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SmallBusiness Success Forum

Putting the Pieces Together for Business Success

Schedule of eventS

This Seminar is directed to the Small Business owner

and will address many of the challenges they face. It will

be an intimate setting and will allow you the chance to

get to know the presentors and sponsors.

Information to help in today’s business environmentMay 8th, 2012

8:00 am to 3:00 pmHilton Garden Inn - Denton3110 Colorado Blvd, Denton, TX

You’re Invited

to a

By Invitation Only

Sponsorships Available - details on last page

Please email [email protected] call

940.391.5336 for more information.

11:30 - 12:15 pm lunch

12:15 - 1:00 pm Getting the Most out of Your Marketing dollar

LoriHenderson,OwnerConcept2Creation

1:00 - 1:45 pm Accounting and tax for the Small Business owner

DanaHaynie,CPAKenHughes&Associates,PC

2:00 - 2:45 pm Business Succession: Preparing for the transition

SusanShapiro,President,OnpointCoaching

2:45 - 3:00 pm Wrap up

Question and answer session after each topic.

8:00 - 8:15 am opening RayCroff,CLU,ChFC,CAP

TurtleCreekFinancialGroup

8:15 - 9:00 am Business Succession for the closely held Business

RayCroff,CLU,ChFC,CAPTurtleCreekFinancialGroup

9:00 - 9:45 am hR Practices that can Save Your Business Money

KaySchroeder,President,HRMapWandaGranier,CEO,BridgeworkPartners

10:00 - 10:45 am Risk Management for the Business owner RoyGrisham,President

GrishamRiskManagement

10:45 - 11:30 am legal Issues for the Small Business owner

LeighHilton,EstatePlanningandElderLawAttorney

May 8th, 2012

Small BusinessSuccess forumHilton Garden Inn - Denton

3110 Colorado BlvdDenton, TX 76210

openingRayCroff

Business Succession for the closely held BusinessPresenter:RayCroffRay Croff, Turtle Creek Financial Services, LLC

Youhaveworkedyourentirelifebuildingasuccessfulbusiness.Ifyouarelikemostsmallbusinessowners,thisbusinessrepresentsasignificantpartofyourretirement.LearnhowaBusinessSuccessionPlanwillincreasetheoddsthatyouwillreapthebenefitsofyourhardworkbyprotectingyourselfnowandpavingthewayforasuccessfulsaleorsmoothtransitiontothenextgeneration.

hR Practices that can Save Your Business MoneyCo-Presenter:KaySchroederPresident, HR Map

TheHRfieldisconstantlychanging.Keepingupwithregulationsanddealingwithemployeeissuescanbeachallenge.LearnwhatHRpracticeswillsaveyourcompanymoneyandthecommonmistakesthatmaycostyoumoney.

Strategic StaffingCo-Presenter:WandaGranierCEO, BridgeWork PartnersToday’seconomyforcesbusinessesandorganizationstomaketoughchoicesconcerningtheiremployees-whicharebothoneoftheirbiggestexpensesandgreatestassets.Companiesareundergreatpressuretodomorewithlessandrun“lean.”Theanswertomanagingstaffingcosts,maintainingproductivitywhilerunning“lean,”andpreparingforeconomicrecoveryisstrategicstaffing.

Risk Management for the Business ownerPresenter:RoyGrisham,President, Grisham Risk Management

Areyouworriedaboutwhattoinsure,whattoretain,howmuchtoinsure?Wewilltakethiscomplicatedtopicandboilitdowntoeasytounderstandlanguageandallowyoutobemoreeffectivewithyourinsurancecoverage.

Time8:00a.m.-8:15a.m.

8:15a.m.-9:00a.m.

9:00a.m.-9:45a.m.

10:00a.m.-10:45a.m.

Seminar Description

legal Issues for the Small Business ownerPresenter:LeighHiltonLeigh Hilton Attorney

Familybusinessesareofthemostimportantinstitutions,however,averysmallpercentagemakeitthroughasecondgeneration.Wewilldiscusshowtopassyourbusinessontothenextgeneration.

lunch Break

Getting the Most out of Your Marketing dollarPresenter:LoriHendersonOwner, Concept2Creation

Areyouwearyaboutthrowingadvertisingdollarsinfrontofyoursalesandhopingitworks?Wewillshowyouhowtogetthemostoutofyourmarketingdollarandtobemorestrategicwithyourmarketingplan.

Accounting and tax for the Small Business ownerPresenter:DanaHaynie,CPAKen Hughes & Associates, PC

Asasmallbusinessowneryouareresponsibleforallaspectsofyourbusinessandthatincludestheaccountingside.YoumayhaveabookkeeperoraCPA,buttherearesomeIRSrequirementsandtaxissuesthatyou,astheowner,needtoknow.

Business Succession: Preparing Your team for the transitionPresenter:SusanShapiroBusiness Coach, Onpoint Coaching

Donotwaitforacrisistodevelopyourplan.Areyourchildrenandfamilymembersnaturalsuccessors?Aretheycommitted,andtrulymotivatedtostayinthefamilybusiness?Youwilllearnhowtoproactivelyassessyourtalent,createasuccessionplanandidentifyhighpotentialsinyourorganizationinordertogroomanddevelopsuccessors.Yourleadershipandfuturesuccessdependsontheabilitytodevelopyourbenchstrength,andpreparemanagersfornewroles.

Wrap up

TimeSeminar Description10:45a.m.-11:30p.m.

12:15p.m.-1:00p.m.

2:45p.m.-3:00p.m.

1:00p.m.-1:45p.m.

11:30a.m.-12:15p.m.

2:00p.m.-2:45p.m.

Ray croff, Financial Advisor

BeforejoiningTurtleCreekFinancial,Rayworkedwithalarge,nationwidefirmwhereheservedhisclientswithhisexpertiseandcare.RayhasanextensiveentrepreneurialbackgroundandexperienceasaCLU(CharteredLifeUnderwriter),ChFC(CharteredFinancialConsultant),CAP(CharteredAdvisorinPhilanthropy),andChairoftheUNTToulouseGraduateSchoolAdvisoryBoard.Hisareasofexpertiseincludefinancialplanningforsmallbusiness,businesssuccessionplanningforbusinessowners,socialsecurityplanning,lifeinsurance,disabilityinsuranceandlongtermcareinsurance.

Hehashostedmanyseminars,ofwhichsomeincludeBusinessSuccessionfortheCloselyHeldBusiness,Buy-SellAgreementsforPartnershipsandSCorporations,andEstate

Planning:PlanningStrategiesinTheseUncertainTimes.HehasheldanumberofseminarsonPlannedGivingforvariousnon-profitsandreligiousorganizations.

RayservesasavolunteerandboardmemberfortheDentonCountyUnitedWay,CASA,DentonKiwanis,LeadershipDenton,andDentonCommunityHealthClinic,whereheservesasbothaboardmemberandtreasurer.HeisalsoamemberofNAIFAandaMDRTQualifier.HispreviousmembershipsincludeservingastheBoardChairofthe

Seminar Facilitator & Presentor

About our Presenters

Ray croff • turtle creek financial Services, llc • [email protected] • www.TurtleCreekFinancial.com • 3131 Turtle Creek Blvd, Suite 303 • Dallas, TX 75219

DentonCountyFriendsoftheFamilyandKeepDentonBeautiful.

Havingownedhisownbusinessforover15yearsprovidesRaywithanedgeandtheabilitytorelatetothesmallbusinessownerwhereinhecancombinehisinvaluableexperienceandhisfinancialknowledge,makinghimwellsuitedtoworkwiththesmallbusinessownerandtheirfamilies.

Kay Schroeder, PHR

KaygraduatedfromUNTin1999,andin2004sheearnedherProfessionalinHumanResources(PHR)designation.ShehasservedinavarietyofpositionsfortheNorthTexasSocietyforHumanResourceManagement(NTSHRM)duringthelast10years,includingtwoyearsasPresident.In2011,shereturnedtotheNTSHRMboardasVicePresident,Programs.SheisamemberofthenationalchapterofSHRM.

KaySchroederbeganhercareerinHumanResources14yearsagoforalocalcreditunion.Throughtheyears,shewaspromotedwithintheorganization,eventuallyholdingthepositionofVicePresident,HumanResources.InAugustof2011,sheresignedtostartherownconsultingcompanyandspendmoretimewithherfamily.

Throughouthercareer,herresponsibilitieshaveincludedrecruiting,orientation,workerscomp,andadministeringHRISsystems.Herareasofexpertiseareemployeebenefits(includinginsurance,retirement,andretentionstrategies)andemployeerelations,whetheritbeaddressingdisciplinaryissues,terminations,salaryreviews,orunemploymentclaims.

Kay Schroeder • hR Map • Cell 940.5144 • Office [email protected] • TX 76205

KaygraduatedfromLeadershipDentonin2008.SheisalsoveryinvolvedwithCASAandservesasthegroup’sExecutiveSecretary.

Kayandherhusband,Alex,willcelebratetheir10thanniversaryin2012withtheirthreechildren,Austin,KennedyandAndie.


Wanda GranierofCommerce,awardsforthehighestclientsatisfactionscores,andachievedthehighestROIandwonnumerouscompanyawardsforherfinancialandteamcontributions.ShealsolaunchedHumanResourcesConsultingandRecruitmentProcessOutsourcingprogramswhileVicePresidentwithaprominentstaffingservice.

Wandaisactivelyinvolvedinvolunteerworkforcancerresearch,whilehavingbuilta“GiveBack”philanthropyprogramforBridgeWorkPartners,whichallowsemployeestodedicatevolunteertimetodesignatedsocialcauses.

WandaGranierisCEOforBridgeWorkPartners,withover15yearsofexperienceinstaffing,recruiting,andhumanresources.Shehasbeeninstrumentalinleadingthecompanytoachieve175%salesincreasein2011.Underherleadership,BridgeWorkPartnershasbeenawardedthe2011RegionalSupplieroftheYearAward.

Amongmanyachievementsinhercareer,someoftheawardsWandahasreceivedarethe2011QualityandExcellenceEntrepreneurialPacesetteroftheYearAwardthroughtheGreaterDallasHispanicChamber

Roy Grisham, CPCU, Risk Consultant

needs.GrishamRiskConsultingwasformedinresponsetothesmallbusinessquandary.GrishamRiskConsultingreviewsyourindividualbusinessandexposurecomparedtoyourcurrentinsuranceprogramanddollarsspenttoensureyouaremosteffectivelycoveringtheexposure.

Royandhiswife,Lisa,liveintheDentonareawiththeirtwodogsandapuppy.Theyhavefivebeautifulchildrenwhoareallgrown.

Roybeganhiscareerintheinsuranceindustryasanunderwriterin1982.Overthecourseofhiscareer,hehasanalyzedrisksrangingfromsmallbusinesstoFortune500companies.Royearnedtheindustry’sCharteredPropertyandCasualtyUnderwriter(CPCU)designation,andisalsoanalumoftheCollegeofBusinessattheUniversityofNorthTexas.

Roy’sfatherownedasmallbusinesswhereRoyrealizedthatsmallbusinessneededatrustedthird-partytohelplookatinsurance

Roy Grisham • Grisham Risk consulting • ProduXus consulting • [email protected] • www.GrishamRiskConsulting.com • 4251 FM 2181, Suite 230, PMB 317 • Corinth , TX 76210

Wanda Granier • BridgeWork Partners • [email protected] • www.BridgeWorkPartners.com • 401 E. Corporate Drive, Suite 100 • Lewisville, TX 75067

About our Presenters, cont.

lori henderson, Graphic Designer

companies,suchasTeledrifInc,PrecisionTuneandSkullsUnlimitedInternational.

Concept2Creationnotonlyprovidessolutionsthatestablishauniquegraphicpresenceintoday’scrowdedmarketplace,butarepracticalanddesignedtofiteachclient’sneedsforyearstocome.

Concept2Creation’sgraphicdesignservicesincludethedesignofbusinesscards,brochuresandcatalogstocompletee-commercewebsites.Reasonablypricedprintservicesarealsooffered.

LoriHendersonearnedaMaster’sDegreeinDesignfromtheUniversityofOklahomaandhasbeenanawardwinninggraphicdesignerforover20years.

Lori’spastexperienceincludesteachingdesignclassesandworkshopsatuniversities,communitycolleges,newspapersandotherinstitutions.Concept2Creation’sclientsrangefromcommunityforcessuchasAbsolutely!Magazines,CASA,HealthServicesofNorthTexas,TravelorsAidofOklahomaandtheOklahomaCityArtMuseum,tointernational

lori henderson • concept2creation • [email protected] • www.C2CTX.com • 4251 FM 2181 Ste. 230/410, Corinth, TX 76210

leigh hilton, Attorney

earnedherlawdegreeattheSouthTexasCollegeofLawinHouston,TX,whereshegraduatedSummaCumLaudein1992.Shehasbeenmarriedfor23yearsandisthemotheroftwoboys.Leighisveryactiveincivicevents,isafrequentspeakertovariousorganizationsandstrivestobeapositiveinfluenceintheDentoncommunity.

SheisamemberofWealthCounsel,NationalAssociationofElderLawAttorneysandElderCounsel.

LeighHiltonhasover15yearsoflegalexperienceinthepracticeareasofEstatePlanningandProbate.Sheroutinelypreparessimpleestateplansaswellasverycomplicatedwillsandtrustsforhighwealthindividuals.Leighwouldwelcometheopportunitytomeetwithyoutodiscussyourestateplanningneeds.

LeighwasborninDallasandgrewupinDenton.SheattendedtheUniversityofNorthTexaswheresheearnedaBachelorofScience,graduatingwithhonorsin1989.She

leigh hilton, Attorney • [email protected] • www.DentonEldercareAttorney.com • 2717 Wind River Lane, Suite 131 • Denton , TX 76205


dana haynieHonoredasthehighestrankinggraduateintheCollegeofBusiness,DanagraduatedMagnaCumLaudefromTexasTechUniversitywithaBachelorofBusinessAdministrationdegreeinAccountingin1987.SheisamemberoftheAmericanInstituteofCertifiedPublicAccountantsandtheTexasSocietyofCPAs.DanaalsoisactiveintheFlowerMoundRotaryandservesontheboardofdirectorsforCASA(CourtAppointedSpecialAdvocates).

DanaandherhusbandAndyliveinFlowerMound.Theyhavetwochildrenandsixgrandchildren.

Danabeganhercareerin1988atCoopers&LybrandinMidlandandLubbockwheresheprovidedtaxservicesforvariousindustriesincludingoilandgas,professionalgroupsandautomotivedealerships.Shealsogainedextensiveexperienceintheareaofestateandtrustcompliance.DanajoinedKenHughes&AssociatesinAugustof1999.ShebecameashareholderofthefirminJanuary2003.

Danaworkswithadiversifiedclientbaseintheareaoftaxandconsultingservices.Sheistheprimarycontactforclientsseekingconsultationintheareaofestateplanningandcompliance.

dana haynie • [email protected] • www.Khacpa.biz • 4880 Long Prairie Road, Suite 100 • Flower Mound, TX 75028

Susan B. ShapiroGraduateCertificateinExecutiveandProfessionalCoachingfromtheUniversityofTexasatDallas,andisaProfessionalCertifiedCoachwiththeInternationalCoachFederation,(ICF).SheiscurrentlyworkingonherMastersDegreeinOrganizationalDevelopmentfromtheUniversityofTexasatDallaswithanexpectedgraduationdateofMay,2013.ShedeliversNASA’s4-DTeamandLeadershipprogram,KornFerry’sLomingerVoices360®,andWinslow’sPersonalityassessmentforselection,developmentandsuccessionplanning.SheisastaffmemberoftheUniversityofTexas

SusanB.Shapiro,President,launchedOnpointCoachingin2006after20yearsofcorporateandnon-profitexperience.Drawingupon18yearsofexperiencewithHewlett-Packard,includingfiveyearsasDirectorofGlobalAlliances,sheprovideshighpotentialcoachingandconsultingservicestoorganizationswhobelievethatpeoplearetheirbiggestasset.Herleadershiprolesbringinsightintopeopledevelopment,virtualteaming,relationships,communicationsandresults.

ClientsvalueSusan’sstraightforwardapproachandassistanceingainingnewperspectives,awarenessandtakingrisks,whileincreasingtheirconfidence,learningtostandoutanddeliverinnovativeresultstotheirorganizations,andallthewhiledevelopingtheirteams.

ShapirograduatedwithaBSinMarketingfromHofstraUniversity.Shereceiveda

Susan B Shapiro • onpoint coaching • [email protected] • www.Onpoint-Coaching.com • 1700 Triple Crown Lane • Plano, TX 75093

atDallas’EMBAprogram,whereshecoachesstudents,amemberoftheMetroplexTechnologyBusinessCouncilofNorthTexas,theAssociationforTrainingandDevelopment,DFWSuccessionManagementGroup,andcurrentlyservesasPastPresidentoftheNorthTexasChapteroftheInternationalCoachingFederation.

Global Sponsor Benefits

Sponsorship Details

Sponsor Levels:Title: $1,000 • Event: $750 • Lunch: $500 • Supporting: $250

Supporting Sponsor $250

• AllitemsonGlobalSponsorBenefitsList

Lunch Sponsor $500

• AllitemsonGobalSponsorBenefitsList

• Materialsplacedatallofthelunchtables

• Fiveminutesgiventointroduceyourcompany

Event Sponsor - $750• AllitemsonGlobalSponsorBenefitsList



• Sponsorshipbannerdisplayatevent

Title Sponsor - $1000• AllitemsonGlobalSponsorBenefitsList



• Sponsorshipbannerdisplayatevent

• Openthedayandfurtherspotlightyourcompany

• Sponsornamesandlogosprominentlydisplayedoneventcollateral-emailblasts,pdfsandprintedmaterial

• Linkstosponsorwebsitesoneblastbroadcasted.

• Tablespacetodisplaysponsorsalesmaterials

• Goodybagswithsponsorhandoutsetc.

• 5minutesponsorinfomercialtimeallowedbetweenspeakers

• Sponsorexposureinproportiontosponsorlevel

• Eblastcampaigntoadvertiseevent

Specific Sponsor Benefits

Limited Sponsorship Available - First Come, Highest Priority on Sponsor ListSponsorships listed in Order of Level and then Order of Sign-Up

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