IMC/NCR presents an interactive panel discussion with two subject matter experts: a business attorney to help you avoid, solve and manage legal issues especially relevant to small professional service firms, and a financial advisor who brings small firms the quality of financial analysis and guidance traditionally available only to large companies.
5:30 to 8:30 pm (networking at 5:30 pm, dinner at 6:30 pm)
2430 Pennsylvania Avenue NW
Washington, DC 20037
Richard E. Ziegler
Online registration is closed.
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Practice: Legal and Financial
Decisions You Must Control
An Evening With Don Lord and
a small, professional-services firm is fraught with risk and opportunity. Choices you make now can have major
downstream effects that leave you either very glad or very sad about your decisions.
The form of business organization you choose, your
retirement strategies, your relationships with clients, employees, partners and
teams, all can increase or diminish your competitive strength, capability and
opportunities. These decisions involve complex legal issues and financial concerns
not always immediately obvious. Taking fully informed, careful action is especially
important to your kind of business and the only winning strategy.
IMC/NCR presents an interactive panel discussion with two subject
matter experts you’ll appreciate: a business attorney with special expertise to
help you avoid, solve and manage legal issues especially relevant to small
professional service firms, and a fee-only financial advisor whose firm brings
small firms and their owners the quality of financial analysis and guidance traditionally
available only to large companies and the super-wealthy.
for discussion will be drawn in part from ideas you raised at our October Buzz
Session, plus questions you raise at the meeting, like:
Join us November 10 and together
we'll get smarter!
best to protect your most valuable assets, and manage your most critical risks;
and often overlooked, elements of contracts and agreements with clients,
subcontractors and teaming partners
in attracting, taking on, and managing financial partners and investors;
exit and retirement planning – the long term, strategic view.
The Moderator for our panel is
Eric Thomas, CMC, PMP. Eric is a proven leader, excellent communicator,
and fact-based problem solver, with strong business development and client
relationship management skills. He also serves as Certification Chair and
Treasurer for our chapter
About Our Speakers:
Donald P. Lord is a senior financial advisor with The
Family Firm, Inc., a fee-only financial planning and investment management firm
in suburban Washington, DC.
Don’s expertise provides clients with guidance on personal financial
matters including retirement planning, portfolio distribution planning, asset
protection planning, new career or retirement transitions and education
planning. Don’s approach combines ongoing investment management with sound
financial planning strategies.
Don is a Certified Financial
Planner (CPF) certificant and a National
Association of Personal Financial Advisors (NAPFA)-Registered
Financial Advisor. He holds a Bachelor of Science degree in Business Management
with honors from Hampton University in Virginia.
Krakower has spent his entire 20+ year career as a business
lawyer at Shulman Rogers. He negotiates and documents many forms of business
transactions, including, mergers and acquisitions, debt and equity financings,
joint ventures, strategic partnering, and the development, protection and
exploitation of technology and proprietary rights. He also advises individuals
and businesses on entity formation and structuring issues and business planning
Mr. Krakower’s substantial business transaction
experience includes several mergers and acquisitions having transaction values
ranging from $10 million to in excess of $100 million, numerous private
placement equity financings in excess of $5 million, and joint venture
development projects in excess of $150 million.
Mr. Krakower often serves businesses in a "general
counsel” type role which allows him to not only react to legal issues that may
arise, but to also be proactive in helping the business avoid potential legal
From his service as a volunteer board member and
general counsel to various charitable organizations in the Montgomery County,
Maryland community whose missions include the prevention of alcohol and
substance abuse, and the promotion of health and wellness, Mr. Krakower has
also gained substantial experience in tax-exempt organization law.