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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.

Check out the seminar descriptions below and click the accompanying links to reserve your spot today!

Strategic Planning

On average, companies with strategic plans see a greater market share and can realize up to 36% more earnings than those without a plan.
Business owners need a clear and focused strategic plan that captures the essence of what makes them different in the marketplace. The right plan spells out how they will build on those strengths to realize their greatest potential and success.
A staggering 95% of business owners struggle to execute their strategies successfully.
Come take the first step toward creating and executing a plan that will deliver results faster than you might think. 
Our upcoming two-hour seminar will empower you with a great tool that actually works for small business owners. You will learn:

  • A one page strategic plan format that’s been effectively used by thousands of small businesses
  • How to base that plan on the unique purpose, values and strengths of your business so it inspires action that supports your vision for the future
  • How to simplify the definition of priorities and plans so there is focus on the improvements that will make a meaningful difference
  • The basic habits necessary to execute and refine the plan on an ongoing basis so you deliver the results you need
  • How to move from planning to action quickly as you follow a clear, effective, and common-sense process
Presented by: Kathryn Baker, owner of AdviCoach – a business consulting firm.

Click here to download a flyer and speaker bio.

Register for Strategic Planning

Small Business Year-end Tax Planning

Do you want to learn how to maximize your profit and pay less in taxes so your money works harder for you?

David Malick, Managing Partner of CFO Nation and Six Sigma Green Belt, will lead an interactive presentation on year-end tax planning strategies for businesses.

Presentation Topics:

  • How the 2016 Presidential Election can affect your taxes.
  • Depreciation – new rules in effect for 2016/2017.
  • And many more topics…
Click here to download a flyer and speaker's bio.


Register for Small Business Year-end 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.