Program Schedule
The nine-month program includes six seminars and three business networking events. For information about each of the seminar presenters, click their names in the schedule below. To view details about topics covered in each seminar, click on each seminar syllabus.
Program Location and Time
Seminars will be held at UMUC’s Dorsey Station building on the second Tuesday of each month, from 8 to 11 a.m., September 2008 through May 2009.
All networking events will be held at off-site locations from 5 to 7 p.m. on the dates listed below.
Cost
The cost of the nine-month program is $1,200. This cost covers all of the program seminars and networking events.
Seminar |
Topics |
Date |
1 |
Organization Lifecycles and Strategic Planning for the Entrepreneurial Enterprise
- Management roles and organization lifecycles for the entreprenuerial enterprise
- Long-range strategic planning for the entreprenuerial enterprise
Presenters: Mitch Vandiver and Rochelle Mendelsohn
Seminar 1 Syllabus
|
9/09/08 |
2 |
Strategies Related to Workforce Development for the Entrepreneurial Enterprise
- Leadership development
- Developing ownership thinking
- Accountability
- 10 things entrepreneurs must know about employing people
- Communication strategies
Presenters: Ben Griffin, Howard Kurman, and Scott Kamins
Seminar 2 Syllabus |
10/14/08 |
3 |
Financing the Capital Needs of the Entrepreneurial Enterprise
- Cash—the lifeline of the entrepreneurial enterprise
- Sources of capital and cash
- Bank financing
- Private capital
- Public capital
- Financial statements—10 things an entrepreneur must know
- Tax savings to finance the enterprise
Presenter: Rick Kohr
Seminar 3 Syllabus |
11/11/08 |
|
No Seminar—Networking Event
|
12/09/08 |
4 |
Creating and Protecting Value for the Entrepreneurial Enterprise
- Enterprise value—creating value beyond the entrepreneur
- Development of a world class management team
- Restrictive covenants and golden handcuffs
- Finding your market niche
- IP protections
- Web use and Web optimization strategies
- Budgeting and financial disciplines to create value
- Performance indicators
- Vendor relations and teams
- Advisory Board
Presenters: Art Jacoby and Kenneth Wexley
Seminar 4 Syllabus |
1/13/09 |
|
No Seminar—Networking Event
|
2/10/09 |
5 |
Merger and Acquisition Strategies for the Entrepreneurial Enterprise and Exit Plans for the Entrepreneur
- Acquisition strategies
- Disposition strategies
- Details of the merger and acquisition process
- Post closing—the hard part
- Succession planning—intra family transfers and gift tax implications of family transfers
- Succession planning—transfers to staff and stock options, phantom equity, and ESOPs in the succession plan
- Tax aspects of succession planning—and charitable giving techniques for saving taxes on succession
- Selecting the succession team—cost and benefits of using a professional team
- Buy/sell agreements among business owners
Presenter: Brian Keane and John Gardner
Seminar 5 Syllabus |
3/10/09 |
|
No Seminar—Networking Event
|
4/14/09 |
6 |
Life Planning for the Entrepreneur and Creation of Wealth Outside of the Entrepreneurial Enterprise
- Retirement plans for creation of wealth
- Diversification—create and develop wealth outside of the entrepreneurial enterprise
- Money outside the entrepreneurial enterprise
- Asset protection strategies
- Estate planning needs and estate tax mitigation
- Philanthropy for the entrepreneur and descendants
- Family office needs
- Investment strategies
- Long-term care insurance
Presenter: John Gardner
Seminar 6 Syllabus
|
5/12/09 |
EDC Founding Members and Advisory Board