Calling all entrepreneurs and small business owners: Come to the Velocity Center Office hours featuring Anthony Lewis of the SBA. He will be available to meet with you on the SBA’s programs to help small businesses through capital, counseling, contracting, and disaster recovery.
This one-day interactive course will equip participants with the knowledge and skills needed to take a problem through a process involving tools such as 5-Whys, Brainstorming, Fishbone Diagrams, and others.
This training will orient participants to the problem solving basics and 8-D reporting methods. Discussions and exercises involving problem solving tools are part of this seminar.
Target Audience:
Any employee tasked with performing the typical problem-solving activities when trying to determine the root cause(s) of a customer complaint or internally required corrective actions.
Learning Outcomes:
After attending this course, learners will have received the knowledge and tools needed to objectively identify the problem, isolate the root cause, and document the entire process.
The learner will be able to:
Discuss requirements of disciplined problem solving methods such as 8-D.
Have the ability to practice problem solving tools such as:
Brainstorming
Cause & Effect (fishbone) analysis
Scatter diagraming
5-Whys and the 3 legged 5-Why Process
Flow Chart a Process, etc.
Define the interrelationship of root cause analysis and problem solving
Join us for a monthly networking event, Founders First Friday. This event aims to allow founders and entrepreneurs to get together and connect on the first Friday of every month.
The event will be hosted by the Michigan Founders Fund's very own Ryan Lapensee. This is a casual event with no set agenda for founders and entrepreneurs to have the opportunity to connect, share their challenges, and be resources for one another.
Succession dilemma? Are you postponing planning due to uncertainty, risk, or fear of letting go? UHY's seasoned family succession and estate planning professionals will guide you through a process that will help solidify your legacy.
Join us for session 2 of our-part event series on Succession Planning, presented in collaboration with UHY Advisors. This month's session will be led by speaker Bob Boesiger, who will dive into Family Succession Planning. Gain insights on succession planning and your next steps and elevate your business legacy with expert guidance!
Attendees will have the opportunity to learn about:
• Opportunities & pitfalls of family succession planning.
• What estate planning strategies can minimize estate taxes as the tax laws are scheduled to surge at the end of 2025.
• Additional strategies that can help shareholders maintain control, while minimizing growth in shareholder estate.
• How a successful advisory board can help define and execute long term strategies.
About the Presenter:
Bob Boesiger
Partner, UHY LLP
Managing Director, UHY Advisors
Bob is the Managing Director of the firm’s Estate Strategies and Trust practice. He works closely with each client to create an effective estate planning design and assists in the implementation of appropriate strategies and techniques to achieve the client’s goals and objectives. Bob is well versed in a variety of legal, charitable, life insurance based, and asset protection strategies that provide the tools to create unique and effective plans. In his practice, Bob takes a holistic approach to create plans that can provide greater security and protection in order to safely shield client assets from taxes and losses during the most challenging financial and legal situations. Finally, he and his group complete the planning process by providing each client with sophisticated executive summaries as well as ongoing trust accounting and tax compliance.
Areas of Experience:
• Estate Attorney
• Wealth Transfer Planning
• Corporate Law Attroney
• Director of Wealth Planning
• Owner of Boesiger Law Firm
• Certified Public Accountant
Licenses and Certifications:
• Licensed CPA in the State of Michigan
• Licensed Life Insurance Producer in the State of Michigan
• Licensed CMA (Certified Management Accountant)
Are you ready to delve into the world of the Entrepreneurial Operating System (EOS) and discover its potential to transform your business?
Accelerate your journey to EOS mastery with insights straight from the trenches of businesses like yours! Join us at Velocity for an immersive DEEP DIVE discussion on EOS. Whether you're a seasoned EOS enthusiast or simply curious about its impact, this event is tailor-made for you.
Here's why you shouldn't miss out:
• Live Panel Discussion: Hear firsthand experiences and strategies from industry leaders who have successfully implemented EOS in their organizations.
• Networking Opportunities: Connect with fellow entrepreneurs and professionals who share your passion for EOS and are on a similar journey towards business excellence.
• Expert Guidance: Gain valuable insights and practical tips to enhance your understanding and implementation of EOS tools and disciplines.
Meet our distinguished panelists:
• Mike DiLorenzo: Visionary at Michigan Planners Insurance
• Jason Herbert: Visionary at Herbert Roofing & Insulation
• Dean Morales: Visionary at Heritage and Company Inc.
• Jason Meesseman: Integrator at Berkshire Hathaway Home Services | Kee Realty
• Sterling Hughey: Visionary at Sterling Construction and Roofing
Hosted by seasoned Michigan EOS Implementers:
• Brett Coley
• Ryan Henry
• Pieter D. Winne
Secure your spot today and embark on a transformative journey with EOS!
