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M&D Event: Get Ahead of Cyber Risk

11/14/19 – Manufacturers face a barrage of cybersecurity threats today, and half of companies have fallen victim to at least one data breach during the past 12 months, according to the 2019 Manufacturing and Distribution Report. Until an attack takes place, most organizations feel they have done everything they need to do, but later realize it wasn’t sufficient.

2020 Economic Update: Manufacturing & Distribution

2/4/20 – Regardless of industry, the state of the economy effects each business differently. The decline of talent along with succession issues within the manufacturing & distribution sector are concerning to business owners dependent on the future state of this crucial segment of the economy.

Past Events

Volunteerism: How To Keep Them Engaged

11/12/19 – In this day of constant commitments, finding individuals who are able to give their time can be challenging. However, valuable, recurring volunteers can be one of an organization’s greatest assets. How do you continue to engage these individuals? How do you obtain new volunteers throughout the year? How do you make sure your volunteers stay happy?

Manufacturing & Distribution: Revenue Recognition Update

10/29/19 – Major accounting for revenue recognition rule changes have a considerable impact on how many manufacturing and distribution companies report their financial results.

Nonprofits: Revenue Recognition Update

10/23/19 – Major accounting for revenue recognition rule changes will soon go into effect for financial statements with calendar years ended after December 15, 2019 - and they may have a considerable impact on how nonprofit organizations report their financial results.

Nonprofits: Revenue Recognition Update (Indianapolis)

10/9/19 – Major accounting for revenue recognition rule changes have a considerable impact on how many nonprofit organizations report their financial results. Join our Indianapolis nonprofit team on Wednesday, October 9th as we discuss best practices and understanding the new standards.

Construction: Revenue Recognition Update

10/3/19 – The first financial reporting period for major accounting for revenue recognition rule changes is right around the corner. The 700-page revenue recognition accounting standard includes new rules requiring contractors to disclose more information, and changes how contractors report contracts and recognize income.

M&A Event: How to Assemble Your Deal "A-Team"

9/19/19 – Whether buying or selling a company, your strategic advisory team works as the guiding force behind the transaction. The formation of your team and the tools you leverage is instrumental in making sure you are protected at all aspects of the deal.

Networking: How to be the Voice of Your Nonprofit

8/13/19 – The voice of your nonprofit comes from your volunteers, employees, and the community you serve. They will tell your story and be the biggest advocates for your nonprofit. However, how are they telling your story? Marketing and branding your nonprofit is key in the communities’ perspective of your organization. This event is part of the Covington Business Council Nonprofit Lunch & Learn series.

Navigating the Post-Wayfair World

7/18/19 – The South Dakota v. Wayfair, Inc. ruling, which overturned the physical presence requirement for state sales and use tax purposes, is having an impact on how taxpayers need to think about their other tax obligations as well. Now is the time companies need to be proactive around Wayfair by identifying and setting in place processes and procedures to comply with these still evolving obligations.

HR Forum with Cincinnati Business Courier

6/13/19 – On June 13th, the Cincinnati Business Courier will host a live panel discussion among industry experts concerning the ongoing changes and critical issues impacting Human Resources.

Qualified Opportunity Zones: Your Questions Answered

6/12/19 – With any new change in tax law, there are areas of confusion and the possibility of misinterpretation. Most recently, the passing of the Tax Cuts and Jobs Act in 2017 opened up the first set of Opportunity Zones, an economic stimulus for investment in low income communities.

HR Forum: Trends and Challenges for 2019

6/6/19 – The efforts to make sure your organization is compliant and strategic when it comes to human resources (HR) related topics is tireless. Your HR department wears many hats, pulling them in multiple directions, leaving them less time to focus on other important aspects of an organization, such as its culture.

Estate Planning Forum

6/5/19 – Join a conversation centered around multi-generational estate planning. We will cover topics such as developing the right team, refreshing old plans, utilizing the increase exemptions, and creating a balance sheet to help your plan.

Employee Benefits Event: Best Practices & Uncovering Mistakes

6/5/19 – There are several common findings that plan auditors detect during retirement plan audits. This includes both Department of Labor and IRS auditors and your external plan auditors. Whether you currently have an external audit of your plan or not, it is important to be aware of these items and more importantly, how you can fix noncompliance when discovered.

Construction Event: How to Recession Proof Your Business

5/16/19 – Join us on Thursday, May 16th as Paul Whaley, Senior Vice President from Arthur J. Gallagher, will discuss recent economic trends and the impact on insurance rates for contractors. Additionally, we will hear from a panel of construction owners who will share real life experiences from the last recession and best practices for building a recession-proof business strategy.

Engaging Young Professionals to Be Your Nonprofit's Biggest Advocate

5/14/19 – Young Professionals are the future of your nonprofit. Their involvement in your nonprofit’s work will build their interest in being an advocate or even a Board Member. Therefore, involving them early in their career is a necessity. Join us Tuesday, May 14th to learn how you can engage your nonprofit within the YP community. This event is part of the Covington Business Council Nonprofit Lunch & Learn series.

HR Event: How to Win the War for Talent (Indianapolis)

5/7/19 – Effective business execution requires the right people with the right talent at the right time. In today’s war for talent, most businesses fail to address their talent strategy in their planning and without it, their business and financial plans are useless. Successfully engaging employees requires leaders to be intentional about moving the needle. However, how do you engage employees to make sure they are committed to your mission and its success?

Cincinnati Business Courier Mergers & Acquisitions Forum

3/26/19 – The Courier's Mergers & Acquisitions Forum will be held March 26th to help business owners enhance the value of their businesses in advance of a sale.

M&A Outlook for 2019

3/7/19 – 2018 was a very good year for mergers and acquisitions (M&A) activity in the United States. Will trade wars, volatile markets, and global political tensions change that trajectory for 2019?

Manufacturing & Distribution: Utilizing Analytics from Sales to Supply Chain

2/5/19 – Like many organizations facing change, manufacturing and distribution companies are challenged with the same obstacles regardless of the issue. Join us on Tuesday, February 5th as we hear from industry experts who assist in guiding companies with various tools necessary to ensure their change runs efficiently.

Nonprofits: How Will Revenue Recognition Affect You? (Indianapolis)

11/29/18 – Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue.

Leveraging Technology: Enhance Your Company’s Productivity and Accuracy (Indianapolis)

11/28/18 – Is paperwork not only taking over your desk but also taking over your focus? If everyday tasks are distracting from your attention to growing your bottom line, this event is for you. The implementation of technology within your organization may be the solution you need to help improve the accuracy and efficiency of your accounting and reporting.

Construction Tech Summit

11/8/18 – Technology is transforming the construction industry and remains a top challenge for contractors. Join us on Thursday, November 8th as VonLehman has assembled a team of construction technology experts who will tackle your top concerns and discuss technology trends.

Nonprofits: How Will Revenue Recognition Affect You?

11/1/18 – Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue.

Manufacturing & Distribution Forum: Top Issues Facing the Industry

10/11/18 – Join us for a free event where we’ll have three separate panel discussions where leading experts from the industry tackle your top concerns. The event will kick off with keynote speaker Paula Marshall, CEO of The Bama Companies. Paula will discuss how she overcame obstacles to grow their business from $30 million to over $350 million.

HR Panel Event: Critical Issues Impacting Human Resources

10/4/18 – Join us for a breakfast event focused on current and evolving HR concerns. Hosted by the Cincinnati Business Courier, the panel will discuss employee engagement, retention strategies, organizational development, compensation, benefits, immigration laws, and educating tomorrow’s business leaders.

New Tax on Services: Is Your Kentucky Business Required to Collect Sales Tax?

6/27/18 – For some Kentucky businesses, the newly implemented tax law means you are obligated to collect sales tax beginning July 1, 2018.

Procurement Update: Guidance for Purchases Made with Federal Funds

6/21/18 – Is your organization or governmental entity expending Federal funds? If so, are you aware of the changes regarding procurement under the Uniform Guidance?

Nonprofits: Successful Employee Engagement and Retention

6/1/18 – Employee engagement is a key building block of a nonprofit dream team. Successfully engaging employees requires that leaders be intentional about moving the needle. However, how do you engage employees to make sure they are committed to your mission and its success?

Individuals – How Does Tax Reform Impact Your Charitable Donations?

5/23/18 – Did you know that giving by individuals accounts for nearly three-quarters of charitable giving in the U.S.? Recent changes to tax legislation can have an effect on the incentives individuals face when deciding how much to give to charity.

Moving on? Not Without a Transition Plan

5/22/18 – With the New Year just underway, now is a great time for every business leader to consider different approaches to their organization’s transition strategy. For many firms, the default is to establish an efficient succession plan. For others, mergers and acquisitions is the pursued path forward.

Fiduciary Fundamentals - Issues, Actions, & Resolutions

5/9/18 – Retirement plan fiduciaries are tasked with ensuring their company delivers a high-quality plan at a reasonable cost. It is important to conduct and oversee regular reviews of plan features, design, services and expenses.

Exit Strategy Planning Seminar

4/11/18 – It's time to get "A Round TUIT"! We are partnering with Sunbelt Business Advisors, Graydon, and Ritter Daniher Financial Advisors to bring this exit strategy planning seminar. Prepare now to control your future!

M&D Insights: Challenges Facing the Industry in 2018

3/7/18 – The innovative world of manufacturing is immersed in issues that are top of mind for leaders within the industry, including workforce planning, NAFTA, labor & employment, and mergers & acquisitions.

Tax Reform – How Changes Will Impact You and Your Company (Northern Kentucky)

3/1/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.

Moving from Human Resources to Human Relations

2/28/18 – The workforce and the workplace are changing, necessitating a shift in how organizations handle Human Resources. Come learn about the key differences between Human Resources and Human Relations, and how a Human Relations function can become a competitive differentiator.

Tax Reform – How Changes Will Impact You and Your Company (Cincinnati)

2/27/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.

Tax Reform – How Changes Will Impact You and Your Company (Indianapolis)

2/22/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.

Manufacturing & Distribution: Be Prepared For New Revenue Recognition Standards

1/11/18 – Major accounting for revenue recognition rule changes will soon go into effect — and they will have a considerable impact on how many manufacturing and distribution companies report their financial results.

Mentoring Your Millennials (Forward Thinking Seminar Series)

11/16/17 – Did you know that millennials are two times more likely to stay at an organization for more than five years if they have a mentor?

Mergers & Acquisitions: Business Sale Process

11/9/17 – When making the decision to sell your business to an external party, there are many factors to consider. In many cases, business owners, and even some inexperienced advisors, will overlook key considerations when it comes to sell-side transactions.

Recruit & Retain: Strategies to Close the Manufacturing Talent Gap

11/2/17 – What steps is your company taking to stand out and attract new talent? Many students are taking the route of traditional college and not exploring their options within a career technical school.

Sales and Use Tax 101: How to Stay in Compliance (Forward Thinking Seminar Series)

10/26/17 – You received an inquiry from a state asking what your activities are in their jurisdiction. Should you answer it and if so, what should you say?

Contractors – How to Implement the New Revenue Recognition Standards

10/24/17 – Major accounting for revenue recognition rule changes will soon go into effect — and they will have a considerable impact on how many construction companies report their financial results.

How to Detect and Prevent Fraud (Forward Thinking Seminar Series - Indianapolis)

10/18/17 – During this presentation we will provide examples of fraud and what steps you should take to prevent it.

Mergers & Acquisitions: Maximizing Value and Minimizing Risk

10/5/17 – Merger and acquisition transactions continue to grow in the region as business owners prepare to cash out while investor groups look for opportunity in Greater Cincinnati’s middle market.

Why You Should Have Your Business Valued Today (Forward Thinking Seminar Series)

9/28/17 – All business owners believe they know the value of their own business but do they understand the drivers that back up that valuation?

How to Create a Successful Succession Plan (Forward Thinking Seminar Series - Indianapolis)

9/20/17 – Invest in the future of you and your company today by attending this seminar where we will review the process and steps essential to ensure a successful transition.

Understanding the R&D Tax Credit (Forward Thinking Seminar Series)

8/24/17 – One of the greatest misnomers involving R&D tax credits is that many companies do not think they qualify. To the contrary, these credits are not limited to companies that solely provide product development.

M&A: What You Should Know Before Buying or Selling (Forward Thinking Seminar Series - Indianapolis)

8/16/17 – During this presentation we will provide you with the necessary tools to navigate the complexities of business transactions, including determining value drivers, performing financial due diligence, and understanding the tax structures utilized in private company deals.

M&A: What You Should Know Before Buying or Selling (Forward Thinking Seminar Series)

7/27/17 – Whether on the buy or sell side of a deal, due diligence and advance planning is imperative to minimizing risks and maximizing value.

Unforseen Risks for Contractors: How to Protect Yourself and Your Company

7/25/17 – Contractors are pulled in many different directions causing them to overlook risks that could cause monetary and reputation damages to their company. Do you know the liabilities your company could be facing? More importantly, do you know how to address them?

Fraud, Title IX, First Amendment: The Uncovered Risk within Greek Organizations

7/12/17 – Vulnerabilities and opportunities of risk are topics that worry most organizations, including Greek organizations. Legal issues such as those at Harvard and Penn State cause severe damage to the reputation of Greek life on campus.

Can You Outsource Your Accounting Department? (Forward Thinking Seminar Series)

6/22/17 – Are you too busy running your business and building your brand to spend time on accounting? Do you know the difference between debits and credits? Who is your second set of eyes?

Why You Should Have Your Business Valued Today (Forward Thinking Seminar Series - Indianapolis)

6/21/17 – All business owners believe they know the value of their own business but do they understand the drivers that back up that valuation?

How to Detect and Prevent Fraud (Forward Thinking Seminar Series)

5/25/17 – Occupational fraud costs an organization an average of 5% of revenue loss each year and sometimes much more!

Avoid Common Pitfalls of Retirement Plan Compliance

5/18/17 – When was the last time you reviewed your employee benefit plan? If you can’t remember, then it has been too long. Not reviewing your plan is something that could cost your organization thousands of dollars.

How to Create a Successful Succession Plan (Forward Thinking Seminar Series)

4/27/17 – A successful transition of your business isn’t planned at the end, rather proper planning starts at the beginning. Don’t wait until you are nearing retirement to begin the conversation of the future of your company.

Nonprofits: Are You Prepared for Upcoming Changes in Financial Reporting?

3/27/17 – Did you know FASB has not updated their financial reporting requirements for nonprofits since 1993? That is all about to change as the forthcoming updates will affect all nonprofit entities.

Workforce Planning (Forward Thinking Seminar Series)

3/23/17 – C-Suite professionals all agree on workforce engagement, that people are our greatest asset, that we should be strategic in our actions - and, that doing these well takes us down a path to greater profits. But, where does a team start?

Construction Insights 2016

11/15/16 – This event will highlight hot topics throughout the industry, including the best and worst practices for construction contractors.

Employee Benefit Plan Update: Is Your Plan in Compliance?

9/22/16 – Did you know that one in three employers had their retirement plans audited by the federal government over the past two years?