The University of Vermont

Vermont Family Business Initiative

Funding the Future

Ensuring Long Term Financial Health For Both Your Family and Your Business

Date: March 24, 2006
Time: 8:30am to 1:30pm
Presented By: Greg Bourgea and Tim Ross
Location:

 The Inn at Essex, Essex, VT


Description:

 Ensuring long term financial health requires understanding, planning, and preparation. For a family business to transition successfully from one generation to the next, the family system needs people who understand the dynamics of financing, capital, and business valuation. This forum will feature a Commercial Relationship Manager and a CPA to discuss establishing and maintaining positive banking and financial relationships. Further, participants will gain an understanding of the bank's requirements and thought process as it relates to your own banking relationship.

 

What your family business will gain from attending this seminar

  1. Understanding of the financial institutions viewpoint to assist in maintaining and/or establishing a long-term positive banking relationship.
  2. Understanding of finance for non-financial managers.
  3. How to conduct a business valuation.

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    Vermont Training Program Grants

    Program Grants Available

    Non-credit workshops and courses only

    Employees working in the industries of: manufacturing, healthcare, informational technology, telecommunications, and environmental engineering may be eligible for up to a 50% discount on courses. This grant is offered through a partnership with the Vermont Training Program and the Department of Economic Development. For more details call 888-222-3413 or 802-656-4033.

    Notice to Trainees

    WHY WE NEED YOUR SOCIAL SECURITY NUMBER
    Act 192 of the 2008 Vermont Legislature requires employers and other training providers receiving support from the state to provide the social security number of each individual participating in the training to the department of state government supporting the training. The social security number will be used to gather wage information from the Department of Labor's files after you complete training, in order to evaluate the training program.

    The Departments of Labor and Economic Development must provide information on the employment outcomes of training programs to the Legislature. Your information will be combined with information of other trainees to ensure your privacy and the privacy of your employer. The law requires the departments to keep your information confidential.

    Contact UVM © 2008 The University of Vermont - Burlington, VT 05405 - (802) 656-3131