A Focus on Small Business: Planning and Security
The Accountant-Lawyer Alliance (ALA) is partnering with Premier Payroll Services to bring you an exclusive, invite-only event featuring three local professionals speaking on hot-button issues relevant to today's small business. This 4-credit CPE/CLE course will focus on delivering practical tips and advice to help your business thrive.
Speakers/Topics include:
Segment I – Retirement Plans for Small Businesses
Small business owners have a lot of retirement plan options. During this segment, we'll review the fundamentals of core retirement planning alternatives such as IRAs, defined benefit plans, and non-qualified plans, among others.
Presenter I
Craig J. Schafer CPA, LUTCF, CAP, is a Senior Partner at 1847 Financial. Mr. Schafer is a Certified Public Accountant, Life Underwriting Training Council Fellow, Chartered Advisor in Philanthropy, Life and Health Insurance Agent, Series 6 Investment Company Products/Variable Contracts Limited Representative, Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Examination, Series 65 Uniform Investment Advisor and Investment Advisor Representative. Craig is a graduate of Pennsylvania State University from which he holds a Bachelor of Science degree.
Segment II - Using the NIST Cyber Security Framework To Stay Safe From Today's Cyber Criminals and Ransomware.
If you're a small business owner or executive who is concerned about losing your company data (or your reputation) because of a cyber attack, you'll want to attend this training. We'll explain why your network is vulnerable and share concrete steps you can take immediately to increase your security.
Presenter II
Chris Schalleur founded Christo IT Consulting in 1999 to provide the type of professional IT support larger companies enjoy to small businesses in the Philadelphia region. Applying his experience working in marketing and sales, as well as IT and engineering at firms such as Honeywell, Primavera, and Microtrac, Chris quickly built a reputation for superior IT services for small businesses.
Chris has been a leader in the Philadelphia region for small business IT services. With encouragement from Harry Brelsford of SMB Nation and Microsoft, Chris started the Small Business Server (SBS) Philly User Group in 2006. The group is comprised of IT professionals in the Philadelphia region who serve small businesses. They are dedicated to improving best practices, learning about new technologies, and increasing customer awareness in the region.
Chris is a graduate of Villanova University. He has been a Microsoft Certified Systems Engineer since 1998.
Segment III - Human Resource (HR) Red Flags for Small Businesses
Managing human capital is a complicated endeavor. During this segment, we'll examine the key considerations for small business owners. More specifically, we'll review topics such as recruiting, interviewing, and managing employees.
Presenter III
Richard J. Lukesh, President of Lukesh Consulting Group, Inc., has more than 40 years of Human Resource, Sales, and Operations experience working as an executive and a consultant for 200-plus organizations varying in size from 5 to 2,500 employees. Rich has worked in a wide range of sectors, everything from start-up and non-profit to retail and manufacturing.
He has a solid track record of enhancing organizational culture, changing toxic behaviors, resolving interpersonal conflicts, coaching performance improvements, improving productivity, and building company profitability through the implementation of Human Capital programs and strategies.
Rich holds an MBA from Wilkes University and has published numerous white papers, books, and articles on topics ranging from sales and recruiting to building employee loyalty and customer satisfaction.
Learning Objectives:
- Review retirement plan options and due diligence
- Calculate the true cost of a ransomware attack
- Discuss the NIST Cyber Security Framework - Starting your "Plan"
- Examining best practices for various HR initiatives
| When: |
Thursday, June 18th, 2020. 9:00 am to 1:15 pm EST |
| Where: |
Your Home or Office |
| Speaker: |
Craig Schafer, Chris Schalleur, Richard Lukesh |
| CPE Credits: |
4.0 Management & Organization CPE |
| CLE Credits: |
4.0 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
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Since opening its doors in 2000, Premier Payroll has recognized the need for better service and customizable options when it comes to payroll, time & attendance, and HR for small business. Premier has the power of a top-rated software backed with unmatched local support and personalized service - so you can get back to what you do best.
Visit www.premiernow.com for more information.
