Wipfli LLP hosts Freshwater Industry Seminar Series

New Year. New Perspectives — Growing Your Business in 2014

In partnership with The Water Council, Wipfli LLP, CPAs and Consultants will launch a 3-part, complimentary seminar series, designed to provide attendees with thought provoking ideas and information on topics to help your company grow and prosper in 2014 and beyond.

Guests are invited to attend any and all of the seminars, note that space is limited and is reserved on a first come, first serve basis. Topics that will be discussed include tax credits and incentives, technology tools, and debt & equity funding. The seminars will be hosted in The Auditorium at the Global Water Center, 247 W. Freshwater Way, Milwaukee, WI 53204. To register and reserve your spot early, CLICK HERE!

Session 1 — Taking Advantage of Tax Credits and Incentives to Improve Cash Flow and Grow Your Business
Wednesday, February 19, 2014
7:30AM-9:00AM

Scott Schumacher

Scott Schumacher

Tax credits and incentives are tools used by federal, state, and local governments to attract or retain jobs and investments, stimulate innovation, and conserve energy. During this session you will gain a solid understanding of the various tax credits and incentives that exist and the benefits associated with them, and how your business can take advantage of them. Presented by Scott Schumacher, CPA, MST, Partner, Research and Development Tax Credit Services.

Session 2 — Leveraging Technology to Achieve Strategically Focused Growth
Tuesday, March 11, 2014 
7:30AM-9:00AM

Terry Kerscher

Terry Kerscher

In today’s global economy, buyers are sophisticated and knowledgeable. Industry analysts believe that as much as 70% of the buying process is performed before decision makers pick up the phone, even in sales involving complex products or services. In this session, you will learn how to effectively participate in that buying process using leading-edge technology to manage your most important assets, your customers and potential customers. Discussion will focus on how tools like CRM systems, integrated with the wealth of information available via social media, can help position your organization for intelligent, strategically focused growth. Presented by Terry Kerscher, Partner, Customer Relationship Management Consulting Practice.

Session 3 — Early Stage Funding and Cost of Capital
Tuesday, April 1, 2014
7:30AM-9:00AM

Karen Monfre

Karen Monfre

This session will outline debt and equity funding used by early-stage companies, ranging from “friends and family” investments to institutional capital. In addition, the presentation will include a review of the benchmark rates of return, or, cost of capital required by investors. Presented by Karen Monfire, CPA/ABV, ASA, Partner, Valuation, Litigation and Transaction Support Services.

Each seminar includes coffee, light breakfast, and networking opportunities. Presenters will be available after each presentation for questions and conversation. Seminar sessions are free, but registration is required. Register early to secure your spot at these invaluable opportunities!

Register early! CLICK HERE!

Wipfli LLP, CPAs and Consultants
With associates and offices across the Midwestern United States, Wipfli LLP, CPAs and Consultants ranks among the top accounting and consulting firms in the nation. The firm’s associates have the expertise, skills, and experience to advise in areas from assurance and accounting, to tax and consulting services. Clients include not only manufacturing and distributors, but others in a variety of sectors including health care organizations, construction and real estate companies, financial institutions, and non-profit organizations. Wipfli became involved with Milwaukee’s freshwater initiative in 2009 and is a founding tenant at the Global Water Center. In addition, through the firm’s membership in PKF North America, Wipfli can draw upon the resources of firms in over 120 countires from around the would.

For more information, visit Wipfli.com or Wipfli.com/FreshWater.

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About The Water Council

The Water Council, the only organization of its kind in the United States, was established in 2009 by Milwaukee-area businesses, education and government leaders. With more than 150 water technology companies in the Milwaukee area, the region’s water industry is a $10.5 billion dollar market and accounts for four percent of the world’s total water business. The non-profit organization is linking together global water technology companies, innovative water entrepreneurs, acclaimed academic research programs and, most importantly, some of the nation’s brightest and most energetic professionals. The Water Council is capturing the attention of the world and transforming the Milwaukee region into a World Water Hub for freshwater research, economic development and education. The Water Council is located in the Global Water Center at 247 W. Freshwater Way, Suite 500, Milwaukee, WI 53204.
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