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Finance Seminars

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Fraud Detection and Prevention

Fraud is rampant in the marijuana industry. To protect your business means being armed with the knowledge necessary to detect and prevent fraud from business partners, employees, and customers. This presentation will provide you with that knowledge, taking you through the mindset of fraudsters, the various means they commit fraud, and how to prevent, detect,…

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Smart Tax Planning and Accounting Strategies for Your Budding Business

In this session Dani Espinda will educate cannabis businesses how to structure their business appropriately and navigate the state and federal tax laws unique to their industry. She will discuss:  Best Options for entity/corporate structure for your budding business  Federal Tax Overview  State Tax & Local Tax Overview  Tax Strategies …

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Government Relations – Writing Your Own Future

In this presentation Ezra will focus on the importance of including government relations as a strategic part of your business plan.  Government regulation and tax rates imposed on the marijuana and hemp industries determine the profitability and viability of your business plan.  Don’t let others write your future!  Stay engaged with your regulators and ensure…

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Cannabis Business Operations: The Basics Of What You Absolutely Need To Know If You’re Going To Operate In This Industry

This seminar will start by giving context to the current legal landscape of the cannabis industry. With this in mind, Erik will cover recently adopted rules impacting canna-business operations. There are two key players when operating in this highly-regulated industry: true parties of interest (TPIs) and the Washington Liquor and Cannabis Board (LCB). Understanding who…

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Getting Banked: How to Get a Bank Account for Your Cannabis Business, and Keep It!

It’s a common misconception that the cannabis industry is unbanked. While compliance burdens inhibit many banks from entering the cannabis space, options do exist. In this session, you will learn about the current cannabis banking landscape, how banks view the different tiers of marijuana related businesses, and how you can get a bank account for…

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The Importance of Professionalism In The Cannabis Industry

What defines a professional? This will cover the various aspects of what it means to be a professional. The importance of why a high standard of professionalism is important to the success of any industry, especially this one. Scott Brodsky will educate those who may not have had any experience working in a professional environment…

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Partnering with Private Equity

Finding the right financial partner is critical to your success. So is how to structure a deal. Pete Okrasa will educate attendees on the mechanics of getting their business interesting to investors.

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How to Choose Software to Grow Your Canna-Business

The complexity of operating a cannabis business means the right software systems can be the difference between success and failure. Sean will help business owners prioritize growth with a simple strategy of ‘The Software Hierarchy of Needs.’ He will provide business owners with the tools to choose the software that is right for their business.

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Into the Weeds: A Deep Dive Into Cannabis Case Law

Recommendations on best entity structures to minimize tax burdens related to 280E. An in depth look at relevant court cases and their impact on cannabis business owners. Best practices for business expenses through entities to maximize deductions. Ryan Milam will educate attendees on how to best minimize tax burdens in the cannabis industry.

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Unity and Beyond: Staying Compliant in a Sea of Change

With SQ 788, Oklahomans created an anomaly—a cannabis free market. A year in, is this still the case? Given Unity, trailer bills, and OMMA’s expanded rule-making authority, what’s next? How do you stay compliant in this sea of change? Sarah Lee Gossett Parrish will provide attendees with practical ways to recognize and resolve compliance issues,…

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How to Operate a Compliant and Profitable Schedule One Business in Oklahoma

Logan Jones will provide guidance and counsel to business owners and operators on the formation and successful operation of these businesses given the evolving legal, legislative, compliance and regulatory environments.

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Human Resources and the Cannabis Industry

The field of human resources management is influenced and shaped by state and federal laws governing employment issues. Edana Koehler will discuss compliance pitfalls, employment laws, and human resources legal requirements.

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Cannabis Business Regulatory Compliance and Risk Mitigation Strategies

Kyle England, a former Colorado cannabis regulator, will provide attendees with information critical to developing risk-adverse compliance programs and SOPs through the identification of administrative agency enforcement practices. Attendees will gain insight on real-world administrative enforcement practices by state and local cannabis agencies and procedures for avoiding the potentially catastrophic penalties imposed on non-compliant businesses…

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Cannabis Curriculum

The Cannabis Curriculum explores the historic uses, current applications and future possibilities of industrial hemp and medicinal cannabis while also highlighting the negative social effects associated with marijuana prohibition. In this seminar John Dvorak will provide a general overview of as many topics relating to cannabis as possible, including the “green” aspects of hemp, the…

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Taking Control of Your Business and Financial Results During Rapid Growth

Business success requires that you learn how to measure your financial results, identify the activities that are sabotaging them and then know how to correct those mistakes efficiently and sustainably. You have to have financial optics. My goal is to take the mystery out of your financials. I will show you how to read and…

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What to Know About Banking Your Marijuana Businesses Locally

Banking Marijuana is difficult because of the complicated reporting required by the federal government. To ensure the safety of your money, you should choose an institution that meets its federal obligations and does not try to work around them. In this seminar James Dimitriou will educate licensees on how and where to obtain banking services…

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Cannabis Business Planning: From Licensing to Exit Strategy

Cannabis entrepreneurs are required to become experts in all areas of their respective businesses. In this session, attendees will learn about the important functional areas any cannabis business owner or entrepreneur will need to master quickly. The education provided by this session will not only serve as a foundation for other sessions that are narrower…

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Protecting Your Green: Utilizing Payroll, HR and Timekeeping to Your Advantage

For those knowledgeable in cannabis but not as strong in back office practices, this session is for you. Often overlooked, payroll, HR and timekeeping can drive your business to success or failure. Learn the essentials from a payroll professional. Teresa Kearney will discuss 1099 vs. W-2, employee handbooks and job descriptions, HR/OSHA compliance, timekeeping (buddy…

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Maximizing Deductions for Your Budding Business: Proper Accounting & Recordkeeping

280E can be a killer. Learn how to navigate these waters. The emphasis in this class is on how to maximize deductions that would withstand the scrutiny of an IRS audit, and learn about landmark court cases, P&L for each vertical, and the pros and cons of LLCs and Corps. Sandy Suchoff will educate attendees…

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How a 401(k) Plan Gives an Edge to a Cannabis Company to be Even More Competitive

Cannabis companies want their workplace to look like the non-cannabis world. A 401(k) plan gets the cannabis industry a long way toward that goal. Learn how a 401(k) plan helps cannabis companies recruit, retain, and reward a committed workforce.

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Access Debt Financing for your Cannabis Business

Lead Funding will be discussing alternative financing options for Cannabis business owners.  In particular, a discussion about the benefits of utilizing private debt financing to finance an existing retail or grow operation.  When anti-cannabis banks say “No”, Lead Funding says “Yes”.

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