2024 Strategic Planning for Small Business Owners

2024 Strategic Planning for Small Business Owners

Presented by Ailene Dewar, CBPA, aPHR, Marc Winger, JP Geisbauer, CFP®, CPA

As we rapidly approach 2024, this seminar will provide the vital information you need to guide your business in the New Year.

Human Resources
Ailene will share what you need to know about HR Laws passed for 2024 so that you will know what you must do to comply as well as updates on unemployment and compensation. Recession? Not a Recession? Ailene will discuss the impacts the current market uncertainty has on employees and company culture, and what employers can do to create a sense of stability to attract and retain employees and yield a more productive workforce.

AI, ChatGPT, Cyber Security
The buzz around artificial intelligence or AI since the release of Chat GPT last year has been overwhelming. This seminar will help attendees better understand the different types of AI, some brief history of the technologies involved, the different vendors, the business uses that it may offer you, and critically an overview of some of the risks. Marc will go into specific use cases, some real examples where companies have adopted AI into their regular workflow, and he will discuss why not embracing some of its tools could put your business at a strategic disadvantage.

Finance
JP will share how to Identify sources of capital for funding a small business in this challenging and volatile market. He will also share how to best position yourself and your business as a reputable borrower.

Ailene Dewar is certified as an Associate Professional Human Resources (aPHR) by the Human Resources Certification Institute (HRCI) as well as a Certified Business Performance Advisor (CBPA) by the University of Houston. As VP of Sales for Engage PEO, Ailene empowers businesses to succeed by strategically managing their human capital.

Marc Winger graduated from the University of Denver, and founded Zephyr Networks by doing small IT jobs for friends in the late 90’s. Now one of the pre-eminent IT consulting companies in Southern California incorporating managed support services, data center services and a preventative approach to taking care of information.

JP Geisbauer is a fee-only, fiduciary financial advisor focused on helping small business owners. As a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Exit Planning Advisor (CEPA), JP provides a unique perspective on income tax and retirement planning strategies to help business owners reach their financial goals