of these incentives.
Presenter: Scott Schumacher, CPA, MST, Partner — Research and Development Tax Credit Services
Tuesday, March 11, 2014 | 7:30-9:00 a.m.
In today’s global economy, buyers are sophisticated and knowledgeable. Industry analysts believe that as much as 70% of the buying process is performed before decision makers pick up the phone, even in sales involving complex products or services. In this session, you will learn how to effectively participate in that buying process using leading-edge technology to manage your most important assets—your customers and your potential customers. Discussion will focus on how tools like CRM systems, integrated with the wealth of information available via social media, can help position your organization for intelligent, strategically focused growth.
Presenter: Terry Kerscher, Partner — Customer Relationship Management Consulting Practice
Tuesday, April 1, 2014 | 7:30-9:00 a.m.
This session will outline debt and equity funding used by early-stage companies, ranging from “friends and family” investments to institutional capital. In addition, the presentation will include a review of the benchmark rates of return or cost of capital required by investors.
Presenter: Karen Monfre, CPA/ABV, ASA, Partner — Valuation, Litigation, and Transaction Support Services — Wipfli LLP and Managing Director — Wipfli Corporate Finance Advisors, LLC
7:30-8:00 a.m. Networking and complimentary coffee/light breakfast
8:00-9:00 a.m. Seminar presentation
Presenters will be available after for questions and conversation.
Space is limited! Seminar sessions are free and registration is required. Register early to secure your spot.
To register for all three sessions, please register using the gold registration button below.
To register for a single session(s) only, please click on the session links above.
About The Water Council
Established in 2009 and created by leaders in both business and education, The Water Council is convening the region’s existing water companies and research clusters, developing education programs to train talent, and building partnerships that cut across all sectors and geographic boundaries. The Water Council believes it can advance Milwaukee’s global position by becoming a magnet that attracts creative talent, innovative ideas and is recognized as a World Water Hub for research, education and economic development.
Session: February 19
Taking Advantage of Tax Credits and Incentives to Improve Cash Flow and Grow Your Business
February 19, 2014; 7:30 AM to 9:00 AM (CST)
Session: March 11
Leveraging Technology to Achieve Strategically Focused Growth
March 11, 2014; 7:30 AM to 9:00 AM (CST)
Session: April 01
Early-Stage Funding and Cost of Capital
April 01, 2014; 7:30 AM to 9:00 AM (CST)
To register online for this event, please see the above information.
Karen Monfre, CPA/ABV, ASA, CFF
Partner in Charge, BV/M&A, Litigation and Transaction