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Continuing the Legacy Seminar Series- Banking

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Name: Continuing the Legacy Seminar Series- Banking
Date: May 3, 2018
Time: 6:30 AM - 10:00 AM CDT
Event Description:
We invite you to attend our upcoming seminar where we will discuss the challenges of, and potential solutions for, successful business transitions. Whether you plan to retire in 5 years or 15 years, there are steps you can begin taking now to ensure a smooth transition later. Registration fees for Continuing The Legacy are $200 which also allows you to attend all four seminars in this series. For more information or to register, click the button below. During this seminar, we will cover the following: Sources and Uses of funds and why it’s important Treasury – Managing Deposits – Asset-side Risk Commercial Lending Made Easy: Understanding Credit Risk Evaluation Look Before you Sign: Understanding loan covenants, conditions, and monitoring requirements Tough Love? What does it mean to have a banking relationship Your Presenters Tom Dott Tom comes to First Business with over 25 years of commercial banking experience serving privately owned companies and not for profit organizations throughout Wisconsin. He graduated from Ripon College in 1990 with a degree in business and enjoyed a four-year college baseball career pitching for the Red Hawks. Tom is very active in the community presently serving on the board of directors for Natural Resources Foundation of Wisconsin and the Greater Madison Convention and Visitors Bureau. Previously, Tom served for 12 years on the Board of Directors of the Henry Vilas Park Zoological Society and continues to volunteer in many different capacities for United Way of Dane County. Tom was recognized as Leadership Greater Madison’s Leader of the Year in 2001 and in 2010, Tom and his family were awarded the Volunteer Fundraiser of the Year by AFP Madison.
Location:
Smith & Gesteland's Office 8383 Greenway Blvd Middleton, Wisconsin 53562 United States
Date/Time Information:
May 03, 2018 7:30 am - 10:00 am
Contact Information:
Fees/Admission:
$200 for series of four seminars
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