2023 Education Schedule

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Financial Symposium

Feb 26, 2023
Summit 221-223
Operations

Back by popular demand, FMS will host the Financial Symposium at the NGA Show. We’ll explore some of the most pressing issues facing retailers in 2023.  From industry experts, learn about the new approach to valuing food retail companies, how to manage the impacts of inflation, how to position yourself with your bank, and the role of employee retention credits. Discover what financial success looks like in a post-Covid world.

The Value of Your Business
Understand how business valuations are done in this post-covid, inflationary world; how this has affected the M&A landscape; getting a premium on your results; and future and historical weighting. 

Inflation and your business
With inflation hitting your customers' wallets and your business, how are you measuring results and how are you changing the way you do business to meet the needs of both?  A panel of successful retailers and wholesalers will share their strategies for thriving in a high-inflation environment.

Banking
Your business is good and you want to grow; how will banks look at your business and financials during these unusual times? Learn what banks are looking for, the best way to structure debt, and how to be strategic with your cash flow. 

Employee Retention Credits
Should you apply? Do you qualify? You'll leave with a clear understanding of the ins and outs, who qualifies, and how to work with the IRS.  

**CPE credits can be earned by attending this program.**

Speakers
David Schoeder, Partner - The Food Partners, LLC
Shannon Scott, CEO - Oncentive/Sync Stream
Casey Fannon, President & CEO - National Cooperative Bank
Bob Graybill, President & CEO - FMS Solutions
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