BrewSmart: Finance + Reporting is an exciting day of learning, networking, and personal growth. Hear from leading advisors and educators as they share their insights on business funding opportunities and the value of data reporting within a company.
February 20, 2023 | Greensboro, NC
AT ODEN BREWING COMPANY
BrewSmart: Finance + Reporting is an exciting day of learning, networking, and personal growth. Hear from leading advisors and educators as they share their insights on business funding opportunities and the value of data reporting within a company.
Preparing for a capital raise/refinance
Questions to consider when choosing a POS
How to stay off the NCDOR non-compliance list
Excise Tax 101 workshop
Check-in, Mini Tradeshow, Coffee Break
Sponsored by FCCI Insurance Group
Capital Raises: What You Need to Know
Richard Greene, Clarus Advisors, LLC.
Utilizing Risk-Adjusted Return on Capital (RAROC) Analysis (A decision tool in business expansion and performance evaluation)
Shad Smith, SBTDC
Lunch
Lunch Sponsor (15 minute sponsored session)
Industry Panel: POS Systems
How to Get Off and Stay Off the NCDOR Non-Compliance List
Alexander J Milak and Robert Dalton, North Carolina Department of Revenue (NCDOR)
Break-Out Groups
RICHARD GREENE
CEO - CLARUS ADVISORS, LLC.
Rich Greene is a high energy leader with a proven record of success in meeting and exceeding objectives. His varied business experiences, both domestic and international, have provided him with a broad base of knowledge and keen understanding in a wide array of industries, including; manufacturing, distribution, publishing, “green” technologies, health care, agriculture and retail. He has worked with clients ranging in size from $1 million in sales to over $1 billion.
He is a noted author (Building Value: The 5 Keys for Achieving Success), powerful speaker and motivator.
SHAD SMITH
GENERAL BUSINESS COUNSELLOR - SMALL BUSINESS & TECHNOLOGY DEVELOPMENT CENTER
In his role as a business counselor, Shad focuses on helping mid-sized companies at the North Carolina Small Business Technology and
Development Center. SBTDC is a business and technology development extension service of the
UNC System with a mission to positively impact North Carolina’s economy by helping to grow small and mid-sized businesses and launch promising start-ups.
His experience includes assisting business leaders in developing strategies to improve organization’s
performance, budgeting and financial analysis, business modeling and performance evaluation,
product promotion, and project management. Shad is a previous business owner with a long tenure in the banking industry.
NCDOR
NC DEPARTMENT OF REVENUE
The North Carolina Department of Revenue is a cabinet-level executive agency charged with administering tax laws and collecting taxes on behalf of the people of the State. The Secretary of Revenue is appointed by the Governor.
Their mission is to fund public services benefiting the people of North Carolina, we administer the tax laws and collect the taxes due in an impartial, consistent, secure, and efficient manner.
Today, the Department of Revenue is led by the Secretary, Chief Operating Officer and five Assistant Secretaries. As North Carolina grows and the needs of its citizens change, the Department of Revenue will continue its efforts to provide taxpayers with the most efficient and effective services possible.
When
4 pm - 6 pm
Where
SouthEnd Brewing Company
117B W Lewis St, Greensboro, NC 27406
Following the BrewSmart sessions, join us at SouthBend Brewing Company for a member social—sponsored by Insurance People of North Carolina.
Stop by Insurance People of North Carolina's table for your beer ticket and learn how they can help you be financially proactive with plans to cover your business if it suffers a loss.
You do not have to attend the BrewSmart sessions to come—feel free to invite your co-workers and industry friends! We're looking forward to catching up with you!
Brewery Members:
$55
Non-Brewery Members:
$75
Allied Members:
$100
We want to thank our sponsors for their continued support. We appreciate the generous contributions they have made towards making this event possible. We encourage you to learn more about our sponsors by clicking on their names below, and if you require their services in the future, consider them first!
