Every entrepreneur needs a tribe, the foundation of their business, and who should be at the table: Banker, Accountant, Insurance and Legal.
When starting your business key representation should be involved, we consider the banker, accountant, insurance, and legal advisors in the beginning stages. Or if you’ve already started getting the information you need to correct it and move forward by getting the right information from the right resources. Our panel of banker, accountant, insurance and legal will share their knowledge, wisdom and experiences in their respected industry. Your opportunity to ask the needed questions to assist you in make informed decisions in your business. This is also an opportunity to start developing those key relationships that every business needs. Having a B.A.I.L relationship can help you prior to needing their services. The best time to work with a banker is before you need one, this holds true for the rest of the tribe.
This is part of the 2023 Legal Series for Business Owners, which brings you legal insights on key legal topics directly impacting your business. Each dynamic session is led by a leading attorney to address these topics. Participants will have a greater understanding of these legal issues, gain tips and insights, and have interactive dialog. The monthly sessions are helpful both in person and via a hybrid model. All sessions are free due to the generous support of “Cline Williams.”
2023 SERIES SCHEDULE
JANUARY 17: BUSINESS FORMATION- WHICH STRUCTURE IS BEST?
FEBRUARY 21: OPERATING AGREEMENTS, PARTNERSHIP AGREEMENTS, & OTHER KEY DOCUMENTS- WHAT DO I NEED?
MARCH 21: ( B.A.I.L.) BANKER-ACCOUNTANT-INSURANCE-LEGAL
APRIL 18: HR FOR SMALL BUSINESS 1
MAY 16: HR FOR SMALL BUSINESS 2
JUNE 20: ( B.A.I.L.) 1 BANKER-ACCOUNTANT-INSURANCE-LEGAL
JULY 18: CONTRACTS – WHAT DO I NEED BEFORE I SIGN?
AUGUST 15: LEGAL PITFALLS OF A SMALL BUSINESS – HOW DO I STAY IN BUSINESS?
SEPTEMBER 19: ( B.A.I.L.) BANKER-ACCOUNTANT-INSURANCE-LEGAL
OCTOBER 17: TRADEMARKS, COPYRIGHTS, ETC. – HOW DO I PROTECT MY CREATIVE ASSETS?
NOVEMBER 21:DIGITAL SECURITY
DECEMBER 12: ( B.A.I.L.) BANKER-ACCOUNTANT-INSURANCE-LEGAL