2/24 Seminar Agenda 

8:00am - 8:30am               Continental Breakfast / networking

8:30am - 9:00am               Financial Planning and Investment in Turbulent Times  

You don’t have to go far to find someone who is financially effected by the economic downturn, whether it’s their business, their personal investments or money tied in their company’s 401k. This presentation will update you on economists’ forecast for the economy, what the proposed stimulus package may mean to you or your business, what you should know about your company’s 401k accounts and finally how to manage your personal and business financial planning during these uncertain times.  

9:00am - 9:40am               Surviving and Thriving as a Small Business in Michigan

The economic news in general, and Michigan in particular, are pretty grim and some are projecting it could get worse before it gets better. Despite all that, there are Michigan businesses who are able to maintain their profitability and some that are actually thriving!

“What is their secret?” you ask, and “What I can I do to ensure my company performs successfully during these times?”

Building a sustainable business requires the understanding and implementation of business fundamentals, a proactive management style and at times the assistance of trusted advisors.  In this presentation we will discuss those business fundamentals, how you can re-invent your company, as well as share with you specific strategies used by Michigan business owners like yourself to not only survive these tough times but actually grow and become stronger organizations.

What you do today, during crunch time, will determine where your company will be next year!

  9:40am – 10:15am            M&A Considerations in a Tough Economy

                                            Bob Koch,  The Charter Group 

The economic downturn not only affects your business but that of your competitors, your customers and your suppliers. For those companies who can weather the storm and who have capital or access to capital, this may be the best time to seek an acquisition. Whether for growth, diversification or consolidation, acquisitions can position your company to have increased market potential when the economy strengthens. This presentation will discuss the rationale behind considering acquisitions, the valuation equations which may be in your favor, structuring acquisition transactions and current trends in M&A. We will also discuss the best way to pursue an acquisition strategy.

10:15am – 10:30am         Q&A

**Seating is limited-Register today!**  For more information or to register, please contact Cathie VanGessel at 616-575-9210  or  via email at cathie.vangessel@rocg.com

This workshop is sponsored by ROCG Americas, Merrill Lynch and The Charter Group.