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Congratulations to Dave Macke on his election to the @ThomasMoreKY Alumni Association Board of Directors! This appointment is a testament to Dave's incredible work and leadership skills demonstrated throughout his career. Best wishes for success in your new role, Dave!

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Events

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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.

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.

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 (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.

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.

Past Events

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?