UPCOMING EVENTS
Jon Wellington Social Graphic-1

The State of the State: An Update on the Texas Legislative Session

April 19, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

This webinar will highlight the most significant tax-related legislation that passed the recent Texas Legislature. Jon will discuss the impact of these changes on taxpayers and any steps that should be taken as a result.  After this webinar, attendees should be informed on any changes headed their way, for better or worse.

 

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May Social Graphic-3

How the Right Banking Partner Sets You Up for Success

May 10, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

Darren Durrett and Jason Matthews will have a conversation with moderator Lucas LaChance about finding and working with the right banking partner. The conversation will discuss what a good banking partner can do beyond just a checking account, what banks look for when extending credit, how different banks can structure different types of credit facilities, and examples of how sometimes a certain type of loan might help today but hurt a company in the long run. 

 

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June Social Graphic

The Impact of Inflation and the Supply Chain

June 14, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

Antony Francis is an internationally recognized expert in Supply Chain and Logistics. He has a deep understanding of the end-to-end supply chain, fulfillment operations, e-commerce (B2B & B2C), returns processing and product repair. Join Antony for a Q&A on the impact of inflation and the supply chain. 

 

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2023 Dallas Controllers' Roundtable

June 22-23, 2023 

2-Day Event

Dallas, TX

 

12 CPE HOURS

 

For dealership specific continuing professional education, LGT offers the Controllers' Roundtable, where attendees will earn 12 hours of CPE. Roundtables are attended by dealership controllers and CFOs and include a variety of topics presented by outside speakers to enhance participants' understanding of the latest issues affecting dealerships. We are honored to announce Karen Phillips, General Counsel, Executive Vice President of the Texas Automobile Dealers Association will be delivering an update on the current Texas legislative session. 

 

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July Social Graphic

Artificial Intelligence & Automation: The Future of Your Business

July 12, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

Data analytics has always played a pivotal role in organizational performance, allowing for process insights, process improvements and more. In this session, Helen Lou, Ph.D. will be discussing the world of data analytics from a basic Excel-based analysis to machine-learning/artificial intelligence-based data modeling. Helen will break down the key elements of data analytics and how one can leverage this to boost their operational performance.

 

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August Social Graphic-1

7 Ways to Building an Effective Communication Culture

August 9, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

A communication culture dictates the conduct of the workforce culture. Since the success of a team rises or falls on the quality of relationships among leaders and their team members, effective communication styles are essential to establishing healthy, high-performing teams. This session challenges leaders to examine whether their communication styles are building or dismantling their teams. By the end of the session, leaders will be equipped with the tools needed to build an effective communication culture in the workplace. 

 

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September Social Graphic-1

Planning for a Prosperous Future

September 20, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

Miller Bentley & Alisha Reilly, CFP® lead the Financial Advisory team within Lane Gorman Trubitt. Miller and Alisha serve as trusted advisors for numerous high net worth families and business owners alike, providing comprehensive financial planning guidance and ongoing wealth management expertise. LGT Financial Advisors is an independent Registered Investment Advisory firm that is held to a fiduciary standard for all clients, and provides holistic planning services including investment management, tax reviews, wealth transfer guidance, insurance analysis, and much more. Please join Miller and Alisha for this session on how to effectively navigate the complexities of growing and preserving your wealth for a prosperous future.

 

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October Social Graphic

Implicit Biases in Hiring

October 11, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

Jolene Risch, president of Risch Results, has spent the better part of 25 years devising process consulting and staffing, performance and leader management solutions. Jolene is passionate about helping clients build, cultivate, and nurture their workforce in alignment with their strategic goals and growth objectives. She will be discussing unconscious biases in the recruiting process, training and development, & retention and inclusion in the workforce. 

 

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November Social Graphic

Tax Planning: What You Need to Know About 2024 & Beyond

November 2, 2023 

1:00 pm CST

Zoom Webinar

 

1 FREE CPE HOUR

 

2024 will be here before you know it. Lane Gorman Trubitt's Aden Pham & Cristina Tirado will guide you through end-of-year tax planning for 2024.

 

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PREVIOUS EVENTS
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2022 8-Part Webinar Series: Aiming Towards Success

Watch our 2022 8-part webinar series: Aiming Towards Success! Find all 8 recordings on our YouTube playlist below. 

 

Watch the replays!

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