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Southern California - Business Seminar
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When: Friday, October 21, 2016
7:00 AM - 5:00 PM
Where: Anaheim Marriott Suites
12015 Harbor Blvd.
Garden Grove, California  92840
United States
Contact: Ron Lum

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Are you in business, just started a business, or thinking about opening one?  This full day seminar will help you understand, prepare and become knowledgeable about running your business.  We have gathered a top notch group of local experts in their respected fields to help you understand the basics of business.

Click here to view the Business Seminar Flyer


 Laying the Right Legal Foundation for Your Business
Speaker:  David Adelman
Partner LEED-AP, Greenberg & Bass LLP

An overview of the importance of doing business as a legal entity, the types of legal entities which are available and the relative advantages and disadvantages of each.

Financial Fraud - Red Flags to Look Fo
Speaker:  Thomas Schulte
Partner, Armanino LLP

"That's the last person I would ahve expected to steal from me."  That's the most frequent response from CEO's of companies and organizations that have been the victims of a financial fraud.  Does your company or organization have adequate safeguards to prevent or detect a financial fraud?  Mr. Schulte will speak as to the most frequent frauds, red flags to look for and controls that all companies should have in place. 

  OSHA Regulations - Recent Changes to Know About
Speaker:  Mike Rubell
OSHA Defenders

There are a lot of new rules in affect from OSHA that may impact your business.  Learn more about dealing with these new OSHA rules as business owners/managers and how this presentation can help.  Managing a safety program can be challenging for any business.  Come discover how to:
  • Comply with OSHA
  • Reduce fines
  • Maintain a safe workplace environment

401(k) and Retirement Plan Solutions for Business Owners
Speaker: Dave Kempton
Regional Director, OneAmerica Retirement Services

Learn more about retirement planning and tax savings for business owners.  Managing a 401(k) plan can be challenging.  Come discover how to save more for retirement and reduce taxable pay, while maintaining a low cost for employees.


Determining the Right Exit Strategy for Your Business
Speaker:  Pete Alford
Senior Vice President, City National Bank

Al business owners eventually face the difficult dilemma of planning for the future of their companies when they can't or don't want to run them.  When a business owner looks to future company ownership, there are a variety of options to consider.  Many of them result in instant liquidity for the owner, while some require the owner to wait for a longer period of time.  Regardless, each of the following options has pros and cons that an owner should carefully consider prior to exiting a business.


10 Good Reasons for Motivating Your Employees to Work Safely
Speaker: Dave Drumright
Commercial Insurance Broker, Brown & Brown Insurance Services of California, Inc.

There is a direct relationship between an organizations training program and its growth, competitiveness, safety record, and financial success.  Mr. Drumwright will outline 10 reasons that training in general and safety training in particular is a good investment.


How to Get a Loan - How Does Your Bank Make the Decision to Lend?
Speaker:  Geno Spinelli
Sr. Relationship Manager, City National Bank

This presentation will discuss:

  • Package of financials needed to get a loan
  • How the bank review the financials
  • Whether long term or short term debt is needed and why
  • Types of loan products available to businesses
  • When the SBA is appropriate

Cyber & Wire Fraud
Speaker: Lisa Bollinger
Senior Vice President and Regional Sales Manager, City National Bank

Ms. Bollinger will dive into the cyber and wire fraud world, discussing the threats of cyber fraud to businesses and consumers.  you will get an insight on the importance of data, who are vulnerable, who is responsible, and the different types of fraud attacks.  Plus, get an insight on different financial fraud trends and how that can impact you, what you can do to avoid fraud, and precautions you can take.


Treasury Management
Speaker:  Elmer Larios
Vice President, Treasury Management Consultant

Learn how treasury management can save time and money, and operate a business more securely.  You'll find out how treasury services can help a business improve cash liquidity, be secure, be informed and help automate current processes.


Click here to view the Business Seminar Flyer

Date:  Friday, October 21, 2016

Time:  7:00 AM - 5:00 PM

Anaheim Marriott Suites
12015 Harbor Blvd.
Garden Grove, CA 92840

Cost: $275

Cost includes:  Full day seminar, breakfast and lunch

Registration: Click the Register button above to register online