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Wednesday Feb 5, 2025
- Using the Vision Traction Organizer (V/TO) to ensure alignment
The Vision Traction Organizer (V/TO) is a simple and powerful tool for effectively creating your annual plan and ensuring alignment. Take a deep dive into the 8 Questions that make up the V/TO and pressure test your plan for a great 2025.
The 8 Questions we'll cover are:
* What are your Core Values?
* What is your Core Focus?
* What is your (Core) 10-Year Target?
* What is your Marketing Strategy?
* What is your 3-Year Picture?
* What is your 1-Year Plan?
* What are your Quarterly Rocks?
* What are your Long-Term Issues?
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Categories: CCFB Webinar
Wednesday Feb 19, 2025
During this session we will explore steps that your organization can take to build a comprehensive well-being strategy, to support your employees and the overall health of your organization. A comprehensive strategy can include three foundational steps to moving your plan forward: gaining leadership support, building an inclusive well-being strategy team, and utilizing data and measurement to support your initiatives. Regardless of the size of your organization, budget, or experience these steps can help you identify your next steps and put thought into action.
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Categories: CCFB Webinar
Wednesday Mar 5, 2025
During this session, HBK CPA's & Consultants will discuss the following:
Process of passing tax legislation and the challenges President Trump faces in getting support.
Overview of the impact of the Tax Cuts and Jobs Act (TCJA) sunset in 2026
TCJA extension – what can we expected to be proposed to be extended.
Discussion of other Trump campaign tax proposals
How do we plan for 2025 and 2026 income taxes?
Estate planning – what should we do now?
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Categories: CCFB Webinar
