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Past Workshops

Building an Investor Focused Financial Model

Nordic Innovation House

470 Ramona Street, Palo Alto, CA 94301

In this presentation, we will address:

  • Benefits of Financial Modeling
  • Core Accounting Take-Aways
  • Financial Model Components
  • Key Metrics
  • What Investors Need to be Convinced Of
  • Resources & Next Steps

Do You Know What Risks Are Lurking in Your Portfolio?

Lunch & Learn for Doctors

The Mayan Room, Suite 310, 450 Sutter Street, San Francisco
Lunch @ 11:45 am. Presentation and Q&A: 12:05 to 12:55

The financial press if full of information about various funds’ returns (1 yr, 3 yr, etc…), but few present funds’ risks. Active managers are being paid handsomely, but can you tell if they are truly star performers, or a rising market is “lifting all boats”? And, how do they tend to perform after they become famous and attract lots of capital? Join us for a discussion of:

  • What risk and performance measures institutional investors consider in their decision making
  • How do they separate a manager’s skill from general market performance
  • Whether your diversification strategy has reduced your portfolio risk
  • What strategies can help reduce the risks in your portfolio

Retirement Plans for Nonprofits

For CompassPoint Finance Professionals and Bay Area Nonprofit HR Networks

CompassPoint Nonprofit Services
500 12th Street, Suite 320, Oakland, CA
8:30 am to 10:30 am

This presentation will cover:

  • The State of Retirement Un-readiness in the U.S.
  • Practical Behavioral Finance Solutions to Improve Plans
  • The Changing World of Tax-Exempt Retirement Plans
  • Rules, Regulations and Audit
  • Best Practices

Memory Loss, Dementia and Alzheimer’s Disease

Lunch & Learn for Doctors

The Mayan Room, Suite 310, 450 Sutter Street, San Francisco
Lunch @ 11:45 am. Presentation and Q&A: 12:05 to 12:55

Baby boomers are taking on a significant portion of their loved ones’ care. Few consequences of old age are as scary and demanding, both emotionally and financially, as Alzheimer’s disease. Alzheimer’s disease is not a normal part of aging. It is a progressive and fatal brain disease that is the most common form of dementia. Our guest speaker, Dr. Elizabeth Edgerly of the Alzheimer’s Association will address:

  • Symptoms and effects of Alzheimer’s disease and other types of dementia
  • How Alzheimer’s affects the brain; causes and risk factors
  • How to find out if it’s Alzheimer’s disease and address a diagnosis
  • The stages of the disease and benefits of early detection
  • Treatment and hope for the future

Cut Your Income Tax Bill in 2013 and Beyond

Lunch & Learn for Doctors

The Mayan Room, Suite 310, 450 Sutter Street, San Francisco
Lunch @ 11:45 am. Presentation and Q&A: 12:05 to 12:55

You may think you are contributing the maximum to your retirement plan. You may be maximizing your 401(k) up to $17.5K... you may even have a profit sharing plan in place up to $51K. But did you know that you can also contribute to a Defined Benefit plan, providing even more opportunity to shelter significant portions of your 2013 and future earned income? Join Integrous’ guest speakers Leonard Roberts of Nicholas Pension Consultants and Christopher Edgar of Dimensional Fund Advisors and learn how you can:

  • Reduce your current and future taxes with custom plan designs
  • Accelerate your retirement savings
  • Attract and retain top talent
  • Protect your savings from market volatility
  • Sell your practice to younger associates in a tax-advantaged way
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