Don’t Fall Behind in Planning Ahead: Tips for Successful Successions
Succession planning includes complicated financial matters. Buyers may need loans, assets and rights may be transferred between family members or from owners to employees, and retiring owners may experience a liquidity event. Yet many business owners put off preparing for their succession, leaving themselves struggling to identify the best options and execute a successful exit strategy. This presentation will discuss succession options ranging from partner buy-outs to ESOPs to family ownership, and specific characteristics related to each option. The presentation will also highlight financial considerations owners should be aware of and provide tips for planning a smooth succession.
Attendees will gain a greater understanding of the variety of exit strategies available for business owners, the pros and cons related to various options, and the financial complexities and considerations facing involved parties
Paul Dadlez, Senior Financial Advisor, Alerus
As a senior financial advisor, Paul Dadlez works with individual and institutional clients to understand their unique needs and goals, them assembles the appropriate team of specialists to provide creative and customized solutions. Paul currently specializes in wealth management services, and has expertise in private banking, personal trust, financial planning, and insurance. He previously practiced law for six years and was voted a “rising star” in the legal profession by his peers. He holds a bachelor’s degree in communication arts from the University of Wisconsin-Madison, a master of business administration from the University of St. Thomas School of Business, and a Juris Doctor degree from the Hamline University School of Law.
Join us for this exciting spring NMGMA conference. The conference will be held at Hillcrest Country Club, 9401 E "O" Street, Lincoln, NE 68527 on May 12th-14th, 2021.
We are very excited to be meeting in person this year. We have kept the option open if you would rather join us via zoom!
All registrations are due by May 2nd, 2021 and the live conference is limited to the first 75 members. Hotel reservations can be made by calling Staybridge Suites at 402-484-6000 or by using this link. Staybridge Suites Lincoln Northeast
We have also added a coffee cart to the conference for attendees on Thursday from 7:30 AM to 9:30 AM. There will be no need for you to stop for a cup of joe on your way to the conference.
Welcome Reception at Hillcrest Country Club
- All Members and Sponsors are Welcome !
Abbie Fougeron, CMPE, Administrator Nebraska Pulmonary Specialties,
LLC - ACMPE Certificate program.
Break, Visit Exibit Booths
Steph Vanous MA, Vice President, Consulting Division,
Zelle HR Solutions - Transformational Leadership (CEU 1.0)
Lee Leighter, DEA Drug Endangered Children —
We All Have A Role To Play (CEU 1.0)
Shelly Waggoner, COPIC,
Risk Management related to Remote Working for Employees (CEU 1.0) **
Zelle HR Solutions -HR and Its Impact on Business Success (CEU 1.0)
Life Bridge, Nebraska Physician Wellness Program (.5 CEU)
Drawing for $200.00 Cash Prize (member must be present to win)
** Virtual Presentation
Join us for this exciting spring NMGMA conference. The conference will be held at The Hillcrest Country Club 9401 E "O" Street, Lincoln, NE 68527
This is a great opportunity for you to display your products and services, and get better acquainted with our active members. Our membership consists of clinic managers from both physician-owned and hospital-owned clinics. About 60 members are expected to attend. Exhibitor booths are open to our members on Thursday, May 13th, from 7:30 AM until 1:30 PM.
If you want to register for multiple sponsorship types you will have to pay and then register for your additional request.
Please respond to registration email with names of those attending.
Program Agenda -Spring Meeting
at The Hillcrest Country Club 9401 E "O" Street, Lincoln, NE 68527
12:30 PM Gather for Golf
1:00 PM Tee times begin at Hillcrest for Members and Sponsors
3:00 PM Registration & Exhibitor Set-up at Hillcrest
5:30 PM Welcome Reception at Hillcrest
7:30 AM to 1:30 PM Visit Exhibits and Sponsors
Advancing Leaders. Advancing Practices
Email us at: firstname.lastname@example.org"Nebraska MGMA" is a 501(c)6 non-profit organization. 301 South 70th Street Suite 340, Lincoln, NE 68510