The Business Owner Resource Exchange

Your business is growing. Your questions are too. Get real answers from experts in benefits, tax and law in one afternoon.
About this Event

🫱🏼‍🫲🏽 Join Us at the Business Owner Resource Exchange!

As your business grows, so do your responsibilities. A larger team brings new HR and benefits considerations. Higher revenue adds complexity to accounting and tax planning. Expansion also introduces new legal obligations and liability risks.

During Small Business Week, join trusted experts in group benefits, accounting, tax, and corporate law for a focused afternoon of practical guidance and meaningful conversation.

The event will begin with short presentations, followed by small-group sessions with each individual expert. These more intimate discussions will give you the opportunity to ask questions, share your business’s challenges, and explore:

• HR and Group Benefits: Navigating employer responsibilities, workplace compliance, and benefits for a growing team.
• Accounting and Tax: Managing financial growth, meeting accounting/tax requirements, and exploring rollover and corporate reorganization strategies to support tax deferral planning for accumulated retained earnings and future growth.
• Business Law: Learn practical legal tips and strategies to protect your business as it grows. Explore common challenges that arise when hiring employees, entering new partnerships, expanding operations, or taking on larger contracts. Understand when to review your contracts, shareholder agreements, and corporate structure, and what to keep in mind regarding legal obligations, liability, and potential disputes.

Bring your questions, share your experiences, and connect directly with experts to help you move your business forward with confidence.

Who this event is for

This session is designed for established business owners, founders, executives and decision-makers whose businesses are already generating revenue and growing. It's especially relevant if you have a team of five or more employees, or you're navigating more complex operations as you scale.

🎟️ Tickets

Early bird: $55 (until October 5)
Regular: $60

Presented by Hamilton + Partners, Vartika Satija Professional Corporation and Moore Wittman Phillips Law.

Agenda

🕑: 03:00 PM
Doors Open, Networking and Refreshments

Info: Grab a snack and a drink, and meet fellow business owners and our specialists.

🕑: 03:30 PM
Welcome and Introductions

Info: We move into the classroom for opening remarks and a quick overview of the afternoon.

🕑: 03:35 PM
Tax and Accounting: Scaling Smart
Host: Vartika Satija CPA, CA

Info: How growing businesses evolve from a tax and accounting perspective, including strategic planning around retained earnings.

🕑: 03:55 PM
Corporate Law: Protecting What You've Built
Host: Christina Dao

Info: The common legal mistakes growing businesses make, including family involvement, employee succession and wealth transfer.

🕑: 04:15 PM
Total Rewards and Group Benefits: Building Your Team
Host: Chris Ginou

Info: How employee expectations change as you scale: benchmarking, group benefits, retirement programs, key person insurance and buy-sell agreements.

🕑: 04:15 PM
Total Rewards and Group Benefits: Building Your Team
Host: Austin Dixon

Info: How employee expectations change as you scale: benchmarking, group benefits, retirement programs, key person insurance and buy-sell agreements.

🕑: 04:40 PM
Breakout Sessions

Info: Guests split into three small groups of 8–12. Each group spends 15 minutes with each facilitator, rotating so everyone gets time with all four specialists to ask their own questions.

4:40 – 4:55 · Rotation 1
4:58 – 5:13 · Rotation 2
5:16 – 5:31 · Rotation 3

🕑: 05:35 PM
Closing Remarks and Thank You
🕑: 05:45 PM
Networking and Mingling

Info: Continue the conversation with the specialists and fellow business owners.

🕑: 06:00 PM
Event Close