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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. 

Strategic Planning

Breathe life into your strategic plan, and maximize the resources of your business. Formulate sound, appropriate strategies to make your strategic plan happen. During this seminar, we will discuss:

  • A GPS for your business
  • Key questions and strategic plan answers
  • The Strategic Plan
  • Organizational alignment and focus
Special guest speaker Kathryn Baker of Advicoach

DFCU - Dearborn (Fairlane)
Thursday, September 7th 8:00 am - 9:30 am 

Register for Strategic Planning

Building Value in Your Business

Whether you're looking to grow, or get a better price from a buyer when you're ready to sell, creating a solid approach is key to developing value in your business. During this seminar, we will cover:

  • Eight critical factors that help you drive and derive value from your business
  • Being prepared for the unknown
  • Being ready when and if you decide to exit 
Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood) Branch
Thursday, September 14th 7:30 am - 9:30 am 

Register for Building Value in Your Business

Strategic Planning

Breathe life into or create your strategic plan, and maximize the resources of your business. Formulate sound, appropriate approaches to make your strategic plan happen. During this seminar, we will discuss:

  • A GPS for your business
  • Key questions a strategic plan answers
  • The strategic plan framework 
  • Organizational alignment and focus
Presenter: David Waymann of AdviCoach

DFCU - Ann Arbor (Briarwood) Branch
Thursday, October 12th 7:30 am - 9:30 am 

Register for Strategic Planning

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 

Register for How to Manage Investment Real Estate

Elements of Effective Sales

Maximize your sales and get the sales results you are looking for. Sales success is crucial to a growing and viable business. Effective sales strategies and management will drive your top and bottom line results. During this seminar we will cover:

  • Evaluating your current sales efforts and results
  • Overview of key sales program elements
  • Planning your next steps 
Presenter: David Waymann of AdviCoach

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

Register for Elements of Effective Sales

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
Special guest speaker: David Malick of AM Advisors

DFCU - Dearborn (Fairlane) Branch
Thursday, November 16th, 7:30 am - 9:30 am 

Register for Tax Planning
 

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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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.