12
Issue 2 �� Autumn 2013 Elevate Performance 2013 Tax Planning The Year of “Careful” Planning Digital Technology Planar’s Displays Manufacture Opportunities Women & Money Finding Financial Success motion

In motion fall-2013-final

Embed Size (px)

DESCRIPTION

Explore Fall 2013 issue of IN Motion, a quarterly magazine offering articles on best business practices in the areas of finance, HR, technology and more.

Citation preview

Page 1: In motion fall-2013-final

Issue 2 �� Autumn 2013

Elevate Performance

2013 Tax Planning The Year of “Careful” Planning

Digital Technology Planar’s Displays Manufacture Opportunities

Women & Money Finding Financial Success

motion

Page 2: In motion fall-2013-final

2 �� inmotion | AUTUMN 2013

Issue 2 �� Autumn 2013

www.sikich.com

Realize your organizational goals through the one-of-a-kind solution set Sikich, a leading accounting, advisory, investment banking, technology and managed services firm, brings to your unique challenges and needs. With more than 500 associates, we rank as one of the country’s top 40 largest Certified Public Accounting firms and are among the top 1% of technology Value-Added Resellers worldwide—yet you receive the personalization and attention you need to grow and experience success.

Get to know Sikich by reading IN Motion and taking a look at our website, sikich.com. You’ll find out how you can gain value for your organization through our dedicated industry teams, client commitment and extensive list of services:

� Accounting & Assurance

� Business Valuation

� Dispute Advisory

� ERP & CRM Software

� Human Resources Consulting

� Investment Banking & Corporate Finance

� IT Services

� Marketing & Public Relations

� Retirement Planning

� Supply Chain

� Talent Acquisition

� Tax Planning

� Wealth Management

PUBLISHER Michelle Spellerberg, CMO

EDITOR Rebecca Miller

DESIGNER Colleen Hughes

PHOTOGRaPHER Matt Stout

Special thanks to Planar Systems, Inc. for contributing to the writing of the feature story.

IN Motion is published four times a year by Sikich. 1415 W. Diehl Rd., Suite 400, Naperville, IL 60563

Request or update your subscription by emailing [email protected].

©2013 Sikich LLP, All Rights Reserved.

Advisory services offered through Sikich Financial, a Registered Investment Advisor. Securities offered through Triad Advisors, Member FINRA/SIPC. Securities are offered through Sikich Corporate Finance LLC, a registered broker dealer with the Securities Exchange Commission and member of FINRA/SIPC.

motion

ALETTERfrom the

CEO

For companies today, navigating the constant changes in

technology can be challenging. Whether you’re in an industry

new to developing technologies such as big data (page 3),

working for a technology company that relies on innovations

to drive business (page 4), or learning how to implement a

trend such as Bring Your Own Device, or BYOD (page 11), technology is a critical

component in finding success.

In our first-ever issue of IN Motion, which debuted in July, we mentioned the need for

companies using Windows XP to upgrade as soon as possible. Microsoft’s decision

to end all support of the operating system will undoubtedly impact many. If you

missed our first issue, you can still view the digital version (find the Windows XP

article on page 3) at sikich.com/in-motion.

Finally, I want to thank each and every one of you for your support of IN Motion.

The response you gave to the first issue was overwhelmingly positive, and we look

forward to exceeding expectations each quarter!

James a. Sikich, CPa CEO and Managing Partner

FEaTURE STORY

Digital Technology 42013 Tax PlanningThe Year of “Careful” Planning9

Women & Money Finding Financial Success10

LEARNmore:

TABLE of Contents ��

Elevate Performance

Page 3: In motion fall-2013-final

AUTUMN 2013 | inmotion �� 3

Meet Tom LukenPARTNER

Profile

Partner at Sikich LLP

CPA

Milwaukee, WI Office

A Notre Dame graduate, Tom has been with Sikich since Kolb+Co. merged with the firm in mid-2013. Find out why this partner always has leftovers in his fridge.What I like most about Sikich: The culture and entrepreneurial spirit. Our workplace awards and growth record speak for themselves.

Organizations I belong to: PrimeGlobal (past board member); Metropolitan Milwaukee Association of Commerce (Council of Small Business Executives board member); Northbrook Church (serving in Men’s Ministry and on the Stewardship Team); and Westmoor Country Club (past president/board member).

My favorite Sikich Value is: Commitment and extraordinary competence. My father taught me to work hard and play hard. This trait has carried over into my professional life with my work ethic and quest to become the trusted advisor of my clients.

In another life, I would be: A major league baseball player.

My favorite place in the world is: The lanai on my Marco Island, FL condo overlooking the Gulf of Mexico.

I’m inspired by: People who are driven to succeed and who give the credit to others when they experience success.

My biggest professional accomplishment: Starting the Kolb+Co. tax department from scratch in 1984 and growing it to a 25-person powerhouse in the Southeast Wisconsin market by 2000, at which point I succeeded Bob Kolb as President/CEO.

People would be surprised to know that: I was born in Peoria, IL and remain an avid Chicago sports fan, which is dangerous in Green Bay Packers country.

Three things you’ll always find in my fridge: A cold beer (Coors Light), cheese (I live in Wisconsin, after all) and leftovers (I’m the second youngest of eight kids and was taught never to waste food!).

My favorite technology/gadget: My iPhone—not sure how I survived seven years ago.

WHAT I’M rEADIng

I read the Milwaukee Journal-Sentinel and The Wall Street Journal daily, and I get my best business advice from Accounting Today.

inspire

Quick Tips Alerts Question of the Qtr.

Quick Stats

QUICK TIPS

Quick Tips Alerts Question of the Qtr.

Quick Stats

ALERTS

Quick Tips Alerts Question of the Qtr.

Quick Stats

Of ThE QUARTER

Big data, the capturing and analysis of large data sets, is a technology trend helping companies increase their value and obtain a competitive edge. One industry leveraging this trend is oilfield services (OFS). OFS leaders have realized the importance of data capture, storage, search, sharing, analysis and virtualization, and have demonstrated big data usage success.

For OFS companies in particular, big data provides seismic data processing for exploration opportunities and competitive intelligence in OFS development. Big data identifies unusual conditions on drilling sites and predicts maintenance issues for equipment and software. Because OFS companies can reap remarkable benefits from embracing this trend, it is important for a company to explore how it can use big data. Visit http://bit.ly/ofs-data to explore the ways your company can begin using big data and what you should review prior to doing so.

Is your business ready for healthcare reform? Even though the employer mandate enforcing penalties on large employers that do not provide appropriate coverage until January 2015 was recently delayed, many provisions of the act will require action in the following months. Visit http://bit.ly/hcr-steps for a list of 10 steps you can take to ensure your business is prepared.

On august 29, 2013, the U.S. Department of Treasury and the IRS announced that “same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes.” This means that it does not matter whether a married same-sex couple lives in a state where same-sex marriages are not recognized. For purposes of all federal tax laws, including those related to employee benefits, if a same-sex couple was married in a state that recognizes same-sex marriage, they will be treated as married. Visit http://bit.ly/same-sex-tax for details.

Why should I care about unclaimed property?While not a tax, unclaimed property is a major revenue source for states. It can be many things, but one of the most common forms of unclaimed property is uncashed checks. States have become increasingly creative in expanding the concept of “unclaimed property.” Many require the escheatment (the payment of the unclaimed property to the state after a period of dormancy) of such items including outstanding credit balances in accounts receivable. Often, businesses write these items off into income after a certain period, but write-offs to income are the first thing state auditors examine. Learn more about unclaimed property, and view an example of how unclaimed property can be created, by visiting an in-depth blog post at http://bit.ly/up-audits.

Page 4: In motion fall-2013-final

4 �� inmotion | AUTUMN 2013

Digital TechnologyPlanar’s Displays Manufacture Opportunities

N ew York City’s Fifth Avenue, certainly one of the world’s most famous streets, is one of the busiest streets in the United States. The store-lined street

hosts thousands of people every day from all over the world, all of whom might notice sights such as Saks, FAO Schwarz and the Guggenheim Museum. But what one might not notice immediately is the breadth of technology that retail stores use to entertain, attract and engage pedestrians, promoting their brands as potential customers walk by. For instance, the entrance to the Hollister store between 52nd and 53rd Streets is completely made up of a video wall matrix displaying a live shot of Huntington Beach in Southern California. Planar Systems, Inc. is the high-tech company creating this innovative, advanced video wall technology.

Founded in 1983, publicly traded Planar (NASDAQ: PLNR) specializes in digital display technology on everything from desktop monitors to digital signage, for control rooms to the video wall manufactured and installed for Hollister’s Fifth Avenue store.

“Whether our clients want to display information or inspiration, they rely on us to solve their biggest display challenges,” said Jeff Maurer, chief information officer at Planar. “We’ve been doing this for three decades now, and we bring that experience to bear in our products, as well as our unique solutions for our customers.”

“To me, technology is a means to an end. It’s a facilitator. From an IT perspective, the risk of missing strategic business opportunities is high when companies choose not to invest in technology. My team monitors the latest trends to ensure we’re not missing opportunities, but we also continually true up

our portfolio to ensure that we don’t continue investing in technologies that no longer provide an advantage to our clients, or to Planar itself,” Maurer continued.

Planar’s enthusiasm for the latest trends—as well as emerging technologies—has been a key component in the company’s success. This enthusiasm is evident

as soon as one walks into their Hillsboro, Oregon-based headquarters. The lobby, a technology-heavy, yet simplistic space, showcases some of their recent work. Visitors are able to not only view this work, but also interact with the technology. Touch-screen monitors house design and game applications, and ceiling-high video matrices feature incredible digital designs. A Coca-Cola-branded mini refrigerator sits in the front with what appears to be a transparent door. Made possible with the Planar LookThru transparent LCD display, this high-technology door displays moving, mesmerizing designs—like lemon-lime-colored bubbles emerging from a Sprite bottle—that will leave visitors craving a glass of the refreshing beverage. Across from the refrigerator sits a box, which is approximately two square feet, and has a similar purpose. The box contains a pair of running shoes, which one can see through its transparent door. Designs moving through this door include information about the product and inspirational quotes—two things that athletes will stop to watch.

“Our success does stem from an exceptional track record in the history of the display industry, but our other key to success is flexibility and our commitment to partnership,” said Maurer. “Our team is extremely flexible with our customers. Our professionals frequently engage with them to fully understand their unique display requirements, and that allows us to provide robust, well-engineered solutions.”

Flexibility is a key component not only in Planar’s relationships with its customers, but also with its internal clients—the employees.

“Whether our clients want to display information or inspiration, they rely on us to solve their biggest display challenges.”

innovate

Publicly traded Planar Systems, Inc., a high-tech company specializing in digital display technology, is headquartered in Hillsboro, Oregon.

Continued ��

Page 5: In motion fall-2013-final

AUTUMN 2013 | inmotion �� 5

according to Planar executives, approximately 80 percent of their video wall products are manufactured in their Oregon-based manufacturing facility.

Page 6: In motion fall-2013-final

6 �� inmotion | AUTUMN 2013

“Our culture is unique—it’s informal and people are empowered at all levels,” Maurer described. “Everyone, from those on the manufacturing line to management, feels empowered to improve our processes and products.”

Maurer explains that the company’s rational culture invites all employees to approach problems and contribute potential solutions. “We debate and then everyone commits to the chosen solution; we put our shoulder to it and make it happen.”

The teamwork-focused atmosphere at Planar allows the company’s professionals to build strong relationships with customers and present them with products that will improve bottom lines. The video wall matrix outside of the Hollister store attracts Fifth Avenue shoppers whether or not the store was on their must-visit list.

“Our customers pay us compliments every day by trusting us with their projects and relying on us to help them grow their businesses,” said Jennifer Davis, vice president of marketing at Planar. “We regularly hear feedback that they love the features of our products, especially around serviceability, warranty, support and, of course, image performance.”

Although Planar offers a variety of digital display products, the one that has grown the most (and is currently the most popular) is the Clarity Matrix video wall panels. According to Maurer, Planar’s LCD video wall is a flexible system of panels that are thinly bezeled so they can be tiled together to create impactful, creative large video

displays. They are engineered for ease of installation as well as reliability and maintainability in the field—all key product differentiators for Planar.

High-end fashion retailer Gucci is another retail customer that partnered with Planar to enhance the look of and experience in its Milan, Italy flagship store. Using more than 50 of Planar’s Clarity Matrix video wall display panels, customers become immersed in high-quality imagery of Gucci’s fashions. This ultimately helped redefine high-end retailing and transform customer communication through highly intuitive content and interaction.

“This project created one of the most unique retail store environments in the world,” said Davis. “With elements of interactivity and fashion imagery, the combination creates a statement befitting a global fashion brand of Gucci’s reputation.”

Mississippi State University (MSU) has incorporated leading-edge technologies as part of its mission. One of the university’s newest residence halls, South Hall, boasts a two-story lobby that was transformed by

Digital TechnologyCONTINUED…

Planar’s products are found in a variety of venues, including control rooms, airports, hotels, corporations, sports stadiums and retail stores.

“Our culture is unique—it’s informal and people are empowered at all levels. Everyone, from those on the manufacturing line to management, feels empowered to improve our processes and products.”

Page 7: In motion fall-2013-final

AUTUMN 2013 | inmotion �� 7

Planar’s Clarity Matrix product. The video wall—featuring 16 panels for nearly 120 square feet of total display area—now serves as a TV, movie screen and electronic billboard. Content includes live football games, campus activity information and even video games.

Planar’s Clarity Matrix video wall displays are flexibly implemented and can be used in a variety of situations. In addition to retail stores and university buildings, Planar’s products are in control rooms, airports, hotels, corporations, sports stadiums and other venues.

And furthermore, it is highly likely that these Clarity Matrix systems were designed and manufactured right here in the United States. According to Planar executives, approximately 80 percent of their video wall products are manufactured at their home base in Oregon, while the remaining products are manufactured at the company’s plant in Albi, France.

“We are very proud that much of our manufacturing is still done here in Oregon,” said Maurer. “Contrary to the

trend to move manufacturing outside of the U.S., Planar has remained an important manufacturing employer in the Beaverton/Hillsboro area.”

Maintaining its presence in Oregon is an important part of Planar’s history, and the company makes every effort to help its community not only through sustaining jobs, but also reducing its carbon footprint.

“As is fitting a company headquartered in the Pacific Northwest, we strive to reduce the power requirements of our products and our dependence on non-sustainable materials in our designs, policies and initiatives,” explained Davis. “We do this while promoting the proper collection, recycling and recovery of electronic equipment at the end of its productive use.”

Planar’s founders, Jim Hurd, Chris King and John Laney, established the company in Oregon, and their passion for preserving the state and all of its beauty is evident as one walks through Planar’s corporate headquarters and Hillsboro manufacturing facility. All conference rooms in the headquarters are named after mountain peaks in Oregon, and conference rooms in the manufacturing facility boast names such as Deschutes and Willamette—rivers in the state.

In the next five years, Maurer expects that Planar will continue its strategy of focusing on large video wall displays and interactive technologies, such as touch screens. And for a company that prides itself on offering only the best, one can only expect that Planar will continue developing top-of-the-line technologies to help businesses worldwide improve communications, enhance interactivity and ultimately, reach their long-term goals. �

30 Years in Business

330 Employees

8 Offices Worldwide

2 Years with Sikich

Sikich Service They Use:Technology, for Implementation of Microsoft Dynamics AX ERP Software

Contact Information:1195 NW Compton WayHillsboro, OR 97006

Ph: (503) 748-1100

www.planar.com

Quick Tips Alerts Question of the Qtr.

Quick Stats

QUICK STATS

Currently, Planar’s Clarity Matrix is the company’s most popular product. These video wall panels are thinly bezeled so they can be tiled together to create large video displays.

Page 8: In motion fall-2013-final

8 �� inmotion | AUTUMN 2013

Chris Korsgard knows a thing or two about music. The partner in Sikich’s technology practice has been to more than 500 concerts in the past 40 years. “I was a struggling and tone-deaf guitar player and wannabe rock star growing up,” said Korsgard. “Going to live shows has been the closest thing to doing it myself.”

Now, Korsgard uses his passion for music as a volunteer for the Naper Nights event committee. Hosted by Naper Settlement, an outdoor history museum in Naperville, IL, and sponsored by Sikich, the outdoor summer concert series brings in rock tribute bands from across the country. Held on the fourth weekend in June, July and August, Naper Nights draws more than 8,000 attendees each year.

Korsgard, a long-time Naperville resident whose list of favorite bands starts with Led Zeppelin and Wilco, has been the event’s co-chair for the past two summers and is always looking for ways to enhance the event. In fact, about 150 teams participated in a rock music trivia contest he organized this year where attendees answered questions from the live stage on Facebook. �

involvement

Volunteering at Naper NightsSikich Partner Stays Young at heart

Sikich enters new market Effective August 1, Sikich merged with Wisconsin-based Kolb+Co., a public accounting and advisory firm. This merger resulted in Sikich operating its first location in Wisconsin, which is now the firm’s second-largest office. The Milwaukee team will remain in its current location at 13400 Bishops Lane, Suite 300 in Brookfield, a suburb of Milwaukee. The firm now boasts more than 500 employees, including 87 partners. Additionally, the added growth will diversify the firm’s breadth of services, enhance its capability to service

more markets, and provide expanded client opportunities. Learn more at sikich.com/kolbco.

Sikich ranks on Inc. 5000For the first time, Sikich has been ranked on the Inc. 500|5000, an exclusive list of the nation’s fastest-growing private companies. With three-year growth of 47 percent, the firm ranked #4627 on the list, published by Inc. magazine. In addition to an impressive growth rate, Sikich also increased personnel count by nearly 50 percent in the past three years. Read more at sikich.com/inc-5000. �

The Sikich ScoopfIRMNews

Page 9: In motion fall-2013-final

AUTUMN 2013 | inmotion �� 9

influence

2013 Tax PlanningThe Year of “Careful” Planning

T ax planning is a complicated and critical task every year. As you planned last year, you likely felt unique challenges that stemmed from the

uncertainty of potential tax increases. However, the American Taxpayer Relief Act of 2012 (ATRA) was passed on January 1, 2013, preventing income tax rate increases for most taxpayers.

For businesses, ATRA also addressed a number of expired tax breaks. While many breaks and break enhancements have been extended, some businesses may be affected by ATRA’s increase to the top ordinary-income tax rates for individuals, from 35% to 39.6%. In order to take advantage of the tax breaks available for your business this year, it is necessary to be thorough in your tax planning—this will also minimize the impact of higher rates if such rates will affect your business. Find more details specific to ATRA at sikich.com/fiscal-cliff.

Should I defer my business’s income to next year?Generally speaking, it’s better to defer tax—but not always. Start by forecasting your business’s income for 2013 and 2014 so you can take advantage of deductions at the right time. Consider deferring income to next year and/or accelerating deductible expenses into the current year. On the other hand, if you might be in a higher tax bracket next year, you may consider the opposite approach—accelerating income and deferring deductible expenses.

What happens if my business purchased a depreciable asset this year?

If you purchased a depreciable asset this year, there are a few depreciation-related breaks and strategies that you could employ. Some of these include:

1. The Modified Accelerated Cost Recovery System: If the asset’s useful life is one year or longer, you will have to depreciate the cost over a period of years. This system will typically provide larger deductions than the straight-line method.

2. Fifty-Percent Bonus Depreciation: Extended by ATRA, this additional first-year depreciation allowance is generally available for qualifying assets acquired and placed in service in 2013 (there are exceptions for 2014). Qualifying assets include new tangible property with a recovery period of 20 or fewer years, water utility property and more.

3. Accelerated Depreciation: Qualified leasehold-improvement, restaurant and retail-improvement property is allowed a shorter recovery period (15 years compared to 39 years) through 2013.

4. Cost Segregation Study: For those who have recently purchased, built or remodeled a building or space, this study identifies opportunities that may be depreciated quickly, thus increasing current deductions. Qualified assets may include decorative fixtures, security equipment, landscaping and parking lots.

Continued ��

Page 10: In motion fall-2013-final

10 �� inmotion | AUTUMN 2013

What has changed with vehicle-related deductions?Vehicle expenses for business purposes can be deducted using the mileage-rate method, which is 56.5 cents per mile driven in 2013, or the actual-cost method—total out-of-pocket expenses, including fuel, insurance and repairs, plus depreciation. And while there are many rules and limitations that apply, new or used vehicle purchases may also be eligible for expensing.

My company manufactures products in the U.S. Do I still qualify for a deduction?The Domestic Production Activities Deduction is available to traditional manufacturers and to businesses in activities such as construction, engineering, architecture, computer software production and agricultural processing (http://bit.ly/dpad-ag). The deduction is 9% of the lesser of qualified production activities income or taxable income, and is limited to 50% of W-2 wages paid by the taxpayer that are allocable to domestic production gross receipts.

Which tax credits should I consider this year?Tax credits reduce tax liability dollar-for-dollar, making them significant for tax planning. For 2013, there are a few to look into:

1. Health Care Coverage for Small Businesses: For tax years 2010 to 2013, the maximum credit is 35% of group health coverage premiums paid by the employer, as long as it contributes at least 50% of the total premium or of a benchmark premium. The full credit is available for employers with 10 or fewer full-time equivalent employees and average annual wages of less than $25,000 per employee. Partial credits are also available.

2. Retirement Plan Credit: Employers that have 100 or fewer employees and that create a retirement plan may be eligible for a $500 credit per year for three years.

3. Work Opportunity Credit: This credit, extended by ATRA through 2013, encourages hiring of certain disadvantaged groups. Qualifying groups may include food stamp recipients, ex-felons and nondisabled veterans.

This is just a snapshot of what you may expect while tax planning for your business in 2013. Download the 2013-2014 Tax Planning Guide (sikich.com/tax-guide) for additional insights, and always consult a tax expert if your situation is complex. �

2013 Tax PlanningCONTINUED… Women & Money

finding financial Success

W omen today have never been in a better position to achieve financial security for themselves and their families. Even though

women who work full-time year-round still only earn 81 percent on average of what men earn (according to the U.S. Bureau of Labor Statistics), women also represent almost half of the workforce and earn the majority of all bachelor’s, master’s and doctoral degrees.

On the road to financial security, women often face unique challenges that their male counterparts may not. Therefore, it is especially important that women take an active role in their financial well-being by taking six steps. These include taking control of your money, becoming a more knowledgeable investor, advocating for yourself in the workplace, planning for retirement, protecting your income and assets, and creating an estate plan. Explore these steps in detail by viewing our on-demand webinar at sikich.com/women-money. �

Advisory services offered through Sikich Financial, a Registered Investment Advisor. General securities offered through Triad Advisors, Member FINRA/SIPC.

Page 11: In motion fall-2013-final

AUTUMN 2013 | inmotion �� 11

BYOD: Risk or Opportunity?Did you know that 91 percent of U.S. citizens are within reach of a mobile phone 24/7? With the rise of mobility, the Bring Your Own Device (BYOD) trend—using personal mobile devices for business purposes—is getting considerable attention. Before allowing your employees to get on board with BYOD, understand how to balance the risks it can carry with the opportunities it may hold. Learn more at sikich.com/byod-whitepaper.

DOWnLOAD THIS

sikich.com/byod-whitepaper

BYOD Whitepaper

inbox

Using a personal device for work purposes, whether permissible or not, is called Bring Your Own Device, or BYOD.�

6.8BILLION2.9

MOBILE DEVICES

THE AVERAGE PERSON

IN THE U.S. HAS

BY THE END OF 2012,

THERE WERE

MOBILE DEVICE

SUBSCRIPTIONS, OR

PLANS, WORLDWIDE

BY THE END OF 2013,

THE NUMBER OF MOBILE DEVICES

WILL ExCEED ThE NUMBER Of PEOPLE ON EARTh

64% OF PEOPLE IN ThE U.S.USE ThEIRPERSONALDEVICESFOR WORK…

WIThOUT PERMISSION.

VS.OPPORTUNITIES RISKS

REDUCE ROAMINg

ANd OThERChARgES

IMPROVEPRODUCTIVITY

ThERE ARE

fEWER UPfRONT

COSTSTO PURChASE DEVICES FOR

EMPLOYEESWhEN ThEy START

OR WhEN ThEy BREAK ThEM

EMPLOYEES ARE

hAPPIERWhEN ThEy USE A

fAMILIAR DEVICE

MOBILE MALWARE

INcREASEd by

IN 2012162%

WhEN EMPLOYEES

QUIT,ThEIR PhONES hOUSE

YOUR DATA

hOW dO yOU hANdLE A

NON-ExEMPTWORKER WITh

AccESS TO

WORK EMAILON A PERSONAL

DEVICE?

IF A

PERSONAL DEVICE IS STOLEN, cAN ThE

EMPLOYERDO A REMOTE WIPE?

Page 12: In motion fall-2013-final

1415 W. diehl Rd., Suite 400Naperville, IL 60563

RETURN SERVIcE REQUESTEd

2013 calendar of events

10.23

11.14 11.19

10.23 - 10.30Date:

WeDnesDaY, OcTOBer 23

time:

9 a.M. – 5 P.M. cT

Details:

sikich.com/management- reporter-i-training

Date:

ThursDaY, nOveMBer 14

time:

9 a.M. – 5 P.M. cT

Details:

sikich.com/gp-admin

Date:

TuesDaY, nOveMBer 19

time:

3 – 5 P.M. cT, followed by networking from 5 – 6 P.M.

Details:

sikich.com/agsummit

Dates:

WeD., 10/23 (naperville, IL); Thurs., 10/24 (chicago, IL); Tues., 10/29 (springfield, IL); WeD., 10/30 (st. Louis, MO)

time:

8:30 a.M. – nOOn cT

Details:

sikich.com/ dol-seminar-2013

management RepoRteR tRaining CouRse

Designed for users with limited or no knowledge of Management Reporter, this virtual training course will cover navigation and working with row, column and tree dimensions. Hands-on activities will help you create detailed financial reports and work with the side-by-side, relational and variance reporting functions. a follow-up, intermediate training course is also available in November (http://bit.ly/mr2training).

DepaRtment of laboR benefits upDate

If you are a plan sponsor or human resources professional, and are concerned about operating a successful 401(k) plan, you won’t want to miss this seminar. Better understand your fiduciary responsibilities and explore common mistakes in administering 401(k) plans, including the red flags that may initiate a Department of Labor investigation or an IRS audit.

miCRosoft DynamiCs gp tRaining CouRse

Join this virtual training course to learn the basic functions and skills needed to support the technical system administration tasks for the Microsoft Dynamics GP software solution. The course will include a lecture, demonstration and hands-on practice in areas such as troubleshooting, SQL backups, archiving and more.

agRibusiness summit

Receive a 360-degree view of valuing, buying and selling an agribusiness with inside perspectives from key members of a transaction team. From investment banking and financing to legalities and business valuation, this seminar will cover a breadth of topics that will set you on a course to making informed decisions regarding the future of your business.

Advisory services offered through Sikich Financial, a Registered Investment Advisor.Securities offered through Triad Advisors, Member FINRA/SIPC. Securities are offered through Sikich Corporate

Finance LLC, a registered broker dealer with the Securities Exchange Commission and a member of FINRA/SIPC.

For more events, visit sikich.com/events.

SIKICH OFFICES

COrPOrATE OFFICE1415 W. Diehl Rd., Suite 400

Naperville, IL 60563 (630) 566-8400

CHICAgO – MOnrOE STrEET(312) 541-9300

CHICAgO – WACKEr DrIVE(312) 648-6666

DECATUr, IL(217) 423-6000

DEnVEr, CO(720) 200-0142

HOUSTOn, TX(832) 831-3549

InDIAnAPOLIS, In(317) 842-4466

MILWAUKEE, WI(262) 754-9400

rOCKFOrD, IL(815) 282-6565

SPrIngFIELD, IL(217) 793-3363

ST. LOUIS, MO(314) 275-7277