Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values
Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah Adams, founders of Vert Asset Management In this exclusive, virtual Townhall we will discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. Michael L. Thompson, CAP®, AIF®, […]
2021 Vermont Employee Ownership Annual Conference
The 19th annual Vermont Employee Ownership Conference will be held remotely with support from UVM’s Conference and Events Services About this event Date: Thursday, June 3, 2021 Time: 9:00 AM – 4:15 PM Learn about the unique benefits and challenges of employee ownership at this full-day virtual event, featuring 15 informative workshops and a keynote by Ken […]
Introduction to Business Taxes
Do you run a small business or are you thinking of starting one? Do you have questions on how taxes work and what is required for small business owners? Join us for a conversation with our retired accountant, Ross, to learn more about federal taxes. Bring your questions and learn from others in the group, too! […]
An Inside Exit: Selling Your Business to Family, Managers, or Employees
Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths. Following an overview of general […]
An Inside Exit: Selling Your Business to Family, Managers, or Employees (webinar)
Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths. Following an overview of general […]
An Inside Exit: Selling Your Business to Family, Managers, or Employees (webinar)
Starting to think about ownership succession for your company? For many business owners, the best option is to sell to those already involved in the business, such as family members, managers, or the broader group of employees. In this 90-minute webinar, you will learn the basics of internal exit paths. Following an overview of general […]
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall
Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment expert Apollo D. Lupescu, PhD, a highly regarded speaker, and Vice President from Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various […]
Insurance Basics for your Small Business
The Financial Futures Program at CVOEO welcomes Travis Spencer of Kinney Insurance Agency who will lead an interactive Zoom workshop on insurance basics for small business owners. He will discuss general liability, workers’ comp, property casualty, and other insurance needs related to insurance and is looking forward to answering your questions! Please register ahead of […]
VBSR Virtual Workshop: The Importance of an Anti-Racism Policy for Your Business
Click here to register Join VBSR and the Wedding and Event Vendor Alliance as we discuss the ins & outs of developing an Anti-Racism policy and implementation plan. At this workshop, the Wedding and Event Vendor Alliance, a Vermont based non-profit for growth, diversity and inclusion in the wedding and event industry, […]
