Networking 9:00-9:30am, Meeting 9:30-11:30am
Featured Educational Program:
Avoiding the Perils and Pitfalls of Small Business
Presented by a panel of small business experts specializing in:
- Accounting / Finance
- Commercial Insurance
- Trademark Law
Laura Mraz, EA, LMM & Associates
Who Taught You HOW to be a Small Business Owner?
As a small business owner, we have all made mistakes. Some are easy to recover from, some not so much. Laura will explain the pitfalls of trying to do your own accounting and taxes as a small business owner - incorrect filings, missing tax deductions, and audit proofing your records.
Laura opened LMM & Associates, Inc. over 26 years ago, specialized in Small Business Accounting and Tax Preparation. She is active in her profession as a member of the National Association of Tax Professionals, National Association of Enrolled Agents, and the National Society of Accountants. Laura is passionate about small business owners and their success, both personally and professionally and has developed a staff that cultivates the same.
Marla Davis, Crum-Halsted Insurance & Risk Management
You Can't Cover What You Don't Know
Insurance coverages are recommended and available specifically for Professional Organizers -- including Property, General Liability, Care Custody & Control, Errors and Omissions/Professional Liability, Hired/Non Owned Auto Liability and Umbrella Liability. Marla will explain what each coverage includes, why you need it and approximate costs.
Marla has been a Licensed Agent for over 42 years, specializing in educating small to midsize businesses about insurance coverages, so they can make informed choices about what they need to protect their livelihood. Through her agency, Crum-Halsted, she contracts with over 100 A+ rated companies, so she can find the most comprehensive coverage at the most competitive price for any type of business.
Joey Vitale, Indie Law
How to Protect Your Business so That You Don't Lose Your Entire Brand
I will go over the top 4 business owner mistakes when it comes to trademarks, and how to avoid them so you can protect your brand. You likely already have limited trademark rights, but they don't give you exclusive branding rights. Learn more about stronger trademark rights protected through US trademark registration. Understand how to avoid infringing on another brand. Walk away with a much clear understanding of how trademarks work, how to protect your brand, and how to stay safe in business.
Joey Vitale is the founding attorney of Indie Law. After years working in the courtroom, Joey decided to embrace his creative side and his peacemaking skills to practice law on his own terms. He got tired of watching creative people with great ideas get taken advantage of by others. Joey has seen too many business owners fail by not being proactive about protecting their businesses - amazing creatives who lost their brands and businesses because certain protections weren't put in place.