PLEASE NOTE - SPECIAL LOCATION - CARSON GROUP IN OMAHA

There will be 4 hours of CE and the lunch break will be 30 minutes, with the afternoon session running from 12:30-1:30 PM.  We hope you will join us!

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in, coffee & juice will be available
9:00-10:00 AM - Sticking Up for Small Value Stocks
10:00-11:00 AM - Charitable Planning with Business Interests 
11:00-12 Noon - 2024 Nebraska Tax and Incentive Legislative Update
12 to 12:30 PM – Lunch (buffet available for in-person attendees)
12:30 to 1:30 PM – The Roadmap to a Transaction

PROGRAM OVERVIEW

Sticking Up for Small Value Stocks

It has been a difficult stretch for small cap and value stocks, but history suggests giving up on these stocks after one of their worst stretches could be a mistake. Cory Riedberger, Vice President at Dimensional Fund Advisors, will take a closer look at US small cap and value stocks’ recent underperformance, noting that past weakness has often been followed by quick turnarounds—and that investors who stayed in the market were able to take advantage. He will also look at why it’s important to consider a global approach to investing in small cap and value stocks, as they have delivered positive premiums in other countries in recent years.

Charitable Planning with Business Interests
Non-liquid assets, including private closely-held businesses, are often overlooked as a source of charitable giving. This seminar will examine the technical considerations, the tax and legal aspects, as well as the opportunities that arise when business interests and other non-liquid assets are used to fund charitable gifts.

2024 Nebraska Tax and Incentive Legislative Update
This session will discuss tax and incentive law changes that were passed as well as proposals that were not passed during the Nebraska Legislative session this past year.  This will include the topics of key income tax, sales tax and new incentives.  Additionally, we will discuss the Governor’s proposal to revise the tax system.

The Roadmap to a Transaction
This session will discuss the current state of the financial markets including interest rates, financial news, financial trends in M&A, private equity, venture capital and more. We will also discuss any local concerns that may be important to attendees.  The balance of owning a business will be discussed in terms of why do people sell, what are their motivations for divesting of their business, what does a good transaction process look like, and what is the role of their advisor during their transition exploration? Attendees will learn about the M&A Process and what are the primary steps to the process. What should a business owner and/or their advisors look for in a good transaction professional? What does the process look like and when should advisors expect to be involved? What makes for a satisfied seller? How does this reconcile with their preparatory work done in the beginning of the process? Where do advisors typically add value?

FEATURED SPEAKERS

Sticking Up for Small Value Stocks - Cory Riedberger, Vice President and Regional Director in Global Client Group, Dimensional Fund Advisors

Cory Riedberger is a Vice President and Regional Director in Dimensional’s Global Client Group. Based in the Austin office, Cory leads a team of Regional Directors across the central US in their efforts to help financial advisors deliver successful investment experiences and develop thriving businesses.

Prior to joining Dimensional, Cory was a regional vice president at Invesco PowerShares. As one of the original eight employees at the firm’s inception in 2003, he focused on working with investment professionals in implementing exchange-traded funds into their practice. 

Charitable Planning with Business Interests - Matt Farmer, President, National Christian Foundation, Heartland

Matt longs to see the entire Heartland flourish and envisions the day when it is known as the most generous place on earth.  “I believe the National Christian Foundation, by God’s grace and help, can catalyze and convene generous givers to mobilize God’s resources for His work and make that flourishing a reality,” he said.

Matt joined NCF in 2019 as vice president of NCF Heartland in Overland Park, Kansas, and in 2022, he transitioned into the role of president. Matt leads a regional effort with a strategic emphasis on the Kansas City metro area. “I build relationships with new and existing givers, connecting them with the larger giving community and increasing awareness on NCF’s wise and innovative giving strategies,” he said.

Prior to NCF, Matt was director of operations for five years at The Hope Center, a comprehensive community development organization in east Kansas City, Missouri. While there, he spearheaded real estate and economic development initiatives and oversaw day-to-day activities.

Combining his passion for the Lord and his love of sports, Matt serves with Baseball Chapel, an international ministry recognized by Major and Minor League Baseball, as the chapel leader for the Kansas City Royals. His sports career also includes a two-year stint as a receiver and punt returner for the New York Jets.

He and his wife, Jenna, live in Kansas City, Missouri, with their three boys (ages 11, 9, 6). The Farmers also operate a small business focused on providing quality, customer-focused housing in Kansas City’s east side.

2024 Nebraska Tax and Incentive Legislative Update - Matt Ottemann, Attorney, McGrath North Law Firm

For clients facing current or anticipated tax audits, and in need of expert counsel for tax planning and assessment defense, Matt’s experience and strategic solutions provide welcome relief.  He also helps clients head off potential problems at the pass, understanding and planning for the tax ramifications of significant business events. Matt’s analytical approach keeps his clients informed on how the law will, or could, affect their business decisions. Looking at situations with a business model analysis helps Matt spot potential pitfalls the client might have overlooked, and it helps keep the big picture intact – from transaction to transaction.  And, if a dispute should arise, he stands by his team’s ability to provide superior representation. 

Matt has successfully represented a wide variety of companies in many business sectors in the defense and resolution of tax audits and appeals.  Matt’s work has helped businesses save tens of millions of dollars in tax costs – both in taxes saved and tax incentives received. 

Matt is also an experienced Estate Planner.  He has been selected to teach Estate Planning to business students at Creighton University for several years, as well as Estate and Gift Taxation at the Creighton University School of Law.

The Roadmap to a Transaction - Brian Goodhart, Director M&A Advisory Services, Capstone

As Director of Capstone’s M&A Advisory Services, Brian is a proven Growth Engineer experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process. In his role with the Capstone Team, Brian's presence throughout the process develops actionable transition strategies that maximize value and create generational wealth. Brian’s career in finance began in the “.com” era working with several venture-backed firms before spending several years with The Vanguard Group where he led a team of financial analysts managing the budgeting process and conducting financial analysis on a variety of technology initiatives. He then transitioned to working with a small private equity fund where he worked on a variety of projects including technology, real estate, and oil and gas. This work then led him to advising in private company mergers and acquisitions. Prior to joining Capstone, Brian was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy. Brian has assisted companies in raising private and venture-backed capital. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology.

CE CREDITS

The morning session will provide three hours CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and Insurance credits for both NE & IA, pending approvals.

The afternoon program will provide one hour CFP® credits, CLE Legal credits (NE), CPE Accounting credits, Professional Recertification (formerly PACE) credits and Insurance credits for both NE & IA, pending approvals.

REGISTRATION FEE

• $75 FPA Member - Full day
• $50 FPA Member - Half Day
• $100 Guest - Full Day
• $70 Guest - Half Day

REGISTRATION OPTIONS

• Register online by selecting the "Register" button below
• Call Ginger Jelinek at 402-525-0663 or e-mail [email protected]
• Zoom registrants will receive an e-mail with the login information the day before the program

QUESTIONS

Contact Ginger Jelinek at 402-525-0663 or e-mail [email protected]