Upcoming Events


CLE Credit Opportunities

Need CLE credits?

Join us for one or more of our complimentary 1 hour (1 CLE credit) webinars:

The Anatomy of Buy-Sell Agreements

December 8, 2022 // 12:00PM CST

Lying, Cheating & Stealing—Fraud Trends and Techniques?

December 16, 2022 // 12:00PM CST


Wisconsin State Bar – Family Business Webcast Seminar

7th Annual Family Business Update:
Avoiding & Resolving Conflict

Various Dates – October 2022 through January 2023

The State Bar of Wisconsin will host the 7th Annual Family Business Update: Avoiding & Resolving Conflict. There is a brand-new statutory framework for Wisconsin’s business entity laws, so what do the changes mean for closely held family businesses?

CapVal’s Cathy J. Durham will be joining the expert lineup to present one of her favorite topics, Buy/Sell Agreements. The seminar will be in person or available via live webinar, and is eligible for 7.5 CLE credits.

LEARN MORE or REGISTER

Understanding Financial Statements

Are you looking to differentiate yourself and build relationships with business owners? 

JOIN OUR LIVE WEBINAR

January 19th, 2023 // 12:00PM CST

REGISTER NOW

Are you looking to differentiate yourself and build relationships with business owners? Please join CapVal’s Jane Tereba, ASA, CPA, on Thursday, January 19th from 12-1 p.m. CST  to learn how to:

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Read income statements and balance sheets to have a meaningful conversation. 
Identify why it’s the trends that tell the story, not a single period of financial information. 
Ask questions to get to the story behind the numbers.
Confidently meet with business owners to have a dynamic conversation that the average advisor is not having.
Understand the power of comparing your client’s performance to their industry peers.

Contact Us to discuss your client’s needs today