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Phone: 212.785.9700

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Phone: 818.634.2276

info@kbl.com

EVENTS

EVENTS

 
 
 

Richard Levychin, CPA will be a panelist at the Public Company Summit: What It Takes To Go Public and Best Practices For Public Companies, which will be presented on November 12th at the amphitheater of the law firm Herrick, Feinstein LLP.

Richard's session will focus on getting your company “fit” for going public including getting your books ready for a PCAOB audit. In this session, Richard will discuss creating outsourced and in sourced finance and accounting solutions and platforms for addressing public company quarterly and annual financial reporting requirements, researching complex accounting positions, and CFO support services.

The summit will cover a range of issues that impact small to mid-sized public companies including, but not limited to, best corporate governance practices, PIPE financing, building liquidity, and communications that you are allowed to provide while offering stock.

Detailed information is below:

Public Company Summit
What it Takes to go Public and Best Practices for Public Companies

The public company regulatory regime has recently changed to help middle-market, micro-cap companies access the public securities markets. What will it take to get your company to an IPO and what do you need to know to ensure your company runs efficiently and with integrity once public? Please join Herrick, Feinstein and leading industry professionals in this two-track, multi-session program that will take your company to the IPO and beyond.

Panel discussions will be led by:

Herrick, Feinstein LLP INTL FCStone Financial Inc.
KBL, LLP BDO USA, LLP
KPMG LLP WeiserMazars, LLP
VStock Transfer, LLC Andrew Garrett, Inc.. M.M. Dillon & Co
Legacy Education Alliance, Inc. Landwin Realty Trust, Inc.
KARV Communications Matrix Capital
 
When
Thursday, November 12th, 2015
3:00 - 3:30 PM - Registration
3:30 - 7:00 PM - Program Sessions 
(Attend any one or all of our seven 30-minute panel discussions)
Track 1: How to become a public company
Track 2: Best practices for middle-market public companies
7:00 - 8:00 PM - Cocktail Reception and Networking                
 
 
Location
Herrick's New York Office
2 Park Avenue (between 32nd and 33rd Streets)
14th Floor, Amphitheater
New York City, NY          
 
 

To register for this event please email
Richard Morris at RMorris@Herrick.com

For questions about this event, please contact rsvp@herrick.com

Are you an entrepreneur that is looking to get your MOJO going before starting your busy day? 

Then come join with some of New York’s top entrepreneurs at the Morning MOJO.  The Morning MOJO is an informal monthly morning event that provides a space for select entrepreneurs to come together in a relaxed setting to explore ideas, catch up on the latest entrepreneurial trends, meet new contacts and re-connect with old friends over a cup of coffee before commencing with their mission of global economic domination.


Our next Morning MOJO will feature the topic:
Using Artificial Intelligence, Robotics, and Big Data to Dramatically Expand Your Sales Process
 

Presented by
Neal Conlon
Chief Growth Officer, Serval Ventures

Date: May 8, 2018

Time: 8:30 am to 10:00 am

Location: Capital One Bank 853 Broadway, Lower Level (corner of 14th Street and Broadway) New York, NY

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

So come and join your fellow entrepreneurs for an exciting morning.  We’ll provide the coffee.  You bring the MOJO

Can’t get your MOJO going on this date?  Then circle your calendar for the next Morning MOJO event below.  Same time, same location, same MOJO channel.

June 12th Financial Data With Insights: How to Keep Score and Make More Money
Presented by: Stephen King, CEO, GrowthForce

Morning MOJO is hosted by Capital One and the third parties listed are not affiliated with Capital One. Information that is presented by any third party shall not be considered the views or endorsements of Capital One. Capital One, N.A., is Member FDIC. ©2015 Capital One. All rights reserved.

 

 

 

 

 

 

 

 

Is your business on the fast track towards growth and poised to evolve with market change? 

The Growth Challenge Workshop, presented by Insperity, is designed to connect its participants to the critical decisions that companies face when they are too big to be small, and too small to be big.

The half-day event gives CEOs a real-world look at overcoming the challenges and questions that their growing companies face, including:

  • Is the business poised to evolve with market changes?
  • What role does the company's people play in the company's long-term growth potential?
  • What does the company gain or lose by taking on capital investment?
  • What obstacles stand in the way of the company achieving its next growth phase?

The workshop includes:

  • Engaging multi-media presentation
  • Graduate level content focused on C-level pain points
  • Real-life highly interactive case study used to analyze solutions
  • Interactive table discussion with peers
  • Goal setting/next steps for your business

"The biggest thing I gained was getting the collective wisdom of other business owners."  --Workshop participant, Wendy Covey, COO and co-founder of TREW Marketing.

The workshop is focused on the CEOs of companies with revenue of at least $5 million.

It is our privilege to provide the businesses in our community with the tools that they need to prosper. I hope you'll join us.

Growth Challenge Workshop
Date:
 Tuesday, April 24, 2018
Time: 11:30 am – 5:00pm
Location: UBS Financial Services, 1285 Avenue of the Americas, 14th Floor, New York, NY

Find out more about the event and register here

Participating Companies

 

Are you an entrepreneur that is looking to get your MOJO going before starting your busy day? 

Then come join with some of New York’s top entrepreneurs at the Morning MOJO.  The Morning MOJO is an informal monthly morning event that provides a space for select entrepreneurs to come together in a relaxed setting to explore ideas, catch up on the latest entrepreneurial trends, meet new contacts and re-connect with old friends over a cup of coffee before commencing with their mission of global economic domination.


Our next Morning MOJO will feature the topic:
Grant and Tax Incentives For Business Owners
 

Presented by
Marsha Parris, Chief Operating Officer, New York Grant Company

Date: April 10, 2018

Time: 8:30 am to 10:00 am

Location: Capital One Bank 853 Broadway, Lower Level (corner of 14th Street and Broadway) New York, NY

RSVP: Janet Grosso jgrosso@kbl.com 212.785.9700 ext. 319

So come and join your fellow entrepreneurs for an exciting morning.  We’ll provide the coffee.  You bring the MOJO

Can’t get your MOJO going on this date?  Then circle your calendar for the next Morning MOJO event below.  Same time, same location, same MOJO channel.

May 8th Using Artificial Intelligence, Robotics, and Big Data to Dramatically Expand Your Sales Process
Presented by: Neal Conlon, Advantages

June 12th Financial Data With Insights: How to Keep Score and Make More Money
Presented by: Stephen King, CEO, GrowthForce

Morning MOJO is hosted by Capital One and the third parties listed are not affiliated with Capital One. Information that is presented by any third party shall not be considered the views or endorsements of Capital One. Capital One, N.A., is Member FDIC. ©2015 Capital One. All rights reserved.

Richard Levychin, CPA to Speak About Key Business Provisions of the Tax Cuts and Job Act; Webinar March 27th 1pm

Want to gain clarity regarding the 20% deduction available to pass through entities under the new Tax Act?  On March 27th Richard Levychin, CPA will be discussing this and other key provisions of the Tax Cuts and Jobs Act that affect businesses.  This webinar is designed to highlight the most significant tax changes that will impact a company's tax planning today and in the future.

To register for this webinar click on the link below:

http://www.nygrants.com/smb-new-tax-law

Participating Companies