S I N G E R L E W A K

ACADEMYE X E C U T I V E

& B U S I N E S SL E A D E R S H I P

P R O G R A M

Orange County, CAMAY 2013 - JANUARY 2014

WHAT IS THE SINGERLEWAK ACADEMY?

RISK & COMPLIANCE

FINANCIAL HEALTH

SUCCESSION/EXIT STRATEGIES

BUSINESS G

ROW

THOP

ERAT

ION

AL E

XCEL

LENC

E

YOURBUSINESS

Wheel of Business ExcellenceThe programs designed by the SingerLewak Academy will be centered on these five critical business essentials. Each of these areas will be explored in detail, providing practical and often overlooked solutions.

The SingerLewak Academy is a practical program for Owners and Executives of Private companies in all industries — and is designed to build and enhance business acumen, skills, strategies and operational expertise.

Our Academy series has been customized to meet the needs of each geographic market and will be introduced to the business communities in Los Angeles, Orange County, and Silicon Valley throughout 2013. Each session presented by the SingerLewak Academy has been designed to fill the “knowledge gaps” experienced today by most business owners and executives.

Our team of presenters will consist of a mix of industry experts, business specialists and SingerLewak professionals who will provide solutions and forward thinking paradigms to optimize business strategies.

As a business owner, executive and leader, core skill set should revolve around these five areas:

Financial Health, Business Growth, Operational Excellence, Succesion/Exit Strategies and Risk & Compliance. The SingerLewak Academy will expand knowledge of these business essentials and provide access to additional resources and skills.

ORANGE COUNTY COURSESFORMAT• HALF-DAY IMMERSION WORKSHOPS• BreakfastorEveningNetworking(optional)

• 2-hourLecturePeriod

• ExecutiveSessions-One-on-Onetimewithpresenters

• CFO ESSENTIALS WORKSHOPS

• “AFTER HOURS” SESSIONS• LinkedinTrainingTutorials-Enhancebusinessdevelopmentandnetworking

• “AfterWork”MixerEvents-NetworkwithfellowAcademyattendees

• GraduationDinner–Academygraduateswillbeinvitedtoamatriculationdinner

• INDUSTRY EXPERTS AS EDUCATORS• BusinessSpecialists/ProfessionalServicesexperts

• IndustryExperts-BusinessOwnersandExecutives

• SingerLewakThoughtLeaders

• EXECUTIVE COACHING

• APPLICATION OF PROGRAM INSIGHTS

• COMMITTED RESOURCES • AcademyattendeeswillhaveaDropboxportaltoaccesscoursematerialandshareassetsandresources

• Bindersandpresentationswillbedistributedtoaggregatematerialforacomprehensiveresourcetool

S I N G E R L E W A K

ACADEMY

S I N G E R L E W A K

ACADEMYwww.SingerLewak.com | 949.261.8600

MAY | Financial HealthShare and discuss business, tax and incentive strategies to mitigate uncertainties relating to Obamacare and workers compensation.

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JULY | Business Fundamentals, Part I(For the Next Generation) Geared towards the next generation, we will cover the fundamentals of sales and op-erations, and provide for discussion on how best to transfer knowledge in these areas, from one generation to the next.

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SEPTEMBER | Business Fundamentals, Part II(For the Next Generation) Geared towards the next generation as a follow on to the July session, we will cover finance and risk management issues, including financial statement basics, HR and legal topics.

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JUNE|Growth&Profitability,PartI(PM Session) Achieve profitable growth without break-ing the bank or sacrificing The Golden Goose.What steps taken now, will enable you to maximize your growth potential?

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OCTOBER|Growth&Profitability,PartII(PM Session) This month’s session focuses on gaining operational, infrastructure and information technology efficiencies. Challenge your existing processes and generate new ideas to consider for your organization!

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NOVEMBER|Succession/ExitStrategyWhen it comes to family, you need to address the hard questions. Develop the right game plan to prepare the Next Generation.

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JUNE | CFO Essentials, Part IPanel discussion on understanding the implications of regulatory rules that have an influence on strategies for building your businesses financial health.

OCTOBER | CFO Essentials, Part IIPanel discussion focusing on what you need to know and implications of regulatory rules that have an influence on your strategies for business growth.

JANUARY 2014 | CFO Essentials, Part IIIIndustry expert’s panel discussion on liquidity events and best practices.

Technology

Life Sciences

Retail & Franchise

Media

Entertainment

Technology

Industry Agnostic

SINGERLEWAK FROM START TO FINISH

ENROLLMENT

PROGRAM & FEESA fee of $45 for will be charged for each program. Enrollment will open approximately 6 weeks prior to each session.

The Graduation dinner will be open to participants that have attended 3 or more sessions. The Linkedin Tutorials and After Work mixer events are available at no extra charge to Academy attendees. All others will be charged a nominal fee.

Please contact Ronit Koren, Marketing Director, at 310.477.3924 or rkoren@singerlewak.com for information.

CERTIFICATIONWe believe the SingerLewak Academy will help equip you with the tools needed to navigate through today’s business challenges. Our programs are designed to address and fill knowledge gaps presented within the Wheel of Business Ex-cellence. A certification plaque will be provided to those who have completed the program for Business Excellence.

WHO SHOULD ATTENDOur programs have been tailored for Owners, Executives and next generation leaders of Private companies. The SingerLewak Academy is focused on established companies within all types of industries in the local marketplace.

PLEASE CALL949.261.8600OR E-MAILMARKETING@SINGERLEWAK.COM

ConceptEarly Stage

Pre-RevEarly Growth

Established Growth

Exit

Start-Up Accelerator

MET Accelerator

SINGERLEWAK ACADEMY

S I N G E R L E W A K

ACADEMYwww.SingerLewak.com | 949.261.8600

LOSANGELES•ORANGECOUNTY•WOODLANDHILLSMONTEREYPARK•SILICONVALLEY•SANFRANCISCO

S I N G E R L E W A K

ACADEMY