Upcoming Events

Top Business Strategies to Consider in 2021

2/3/2021 12:00 PM - 01:00 PM (CT)

Type: Live Webinar

Seats Remaining: 459

Event Contact:

Name: Alexis Abrahamsen

Phone: 952.230.6495

Email: aabrahamsen@wipfli.com


Facing a world of unknowns, businesses are forced to adapt their strategies and become more agile while managing the current environment. As business leaders, how do you build on what you have learned and continue to adapt moving forward?

Join Messerli Kramer and Wipfli for a 60-minute panel discussion on evolving best practices and strategies for 2021. Strategies will include:

  • Thinking digital
  • Cost containment
  • Improving talent
  • Pivoting business models
  • Mergers and acquisitions
  • Taxes

Host

Patrick Brault, Principal, Senior Financial Advisor – Wipfli Financial Advisors*
Patrick W. Brault, CPA, CTFA, delivers a disciplined approach to investment planning and management, built on understanding his clients’ personal needs and values. With many years of experience working with bank trust departments, he has witnessed firsthand the unique nuances between individuals, families and institutions when it comes to finance.

Moderators

Brett Larson, Attorney – Messerli Kramer
Brett Larson is a shareholder and chair of the Minneapolis division of Messerli Kramer. He focuses his practice in the areas of mergers and acquisitions, corporate organization and reorganization, international transactions and succession planning for businesses and business owners. 

Jeff Olejnik, Principal, CyberTech Practice Leader – Wipfli
Jeff Olejnik is responsible for the leadership, growth and development of Wipfli’s cybersecurity and technology management practice. His team helps enable resilient enterprises for its clients to be secure, available and recoverable.

Panelists

Kristy Fahland, Attorney – Messerli Kramer
Kristy Fahland is an accomplished litigator and employment counselor in Messerli Kramer’s business litigation group. She focuses her practice on assisting business owners in the areas of employment law, construction law, contract disputes and related matters.

Anthony Gullickson, Manager – Wipfli
Anthony Gullickson is a manager in Wipfli’s valuation group, providing valuation and M&A services to clients throughout the U.S. He is experienced in assisting companies with their business sale and acquisition needs and has provided valuation services to over 500 clients.

Kerry James, Independent CEO
Kerry James is a supply chain and B2B services CEO. A concentration in midmarket private equity growth companies has seen him focus on mergers and acquisitions, organizational evolution and market alignment.

Michael Pynch, Technology Partner – Wipfli
Michael Pynch is a partner and Wipfli’s chief information officer. His focus is aligning technology strategy to achieve the firm’s mission and vision. Michael also co-leads Wipfli’s cybersecurity and technology management practice, enabling security and technology advancements for clients.

 

* Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.  

Wipfli Financial and Wipfli are not directly affiliated with Messerli Kramer or Kerry James.

Speakers

Jeff Olejnik
Jeff Olejnik
Principal
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Anthony Gullickson
Anthony Gullickson
Manager
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Michael Pynch
Michael T. Pynch, CMA, CPA
Technology Partner
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