Panel Topics:

Healthcare Reform - Its Financial and Operational Impact on Small Businesses

Business owners must now set their sights on how to comply with the sweeping healthcare reforms and more importantly, how to absorb the additional costs that will result from them.

Carl Kleimann, President - Odyssey OneSource
 

 

 

2009-2010 Important State and Federal Legal Changes of Interest to Small - Medium Businesses

Significant state and federal legislative changes in 2009-2010 present opportunities and challenges for small - medium sized businesses.  Among others, learn important changes regarding Texas corporate and margin tax laws, federal health benefits provisions, FTC "Red Flag" rules, and more.

Grant Seabolt, Senior Counsel - Underwood, Perkins & Ralston, P.C.

 

Working with your Banker in Different Times - how Regulatory Decisions Impact Entrepreneurial Businesses
The direct impact of more tightly constrained financial services regulation is easily understood.  Less distinct is the impact that other legislation and regulatory interpretation will have.  Healthcare reform, recent new interpretations of exempt and non-exempt workers, and immigration are other important topics of impact.
Bruce Bradford, Regional CEO - Sterling Bank
 

Large or Small . . . No Company is Immune to the Risks of Fraud:  The Common Sense Approach to Prevention
The successful business owner knows that "fraud prevention" should be implemented to reduce the risk of exposure to irregular activities, especially in light of new legislation, which often leads to new scams.  Yet many owners simply believe "it" won't happen to them and do not take action to implement internal controls in key processes.  This presentation will highlight three key steps to implementing an effective internal control environment in a small to medium size company.
Larry McLaughlin, CPA, CIA - BKD, LLP - CPA's and Advisors

 

Speaker Bios

Mr. Rosenblum serves as Economic Policy Advisor to the Federal Reserve Bank of Dallas' President and as an Associate Economist for the Federal Open Market Committee, which formulates the nation's monetary policy.

Rosenblum is also a past President and a member of the Executive Committee of the Board of Directors of the National Association for Business Economics (NABE), a prestigious trade association whose 3,000 members are the leading business economists in the United States and many other countries. Rosenblum is currently serving as Executive Director of the North American Economics and Finance Association. He also is a member of the Product Development and Small Business Incubator Board, appointed by the Governor of Texas.

 

Carl Kleimann, President - Odyssey OneSource 

Carl Kleimann has served on Odyssey OneSource's senior management team since 1993. Prior to joining Odyssey, Kleimann served as President of The Laxus Group, a PEO acquired by Odyssey in 1993. 

Carl has served as president of the National Association of Professional Employer Organizations (NAPEO), the PEO industry's national trade association.  He is active in the industry's regulatory and legislative affairs at the state and national level and writes and speaks frequently on behalf of the industry.

Grant Seabolt, Senior Counsel - Underwood, Perkins & Ralston, P.C.

Grant is Senior Counsel with this Dallas, Texas, law firm and serves as business law advisor to small to mid-market businesses and entrepreneurs. He launches start-up companies and assisting mature companies in sophisticated business transactions, including mergers, acquisitions, and succession planning.

 

Seabolt is a Frequent Continuing Legal Education speaker on alternative dispute resolution (mediation and arbitration), business law, and asset protection planning.  Currently, Grant serves as outside counsel to an oil and gas exploration firm and to a water recycling firm serving the oil and gas industry.

Bruce Bradford, Regional CEO - Sterling Bank 

Bruce Bradford is Regional CEO for the North Texas Region of Sterling Bank.  He has over 25 years experience in commercial banking serving the needs of entrepreneurs.

Bradford currently sits on the boards of The Concilio and the North Dallas Chamber of Commerce.  He is also a longtime member of CEO Netweavers.

 

Larry McLaughlin, CPA, CIA - BKD, LLP, CPA's and Advisors

 

Larry has over 30 years of experience evaluating internal control environments and business risks.  He has diversified management experience with a Fortune 100 electric utility company in Texas as well as an oil and gas company where he specialized in finance, accounting and internal audit.

Larry is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA) and the Institute of Internal Auditors (IIA).  He is a Certified Public Accountant and a Certified Internal Auditor.

 

Ronald A. Pyke, CPA - Partner,  B2B CFO®

 

Ron is an experienced CFO who excels in working with owners and their management teams to develop a proactive understanding of the relationship between operating performance and financial results.

 

With 29 years of experience, Ron has served as CFO of a construction company, property acquisition and management company and distribution company and has held titles such as Corporate Controller, Risk Manager, Director of Finance and Senior Auditor.