Webinar: Summer economic outlook for small and midsize businesses by Principal

About this webinar

As summer kicks off, we can help you look strategically to the future.

Learn from a diverse panel of visionary leaders, small business owners and champions about the current and future economic and employment trends they expect to impact small and mid-size businesses (SMBs) in this conversation hosted by Principal®. The panelists will share their thoughts on how SMBs can find success throughout this summer and beyond.

Webinar key takeaways:

• Current state of the SMB economy.
• Tips for employers to navigate the opportunities and obstacles they are projected to experience in the next six months.
• Strategies employers can take to help improve employee engagement and reduce the impact on the workplace.

Agenda

Featured presenter(s)

Brian Moran

Moderator

Brian is dedicated to helping business owners achieve their objectives and to run better companies. With his three companies, Small Business Edge, Brian Moran & Associates, and Bricks or Sticks, along with a global team of subject matter experts, Brian leverages 30+ years of experience in the small to midsize business market to assist entrepreneurs with everything from social media to accessing growth capital to expanding into the global marketplace.

Geoff Foster

Panelist

In 2006, Geoff Foster founded Core Technology Molding Corporation where he is the Chief Executive Office and President. Geoff is also an Adjunct Professor in the Department of Applied Engineering Technology at North Carolina A&T State University, where he has been teaching for 18 years. In 2020, Foster was named the Greensboro Entrepreneur of the Year and the Ernst & Young Southeast Entrepreneur of the Year award winner. In 2022, Core Technology was named the Small Business of the Year by the Greensboro Chamber of Commerce, and Small Business of the Year by NC Business magazine.

Jill Johnson

Panelist

Jill Johnson is the co-founder and CEO of the Institute for Entrepreneurial Leadership (IFEL). Founded in 2002, IFEL is a 501(c)(3) non-profit organization with a mission to eradicate the systemic barriers that prevent people from historically excluded populations from having access to the knowledge, networks, and capital required for entrepreneurial success and wealth creation. With over 30 years of experience as a business strategist, Jill is a pioneering voice for inclusive entrepreneurial ecosystems and is especially focused on creating a new paradigm for the access to capital conversation. Jill has a B.A. in economics from Harvard University.

Andrew Sherman

Panelist

Andrew Sherman is a Partner and Co-Chair of the Venture Capital and Emerging Growth Practice firm wide and is based in the Washington, D.C. office of Brown Rudnick. He is the author of 26 books on business growth, capital formation and the leveraging to intellectual property. Andrew has served as an Adjunct Professor in the Masters of Business Administration (MBA) programs at the University of Maryland and at Georgetown University in both the business school and the law school where he teaches courses on business growth strategy. He has also served as the General Counsel to the Entrepreneurs’ Organization (YEO) since 1987.

Kara Hoogensen

Panelist

Kara Hoogensen is Senior Vice President for Specialty Benefits at Principal Financial Group®. During her career at Principal, she’s held a variety of leadership roles, including Vice President for Group Benefits, Chief Executive Officer of Principal Bank® and Principal Securities, Inc., and Managing Director at Principal Funds, Inc. Kara holds a Bachelor of Arts from Central College, along with her Certified Investment Management Analyst® and Certified Employee Benefits Specialist designations.

Webinar Details

Date: Tuesday June 11, 2024

Time: 12:00 - 1:00 PM Eastern Time (US & Canada)

Cost: Free

Language: English(Customized)

Webinar ID: fe128ffb2719

Dial-in Info:

Dial-in number: +1 (312) 248-9348

Dial-in ID:

Dial-in passcode: 3993

Brian Moran, Geoff Foster, Jill Johnson, and Andrew Sherman and their associated businesses are not affiliates of any member company of the Principal Financial Group®.

The Presenters gather their data from sources they consider reliable; however, they do not guarantee the accuracy or completeness of the information provided within this presentation. The material presented reflects information known to the Presenters at the time this presentation was written, and this information is subject to change. The Presenters make no representations or warranties, expressed or implied, regarding the accuracy of this material. The views expressed in this material accurately reflect the personal views of the authors and do not necessarily coincide with those of their employers.

The Presenters do not provide accounting, tax or legal advice. The information and material presented herein is provided for educational and informational purposes only and is not intended to constitute accounting, tax or legal advice or to substitute for obtaining accounting, tax or legal advice from an attorney or licensed CPA.

MBA, CIMA®, and CEBS are education designations only, obtained by the holders by completing the requisite coursework. These designations do not mean the holders are acting in a fiduciary capacity.

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