Details
 

October 21, 2020
8:00AM-12:00PM

"Succession Planning"

Presented by Craig Bodette, Mosley, Pfundt & Glick, Inc.

The Drake Oak Brook Hotel, 2301 York Rd, Oak Brook, IL 60523

The Electrical Contractors’ Association of City of Chicago (ECA) Research and Education Committee is proud to present a seminar called, “Succession Planning” to be held on Wednesday, October 21, 2020.  The Committee has requested the facilitator from last year, Mr. Craig Bodette, Mosley Pfundt & Glick, Inc., to present an even more detailed session than before.  We hope that you will be able to join us at this seminar.

DATE:                         Wednesday, October 21, 2020

TIME:                          8:00 am – 12:00 pm

LOCATION:                 Drake Oak Brook Hotel
                                    2301 York Road
                                    Oak Brook, IL 60523

THE FEE FOR THIS PROGRAM IS $100.00 PER ECA MEMBER.

THE NON-MEMBER FEE IS $295.00 PER PERSON.

The purpose of this program is to discuss with the participants the different ways to transfer ownership from the founders to children, key employees, or independent third parties. We discuss various methods, planning strategies, document drafting, valuation matters, and other major concerns to the process.

Following this course, participants will be able to:

  • Identify how to determine who your successors will be
  • Explain what is necessary for succession to be successful for your business
  • Apply various methods to see what fits for your company
  • Discuss why every company needs a solid succession plan Agreement

The seminar is being conducted by Craig Bodette, Mosley, Pfundt & Glick, Inc.

Mr. Craig Bodette has spent most of his career in the construction industry working with construction clients while in public practice but also in roles of Controller and CFO for privately held construction companies. Prior to returning to public practice in 2016, Craig was the CFO for a large contactor. Craig works closely with clients in the electrical contractor and home building industries and has been a speaker at many construction industry conferences and seminars. Craig is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also affiliated with the Construction Financial Management Association (CFMA). Craig is a graduate of the University of Toledo.

PLEASE REGISTER SOON!  For this program, initial registration will  be limited to four (4) individuals per company.  However, if registration remains open closer to the seminar date, additional attendees may be added upon review. 

Thank you for your continued support of Association activities.

PLEASE CLICK HERE TO REGISTER!

 

Member category:
NECA Contractors signatory to Local 134

Non-member category:  
NECA contractors not signatory to Local 134

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2020-10-21 08:00:00 2020-10-21 08:00:00 America/Detroit "Succession Planning" The Electrical Contractors’ Association of City of Chicago (ECA) Research and Education Committee is proud to present a seminar called, “Succession Planning” to be held on Wednesday, October 21, 2020.  The Committee has requested the facilitator from last year, Mr. Craig Bodette, Mosley Pfundt & Glick, Inc., to present an even more detailed session than before.  We hope that you will be able to join us at this seminar. DATE:                         Wednesday, October 21, 2020 TIME:                          8:00 am – 12:00 pm LOCATION:                 Drake Oak Brook Hotel                                    2301 York Road                                    Oak Brook, IL 60523 THE FEE FOR THIS PROGRAM IS $100.00 PER ECA MEMBER. THE NON-MEMBER FEE IS $295.00 PER PERSON. The purpose of this program is to discuss with the participants the different ways to transfer ownership from the founders to children, key employees, or independent third parties. We discuss various methods, planning strategies, document drafting, valuation matters, and other major concerns to the process. Following this course, participants will be able to: Identify how to determine who your successors will be Explain what is necessary for succession to be successful for your business Apply various methods to see what fits for your company Discuss why every company needs a solid succession plan Agreement The seminar is being conducted by Craig Bodette, Mosley, Pfundt & Glick, Inc. Mr. Craig Bodette has spent most of his career in the construction industry working with construction clients while in public practice but also in roles of Controller and CFO for privately held construction companies. Prior to returning to public practice in 2016, Craig was the CFO for a large contactor. Craig works closely with clients in the electrical contractor and home building industries and has been a speaker at many construction industry conferences and seminars. Craig is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also affiliated with the Construction Financial Management Association (CFMA). Craig is a graduate of the University of Toledo. PLEASE REGISTER SOON!  For this program, initial registration will  be limited to four (4) individuals per company.  However, if registration remains open closer to the seminar date, additional attendees may be added upon review.  Thank you for your continued support of Association activities. PLEASE CLICK HERE TO REGISTER!   Member category:NECA Contractors signatory to Local 134 Non-member category:  NECA contractors not signatory to Local 134 The Drake Oak Brook Hotel, 2301 York Rd, Oak Brook, IL 60523