GWDC | SBAC Speaker Series – Critical Success Factors and Monitoring: What Successful Business Owners Know

We will demonstrate how to establish critical success factors (CSFs) for your business, why they are important and how to choose suitable key performance indicators (KPIs). What you can measure, you can manage. The implementation of a KPI system helps align your short-term performance to your long-term business goals by showing whether or not you are on target for the longer term objectives.

We will also look at cash flow as a CSF because if a business runs out of money it will cease to exist.

As a uniquely-skilled CPA and experienced business owner, I add value to our client relationships by proactively working with business owners to overcome challenges and have a clear vision for their business.
Sue is the Treasurer of the Chicago Chapter of the National Association of Business Owners (NAWBO) and a member of the Lake County Athena Power Link Governing Board.

Sue is a member of the AICPA and National Association of Tax Professionals. She previously served on the Village of Gurnee Chamber of Commerce founding Board of Directors and many other organizations.

Specialties: Business planning: cash flow projections; tax preparation and planning for corporations, LLC and partnerships; multi-state taxation; accounting system implementation; accounting and bookkeeping services; compilations and reviews; IRS and state representation.

We also provide tax planning and preparation for highly-compensated individuals, executives, property owners and those with complex tax situations.

$15 includes speaker event, business networking, and full breakfast. Register here.

GWDC | SBAC Speaker Series: Healthcare Reform: What You Need to Know NOW for 2015

The Affordable Care Act continues to confuse many business owners with the ever-changing rules and regulations. If you are currently working on your group health plan renewal or trying to figure out if the 2015 Employer Mandate applies to you, this seminar will provide some meaningful guidance. Please join the GWDC and Carrie Espinosa of Horizon Benefit Services for a seminar that will help you prepare for and navigate the coming changes. The presentation includes:

  • Overview of reform: Past, Present, and Future 
  • Brief on the employee benefits landscape
  • ACA plans and the impact to employees
  • Coming soon: 2015 ACA Regulations
  • ACA Reporting Requirements

As an employee benefits advisor, Carrie has experience helping employers design benefit plans, which help them to attract and retain top talent, while keeping a keen eye on value and cost. As an indepenent broker, Carrie presents clients with plans from the top carriers and provides perspective in an ever-changing landscape. She is well versed on the Affordable Care Act and what it means to employers. Carrie values the relationship with her clients and is happy to extend the care and attention provided to them to their employees as well.

$15 includes speaker event, business networking, and full breakfast.  Click here to sign up!

SBAC & Tribeca Flashpoint Academy’s “Making the Most of Email Marketing”

Despite being one of the oldest forms of online communication, email is still the leading way to directly interact with your customer base and audience. Having a proper grasp of email marketing allows you to customize messages and develop specific content based on your customer’s needs, which can help to draw in more business and keep audiences engaged and informed.  Join Digital Professional Institute and the Small Business Advocacy Council as they welcome Jason Abrams, the director of marketing for Rightsize Facility Performance, who will discuss how to utilize the powerful tool of email marketing.

Topics Include:

  • Differentiating between types of marketing emails and how to use them for developing a comprehensive email marketing strategy
  • Utilizing best practices when creating and growing email distribution lists
  • Executing optimized email campaigns for customer segmentation, metrics, analytics, and testing
    Creating engaging and compelling emails for your customers 

To RSVP for this event, please email Jake Zine

GWDC | SBAC Speaker Series: When Your Prospect Goes Quiet

Re-engaging the prospect who went quiet is not as difficult a proposition as one might think.  Learn how to approach the situation from Dr. Norman Roth of Roth Sales Enhancers as he presents proven methods for engaging silent prospects and ways to keep them from going silent in the first place.    

Norman Roth has been called a “Top Sales Trainer” and was cited in The Wall Street Journal as a “talented, powerful Manager, Trainer and New Business Developer.”  After over 40 years in the corporate world of sales, marketing management, and senior management, he has decided to use that successful experience to assist small business and startups get a “jump start” on their business success by offering training, and coaching at NO COST.  Norman has also been called upon to speak at universities in their Business and Marketing Departments, has authored and presented CEC courses and is a certified speaker. 

The Speaker Series offers firsthand accounts from successful business people who will discuss their journey from business idea inception to fruition, providing a rare glimpse of their story that covers the steps and challenges to their present success. $15 includes speaker event, business networking, and full breakfast. Click here to sign up.

GWDC | SBAC My Entrepreneurial Journey: Defending Your Business from Fraud

When it comes to Fraud, the bank is where the rubber meets the road; where money could potentially leave your accounts due to fraudulent transactions or other mismanagement.  Learn how to protect your organization from becoming a victim, instead of chasing money after it is long gone from your safekeeping.  You will hear examples of fraudulent activity affecting companies, and how organizations can protect themselves from internal and external attacks.  Protect your reputation and that of your organization, and recover quickly without losing client/vendor confidence if fraud occurs.  If fraud happens, however, learn what steps an organization should take in recovery.

Kristen L. Saranteas, CTP, Senior Vice President – Treasury Services at Wintrust Financial Corporation, has over 20 years in sales and management experience in the treasury management industry.  At Wintrust, Kristen leads the Treasury Management Sales, Support and Solutions teams, bringing solid expertise and unique skills well-suited for a sales and service discipline.  Prior to joining Wintrust, Kristen was SVP & Regional Head of Cash Management at RBS / Citizens / Charter One.  Kristen’s educational background includes two Bachelor of Arts degrees in International Studies and Spanish from Miami University in Oxford, OH.  In addition to her membership in the Association for Financial Professionals and participation as a frequent speaker at the Windy City Summit in Chicago, Kristen has also been a speaker at several other industry conferences across the country, including the National Automated Clearing House Association, Payments Authority, Northeast OH Treasury Management Association, Treasury Management Association of New England, Ohio GFOA and TEXPO.  Her experience in the Treasury Management field has been noted throughout the industry.

Participants will be offered, during each session, two or three tips or ‘take-away’ pieces of information to use now within their own business. Participant questions are welcome after each presentation.Networking is encouraged before and after each event. Click here to sign up.

The Digital Marketing Ecosystem

Join the Digital Professional Institute and SBAC for a workshop that will teach you how to define Digital Marketing and its strategic role for your business.

You’ll learn how to identify the different components of the digital marketing ecosystem so that you can engage your existing customers and continue to bring in new clients.

This workshop is perfect for small business owners and entrepreneurs looking to strengthen their digital strategy, promote their business across new mediums, or just develop a better understanding of marketing in the new technological age.

By the end of the workshop you will be able to:

  • Understand the shift in marketing to digital channels and tools
  • Describe how Digital Marketing can be used to communicate with customers at different points of the customer journey&
  • Articulate how different types of companies can leverage Digital Marketing components strategically to meet their business goals

Click here to register for the SBAC member rate of $25.

Click here to register for the SBAC non-member rate of $35.

Daily Herald Business Edge Newsmakers’ Forum – Managing a Family Business

Please join the SBAC and the Daily Herald Business Ledger for this Newsmakers’ Forum including networking, buffet lunch and panel discussion. The forum will feature the following guest speakers:

  • Warren Jacobsen, President and founder of Horizon Capital Advisors, LLC
  • John Matejcak, Vice President, First American Bank
  • David Hight, partner in the law firm of Ice Miller
  • Lisa Tomsheck, President of Arthur Clesen, Inc. and representing the Chicago Family Business Council (CFBC).

Topics to be addressed include defining management roles, conflict and resolution, transfer of ownership, grooming the next generation and the development of an advisory board.

SBAC Member Discount

SBAC members get a 40% discount on the regularly priced tickets of $45 by using the promotional code: CHA. To attend, please RSVP by August 4.

GWDC | SBAC My Entrepreneurial Journey: Utilizing Vision for Business Growth

“Utilizing Vision for Business Growth: A Small Business Secret Weapon”

Kim Kleeman is President of Sunbeam Marketing Solutions, located in both Glenview and Chicago at 1871. Kleeman leads Sunbeam Marketing Solutions, LLC providing inspiration, motivation, and innovation with a clear vision.  Sunbeam serves companies seeking growth by strategically addressing their future needs. This approach drives Kim to build teams with multiple and complimentary marketing successes. Kleeman believes a Combination of Skills Equal a Factor Greater than the Sum of our Parts.  Kleeman’s favorite quote, “What would you attempt to do if you knew you could not fail?”  by Robert Schuller, provides a path to think beyond the present, plan for the future using data from the past, and encourages a positive culture of innovation and, “What if’s!”

My Entrepreneurial Journey is the exciting new direction of our monthly Speaker Series that will meet the needs of area business people seeking to expand their business and entrepreneurs seeking to start a new business in the Greater Waukegan area. It will provide a rare glimpse of their individual stories covering the steps and challenges they encountered in order to get to their present success. Sometimes we will bring in Subject Matter Experts (SME) who can help us avoid mistakes along the way.

Participants will be offered, during each session, two or three tips or ‘take-away’ pieces of information to use now within their own business. Participant questions are welcome after each presentation.Networking is encouraged before and after each event.

$15 includes speaker event, business networking, and full breakfast. Click here to register.

GWDC | SBAC My Entrepreneurial Journey: Guy Viti Insurance Agency

My Entrepreneurial Journey Speaker Series offers firsthand accounts from successful business people who will discuss their journey from business idea inception to fruition, providing a rare glimpse of their story that covers the steps and challenges to their present success. $15 includes speaker event, business networking, and full breakfast. Click here to register.

Anna Maria Viti-Welch is President of Guy Viti Insurance Agency which specializes in helping businesses understand the importance of protecting their assets in today’s changing world. Anna Maria is also involved in business development and has some key points for all business owners to follow. Through proper business development and promotion you have the power to make your company a trusted and well known name in your industry.

Anna Maria has spent over 30 years working in the insurance industry. She has grown and managed a family business for the past 15 years and has branched into the Chicago area turning the company name into a highly trusted and regarded insurance source for many in Illinois. Anna Maria has helped to protect business owners through consulting, exceptional service and countless presentations

Newsmakers Forum – Business of Sports

This Daily Herald Business Ledger forum will be focusing on “Business of Sports”. 

The event will include time for networking, a buffet lunch, and a panel/discussion on the session’s topic. To attend, please RSVP by the cut off, June 16th! 

SBAC members get a 40% discount on the regularly priced tickets of $45 (including lunch) by using the promotional code: CHA. 

Speakers for this lunch include: Hub Arkush, Publisher & Commentator, Christian Spears, Associate Athletic Director at Northern Illinois University, & Bradley Stephens, Mayor of Village of Rosemont.

For more information about the forum, contact Andy Zielonka at 955-3593 or by email at

Attached is the official event flyer.