Finance Seminars

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The Cannabis Industry: R&D Tax Credits & 174 Expenses

This presentation discusses the benefits of research and development (R&D) tax credits for businesses of all sizes. The R&D tax credit is a government-sponsored incentive program that rewards companies for investing in innovative projects that push the boundaries of science and technology. The presentation covers the eligibility criteria for claiming R&D tax credits, the calculation…

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Cannabis Banking Today: Challenges, Opportunities, and Future Prospects

With the expansion of the legal cannabis market, financial institutions and stakeholders are encountering unique challenges and opportunities in cannabis banking. This session will delve into the current state of cannabis banking, regulatory concerns, risk management practices, and the evolving landscape of this emerging market. Whether you’re a financial professional, a cannabis entrepreneur, or just…

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Overcoming Chaotic Cannabis Tax Issues

The moment State Question 788 passed, Oklahoma entrepreneurial business owners were introduced to chaotic tax reporting problems. Virtually overnight, certain IRS Tax Code sections took on additional prominence and importance to Oklahoma cannabis business owners and it has not gotten any better since that time. The cannabis industry is wrought with required reporting, compliance and…

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Managing Cash Flow: Best Practices for Canna Businesses

This seminar will highlight importance of and best practices for managing cash flow for cannabis business owners. The following topics will be covered: 1) What is “Cash Flow”, and why it’s important to your business success 2) Cash, controls, and how to make sure you protect this crucial asset 3) How to project cash flow…

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280E & HOW TO SAVE TAXES IN YOUR BUDDING BUSINESS

280E can be a killer. Attendees will learn how to navigate these waters. The 280E definition and the landmark court case that was its catalyst will be introduced. We will focus on strategies that include legitimate deduction maximization that could withstand the scrutiny of an IRS audit and differentiate the various strategies for grows, manufacturing,…

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California Legislative Update: SB 512, AB 1111, AB 687, and AB 374

He will cover in depth: AB 374, SB 512 – Cannabis Tax Bill, AB1111 – Farmer’s Market Bill, AB 687– Delivery Bill, If there is time we can touch on some other cannabis bills going through the appropriations committees in August.

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Beyond Section 280E: The future of cannabis taxation

Led by a Certified Public Accountant specializing in cannabis tax and accounting, explores the future landscape of cannabis taxation beyond Section 280E. The session begins with a comprehensive understanding of Section 280E and its implications for cannabis businesses, followed by an overview of the current state of cannabis taxation. We then delve into predictions for…

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Enhancing Business Efficiency and Risk Mitigation through Integrated PEO and Insurance Solutions

In today’s dynamic business landscape, organizations face a myriad of challenges ranging form complex human resource management to mitigating potential risks. This abstract introduces a forward-thinking business solution that combines the power of a Professional Employers Organization (PEO) and comprehensive insurance services to deliver unparalleled value to businesses of all size. Our innovative approach provides…

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The Roadmap to Funding

In this seminar, we’ll take a deep dive into the planning stages of fundraising. What you need to know BEFORE you start approaching investors. Many entrepreneurs want to bypass important steps in their preparation which can result in a sloppy pitch and uncertainty in their ask. This seminar will provide valuable insights to help prepare…

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The Future of Cannabis and Cryptocurrency: How to Prepare for the Next Wave of Growth

The legal cannabis industry is facing a number of challenges, including a lack of access to banking, regulatory uncertainty, and high taxes. Cryptocurrency, on the other hand, is a rapidly growing industry with a marketcap of over $1 trillion. CannaCrypto Network believes that these two industries can work together to revolutionize both industries. In his…

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The Biggest Missed Opportunity in the Cannabis Industry

The cannabis industry was excluded from $800 billion in PPP funding and $350 billion in EIDL funding. Meanwhile, billions in lesser known tax credits are expiring almost entirely unclaimed by the cannabis industry even though they often qualify. We’ll help you determine if you qualify and how to get as much as $26k per W2…

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The Cannabis Industry: R&D Tax Credits & Other Corporate Tax Incentives

This presentation discusses the benefits of research and development (R&D) tax credits for businesses of all sizes. The R&D tax credit is a government-sponsored incentive program that rewards companies for investing in innovative projects that push the boundaries of science and technology. The presentation covers the eligibility criteria for claiming R&D tax credits, the calculation…

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Employment Practices Liability in the Cannabis industry

Going back to Texaco, Anita Hill, WJC, Baker McKenzie etc. through to present day and including the past 6 years of the #metoo movement (Weinstein Companies, etc); employment practices liability including discrimination, harassment, termination, retaliation, Covid 19, biometrics, failure to hire, invasion of privacy allegations, and so many other perils have been on the minds…

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Top 10 Chaotic Cannabis Tax Issues

IRS Tax Code sections have significant prominence and importance to cannabis operators. Is it really true “There are no tax deductions in the cannabis industry”? It all starts with IRC 280E, expands to IRC 471, and from there goes to a whole other level of required reporting, compliance and exposure. 5 years ago, Oklahoma entrepreneurial…

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Tax Diversity and Retirement

Learn different ways to plan for retirement through the use of traditional and non-traditional financial tools.

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Financial Hygiene for your Cannabis Business

This session will cover how to maintain excellent Financial Hygiene as a Cannabis Business Owner or leader. Participants will learn how to better protect their Assets by establishing and following strong SOP’s in addition to learning what to expect from their Accounting department on a daily, weekly, monthly, quarterly, and annual basis!

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Can Crypto Save the Cannabis Industry

Despite being legal in a growing number of states for either medical or recreational use, cannabis is still illegal under federal law. This regulatory uncertainty has effectively locked the industry out of the traditional financial system. On the crypto side, the overall market capitalization in January 2023 is about $1 trillion from $10 billion at…

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A Blunt Look at Mississippi’s Marijuana and Hemp Laws and Regulations

“A Blunt Look at Mississippi’s Marijuana and Hemp Laws and Regulations” will provide an in-depth view of the status of Mississippi’s current laws regarding Marijuana and Hemp, what future changes could occur during the 2023 Mississippi Legislative Session, and things you may not know about the programs.

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Successful Start Ups Must Knows

Cannabis is an expensive industry to break into, so learning how to raise capital is key. Perception of a business’s professionalism matters, especially in the cannabis industry. During this session we will learn the basics of lender and investor preparedness. Because your preparedness when 1st approaching and connecting with the capital markets will directly affect…

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A New Era: Preparing for Success in Virginia’s Emerging Adult-Use Cannabis Market

Adult-use cannabis sales are on the horizon for 2024 in Virginia, despite the industry structure still requiring a second legislative vote in 2023 and the recent reintroduction of some criminal penalties for possession. As the first southern state to legalize cannabis for adult-use, Virginia offers opportunities for investors and entrepreneurs to enter and dominate a…

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High Times: Building a Cannabis Company Culture That Fosters Happy, Healthy Employees

Company culture is everything. Yes, the labor market is tight, employee recruiting and retention is challenged by the “Great Resignation” still in full swing, and good benefits don’t come cheap. But a company is nothing without happy, healthy & high-performing employees. This session will unveil HUB’s proprietary tools to help organizations understand who their employees…

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Recruiting and Retaining Talent, Creative Rewards

This interactive presentation and discussion will discuss turnover and top reasons for turnover in the Cannabis Industry. Insights about the availability of crop, product liability, property and health care insurance options for mature and start up businesses will be shared. Innovative ideas for the creation of inexpensive and other rewards that do not require the…

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Legitimate Payments & Loyalty for Dispensaries

Securely accept ACH, Debit, or Crypto payments and expand your customer base while enticing clients to come in more often, all without the burdens of accepting cash. POLN8 brings decades of franchise industry experience to the cannabis community.

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Back Office Bungle – Handling the afterthought of cannabis

Cannabis businesses, despite the obvious regulatory and financial hurdles, should be run in the same manner as any other business. The CEO of Coca-Cola doesn’t make business decisions without knowing the opportunities, risks, and rewards. Cannabis businesses should strive to operate in the same way. Whether a cannabis business is in the startup phase or…

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5 Keys to Raising Capital in Cannabis CBD Hemp

Cannabis is an expensive industry to break into, so learning how to raise capital is key. Perception of businesses professionalism matters, especially in the cannabis industry. During this session we will learn the basics of lender and investor preparedness. Because your preparedness when 1st approaching and connecting with the capital markets will directly affect how…

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A conversation with Raekwon and CitizenGrown

What do hip hop, social justice and brand building have in common in cannabis?  Join us for a conversation with hip-hop legend, Raekwon of Wu-Tang fame, on his new brand, Compliments of the Chef, why he entered the cannabis space with social justice company CitizenGrown, and how celebrities are bringing more than star-power to cannabis…

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Nano is the future

Nano solutions are the future of the cannabis industry. Nanotechnology creates water soluble particles that speed up the process at which the body can process THC, resulting in faster onset times, in many cases as low as 15-20 minutes. This allows cannabis companies to provide customers with a fast acting and easily dosable edibles option,…

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Accounting & Tax Strategies For Your Budding Business

• Definition of IRC 280E • Overview of types of cannabis touching entities • Edmundson, Champs & Olive tax cases • GAAP Cost Accounting- necessary compliance for Cost of Goods Sold (record keeping & direct cost strategies) • Entity structure and tax implications (sample P&L for retail and frow/processing) • Miscellaneous tax forms (8300) •…

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How cannabis businesses can prepare to scale for continuous growth

The cannabis industry is growing significantly, set to increase in the tens of billions over the next few years. Dispensaries must lay the groundwork now to capitalize on that future growth. Technology will play a major role in this scaling up. Choosing the right point of sale, payment systems and tech stack is crucial. At…

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The Path of Seed to Sale, from Tech to CannaTech

The path from seed to sale is ripe for taking advantage of technologies and standards that other industries have built through trial and error. Learn from our expert about how data standards, simple barcode and RFID data capture, the use of a private blockchain to share data among trusted partners, and security technologies such as…

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Working In Weed: Employment Agreements and Matters in the Cannabis Industry

Many businesses often overlook their contractual relations with their employees and/or contractors. Whether it is about non-disclosure agreements, employment contracts, or any other cannabis business matters, Vijay hopes to provide some important legal guidance to all cannabis business owners.

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Insurance 101: Managing Risk as You Scale Operations

When starting or expanding a business, there are a ton of considerations that are taken into account from an operational perspective. More often than not one aspect of having a fully functioning business that is overlooked is your insurance and risk management program. This session will give you the background of the basic types of…

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Growing Pains: Securing Cannabis Real Estate in the Tri-state Area

Securing the right real estate is one of the most important factors that can lead to the success or failure of a cannabis business. In addition to considerations any business might face such as convenient locales, renovation costs, parking availability, or upholding building codes, each state and municipality often have complex additional varying statutes to…

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Breaking into the cannabis industry, what opportunity to choose?

Breaking into the cannabis industry. How to choose? This session will focus on new entrepreneurs that are entering the industry and how they will choose their cannabis career path. Since most of the attendees that come to MCBA are new entrepreneurs, they will benefit by understanding exactly what the right path is for them. This…

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Making Sense of Cannabis Related Data

Through a real world look at operational data related to wholesale cannabis sales, order fulfillment and direct customer feedback related data, the presentation will help owners/operators of cannabis related businesses understand how to source basic data related to their operation. Specific examples including use of social media, eCommerce, inventory management and other tools are highlighted…

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Farming Your Future: Navigating Compliance, HR, and Payroll in a New Decade

Often overlooked, Payroll, HR and Timekeeping can drive your business to success or failure. Learn the essentials from a payroll professional. Teresa will discuss 1099 vs. W2, employee handbooks and job descriptions, HR/OSHA compliance and the legal ramifications of not having an electric timekeeping system. For those knowledgeable in cannabis but not as strong in…

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Life after SAFE Banking — Unlocking Payments, Lending, and Other Financial Services for your Cannabis Business

The cannabis banking problem is well-known, but is often misunderstood. In this session, join Dan Roda, CEO of cannabis financial platform Abaca, for a discussion of the continued evolution in the availability of key financial products to cannabis operators. This presentation will include an overview and comparison of new lending and credit products for cannabis…

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The Future of Indoor Cultivation

With a rapidly increasing number of Cultivation Operations, it is critical for your business to focus on efficiency and profitability in order to achieve long term success. Join us to explore some of the most common costly mistakes and learn ways maximize your operation’s profitability. – Avoid common costly mistakes – Gain a better understanding…

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Cannabis License Opportunities in New York and New Jersey

Learn what cannabis licenses are available in New York and New Jersey and the best practices to win a license in each state.

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Financing your Cannabis Business

Discuss the best ways of financing either a startup or existing, plant-touching cannabis business. Answer such questions as; Is debt or equity better? How much “skin in the game” do I need? How to work with cannabis lenders? How do lenders make their decisions?

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Developing a Culture of Allyship in Your Organization

A diverse workforce is the first necessary step towards fostering equity and promoting inclusion. Many organizations that tout a commitment to diversity, equity, and inclusion struggle with seeing the benefits of a diverse workforce on their bottom line; organizations that are not innovating will not survive. This interactive session will challenge attendees to take their…

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Michigan Cannabis Real Estate

The presentation will provide an overview of Cannabis real estate from a legal and licensing perspective, walking purchasers and sellers through the process of buying or selling real estate for a licensed cannabis use. Scott will educate buyers and sellers of cannabis real estate on the potential issues faced in cannabis real estate transactions, as…

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Accessing Debt Capital for Your Cannabis Operations

We will be providing a various examples of available capital including comparing equity versus debt. We present in a highly, interactive format with questions and audience participation that focus on their particular businesses and financing needs. Our presentations are generally widely attended and past feedback has been overly positive.

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Essential Regulatory Considerations for Dispensaries

The Oklahoma Medical Marijuana Authority has numerous rules and regulations for opening and running an Oklahoma Medical Marijuana Dispensary. Please join Vijay as he covers a variety of topics that are essential to anyone who owns or plans to own a Dispensary in the State of Oklahoma. Learn about how the following topics can impact…

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Into the Weeds: A Deep Dive into 280E Cannabis Caselaw

The evolving cannabis industry offers exceptional opportunities for growth; however, cannabis businesses also face complex and challenging issues ranging from compliance with changing state and federal regulations to adherence with Section 280E of the IRS tax code. In this highly-regulated industry, we know that confusing accounting and tax laws can make running your business difficult….

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Strategically Navigate Oklahoma’s Cannabis Tax Frontier

The moment State Question 788 passed, Oklahoma entrepreneurial business owners were introduced to a brand new industry….tons of upside opportunity, but attached with complex tax and reporting ramifications. Virtually overnight, certain IRS Tax Code sections took on additional prominence and importance to Oklahoma cannabis business owners. It all starts with IRC 280E, expands to IRC…

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Getting More Out of Cost of Goods Sold

Because of IRS Code 280E, expenses and credits are disallowed as deductions for income tax purposes.  However, Cost of Goods Sold are considered adjustments to gross revenue.  We will explore the code sections related to inventory and COGS to maximize the expenditures allowed for COGS. Harley Sherman will discuss what expenditures are allowed as cost…

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Managing Cash Flow in a Period of 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.  Alicia Cannon’s goal is to take the mystery out to your financials.  She will show you how to read…

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Cannabis Business and Banking Solutions

There is a common misconception that cannabis businesses cannot transparently bank their businesses. There are a handful of banks here in Michigan that accept cannabis businesses openly. Allison will explain how lending works and what unique circumstances cannabis lending holds, as well as how businesses can save money utilizing alternative payment options in their banking…

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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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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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