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Charitable Giving Strategies Beyond Cash

May 12, 2022

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

March 16, 2022

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President,

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

March 8, 2022

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual,

Charitable Giving Strategies Beyond Cash

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

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