FPA Quarterly Education Meeting @ SDSU Alumni Center
Dec 13 @ 12:30 pm – 6:00 pm

This event is for members only, not open to the public.

January EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Jan 11 @ 7:30 am – 9:30 am

EPI Greater Los Angeles Chapter January Meeting

The Importance of Well-Organized Bookkeeping in Preparing a Business for Sale

Location: Jewish Community Foundation

6505 Wilshire Blvd., Los Angeles, CA

Date/Time: January 11, 2018 | 7:30 – 9:30 AM


As business owners prepare or contemplate preparing their businesses for sale, their bookkeeping practices need to be reviewed and revised to both reveal inefficiencies and poor practices. Such scrutiny can offer insights into ways the business can be made more cost effective and profitable by lowering and/or emitting unnecessary expenses and re-examining the appropriateness of their advisory team, employee roles and best use of time and expertise within the operations of the company.

This will be a partly interactive presentation combined with a case study that will reveal samples of the inefficiencies that occur.

Learning Objectives:

  • Learn from an interactive discussion the value of applying the skill and insights of good professionals.
  • Hear from an accounting and bookkeeping professional about the importance of well-ordered bookkeeping documentation.
  • Identify from a case study some typical samples of inefficiencies that can suppress the value of a business.
  • Learn to compare and distinguish between good and poor bookkeeping practices from side-by-side financial statements.
  • Learn the bookkeeping essentials for making a business attractive to potential buyers.
  • Hear about the importance of having a team of advisors who can work together to speak to the readiness of a business to sell.

Presenter: Wendy Barlin, CPA, Barlin Business Solutions – For managing businesses with operational strategies, time and resource analyses and income tax planning.

Wendy is more than an accountant. Her expertise is advising people to better manage their business with financial and operational strategies, time and resource analyses and income tax planning.

Her professional experience spans more than 20 years in service based industries as diverse as entertainment, medical/dental, franchises and the professional services industry. Wendy and her team provide a full range of advisory services, accounting, bookkeeping and income tax compliance services.

Wendy is committed to her clients’ success. Whether developing strategic operational plans, negotiating with banks or vendors, analyzing cash flow or projecting income taxes, she ensures that all financial decisions lead to greater profits.

A native of Cape Town, South Africa, Wendy graduated with a double major in Accounting and Information Systems from the University of Cape Town.

Wendy is a frequent speaker at conferences and association meetings and is also a member of the California Society of CPA’s and the American Institute of Certified Public Accountants

EPI Los Angeles Chapter New Year’s Mixer @ Westwood Room at Westside Tavern
Jan 18 @ 6:00 pm – 8:00 pm

Greater Los Angeles EPI Chapter New Year’s Mixer

We hope you can join us for an evening of networking, drinks and appetizers in
the Westwood Room at Westside Tavern at the Greater LA EPI New Year’s Mixer.

Date/Time: Thursday, January 18, 2017 | 6:00 – 8:00 pm

Location: Westside Tavern

10850 West Pico Blvd., Los Angeles, CA 90064

$30 for pre-registration and $40 for walk-ins
Cost includes appetizers and two drinks per person

February EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Feb 8 @ 7:30 am – 9:30 am

How to Rock Your Personal Brand – the Start of Your Influence Presented by Dean DeLisle, Founder and CEO of Forward Progress

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA
Date/Time: February 8, 2018 / 7:30 – 9:30 am

If you have ever received a referral for new business, you know how critical your
online personal brand can be. People are only one click away from choosing you
or moving on, many times you will never know.

As Advisors, it’s too easy to look like the other company. How do you differentiate
yourself, how do you create your persona, your story, how can people tell you
apart from the competition, build trust and select you over all others?

In this session you will be guided through a proven eight step process used to take
professionals and build them into known thought leaders, business influencers,
top producers and paid national speakers.

Learn from the best who have built thousands of profiles and even more learn
how to get their personal brand known. Dean DeLisle and the Social Jack™ Team
have put together a quick easy to follow recipe to get on the right track and make
sure that people click on you when making that critical choice for a professional.

Learning Objectives

  • How to build your brand
  • The critical elements of social media
  • Where to make updates quickly
  • Best practices to beat out the competition

Presenter: Dean DeLisle, Founder and CEO of Forward Progress

As Founder and CEO of Forward Progress, Dean leads his core team to provide digital
influencer marketing solutions, serving over 2,000 corporate clients for the past 15
years. In 2012 Dean created and released a Social “Team Based” Education platform
known as Social Jack™, and they have successfully trained over 100,000 professionals
on Social Selling and B2B Influencer Marketing. Their curriculum is used globally by
Fortune 500 companies, Associations, Conferences and Universities to instill best
practices related to the effective use of social networks. Dean enjoys time with his family,
and yes, some of that family time is spent in the dōjō: Dean and his son are both 3rd degree
black belts in Mixed Martial Arts. He and his family also enjoy supporting community

Fox Rothschild Fiduciary Summit @ Bacara Resort &Spa
Feb 8 @ 8:00 am – Feb 10 @ 5:00 pm

Administering assets in a compliant, yet sensible way is a challenge faced by fiduciaries and attorneys alike. For example, the complexities an adviser administering a trust with a farm or vineyard faces are different than those related to an apartment building or even intellectual property – such as a music library or collection of artistic works – but they share the need for sophisticated and nuanced management.

The 2018 Fox Rothschild Fiduciary Attorney Summit focuses its curriculum on these very topics that can prove vexing to the unknowing. This year’s team of presenters has experience administering trusts and estates with significant tangible and intangible property. Our agenda will offer necessary tools to help advisers encountering conventional and unusual types of property in administrations. Up to 15 hours of Professional Fiduciaries Bureau Continuing Education Credit will be applied for. CLE credit information will be available once the agenda has been finalized.

March EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Mar 8 @ 7:30 am – 9:30 am

Family and Wealth Sustainability: Integrating Family Values with Wealth Planning For a Lasting LegacyPresented by Kevin Rogers, Managing Director, BNY Mellon Wealth Management

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA

Date/Time: Thursday March 8, 2018 @ 7:30AM

In this workshop, Kevin Rogers, Managing Director for BNY Mellon Wealth Management, will
help answer the question “how do you prepare the family for the money?” Kevin will examine
the potential issues around wealth transfer and explore potential solutions. He will explain how
overcoming family dynamics and communication challenges will help to foster family
continuity, harmony and increased multigenerational wealth.
The presentation is designed to provide very helpful, practical ideas on how to interact with the
family in a climate of changing resources. The “Five Step Process to Healthy Family
Governance” (described in the presentation), will give you a method to confidently establish
processes within the family.
Learning Objectives

  • Differentiating between family wealth and family values
  • Properly identify common challenges faced by the family
  • Develop a plan to transfer wealth with balance towards generational differences
  • “Five Step Process to Healthy Family”

Presenter: Kevin Rogers, Managing Director, BNY Mellon Wealth Management
Kevin Rogers is a managing director for BNY Mellon Wealth Management. In this role, he
provides investment advice to individuals and families by creating tailored wealth management
solutions to meet their investment, trust & estate, wealth planning and private banking needs.

April EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
Apr 12 @ 7:30 am – 9:30 am

Double the Value of Your Family Business in 3 Years – The power of the Sustainable Value WheelPresented by Ken Ude, Director of the USC Marshall Family Business Program and
Managing Director of The Board Group

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA

Date/Time: April 12, 2018 / 7:30 – 9:30 am

If you’re considering the sale of your family-owned business …. why not double its value and the return to the stakeholders before going to market. Long term value is created by identifying and strengthening the factors that build a valuable company. It’s more than just driving EBITDA. The Sustainable Value Wheel™ process allows management and the board to rate the performance of 15 Value Factors in 5 Segments that drive long term Sustainable Value in their business. The wheel and the improvement process focus the company on building the long term value of the business and reducing business risk. The focus of the Sustainable Value Wheel is on improving financial performance and also increasing the multiple of the company and making it a ‘must have’ company.
The process of using the Sustainable Value Wheel gains value as more members of the management team use the tool and if it is repeated on a quarterly basis. Repeating the tool helps to provide focus on the key areas of creating value and reducing overall business risk.

Learning Objectives

• Identify areas to focus on that create additional value in your company
• Set clear objectives
• Get buy-in with the management team
• Decide where to invest

Presenters: Ken Ude, Director of the USC Marshall Family Business Program and Managing Director of The Board Group.

Ken Ude is Director of the USC Marshall Family Business Program and Managing Director of The Board Group. Ken has served as President / CEO of six different private equity backed companies in various industries that were facing a variety of critical business challenges. What they had in common was the need to create stability in the organization, grow the top line and trim expenses to drive profitability. He stands on the mantra: “If it can be measured, it can be improved”. He also serves on the Boards of several family-owned businesses. Ken earned his MBA and a Master of Public Relations from the University of Southern California.

May EPI LA Chapter Monthly Meeting @ Jewish Community Foundation
May 10 @ 7:30 am – 9:30 am

Interview with a Business Owner who Implemented an Employee Stock Ownership Plan (ESOP) as an Exit Strategy  Presented by Scott Gaudineer, Sheryl Alzona and Melisa Silverman

Location: Jewish Community Foundation 6505 Wilshire Blvd., Los Angeles, CA

Date/Time: May 10, 2018 / 7:30 – 9:30 am

An ESOP Plan is one of many exit strategies available to business owners. In this interactive interview with a business owner who implemented an ESOP in 2013,
the Company’s ERISA attorney that worked with them to design and implement the ESOP and the current financial advisor who worked with the Company through a DOL audit.

Learning Objectives

  • The thought process that went into deciding to implement an ESOP as an exit strategy
  • The tax benefits to the business owners as well as the business
  • The complexities and costs associated with implementing an ESOP and ongoing compliance requirements
  • Valuation requirements and procedures to implement to avoid a DOL audit
  • Discussion whether an ESOP as an exit strategy is right for every business

Presenters: Scott Gaudineer, CEO of Flewelling & Moody, Inc.,  Sheryl Alzona, Attorney with Employee Benefits Law Group, and Melisa Silverman, President of Ave M Advisors, Inc.