Client Lunch Handouts
Some of our Client Lunch presenters provide handouts to accompany their discussion. Below is a growing list of
the topics that have been discussed.
GFH Insurance Agency, Inc.
presented by Gerald F Hemphill, CIC, LUTCF
Alan Weiss Presentation
Secrets of the Ultimate Consultant: How to compete against anyone, in any economy, and maximize your fees in the process
Tax Changes and Planning
presented by Thomas J. Herr CPA, P.C. and Christopher J. O’Keeffe, CPA, L.L.C.
Bridging the Generational Gap
presented by Karin Winiarski, Side Tilt
Financial Planning
presented by Lisa H. Byles, Byles Financial Planning, LLC
Tech on a Shoestring
presented by Brian Korte, Brickworkz LLC
Information Technology & Telecommunications Brokers
presented by Danielle Luck, Take-A-Byte
IP Telephony Brief
presented by Dave Peterson, Central Virginia DataComm
Branding & Marketing
presented by Matt Potts, Terra Firma Marketing
How To Collect Debts in Virginia
presented by Samuel Kaufman, Esq., Law Firm of CowanOwen, PC
Decisions, Decisions...How To Evaluate Risks and Uncertainties
presented by Jeff Horton, Principal, Consulo Group, LLC
Retirement Plans
presented by Mike Lewandowski CPA, MBA, Investment Advisor Representative
Quick Books Agenda
presented by Donnie Oliver, Accounting Accuracy, LLC
Small Business Leadership
presented by Steve Perez, Journey Business Development, LLC
The Three Biggest Sales Mistakes Small Business Owners Make
presented by Will Turner, Dancing Elephants Achievement Group
Exit Planning Considerations For Business Owners
presented by Dean E. Heinberg, CPA, CVA, ABV, Valuation One, LLC
The Healthy Computer, A Seven Point Tune Up
presented by Patrick C. Wettstone, Managing Partner, Mr.Tech Support.

Make an appointment with Billy Ellyson, or call 804-780-0880 x2