Breakout Sessions — Course Descriptions

Financial Literacy — 10:30a - 12:00p
Speakers:  CliftonLarsonAllen LLP 
Summary:  P
rivate business owners, entrepreneurs and executives like you face daily challenges and take risks as you strive for the benefits of financial freedom.  Realize the future you imagine — retiring, passing your wealth on to the next generation, giving to the charities that matter to you, or leaving a legacy.  Your successful financial journey begins with knowledge.   Join us for an engaging discussion about key personal financial topics that are the foundation of wealth planning strategies you can use throughout all stages of your life.  During this presentation will have an individual and group exercise to help you crystallize your goals and dreams, identify the barriers to your success and strategies that may help you achieve the aspirations you have for yourself, your family and your business. 

Manufacturing and Distribution — 10:30a - 12:00p
Speakers:  CliftonLarsonAllen LLP 
CLA’s annual survey of manufacturers and distributors uncovers trends and captures shared challenges and opportunities in our industry. Join a lively and informative presentation with your peers as CLA breaks down the results of its latest survey. See how your company compares and what you can do to pursue more robust growth and profitability over the long term.  Together, we’ll examine and analyze the survey results and apply them to the four integrated disciplines that drive the sustainability and value of your business; Financial health, Market growth, Operations execution and Leadership development. While we explore and analyze the results of the survey together an individual and group exercise will be held over the topics of succession planning and work force development.  Many business owners know they need to make formal plans for leadership transition, but planning can easily take the backseat to the urgency of now. We will help you make an inventory of your succession plan and make it actionable.  We will also discuss the new normal in our industry of workforce development taking time to share among your peers what we are doing as an industry to address this critical situation. 

The CLA Team: Steve Van Meter, CPA; Brian D’Orazio, CFP®, CDFA; Airam Valdez, CPA; (see bios here)

Tax Breaks for NTMA Members — 1:45p - 2:45p
Speaker: Sonny Grover (see bio here), Executive Vice President & Senior Managing Director of alliantgroup
Summary: The Research & Development (R&D) Tax Credit is the largest and most powerful tax credit on the market for manufacturers, however there have been recent changes to the tax code from the IRS that benefits the industry even more than ever before. Join Alliantgroup’s Executive Vice President and Senior Managing Director Sonny Grover, as he walks you through how it applies to contract manufacturers and job shops, and the changes that you may not be aware of that could impact your business.

Employment Law Basics in Mfg Industry — 1:45 - 2:45p

Speaker: Sybil Kisken (see bio here), Partner - Davis, Graham & Stubbs.  
Summary:  Sybil Kisken, a partner at Davis Graham & Stubbs, has been practicing employment and labor law for more than twenty years, and has represented many manufacturing clients.  She will provide practical legal guidance about a variety of employment-related topics, including hiring; background checks; the use of independent contractors versus employees; drug testing; performance reviews, discipline and firing; and other hot topics that may affect you as an employer.

Creating a Culture of Safety in your Shop — 1:45 - 2:45p

Speaker: Chris Caves, Federated Insurance
Summary: Workplace injuries hurt everyone. Employee training materials, risk management seminars, and compliance information help clients identify and control hazards unique to manufacturing, create a safer work environment, and successfully operate their businesses.

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