We can tailor any of the material covered in
our half-day or full-day
seminar courses into a 60 or 120 minute presentation for a conference.
In addition to our regular courses, we also offer the following topics
for conferences.
To see the complete list of conference descriptions, please view our
2010 conference catalog (in PDF
format, see below
for details).
Each one of the categories below is a link to a PDF document with
descriptions of the conferences in that category. |
|
|
| Accounting
& Auditing Conference Topics |
| • Accountants' & Auditors' Mistakes |
| • Audit Committees - The Auditor's Auditor |
| • Internal Controls - A Director's Perspective |
• Reviewing A Company's Financial Statements
- What Are They
REALLY Saying? |
 |
| Business
Law Conference Topics |
• Business Bankruptcy – Know When to Hold Them,
Know When
to Fold Them |
• Business Litigation – Know When to Draw Your
Gun & When
to Drop it |
| • Communicating with Shareholders – Telling
it Like it is |
• Effective Corporate Governance & Risk
Management –
Minimizing the Odds of a Problem |
| • Negotiating & Documenting Contracts –
Getting it in Writing |
• Negotiating & Structuring Business Deals
– There's More
Than One Way to Skin a Cat! |
• Oppression of Minority Shareholders – When
is the
Line Crossed? |
| • Piercing the Corporate or LLC Veil – Holding
the Owners Liable |
• Recent Significant Business Law Issues –
Learn from
Others' Mistakes |
| • Restrictive Covenants – Protecting the Company's
Jewels |
• Shareholder and LLC Operating Agreements
– The Business
Prenuptial Agreement |
• Special Internal Investigations – Determining
if the Allegations
are True |
 |
| Business
Valuation Conference Topics |
| • Legal Considerations in Valuing a Closely-Held
Business |
• Recent Business Valuation Cases - Learning
From the Courts'
Guidance |
 |
| Financial
Planning & Investment Conference Topics |
• Alternative Investments — The Non-Traditional
Way to
Make Money |
| • Asset Allocation — Making the Most of What
You Have |
| • Asset Protection Techniques — Keeping Assets
from Creditors |
• Economic Indicators — Making Sense of the
Statistics
and Trends |
• International Investing — Looking for Pearls
in Oysters Around
the World |
• Investing for Not-for-Profits — NFPs Need
Good Investment
Results Too! |
• Investing in a Private Company — Finding
the Next Google, eBay,
or Microsoft |
| • Mutual Funds and ETFs — Investing for Small
Investors |
| • Portfolio Management — Don't Put All Your
Eggs in One Basket |
| • Stealing Money Without a Gun — The Bernie
Madoff Story |
• Tips for Researching a Company — Do Your
Homework Like Your
Teacher Told You To! |
• Top 10 Mistakes Individual Investors Make
— Stop Shooting
Yourself in the Foot! |
• Using Puts & Calls in Investing — Magnifying
Your Returns
and Reducing Your Risks |
 |
| Management
& Consulting Conference Topics |
| • Alliances & Joint Ventures — If You Can't
Beat 'Em, Join 'Em! |
| • Business Plans — Taking Control of Your Business'
Future |
• Buying or Selling a Business — Doing it at
the Right Time,
the Right Way |
| • Company Culture — Setting the Stage for Success
or Failure |
• Growing Your Business in a Recession — Getting
Ahead
Despite the Conditions |
• Innovators & Inventors — What We Can
Learn From People
Who Have Made a Difference |
| • Leadership — Developing the Next Washington
or Lincoln |
• Raising Capital for a Private Company — Getting
the Fuel
to Propel a Company |
| • Starting a New Business — Getting Off to
a Great Start |
| • Succession Planning — Is Jr. Ready for the
Top Spot? |
• Turning a Business Around — Like a Baby….It
Ain't
Gonna Change Itself! |
 |
| Tax
Conference Topics |
• Family Limited Partnerships — Keeping it
in the Family &
Away From the IRS |
| • LLC vs S Corporation — Which is Appropriate? |
| • Passive Loss Rules — Selected Issues |
| • Private Foundations — They're Not Just for
the Rockefellers |
• Related Party Transactions — The IRS Does
Not Want You to
Love Your Loved Ones Too Much! |
| • Restructuring Debt — Avoid Putting Salt on
the Wound |
• Review of Recent Tax Cases — Stay on Top
of Recent
Developments |
• Spin-Offs & Split-Ups — Despite What
Neil Sedaka Says,
Breaking Up Isn't Hard to Do, & it May Even Help! |
| • Tax Fraud — Helping Clients Stay Out of Jail |
• Taxation of Litigation & Settlements
— Making the Best
of a Bad Situation |
• Unrelated Business Taxable Income — Why Tax-Exempt
Entities Pay Taxes |