Helpful Links and Resources
Post-Module Survey
Closing Survey
Module Presentations
Strategic Planning & Innovation
Patty Rioux, ODEA
Brand & Marketing
Patty Rioux, ODEA
Legal Compliance & Risk Management
Eric VanderPloeg, Burke Law
Employment Law
Rachel Bossard, Burke Law
Benefits & Insurance
Marcus Newman, Alera Group
5 C’s of Lending
Matt Hammer, Wintrust
From Numbers to Know-How
Amy Langfelder, Cray Kaiser
Entity Selection & Taxation
Karen Snodgrass, Cray Kaiser
Cybersecurity & Technology Adoption
Jon Pisani, PSM Partners
AI Transformation
AI Transformation – Prompting
Patty Rioux, ODEA
AI Transformation
Jon Pisani, PSM Partners
Financial Planning
Greg Bogdan and Miles Johnson, Private Vista
Leadership
George Karavattuvetil, Psyched
Business Valuations
Micah Vant Hoff, Cray Kaiser
Planning for and Protecting the Future
Deanna Salo, Cray Kaiser
Operations & Process Improvement
B.J. Slater, Plant Marvel
Partner Resources / Blogs
- Alera Group
- Burke Warren, MacKay & Serritella
- Cray Kaiser
- ODEA
- Private Vista
- PSM Partners
- Psyched!
- Wintrust
Literature: