SEPTEMBER 27TH | 11:30 AM – 1:00 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901

• 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
• 12:00 – 12:30 PM | CYBER SECURITY BEST PRACTICES FOR YOUR BUSINESS
• 12:30 – 1:00 PM | ADOPTING SOFTWARE: TIPS TO BETTER REALIZE A RETURN OF INVESTMENT FROM THE SOFTWARE THAT RUNS YOUR BUSINESS

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SEPTEMBER 27TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801

• 3:00 – 3:15 PM | REGISTRATION
• 3:15 – 3:45 PM | CYBER SECURITY BEST PRACTICES FOR YOUR BUSINESS
• 3:45 – 4:00 PM | BREAK
• 4:00 – 4:30 PM | ADOPTING SOFTWARE: TIPS TO BETTER REALIZE A RETURN OF INVESTMENT FROM THE SOFTWARE THAT RUNS YOUR BUSINESS
• 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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OCTOBER 24TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801

• 3:00 – 3:15 PM | REGISTRATION
• 3:15 – 3:45 PM | REVENUE RECOGNITION STANDARDS UPDATE
• 3:45 – 4:15 PM | IMPLEMENTING THE NEW STANDARDS OF LEASE ACCOUNTING
• 4:15 – 4:45 PM | NOT-FOR-PROFIT UPDATE
• 4:45 – 5:30 PM | NETWORKING + HAPPY HOUR 

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DECEMBER 4TH | 11:30 AM – 1:00 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901

• 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
• 12:00 – 12:30 PM | SALES TAX UPDATE + STATE INCOME TAX
• 12:30 – 1:00 PM | TAX PLANNING + UPDATES

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DECEMBER 4TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801

• 3:00 – 3:15 PM | REGISTRATION
• 3:15 – 4:00 PM | SALES TAX UPDATE + STATE INCOME TAX
• 4:00 – 4:30 PM | TAX PLANNING + UPDATES
• 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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MAY 24TH | 11:00 AM PST (1:00 PM CST)

LEGAL & REGULATORY UPDATE

Join us on May 24th at 11:00 AM PST and learn from Retirement Plan Advisory Group’s team of former practicing ERISA attorneys and what they are doing to help ensure Lutz Financial is on the forefront of the legal and regulatory landscape.

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JUNE 28TH | 12:00 AM – 1:00 PM CDT

MEDICARE COST REPORT

Join us for a presentation to discuss helpful tips to keep in mind as hospitals prepare and review their Medicare cost report. This presentation will also cover the cost report preparation process and review topics that can have a significant impact on Medicare reimbursement for the facility.

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Getting up to speed on QuickBooks can be challenging if you’re just getting started. This software is popular for ease of use, but it is also one of the most comprehensive accounting software packages on the market. This presentation, led by Amanda Harpster and Lauren Harris, will offer tips and tricks that can save you hours, even if you’re a pro!

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This webinar presentation, catered to the ag industry, will cover the ins-and-outs of the Tax Cuts and Jobs Act of 2017, a once-in-a-generation tax reform bill. Key takeaways from this presentation include information on individual changes, business changes, qualified business income deduction, opportunities to control taxable income, and more!

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Social media platforms can be used to advertise jobs, attract talent, and communicate with potential candidates. These platforms include Facebook, LinkedIn, Twitter and even Instagram. When compared to more traditional methods, this form of recruiting can reach broader audiences at a smaller cost. Promoting open positions on social media can extend the search to passive candidates while creating a buzz about what it would be like to work for the organization. This seminar, led by Alex Cassidy and Janessa Wolf of Lutz Talent, will discuss effective strategies for successful recruiting through social media.

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Business owners are good at dealing with everyday decisions, but they often forget that a main reason they are in business is to be rewarded for building a valuable business. The issue many are facing these days is that research indicates less than 10% of business owners have a formal exit strategy in place. Led by Bill Kenedy of Lutz M&A, this presentation will cover the questions business owners should be asking themselves and steps to help make the decision process easier.

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Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.

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