Aurum Wealth Management Blog

Skoda Minotti Announces Fall Speaker Series Schedule

As part of our commitment to delivering on the promise of providing transformational business solutions, Skoda Minotti announces its fall Speaker Series and Aurum Wealth Management events for professionals and interested members of the community.

Our events feature experts-in-the-field covering current and trending financial topics affecting businesses and employees.  Each session is presented free of charge and is open to all. Onsite parking is free and the building is handicapped accessible.

Morning sessions include a continental breakfast and afternoon sessions include a boxed lunch. Unless otherwise noted, the presentations are held at the ERC offices, 6700 Beta Drive, 3rd floor, Mayfield Village. The ERC offices are easily reached via I-271 and I-90.  An RSVP and registration for each event is required as seating is limited.
9/26/2013 – Qualified Plans: Managing Personal Risk for Professional Work
11:30 a.m. – 1:30 p.m.

Ted Ginsburg, CPA, JD,
Skoda Minotti, Principal

Eric Wulff
Managing Director and Principal
Aurum Wealth Management

Fiduciaries and plan sponsors of qualified plans need to be concerned with their potential liability to plan participants. In this session, you will learn:

  • Who is a fiduciary — it isn’t just the trustee
  • What are the duties that a plan fiduciary owes to the plan and to the participants
  • How to limit your fiduciary liability
  • What steps plan sponsors need to take to avoid common pitfalls
  • How to evaluate your current service provider(s) – fees and performance
  • What it means to have a prudent due diligence process of plan investments
  • What things should be in your ‘Fiduciary File’

Register here

10/3/2013 – Fraud Autopsy – Inside Three Real-Life Fraud Cases
11:30 a.m. – 1:30 p.m.

Frank Suponcic, CPA, CFE, CFF
Partner, Skoda Minotti

Understand fraud, the personal risks, professional threats and what you can do to identify and minimize factors that could harm you or your business.

As a certified fraud examiner and Partner with Skoda Minotti, Frank Suponcic has worked over 100 forensic cases over his 25 year career in the area of litigation support. Over that time and during his investigations, he has encountered and seen a lot. Nothing is more entertaining than listening to, and learning from, Frank’s first-hand and real life investigations.

Frank will be taking us inside three classic real life forensic cases. From how the initial fraud was detected, to compiling the case and establishing how “good” individuals took liberties with company cash through the respective case’s conclusion, Frank will walk us through the three examples while at the same time pointing out pitfalls to avoid and suggesting fraud prevention recommendations to consider in an effort to minimize the likelihood of becoming a fraud victim.

Register here

Aurum Wealth Management Presents:

10/3/2013 – Breakfast Roundtable with Special Guest Paresh Upadhyaya
8:00 a.m. – 9:15 a.m.

Paresh Upadhyaya, Senior Vice President
Director of Currency Strategy, U.S.
Pioneer Investments

Michael McKeown, CFA, CPA
Director of Research, Skoda Minotti

In this session, we’ll discuss the following topics:

  • Is the U.S. dollar ready to make a comeback?
  • Which way are interest rates going next?
  • Are emerging markets becoming attractive or will economic challenges continue?
  • Is gold a currency, commodity, or just a trade?
  • What are todays best investment opportunities?

Paresh Upadhyaya leads Pioneer’s currency research effort and serves as an advisor to the firm’s global fixed-income and equity investment staff on currency-related issues. In addition, he leads sovereign credit analysis and advises the investment team on sovereign bond investments. He is a member of Pioneer’s 29-person U.S. fixed income team based in Boston, MA.

Paresh has 18 years of experience in the investment industry. He joined Pioneer from Bank of America Merrill Lynch, where he was Director, Senior FX Strategist – Head of North Americas G-10 FX. Prior to Bank of America Merrill Lynch, he was a portfolio manager and member of the currency team at Putnam Investments, where he actively managed $20 billion in currency investments in currency overlay, fixed income, global asset allocation, and international equity portfolios. He has an M.B.A. in Finance from Boston College and a B.S. in Economics and International Relations from Boston University.

Register here

Our experts are also available to speak to your group or organization on a variety of topics, customized to your needs.
Please call us at 440-449-6800 to schedule.
Learn more at skodaminotti.com

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