BrewSmart: Finance + Reporting

 

FINANCE &

REPORTING TOPICS

   February 20, 2023 | Greensboro, NC

   AT ODEN BREWING COMPANY

 
 

PRESENTED BY

 

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.

What We Will Cover

 
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Preparing for a capital raise/refinance

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Questions to consider when choosing a POS

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How to stay off the NCDOR non-compliance list

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Excise Tax 101 workshop

Who Should Attend

 
  • Brewery Owners
  • Controllers
  • Accounting Directors and Managers
  • Accountants
  • Revenue Managers and Analysts
  • Anyone who handles reporting and finance duties within your business!

Agenda

 
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Check-in, Mini Tradeshow, Coffee Break

Sponsored by FCCI Insurance Group

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Capital Raises: What You Need to Know

Richard Greene, Clarus Advisors, LLC.

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Utilizing Risk-Adjusted Return on Capital (RAROC) Analysis (A decision tool in business expansion and performance evaluation)

Shad Smith, SBTDC

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Lunch 

Lunch Sponsor  (15 minute sponsored session)

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Industry Panel: POS Systems

 

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How to Get Off and Stay Off the NCDOR Non-Compliance List

Alexander J Milak and Robert Dalton, North Carolina Department of Revenue (NCDOR)

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  Break-Out Groups

  • Excise Tax 101: How to Correctly Submit Required Reports -  Alexander J Milak and Robert Dalton, North Carolina Department of Revenue (NCDOR)
  • General Conversation and Feedback on Finance + Reporting issues and practices.

 

SPEAKERS

 
Speaker

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.  

Speaker

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.
 

Speaker

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.

MEMBER SOCIAL

 
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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!

 

TICKETS

 
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Brewery Members:

$55

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Non-Brewery Members:

$75

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Allied Members:

$100

THANK YOU TO OUR SPONSORS

 

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!

 
Sponsor
Sponsor