Profile

Cover photo
Smart Business
105 followers|28,868 views
AboutPostsPhotosVideos

Stream

Smart Business

Shared publicly  - 
 
You are formally invited to join us for The 2015 Family Business Conference on June 10th at the University of San Francisco’s Gellert Family Business Center and learn best practices from experts and owners to take your family or closely-held business to the next level.

There is no cost to attend this exclusive networking event but space is limited so be sure to reserve your seat today. To register, please visit www.regonline.com/familybusinessnca or contact Kelly Queen at 440-250-7039 or kqueen@sbnonline.com


The Family Business Conference is an interactive breakfast event exploring the most pressing issues faced by family-owned businesses (see attached flyer). This informative workshop with leading industry experts provides the type of actionable insight necessary to help ensure a smooth succession plan for your business. In addition, this year’s conference will also include The 2015 Family Business Achievement Awards, which recognizes the top family businesses in San Francisco.

Featured Speakers include:
• Robert Sher, Principal and Founder - CEO to CEO
• David S. Grodin, MBA, CFBS, CLTC, Financial Advisor – Grodin Financial Services
• Jim Collins, CPA, CGMA – The University of the Pacific
• Peter S. Myers, Partner, Meyers Urbatsch
• Chun Wong, CPA & Partner - Safe Harbor LLP
• James MacDonald, President – R.F. MacDonald Co.


The 2015 Class of Honorees include:
• Babette Pinsky, Chief Creative Officer - Babette
• Jessica Bjork Madrigal, Vice President - Bjork Construction Company, Inc.
• Christopher Burnley, Chief Executive Officer – Corefact Corporation
• Henry Kalebjian Coffee Roaster and Owner – Henry’s House of Coffee
• Greg & Lisa Hartwell, Founders - Homecare California
• Ralph Yanello, CEO and Founder - LawRoom
• James MacDonald, President - R.F. MacDonald Co.
• Joseph & Marcus Chait, Managing Partners - San Francisco Provident Loan Association
• Carl A. Santa Maria, President & CEO - Santa Maria & Company Risk and Insurance Services
• Anne Bisagno, President - Xantrion, Inc.

We look forward to seeing you on June 10th!
When: Wednesday, June 10, 2015 7:30 AM - 11:30 AM (Pacific Time). Where: McLaren Conference Center, U. of San Francisco/Gellert Family Business Center 2130 Fulton Street San Francisco, California 94117 United States. Kelly Queen Event Sales Specialist Smart Business Network kqueen@sbnonline.com phone: 440.250.7039
1
Add a comment...

Smart Business

Shared publicly  - 
 
Congratulations to the EY Entrepreneur Of The Year® 2015 Orange County Finalists! http://ow.ly/NBDuc
1
Add a comment...

Smart Business

Shared publicly  - 
 
Recurring revenue can help growing companies manage customer acquisition costs. But there are things you should know, says #BridgeBank. http://bit.ly/sb_bbrecur
1
Add a comment...

Smart Business

Shared publicly  - 
 
Violence in the Workplace affects nearly 2 million U.S. workers each year. Learn to identify and manage high-risk situations by attending this June 18 seminar on Violence in the Workplace, hosted by Montage Insurance Solutions http://ow.ly/NBFpd
1
Add a comment...

Smart Business

Shared publicly  - 
 
Violence in the Workplace affects nearly 2 million U.S. workers each year. Learn to identify and manage high-risk situations by attending this June 18 seminar on Violence in the Workplace, hosted by Montage Insurance Solutions
http://ow.ly/NBC1B
1
Add a comment...

Smart Business

Shared publicly  - 
 
Join us June 10, 2015, for the Family Business Conference at the University of San Francisco’s McLaren Conference Center as we honor the Class of 2015 Family Business Achievement Awards winners with an interactive networking breakfast, dynamic keynote speaker and panel discussion. Registration fee: $40. To register please visit: http://ow.ly/NBBqp
When: Wednesday, June 10, 2015 7:30 AM - 11:30 AM (Pacific Time). Where: McLaren Conference Center, U. of San Francisco/Gellert Family Business Center 2130 Fulton Street San Francisco, California 94117 United States. Kelly Queen Event Sales Specialist Smart Business Network kqueen@sbnonline.com phone: 440.250.7039
1
Add a comment...

Smart Business

Shared publicly  - 
 
As you take out your ATVs, golf carts, boats, RVs and more, dust off your insurance policy and make sure your summer toys are covered. More than likely, they’re not. http://bit.ly/sb_toys
1
Add a comment...
In their circles
2 people
Have them in circles
105 people
xTupleERP's profile photo
Roger Baker's profile photo
Michael Nall's profile photo
Event Marketing Strategies, Inc.'s profile photo
sherif naguib's profile photo
Randall Kenneth Jones's profile photo
Chris MK's profile photo
David Newton's profile photo
Nicole Coleman's profile photo

Smart Business

Shared publicly  - 
 
Raising equity can be a tough move to make after you've put your all into your business. Here are some things to consider before making the move. http://bit.ly/bbsell
1
Add a comment...

Smart Business

Shared publicly  - 
 
Join us July 22nd at the Pinnacle for the 2015 Family Business Conference where we will be recognizing organizations that best demonstrates a strong commitment to both business & family and are innovative. http://ow.ly/NBD3F
When: Wednesday, July 22, 2015 7:30 AM - 11:30 AM (Eastern Time). Where: The Pinnacle, 1772 Indian Wood Circle Maumee, Ohio 43537 United States. Kelly Queen Event Sales Specialist Smart Business Network kqueen@sbnonline.com phone: 440.250.7039
1
Add a comment...

Smart Business

Shared publicly  - 
 
You’ve spent years saving for retirement, but spending that income may be more difficult than you expected when paychecks aren’t coming in. Here’s how to set up a spending plan that still provides peace of mind. http://bit.ly/sb_net
1
Add a comment...

Smart Business

Shared publicly  - 
 
You are formally invited to join us for The 2015 Family Business Conference on June 10th at the University of San Francisco’s Gellert Family Business Center and learn best practices from experts and owners to take your family or closely-held business to the next level.

There is no cost to attend this exclusive networking event but space is limited so be sure to reserve your seat today. To register, please visit www.regonline.com/familybusinessnca or contact Kelly Queen at 440-250-7039 or kqueen@sbnonline.com


The Family Business Conference is an interactive breakfast event exploring the most pressing issues faced by family-owned businesses (see attached flyer). This informative workshop with leading industry experts provides the type of actionable insight necessary to help ensure a smooth succession plan for your business. In addition, this year’s conference will also include The 2015 Family Business Achievement Awards, which recognizes the top family businesses in San Francisco.

Featured Speakers include:
• Robert Sher, Principal and Founder - CEO to CEO
• David S. Grodin, MBA, CFBS, CLTC, Financial Advisor – Grodin Financial Services
• Jim Collins, CPA, CGMA – The University of the Pacific
• Peter S. Myers, Partner, Meyers Urbatsch
• Chun Wong, CPA & Partner - Safe Harbor LLP
• James MacDonald, President – R.F. MacDonald Co.


The 2015 Class of Honorees include:
• Babette Pinsky, Chief Creative Officer - Babette
• Jessica Bjork Madrigal, Vice President - Bjork Construction Company, Inc.
• Christopher Burnley, Chief Executive Officer – Corefact Corporation
• Henry Kalebjian Coffee Roaster and Owner – Henry’s House of Coffee
• Greg & Lisa Hartwell, Founders - Homecare California
• Ralph Yanello, CEO and Founder - LawRoom
• James MacDonald, President - R.F. MacDonald Co.
• Joseph & Marcus Chait, Managing Partners - San Francisco Provident Loan Association
• Carl A. Santa Maria, President & CEO - Santa Maria & Company Risk and Insurance Services
• Anne Bisagno, President - Xantrion, Inc.

We look forward to seeing you on June 10th!
When: Wednesday, June 10, 2015 7:30 AM - 11:30 AM (Pacific Time). Where: McLaren Conference Center, U. of San Francisco/Gellert Family Business Center 2130 Fulton Street San Francisco, California 94117 United States. Kelly Queen Event Sales Specialist Smart Business Network kqueen@sbnonline.com phone: 440.250.7039
1
Add a comment...

Smart Business

Shared publicly  - 
 
More than ever, law firms and corporate legal departments have multiple people, offices and teams on the same case. To facilitate that collaboration, implement a document management solution. http://bit.ly/sb_legl
1
Add a comment...
People
In their circles
2 people
Have them in circles
105 people
xTupleERP's profile photo
Roger Baker's profile photo
Michael Nall's profile photo
Event Marketing Strategies, Inc.'s profile photo
sherif naguib's profile photo
Randall Kenneth Jones's profile photo
Chris MK's profile photo
David Newton's profile photo
Nicole Coleman's profile photo
Links
Story
Tagline
Providing Insight, Advice & Strategy to Senior Executives Nationwide