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Business Management Success Seminar Series

DFCU Business Banking offers a wide range of management seminars to help improve operations and profitability.


From tax planning, to marketing advice, to succession planning, to cyber security, our business management seminars are designed to provide helpful tips to our business members. Targeted to those who've owned or managed a business for two or more years, attendees are sure to walk away with valuable knowledge. All seminars are hosted free of charge at a DFCU location.

Download the entire 2017 Management Success Seminar Schedule here. 

Business Plans to Help Grow Your Business

Together with Goldman Sachs and the National Association of Women Business Owners of Greater Detroit, please join DFCU Financial for a seminar on how to create a business plan that is essential to the positive and upward growth of your business. During this panel discussion, you will have the chance to hear from existing business owners and industry leaders how they've achieved this. Other topics we will cover include:

  • Strategies to prepare for business growth
  • Building relationships with funding providers
  • Lead generation and business development tactics
Dearborn-Fairlane Branch
Friday, February 3rd 8:00 am - 10:00 am


For more information, download this printable PDF

Register for Business Plans to Help Grow Your Business

Let's Talk Numbers

Creating strong business financials and a business that works for you. During this seminar, we will cover:

  • Developing key performance indicators and metrics to manage your business
  • Developing a revenue and profit budget
  • The profit equation
Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood)
Thursday, February 9th 7:30 am - 9:30 am 

Register for Let's Talk Numbers

Transition and Succession Planning

Do you have a succession plan of how to properly deal with ownership change? Having the necessary two to ten year plan will help make the transition smooth. In this seminar, we will cover:

  • Planning for succession and transfer approaches
  • Tax consequences and valuation methodoligies
  • Legal concerns
  • Optimizing value 
  • Meeting your personal goals
Presenters:
David Waymann of Advicoach, John T. Carter, JD, CM&AA of Insyght Legal, Don Madhavan, JD/LLM of Schlaupitz & Madhavan

DFCU - Livonia Branch
Thursday, March 16th 7:30 am - 9:30 am 

Register for Transition and Succession Planning

How to Acquire Investment Real Estate

Finding the right piece of commercial or residential investment real estate can be a difficult task. Being in the know, and having the proper plan in place to acquire investment properties will save significant amounts of time and money. During this seminar we'll cover:

  • Financing Options including traditional financing
  • 1031 exchanges 
  • How to find the right property for you 
Presenter: Karen Mendelson of Property Exchange Company

DFCU - Livonia Branch
Thursday, April 6th 8:00 am - 10:00 am 

Register for How to Acquire Investment Real Estate

Differentiate Yourself in Your Marketplace

Are you interested in gaining a competitive advantage that ensures customers come to you rather than a competitor? Understand your customer and stand out from your competition. This seminar will focus on:

  • If you think its about price, think again
  • The underpinnings of a good marketing strategy and plan
  • Marketing messaging, return on investments, and digital platforms
Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood) Branch
Thursday, April 20th 7:30 am - 9:30 am 

Register for Differentiate Yourself in Your Marketplace

Social Media Strategy

Communication is key. Creating a robust social media plan is the foundation of gaining customers, support, and growing your business. During this seminar, we will cover: 

  • Setting social media goals
  • Creating a social media marketing plan
  • Developing your message
  • Content building
Presenter: Sarah Schultz, Director of Social Publishing, gtb

DFCU - Dearborn (Fairlane) Branch
Thursday, May 5th 7:30 am  - 9:30 am 

Register for Social Media Strategy

Building a Great Team

Need to build a great team to grow your business? During this seminar, we will discuss how to do just that, while avoiding the hiring traps that many employers face. Building your team is more than just finding qualified employees.Topics will include: 

  • A-Z elements of a robust hiring program
  • Accountability and performance incentive plans
  • People doing the right things and rowing in the same direction
Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood) Branch
Thursday, May 11th 7:30 am - 9:30 am 

Register for Building a Great Team

SBA Roundtable

Together with the Small Business Administration (SBA) and the Michigan Small Business Development Center (SBDC), DFCU Financial is proud to host a free roundtable on small business lending. This seminar will focus on the SBA Guaranty Loan Program, and criteria used to evaluate a loan request. 

DFCU - Dearborn (Fairlane) Branch
Thursday, May 18th 9:00 am - 12:00 pm

 

Register for SBA Roundtable

Business Owner Advisory Panel

As a business owner, you've had to work hard to build your business, and you work hard to maintain it. This is an interactive panel made up of local professionals who will answer your questions with your business in mind. Learn about common mistakes business owners make, and business strategies that you may have overlooked. 

Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood) Branch
Thursday, June 8th 7:30 am - 9:30 am 

Register for Business Owner Advisory Panel

Cyber Security

Daily life, including your business, depends on the stability of a safe cyberspace. As we become more reliant on conducting business through modern technology, knowing how to protect yourself and your business is crucial. During this seminar we will cover the following topics:

  • Protecting infrastructure
  • Sharing information
  • Protecting your customer base against fraud
Presenter: Charles Lobert of Vision Computer Solutions

DFCU - Livonia
Thursday, June 15th 8:00 am - 9:30 am 

Register for Cyber Security

How to Manage Investment Real Estate

Real estate is a big investment. Learning how to manage your overall real estate portfolio will help keep you on track to success. During this seminar we will cover:

  • Asset allocation
  • Portfolio management and diversification
  • Defining your investment strategy
DFCU - Livonia Branch
Thursday, October 19th 7:30 am - 9:30 am 


Tax Planning

Make your money work harder for you by maximizing profits and paying less in taxes. During this seminar, we'll cover:

  • Deductions
  • Tax payment options
  • Acceleration and Deferral strategies
  • Bonuses and employee benefits
DFCU - Dearborn (Fairlane) Branch
Thursday, November 16th, 7:30 am - 9:30 am 


 

NCUA Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government.

 

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DFCU Financial - Copyright © 2017 - Dearborn, Michigan - All rights reserved

While the DFCU Financial Board of Directors intends to pay Cash Back every year, and has done so since 2006, Cash Back is not guaranteed and will depend on our financial performance and other factors. Annual Cash Back payments are limited to an aggregate of $25,000 for each tax-reported owner. The IRS requires that Cash Back for an IRA be paid to the same IRA account, and that it be open when Cash Back is deposited. Cash Back to Business Banking members is subject to additional terms. Anyone who causes DFCU Financial a loss for any reason is not eligible for Cash Back.