Two Part Workshop Lunch 'n Learn Event

Please join us for a 2-part workshop lunch ‘n learn event • 9:00 am – 9:30 am: Registration and light refreshments • 9:30 am –11:30 pm: Workshop #1 • 11:00-11:30 am: Registration • 11:30 – 12:30 pm: Boxed lunch and Networking- Introductions of your business to the group for teaming opportunities, supplier diversity stakeholders and increased visibility • 12:30 – 2:30 Workshop #2 These workshops are highly interactive and questions are encouraged! Location: Hosted by Deluxe Cost: • Option 1: Workshop #1, includes boxed lunch, $20 • Option 2: Workshop #2, includes boxed lunch,  $20 • Option 3: Workshop #1 and Workshop #2, includes light refreshments & boxed lunch, $35 Workshop # 1: TEAMING, JOINT VENTURES AND MENTOR PROTÉGÉ PROGRAM TO GAIN A COMPETITIVE EDGE: LEGAL, FINANCIAL & PRACTICAL CONSIDERATIONS If you are a WBE, WOSB, EDWOSB, DBE, Veteran Owned, SBA 8(a), HUBZone, MBE or a small business and looking to escalate the growth of your business, this workshop is definitely for you. Joint ventures, teaming arrangements and the SBA All Small Business Mentor Protégé program help to jump start and increase capacity and capabilities to successfully compete and execute commercial and government contracts. When considering a joint venture, a prime subcontract teaming or mentor protégé arrangement it is crucial to understand and address the legal requirements and potential risks before the agreement is signed. Our featured guest speaker & workshop instructor, Michelle Kantor, Esq., a partner at McDonald Hopkins LLC, and chair of its national Government Contracting Group will identify the key practical and legal issues to address with your potential partner to protect you from bid or size protest challenges, contract default risks, financial risk and minimize disputes with your teaming, joint venture and mentor protégé partners. You will also learn the difference the difference between teaming, joint ventures and mentor protégé relationships to guide you in your decisions to pursue opportunities with other strategic partners. We will also discuss supplier diversity teaming and joint venture agreements and tips to gain a competitive advantage. Topics include: • Teaming, joint venture and Mentor protégé program: demystified • Do’s and don’ts of strategic partnerships • Hard questions to ask your prospective teaming, joint venture of mentor protégé partners • Legal, financial and practical issues to address when forming teaming, joint venture and mentor protégé arrangements • Mentor Protégé, the good, bad and ugly: Lessons Learned • How to protect your certifications and still thrive with Mentor Protégé and Joint Venture arrangements • How small & large businesses can work together legally & ethically Workshop #2: SUCCESION PLANNING & BUSINESS OWNERSHIP CHANGES: BUYING, SELLING AND TRANSFERRING OWNERSHIP IN YOUR BUSINESS: LEGAL & PRACTICAL ISSUES TO ADDRESS If you are a WBE, WOSB, EDWOSB, DBE, Veteran Owned, MBE, HUBZone, or a small business and looking to escalate the growth of your business, this workshop is definitely for you. Making any corporate changes including, Succession Planning, taking on additional investors or partners, Exit Strategies, granting Stock Options, 3rd party Loans, and allowing the wrong investors to acquire ownership interests can seriously compromise WBE, DBE, WOSB, SDVOSB or SBA 8(a), certifications. Michelle Kantor, Esq., a partner at McDonald Hopkins LLC, will discuss crucial issues to address before any changes are made. She will discuss selling your business, buying other businesses, Stock and Asset Purchases, examples of ownership changes that have compromised certifications, large business investors, Mentor Protégé investments and pitfalls, sale price valuations, tips to finance acquisitions and making small business more attractive to investors and buyers. She will also discuss buying government contracts for growth and Novation. In addition, Michelle will discuss certification criteria to understand when considering any corporate changes in ownership and required agency notifications. This session will be packed with great information and questions are encouraged. Topics include: • Corporate restructuring scenarios and tips • Succession Planning with family, employees and outside parties: key considerations • Key issues to consider when allowing ownership changes, equity investors, granting stock options, succession planning actions and other events that can compromise WBE, DBE or other small business certifications • Stock Purchases vs. Asset Sales: Small business and affiliation considerations • Continuity of WBE, WOSB, DBE and other business certifications • Special considerations SBA 8(a) eligibility and continuity, including buying and selling 8(a) long term contracts • Tips in how to ready your business for sale, due diligence • Key Tips and Considerations in Financing transactions • Private Equity funds vs. Small Business Investment Companies (SBIC) • Growing your company through acquisitions or purchase of other companies’ contracts, as well as buying and sell Federal Government Contracts through the Novation process Featured Speaker and Workshop Instructor: Michelle Kantor, Esq., a partner at McDonald Hopkins LLC  Michelle leads McDonald Hopkins' Federal Government Contracting practice group nationwide. She has more than 30 years of experience practicing in federal and local government contracting, procurement law and business disputes. Michelle assists clients in Federal, State and local government contracting and procurement, teaming, joint venture and mentor protégé agreements,, procurement integrity and other federal compliance issues, SBA 8(a), Tribal 8(a), HUBZone, SDVOSB, WOSB, WBE/MBE/DBE certifications and appeals, SBA & DoD mentor protégé submissions, federal contract Novations; government  investigations and whistleblower and suspension and debarment defense, small business succession planning, buying and selling SBA 8(a) and other small business companies and  buying and selling federal contracts through assets purchase. She is a frequent speaker at seminars, conventions and conferences nationwide. Michelle was also named in Crain's Business as the Most Influential Chicago Women Attorneys in August 2017 and in 2018.​