Bernard Robinson & Company  Succession Planning – Transferring the Values & Desires Beyond the Documents – A Privately Held Business Forum

Tuesday, September 23, 2014

Please visit for more information and to register.

How do you maintain the pillars that made you successful? How do you “plan out” those behaviors or processes that detract from future growth? Planning business succession goes beyond corporate and estate planning documents. You want to ensure the other investments of your time and energy are carried forward with goodwill in tact.  Receive practical advice on how to plan for the passing of all facets of your business, not just the client lists, assets and name.


Bernard Robinson & Company  Financial Symposium      

Monday, October 27, 2014

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An information-packed full day of relevant information for financial executives, we bring you this second annual event. Rated a 4.8/5.0 by participants last year, check out our slate of not-to-be missed sessions – tax updates and strategic planning advice, the latest information you need to remain compliant with the Affordable Care Act, what you need to know about cybersecurity to protect your company and clients and more… 8 hours CPE.


Bernard Robinson & Company Not-for-Profit Board Effectiveness   

Tuesday, October 21, 2014

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As you endeavor to make a “real” impact on your NFP Board, learn how to be more effective at “the ask” (for contributions), focus in on key financial health indicators when reviewing financial statements, ensure your organization’s exempt status is maintained and more. We are taking on the key issues faced by board members in 2014. Advising and serving over 220 not-for-profit entities, this program was client-requested and developed with client input. 3 hours CPE.