Upcoming Events

January 23, 2018

Business Transition Opportunities

Baby Boomers own about 12 million businesses. Estimates are that between 70% to 75% of these companies are likely to change hands over the next 10 years. Helping to plan for and successfully assist our companies and clients through these upcoming ownership/management transitions will be of increasing importance in the coming decade. Todd Bachelder and Scott LaValley of Baldwin & Clarke will share their Exit Planning thoughts and experience, and we will discuss the opportunities and challenges these upcoming transitions are likely to provide all of us.

Our Speakers:

Todd F. Bachelder, Director of Corporate Development, The Baldwin & Clarke Companies
Todd Bachelder joined the Baldwin & Clarke Companies in July 2017 as Director of Corporate Development. Todd has 20 years of commercial banking experience and 15 years of C level experience with middle market companies, serving in the capacities of Chief Financial Officer, Chief Operating Officer and Chief Executive Officer.

Todd brings strategic and creative thinking to Baldwin & Clarke and to client engagements. He is a principled professional, with a collaborative approach to all that he does. He undertakes assignments with intellectual curiosity, analytical rigor and enthusiasm.

Todd’s corporate experience has been with companies in the building products industry and with precision manufacturing companies.He’s done strategic and financial consulting work for profit and nonprofit organizations. Having advised clients on product mix, market approach and organizational structure, his consulting assignments have spanned numerous operational disciplines. His financial work has included the placement of tax exempt bonds, subordinated debt, recapitalization, start-up and traditional bank financing. Todd has both domestic and international business experience; he has worked for or consulted with U.S., German and Canadian companies.

Scott D. LaValley, Managing Director, Baldwin & Clarke Advisory Services, Inc.
Scott D. LaValley has been with the Baldwin & Clarke Companies since 1982 and currently serves as the Managing Director of the Financial Planning arm of Baldwin & Clarke Advisory Services, Inc.

Scott and his staff are responsible for the preparation of wealth accumulation plans, wealth preservation plans, comprehensive financial plans, value driver planning and business owner exit planning. Each plan is custom designed and tailored to fit the specific goals and circumstances of the client. Scott believes that an integral part of every plan is educating the client about the techniques that will help them accomplish their planning goals and objectives and then help them to understand the impact that it will have on their lives. Only after a client thoroughly understands the options available to them, can they make an informed decision and chart a confident course of action. Scott’s comprehensive approach to planning is iterative, whereby he works with clients over time to monitor and perhaps re-chart the course to accommodate any changes. Scott is also responsible for the design of non-qualified Executive Benefit Programs custom designed to help a business owner reward and retain valued executives.

This meeting qualifies for 1 CPE credit.

DETAILS:

January 23, 2018 from 5pm-8pm + Q&A
Fratellos Restaurant | 155 Dow Street, Manchester, NH 03101

WHO SHOULD ATTEND:

Financial leaders and other senior professionals in the Southern NH region.

May 8, 2018

Adoption of New Revenue Recognition Standard

Panel Discussion on Adoption of New Revenue Recognition Standard

Adopting ASC 606, Revenue from Contracts with Customers, the new GAAP revenue recognition standard, has posed new and often significant challenges for many organizations. This expert panel will provide insights into the practical considerations and realities involving adoption of ASC 606.

  • Technical accounting insights and audit issues surrounding the new standard.
  • Lessons learned from the trenches, on implementation in a complex business environment.
  • Opportunities available by revisiting customer contracts and automating the revenue recognition process.
Panel Participants:

Michael Piessens, Lead Partner – Technical Accounting Advisory, MFA – Moody, Famiglietti and Andronico.
Michael provides expert technical guidance, training and implementation support to CFOs’ and Controllers’ teams for newly issued and future effective U.S. GAAP and IFRS authoritative guidance and accounting standards, including revenue recognition and leasing.

Nicole Chantre – Director of Technical Accounting, Bottomline Technologies

Nicole is a key part of the Company’s implementation of the revenue recognition rule (ASC 606) effective for them on July 1, 2018. Bottomline’s revenue structure is complex and involves an extensive number of customer contracts.

Panelist TBD – N’ware Technologies

N’ware is an SAP Gold Partner delivering affordable, powerful, fully integrated cloud based and on premises solutions to operate an enterprise and to obtain visibility and control over its financial information and operations.

This meeting qualifies for 1 CPE credit.

DETAILS:

May 8, 2018 from 5pm-8pm + Q&A
Fratellos Restaurant | 155 Dow Street, Manchester, NH 03101

WHO SHOULD ATTEND:

Financial leaders and other senior professionals in the Southern NH region.