WHAT: May CEO Roundtable
WHEN: Wednesday May 13, 2015
WHERE: Merit Harbor Group, Tacoma
Globalization coupled with the ongoing increase in uncertainty and complexity is fueling the need for new strategies and ways of thinking if a company hopes to survive and thrive in these turbulent times. This is impacting all types of companies - big and small - and regardless of industry or location.
Most experts agree that increasing resilience in individuals and organizational cultures is one of the best ways to combat an unknown future. Fortunately, resilience can be taught and learned, as you will see from the many examples we will discuss during our workshop. It starts with leadership modeling the way and showing others how to embed this competitive advantage into the culture of an organization.
LUNCH
All who are attending the morning session are invited to join us for lunch. Please let Lauren Owen or Michele Bosworth know if you are not able to attend lunch.
MEMBERS
Members arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by April 30, 2015 if you will be bringing employee guests.
MEMBER CANDIDATES
There will be CEO Potential Member Candidates joining us for this roundtable.
Potential Member Candidates are invited to the roundtable and lunch; 8:50 am - 1:00 pm.
EMPLOYEE GUESTS
Employee Guests are invited to attend the roundtable and lunch; 8:50 am - 1:00 pm.
LUNCH & LEARN:
Jessica will lead us in a discussion of how occupational fraud affects non public companies. Many types of occupational fraud can affect businesses in a real way and we will discuss these impacts and how businesses can help to prevent as well as detect fraud with limited resources. In addition, we will touch on the types of individuals that statistically commit fraud and how business owners can be ahed of the game in designing controls and spotting red flags.Jessica is a manager at Shannon & Associates, LLP and is in charge of the firms Forensic Accounting Services Department. Jessica works with a variety of businesses and individuals to perform fraud investigations, help design and implement internal controls, perform process and efficiency reviews, assist police departments with white collar crime cases, serve as an expert witness in criminal and civil litigation. In addition, Jessica is able to offer Red Flag Reporting to all of her clients which as you will hear in the presentation is one of the most effective and cost efficient controls for small businesses. Jessica received her Master in Business Administration in Economic Crime and Fraud Management from Utica College of Syracuse University and her Bachelor of Science in Accounting from Central Washington University.
Lucas Mack of 4th Avenue Media
WHERE WE WILL MEET
Merit Harbor Group; 2515 South Hood Street, Tacoma.
The meeting will be held in the conference room.
The meeting will be held in the conference room.
Merit Harbor Group offices are located on the backside of the historic Rainier Connect building. Note: if you enter this into Google maps, put in the street address and not the name of the company, Merit Harbor. There is not a sign for Merit Harbor out front of the building or office door.
There will be someone out in front of their offices to greet you and guide you up to the meeting room. The Workshop will be held in the conference room located on the 2nd floor. Parking is right in front and along the building – it’s free angle in parking. The building is located next to Tacoma self-storage.
TITLE OF WORKSHOP
Click HERE to view the Agenda.