We welcome you to join us for one of our upcoming webinars, where we will be interviewing BTA Transition Partners about their recent successful collaboration with BTA. We will be discussing their real-life cases we collaborated on together, and will learn how they and their business-owner clients derived significant benefit from working with BTA. In addition, we will be unveiling exciting new tools and opportunities for our BTA Transition Partners. We hope you will join us!
Upcoming webinars are TBD. If you would like an email update when more dates are posted, please email us at Info@BusinessTransitionAcademy.com and we'll be sure to notify you of our next webinar via email. In the meantime, please click one of the links below if you would like to view a past webinar.
FEATURED BTA TRANSITION PARTNERS:
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Marvin L. Smith – Owner and Principal, Deliberate Synergy (May 13th, 2016 Webinar: The Importance of Strategic Planning and Leadership Development for Next Generation Successors in Family Business Transitions) Marvin is Owner and Principal of Deliberate Synergy, where he focuses on helping individuals and teams make breakthroughs on challenging personal and business issues. He has worked with companies like Johnson & Johnson, McNeil Nutriceutical, Northwestern Memorial Hospital, University of Chicago Hospitals, Liberty Mutual, and IBM. He has been a partner of Synectics Inc., an international consulting firm in Cambridge, Massachusetts for 33 years. He has facilitated ideation sessions and trained executives in North America, Canada, New Zealand, and Brazil, where breakthrough and innovative change was the desired result. Marvin has held positions in organization and manpower with Polaroid and GE. He has been a Chair with Vistage International, the world’s largest CEO membership organization based on revenue. This work is dedicated to increasing the effectiveness and enhancing the lives of chief executives. Marvin has a B.A. from Virginia Union University, has completed an Advanced Organizational Development and Adult Education Program from Boston University and has completed a Managing Technology and Innovation Program at The Wharton School of Business at the University of Pennsylvania. He is a learner and practitioner of the new management sciences such as self-organizing systems, MindFree® (Prince & Logan), Managing Emotional Fields, and Coaching for Enhanced Performance with the Newfield Network organization. This BTA Webinar is archived. To view the recording, please click here. |
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John T. McLaughlin, Esq. – Founding Partner, Berluti McLaughlin & Kutchin LLP (April 14th, 2016 Webinar: Planning for Successful Family Business Transfers) John is a founding partner of Berluti McLaughlin & Kutchin LLP, with an established practice representing private, closely held and family businesses and their owners. As more and more of his clients have become mature businesses, he has developed a particular expertise in business succession planning and developing exit strategies for business owners. John has also assisted many family businesses in transitioning the ownership of the business to the next generation of the family using sophisticated estate planning strategies to minimize estate taxes. Prior to joining Berluti McLaughlin & Kutchin, Mr. McLaughlin was a partner at Berluti & McLaughlin LLC, served as an Assistant District Attorney for Suffolk County and was a Partner of Voke & McLaughlin. He has a J.D. from Suffolk University Law School and a B.A. from Tufts University. You can learn more about John here: http://www.bmklegal.com/team/john-t-mclaughlin-esq. This BTA Webinar is archived. To view the recording, please click here. |
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Steven Burke – Director, Tax, Trusts & Estates, and Corporate Departments, McLane Middleton (March 16th, 2016 Webinar) Steve is a Shareholder and Director of the firm McLane Middleton in Manchester, NH. He has been a member of its Tax, Trusts & Estates and Corporate Department for over 25 years. Using his expertise as a licensed CPA as well as an attorney, Steve advises high net worth individuals, families and fiduciaries on estate and income tax planning and administration, and wealth preservation strategies. Steve also serves as Trustee of many significant family trusts; working closely with beneficiaries, family offices, and advisors regarding fiduciary, legal, tax and trust administration issues. He has also served as counsel in all aspects of ESOP transactions including representing companies, fiduciaries, and sellers in ESOP-related matters. Steve also advises business owners on entity creation, governance, business succession, and transaction structuring issues. Steve received his LL.M. in Taxation from Boston University School of Law (1990), J.D. from the University of New Hampshire School of Law (1987), M.B.A. from the University of Massachusetts, Lowell (1984), and B.A. from Bates College (1981). He is an adjunct faculty member at the University of New Hampshire School of Law and previously worked as a CPA at PriceWaterhouse in Boston, Massachusetts. You can learn more about Steve here: http://www.mclane.com/staff/steven-burke. This BTA Webinar is archived. To view the recording, please click here. |
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Dr. Roger A. Silvera, LUTCF – President & CEO and Lead Financial Professional, LLWP Wealth Partners Inc. (February 18th, 2016 Webinar) Since 2000, Dr. Roger A. Silvera has been providing financial counsel to a client base that includes executives, professionals and business owners. In June 2014, Roger formed LLWP (Live Life with Purpose) Wealth Partners Inc., a company that addresses issues for clients such as asset protection, tax efficiency, college planning, long term care, disability income, and safe money wealth accumulation strategies. He serves as the principal owner and lead financial professional at LLWP, and also works with executive benefit planning for family-owned businesses, professional services firms, and established corporations from around the country. In addition to his many accomplishments as a financial professional, Roger has authored a new book, his first titled Cash Slow 2 Cash Flow: Demystifying The World of Personal Finance. He is a speaker on stages and believes in the vision of helping as many families as possible in the increase of their financial literacy skills and to eradicate financial literacy where it exists. As someone that is an avid reader, Roger sees much opportunity for people to grow their mind, body, and spirit and live life with true purpose. You can reach Roger on his blog at http://www.rogersilveraonline.com. |
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Michael Williams, CFP® – Investment Advisor Representative, INVEST Financial Corporation (December 17th, 2015 Webinar) Michael Williams is an investment advisor representative with INVEST Corporation who has over 35 years of experience in the financial services industry. He offers an interesting, wide range of knowledge combined with broad experience and is committed to helping his clients achieve personal financial security and peace of mind through insurance, investment, retirement, business, tax, and estate planning. Michael believes that everyone can benefit greatly from the experience and advice of a competent, ethical financial planner who will put their needs and interests first. He obtained his Certified Financial Planner® certification in 2002, and his work experience includes 16 years in commercial banking as a relationship manager to companies with up to $100M in sales. During this period, Michael attended the Graduate School of Banking of the South, LSU. He left banking in 1996 and joined Northwestern Mutual Life as a Financial Representative for four years, then worked in the Financial Planning Division of Wallace, Welch, and Willingham, Inc. for seven years. Michael settled in St. Petersburg in 1956 and has been active in many community and professional organizations. He currently devotes time to the Tampa Bay Research Institute as a member of the Board of Trustees and the Planned Giving Council and is also a member of the Financial Planning Association (FPA) of Tampa Bay, the Florida West Coast Employee Benefits Council (FWCEBC), and the Suncoast Estate Planning Council (SEPC). Michael holds a BSBA in Finance from the University of Florida. This BTA Webinar is archived. To view the recording, please click here. |
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