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Quarterly Breakfast Calendar

2016 dates to be announced soon.

Information about previous quarterly breakfasts is provided below.

Wednesday, May 14, 2014

  • David E Cavazos, PhD
  • An Iterative, Problem-Based Approach to Strategic Planning

David Cavazos, PhD is assistant professor of strategic management at the Anderson School of Management of the University of New Mexico. David's research interests include new venture growth, firm self-regulation, individual career trajectory and corporate reputation management. David's research has been recently published in the Journal of Business Research, the Journal of Management Inquiry and the Academy of Management Learning and Education.

Tuesday, February 11, 2014

  • Juan E. Torres, Finance Development Specialist
  • Deputy Cabinet Secretary Barbara Brazil
  • NM Economic Development - Key Programs and Initiatives

November 13, 2013

  • Stephen Burd
  • Patient Protection & Affordable Care Act
    What does it mean to your organization?

August 14, 2013

  • David T. Crow, President, D.C. Legislative and Regulatory Services, Inc.
  • Washington Update - How Legislation affects Your Business

Discussion of the new and proposed legislation and potential ramifications for your business and your family.

May 8, 2013

  • Terry Linton, Linton and Associates, LLC
  • Health Care Reform

Discussion of the new health care act and ramifications to your business and to your family.

February 21, 3013

  • Joseph S. Standley, CPA, Manager, Ricci & Company, LLC
  • John Grisham, CPA, Manager, Ricci & Company, LLC
  • New Tax Updates: How Changes Affect You and Your Business

Joseph has been a practicing accountant for 26 years in public and government accounting serving many New Mexico families and their businesses. Mr. Standley has worked with the IRS, and with Moss Adams.

John has been a practicing accountant for over 10 years working with corporate clients and private firms. Mr. Grisham has a broad background in Corporate tax and auditing.

November 14th, 2012

  • Ramsay Slugg, Member of the National Wealth Planning Strategies Group at U.S. Trust, Bank of America Private Wealth Management
  • Estate Planning - What's Next?

Ramsay H. Sluggis a member of the National Wealth Planning Strategies Group at U.S. Trust, Bank of America Private Wealth Management, providing specialized tax and financial planning services for high net worth clients. Previously, he was the National Practice Director of Bank of America's Philanthropic Management group. In that capacity, he was involved in both client and internal strategic planning, and product development for the Bank's charitable practice. Prior to that, he served as the Central Region Director of the Bank's Charitable Management Services Group, and before that, as the Central Region Director of the Wealth Management Consulting Group. In the past, he has served as the National Training Director of the Financial Advisory Services unit, the National Practice Coordinator of NationsBank's Private Trust Consulting unit and on the NationsBank/Bank of America Merger Transition Team for Financial Advisory Services. Mr. Slugg is also an adjunct professor at Texas Christian University, and has taught courses in Introductory and Advanced Federal Income Taxation, Business Law and Estate Planning. Mr. Slugg is a frequent speaker and author on charitable, tax and financial planning topics.

Prior to joining Bank of America in July 1993, Mr. Slugg practiced law for 15 years, primarily in the areas of tax, corporate and securities law. Mr. Slugg is admitted to practice law in Texas and Ohio, is a member of the State Bar of Texas, the American, Ohio, and Tarrant County Bar Associations, the Tarrant County Probate Bar Association, the Tax and Estate Planning Section of the Tarrant County Bar (Chair, 1999-2000), the Lone Star Chapter of the National Committee on Planned Giving, the College of the State Bar of Texas, and serves as a Vice Chair of the America Bar Association's Real Property, Trust and Estate Law's Charitable Organizations Committee. He is also licensed to practice in the U.S. District Court for the Northern District of Texas, the Fifth Circuit U.S. Court of Appeals, the United States Supreme Court and the United States Tax Court. Mr. Slugg received his J.D. degree from the Ohio State University College of Law in 1978, and his undergraduate degree from Wittenberg University in 1975.

August 22nd, 2012

  • Alice Rokahr, Wealth Planning Officer with Bankers Trust Company of South Dakota
  • Succession Strategies

Alice Rokahr, joined Bankers in September, 2011 after having been a Vice President and Trust and Fiduciary Specialist with the Wells Fargo, Legacy Trust Department for 2 ½ years.

Before becoming a trust officer Alice practice law in Yankton for over 20 years. She was a partner with the law firm of Kennedy, Rokahr, Pier and Knoff, LLP where she focused her practice primarily on estate planning, probate/guardianships, real estate and elder law in southeast South Dakota and northeast Nebraska. Alice is currently licensed to practice law in South Dakota and hold inactive licenses in Nebraska and Colorado.

Alice is a 1986 Graduate of the University of South Dakota School of law and obtained her undergraduate degree, a BAE from Wayne State College, Wayne Nebraska.

Alice has served on many state bar committees. She is currently the Chairperson of the South Dakota Trust Code Committee and has held that position since 2004. This committee has been instrumental in the drafting and proposal of several new statutes regarding trust administration. Alice is also the current chairperson of the committee that is reviewing the Uniform Transfer on Death Deed Act for possible enactment in South Dakota. Alice is past chair and Board member of the Real Property Probate and Trust Section of the state bar for 15+ years. Alice chaired the South Dakota Title Standards Update Committee and also chaired and directed the committee that established forms for use with South Dakota's guardianship laws. Alice chaired the Bridge-the-Gap Committee for 6 years to help mentor and assist new law graduates entering law practice. Alice has been active on several other state bar committees and was elected for one term on the State Bar Executive Committee.

Alice has given over 50 presentations in approximately 21 states over the last two years covering the benefits of multi-generational planning and on asset protection trusts. Some of these presentations have been CLE certified

In addition to her service to the attorney bar, Alice also served over 21 years in the military with the United States Air Force and Iowa Air National Guard serving from 1977 to 1998. She is a retired major.

May 23rd, 2012

  • Brett Newberry, CPA, Newberry & Associates, Ltd. aka the Business Doctor
  • Fraud Risk Assessment in the Workplace

It is estimated that the typical organization loses 5% of its annual revenue to fraud; based on the global economy this amounts to a potential total fraud loss of more than $2.9 trillion.

And an estimated 46% of frauds were committed by perpetrators who had been with organizations from 1 to 5 years

February 22nd, 2012

  • Robert DelCampo, Professor, University of New Mexico, Anderson School of Management
  • Managing the Multi-Generational Workforce

For the first time in history, four distinct and very different generations are working together. Generational conflict is one of the last bastions of acceptable discrimination in today's workplace. Each generation has different beliefs, expectations, values, learning styles, and desires. These result in a strong tendency for them to adopt different work habits.

November 16, 2011

  • Steven. F. Faulkner, Managing Director, J.P. Morgan Private Bank
  • The Concentrated Portfolio Dilemma: Investment Considerations for the Business Owner

A business owner's investment in their business is typically the bulk of their overall wealth, but concentrated stock positions can be more volatile than expected. Discussed business owner strategies that address the diversification conundrum.

August 17, 2011

  • Stephen McKernan, CEO, University of New Mexico Hospital
  • New Healthcare Requirements: Costs and Compliance

2010 and 2011 Quarterly Breakfast Sessions

  1. "Overview of the Taxpayer Relief Act of 2010 and significance for Small Business, Owners" Vickie R. Wilcox, JD, LL.M, February, 2011
  2. "CEO Retirement: implications from the Research" John Schoen, Professor Baylor University, SMU, Texas A&M, May, 2011
  3. "Albuquerque Transitions under the new mayor" Sherman McCorkle, President/CEO Technology Ventures Corp , February 2010
  4. "In Business with Family: Fairy Tale or Nightmare?" Raj Mahto, PhD, May 2010, Assistant Professor of Entrepreneurship, Director of Small Business Institute, Anderson School of Management, , University of New Mexico
  5. "The Good, The Bad & The Ugly: Planning Buy/Sell Agreements," Barbara Bombaci, JD, CLU, CFP, August, 2010
  6. "Albuquerque Economic Development: What’s on the Horizon for you and your business," Gary Tonjes, President, Albuquerque Economic Development, Inc., April, 2009
  7. "What keeps you Up at Night" William Ebel, CLU, ChFC, MSFS, November, 2009