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| Midwest Society of Professional Consultants |
February 7th, 2007 |
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This month's meeting will be held at the
Wyndham Garden Chicago O'Hare
(formerly the
Holiday Inn Kennedy/O'Hare Note for CTA riders, the hotel provides complimentary transportation to and from the CTA Cumberland and O'Hare stations. Just call the hotel at 773-693-2323 when you arrive at the station. MSPC Consultants College The "Consultants" College concept in professional society meetings (originally conceived by Dave Taylor in 2003) was reintroduced in May and June of 2006 with such success that we are offering the format again. 5:00 P.M. Registration5:20 P.M. Pre-dinner ProgramBuilding
a Comfortable Retirement This discussion will cover two primary areas: (1) How to determine the right retirement plan for your business will include discussion of: a) the different types of retirement plans (qualified and non-qualified), b) important characteristics of the different plan types, c) key criteria that help determine which plan is right for a given situation, d) highlights of the Pension Protection Act of 2006. (2) Making the transition from working to retirement will center on: a) the impact of longevity on asset allocation, b) the risk of retirement ruin (or running out of money before you die), c) stretching your IRA for the next generation. Michael Bernberg has more than 30 years of business and investment experience as a corporate business executive, business owner and investor. A graduate of the University of Illinois, Michael has an M.B.A. in Finance and is currently studying to become a Certified Financial Planner. Since joining Merrill Lynch in 2004, Michael has specialized in using the company’s sophisticated financial planning tools to help high net worth professionals and business owners simplify their financial lives, reduce their risk and give them peace of mind that they will reach their financial goals. Michael is an active member of a variety of groups including The Greater North Shore Estate & Financial Planning Council, The North Shore Planners, the DBR Chamber of Commerce and the Midwest Business Brokers & Intermediaries as well as being a long-time member of MSPC having joined the organization in 1991. He lives in Northbrook, Illinois with his wife and his son is a sophomore in the Architecture program at the University of Kansas. 6:15 P.M. Announcements/Introductions6:30 P.M. Networking7:00 P.M. Dinner8:00 P.M. After Dinner Program
I’ve Started My Independent
Consulting Practice – Now What? What a new independent consultant wants to do is practice his or her craft, which is based on some kind of technical skill. Regardless of the technical skill, the long-term success of a consulting practice lies in the building of a firm foundation. This presentation and discussion will focus on the elements of the firm foundation and the actions necessary for the new practice to be successful. Tom Long is President of Solid Oak Consulting, which is committed to helping the small business owner grow his or her business. This is regardless of the stage in the lifecycle for that business: whether a business is in the early growth or even startup stage; the mature business needing to grow more or reestablish a growth pattern; or even a late stage company which needs to grow in order to be ready for the owner to exit and get the best price for the business. Tom is a former Partner with Ernst & Whinney and Ernst & Young, and is an expert on management issues and strategies for Small Business Owners and Entrepreneurs. Drawing on years of experience in start-ups and turnarounds at large companies including Procter & Gamble, R.R. Donnelly & Sons, Oracle Corporation, Computer Associates and many small, start-up businesses, Tom has led efforts in all all aspects of business growth. He is a seasoned executive with over 30 years of experience in starting, managing and turning around business groups both domestically and internationally. ReservationsRegistration fee includes dinner and programs. Early registration must be made by NOON the Monday before the scheduled meeting:
Late registration or at the door:
To make a reservation via email, or call 312-201-0596.
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