Take Five Nonprofit Leadership Conference 2017

Join us for Brady Ware’s annual Take Five Nonprofit Leadership Conference!

Strategic Alliances and Partnerships:
Working Together to Build the Organizations of Tomorrow

Date: Thursday, November 9, 2017

Registration and Networking: 8:00am
Conference: 8:30am – 3:00pm
Complimentary continental breakfast and lunch will be provided.

Location: Fairborn Holiday Inn – Fairborn, Ohio

Keynote Speaker

Jenifer Holland, Senior Director of Programs and Consulting

Topic: Exploring Greater Impact through Strategic Partnerships

Breakout Sessions

Track I: Nonprofits and Social Enterprise with Bob Reynolds and Cory Taylor

Track II: Professional Management & Nonprofit Leadership Development
with Jenny Warner of Miami Valley Nonprofit Collaborative

Success Story

During lunch, Paul Helfrich, President and CEO of the Dayton Performing Arts Association, will discuss the successful merger of three prominent Dayton arts entities into one association, the challenges they faced, and how they overcame them.

Ask the Foundations

After lunch, we have a special Q&A session planned with four Dayton-area foundations:

  • PNC Foundation
  • CareSource Foundation
  • Iddings Foundation
  • Dayton Foundation

Take Five Registration Button


Contact Kara Hamilton at marketing@bradyware.com or 937-913-2543.



Midwest Construction Conference


Midwest Construction Conference

Learn about the latest developments in legal, insurance/bonding, and accounting issues affecting your construction operations!


State of the Construction Industry
Tom Haverkos, President
Danis Building Construction Co.

Date and Time:

Thursday, October 5, 2017

12:00 – 12:40pm – Registration and Lunch
12:40 – 4:30pm – Program
4:30 – 6:00pm – Cocktail Reception


The Mandalay
2700 East River Road
Dayton, OH 45439

Register Today!

$35.00 per person – Includes lunch and reception

RSVP to Karen Kitchen at
937-641-1750 or kkitchen@taftlaw.com

SHRM & OCILB credits pending

Topics Include:

  • How Construction Contractors will be impacted by the new revenue recognition standards
  • Surety Bond Industry Update and Emerging Products
  • Substance Abuse Testing – the Marijuana Challenge with OSHA Implications
  • Is Ohio Trending Toward Insurance Coverage for Defective Work?
  • Recent Updates in U.S. Immigration and Tips for Compliance.
  • New Rules on Paid Sick Leave for Federal Contractors
  • Wage and Hour Update
  • Trump’s Changes for the Department of Labor
  • Effectively Managing Workers’ Compensation Claim Costs
  • Latest Legislative Developments: Construction Reform

About the Presenters

Danis Building Construction Company

Founded in 1916, Danis serves the Midwest and Southeast regions of our country, with five offices in Ohio, North Carolina and Florida. Specializing in public and private building and industrial projects, Danis offers expertise in construction management, general construction, design/build and build-to-suit lease-back.

Keynote Speaker:

Tom Haverkos, President

“State of the Construction Industry”

Tom has been in the construction industry for 36 years. He graduated from the University of Cincinnati and holds a Bachelor of Science in Construction Management and Associate Degree in Civil Engineering. He is a member of ASHE. He has been with Danis since 1984 and now leads the company as its President.

Brady Ware & Company

Construction companies choose Brady Ware for their accounting and financial management needs. With more than 60 years of experience in serving the construction industry, Brady Ware’s experienced CPAs speak the language of contractors, builders, developers, and owners. The firm combines unparalleled tax, audit and advisory expertise with industry-specific knowledge to guide clients through the complex financial and tax issues they face in today’s market. Brady Ware is located in Dayton and Columbus, Ohio; Atlanta, Georgia; and Richmond, Indiana.


Todd Roberts

“Are your accounting systems ready to handle the new revenue recognition standards?”

Todd Roberts will walk you through the steps you need to prepare for the new changes.

Hylant Group

Since 1935, Hylant has provided some of the most competitive and strategic insurance solutions to businesses including the construction industry. As one of the largest privately held insurance brokerage firms in the United States, Hylant is committed to delivering exceptional long term results through customized insurance and risk management programs. Hylant’s nationwide Construction Team is dedicated to managing the unique exposures found in construction operations. Its strategically crafted plans for its clients blend risk management, insurance and surety approaches. Hylant’s construction specialists are dedicated to building solutions to manage the unique exposures found in construction operations.


Joel Speckman

“Surety Bond Industry Update and Emerging Products”

Joel Speckman has 18 years of experience as a bond underwriter and branch manager for several leading surety companies and 6 years with a major international surety brokerage firm. Joel is a member of the Chicago Building Congress, Construction Financial Management Association and the Surety Associations of Illinois and Michigan.

Taft Law

With over 400 attorneys in nine offices and six states, the Taft Team serves a wide array of general and specialty construction contractors in all facets of construction law. Partners are affiliated with the American Bar Association’s Forum on Construction Law Division which is comprised of attorneys emphasizing construction law. Since 1885, it has capably met the needs of its construction clients offering services in corporate, environmental, labor and employment, OSHA, workers’ compensation, real estate, and construction law, as well as construction claims litigation. Taft attorneys from Dayton and Cincinnati will address multiple topics in a fast paced presentation.


Bob Dunlevey

“Substance Abuse Testing – The Marijuana Challenge with OSHA Implications”

One of the hottest topics in HR today

Lowell Woods

“Is Ohio Trending Toward Insurance Coverage for Defective Work?”

Lowell Woods will take you through the “Ohio Northern University v. Charles Construction Services, Inc.” case.

Jennifer Snead

“Recent Updates in U.S. Immigration and Tips for Compliance”

Immigration is a hot topic – Jennifer Snead will talk about ways to ensure your company has proper work authorization procedures in place.

Jeff Mullins

“New Rules on Paid Sick Leave for Federal Contractors, Wage and Hour Update and Trump’s Changes for the Department of Labor”

Jeff Mullins will discuss how government contractors in the construction industry are impacted by new rules providing paid sick leave for covered employees, the most common wage and hour mistakes made by contractors and how the Trump Administration is changing the face of the Department of Labor.

Jennifer Hann Harrison

“Effectively Managing Workers’ Compensation Claim Costs”

Jennifer Harrison will help you explore how to reduce workers’ compensation claim costs, including when (and when not to) pay salary continuation, effective light duty job offers, and how to reduce costs when a worker is injured by a third party.

Subcontractors Association of Western Ohio

The Subcontractors Association of Western Ohio consists of all types of construction subcontractors. It is the industry voice for improving the business environment in the construction industry representing its members before all branches and levels of government and before users of subcontractor services. It also promotes good business practices and business ethics.


Valerie Dahlberg

“Construction Reform/Statehouse Developments”

Valerie Dahlberg is Legislative Director of the Subcontractors Association of Western Ohio located in Columbus, OH. She is very actively involved in working for construction reform related to construction delivery methods, contracts and procedures. She will bring you up to date on what the Statehouse has in mind for our industry.

RSVP to Karen Kitchen at
937-641-1750 or kkitchen@taftlaw.com

Brady Ware Dealership Conference

Thank you for attending the 2017 Brady Ware Dealership Conference!

It was a fast-paced, dealer-issue focused event, and our keynote speakers, Jeff Sacks and Tim Kight, knocked it out of the park.

Our additional speakers, Bruce Lazear, Nicholas Bader, and John Meadows brought excellent topics to light as well.

Stay tuned for videos of the event!



Sponsored by:


Contact Kara Hamilton at 937-913-2543 or marketing@bradyware.com with any questions.

Women’s Leadership Conference 2017

Date: Thursday, May 18, 2017

Brady Ware’s Annual Women’s Leadership Conference welcomes hundreds of female professionals and entrepreneurs from across the state of Ohio to a day of exclusive speakers, breakout sessions, and networking opportunities

Speakers include: Ryan Miller, Ruth Milligan, Lori Kaiser, Catherine Lang-Cline, Janet Smith Meeks, Mikaela Hunt, Perry Maughmer, and Mindi Wells.

Our Breakfast Keynote Speaker is Ruth Milligan, who is bringing her perspective as a life-long professional communicator (and entrepreneur herself!) to how the stories we share strongly contribute to our ability to be trusted but more importantly, celebrated. She will share both some compelling stories along with some practical tools for you to apply to your business.

Our Luncheon Keynote Speaker is Ryan Miller, who will discuss leading with confidence and how a concept called Self Deception will ultimately help you evaluate how you can continuously improve your decision making and thus gain confidence in your ability to lead.

Proceeds from this year’s conference will benefit the Women’s Small Business Accelerator.

Time: 7:30am – 1:30pm

Location: Creekside Conference & Event Center
101 Mill St., Suite 300
Gahanna, OH 43230

Questions? Contact marketing@bradyware.com.

U.S.-Canadian Tax and Estate Planning for Cross-Border Clients

Date: Wednesday, March 1, 2017

Time: 1:00pm-2:30pm EST -- or -- 10:00am-11:30am PST

Webinar Description: Reconciling U.S. and Canadian Law on Trusts, Deemed Dispositions on Death, Situs Wills, and Wealth Transfers

A live 90-minute CLE/CPE webinar with interactive Q&A

This CLE/CPE webinar hosted by Strafford will provide estate planners with a comprehensive guide to estate planning tax challenges and opportunities for clients who have tax presence in both the United States and Canada. The panel will discuss the U.S. tax law and treaty provisions that govern tax and fiduciary rules in both Canada and the United States. The webinar will focus on the U.S. tax and other consequences for Canadian clients with U.S. tax presence and U.S. taxpayers with Canadian-based pension and other assets.


The lengthy Canada-U.S. border, and the extensive ties between the two countries, provides a significant amount of economic migration for citizens of both countries. Many U.S. citizens and permanent residents have property interests in Canada and vice-versa. Estate planning counsel and advisers must be able to identify the tax and wealth transfer planning rules and opportunities specific to U.S. and Canadian citizens with assets and presence in both countries.

The differences between U.S. and Canadian estate and wealth transfer rules present several key challenges. Canada does not impose an estate tax. However, Canadian law provides for a “deemed disposition” of all capital assets on the death of a taxpayer. This disposition triggers tax on all unrecognized gains and losses of Canadian-sourced assets.

While the U.S.-Canada tax treaty allows for reciprocal credits for U.S. estate tax and Canadian taxes, estate planners must be able to reconcile the differences between the two countries’ tax regimes and proactively plan to minimize the tax impact of wealth transfers. This means having a thorough grasp of treaty provisions, identifying whether a client needs separate estate documents specific to each country, and recognizing the U.S. and foreign income and estate and gift tax implications of wealth planning transactions.

Listen as our experienced panel provides guidance on how to plan the estates of clients with U.S. and Canadian tax presence, including interests in business entities, real estate and financial accounts. The panel will cover the legal and tax considerations when planning for the disposition of each type of asset.

Register for this webinar today!


  1. U.S. estate tax regime
  2. Canadian “deemed disposition” rules
  3. Tax treaty credit provisions
  4. U.S. and Canadian tax treatment of trusts
  5. Filing and Reporting deadlines and timelines to consider


The panel will review these and other key issues:

  • When is it appropriate for clients to have separate estate plan documents specific to the U.S. and Canada?
  • How does the “deemed disposition” rule work to create a recognition event upon death or transfer of assets deemed to be Canadian-sourced?
  • What are the tax treaty provisions to ameliorate dual taxation issues in estates and post-mortem tax events?
  • How to avoid inadvertent gift tax triggering events on spousal transfers.
  • Options for transferring estate assets outside of an estate in Canada.

Learning Objectives

After completing this course, you will be able to:

  • Distinguish between U.S. estate tax rules and Canadian deemed distribution rules on the death of taxpayer
  • Identify what U.S. assets are included in the gross estate of a Canadian citizen subject to U.S. estate tax regime
  • Discern which U.S. trusts for Canadian citizens residing in the United States provide the most beneficial income tax treatment
  • Determine circumstances under which a cross-border taxpayer should have a situs will

Register for this webinar today!


Grant Gilmour, International Tax Partner
Gilmour Group CPAs, Vancouver, B.C.

Mr. Gilmour is a corporate tax advisor. His practice focuses on corporate clients in manufacturing and distribution industries that sell products internationally. He has a vast knowledge of tax planning, international tax issues and scientific research and development tax credits.

C. Edward Kennedy, Jr., CPA, JD
Brady Ware & Company, Atlanta

Mr. Kennedy has more than 34 years of experience dealing with a variety of international tax matters, specializing in tax consulting services to a wide variety of clients ranging from closely held companies to multi-national businesses. His expertise includes domestic and foreign income and social security tax planning, tax compliance for individuals and corporations, tax treatment of incentive compensation plans, international assignment program administration, and international assignment policy design. Prior to joining the firm, he served as KPMG LLP’s US firm lead for international social security matters.

Susan J. Merritt, Senior Fiduciary Officer
Northern Trust, Newport Beach, Calif.

As the Senior Fiduciary Officer for the Orange County region, Ms. Merritt is responsible for overseeing all aspects of the region’s fiduciary practice. This includes oversight of all trust relationships for the region, responsibility for, and mitigation of fiduciary risk, review of all new trust business and oversight of all court related matters including administrative petitions and fiduciary litigation. In addition, she works with select Wealth Management clients and their advisors to coordinate and develop integrated tax and estate plans, and goals based wealth management strategies.

Register for this webinar today!

Women’s Leadership Conference

Thank you for attending the 2016 Women’s Leadership Conference!


Brady Ware’s Annual Women’s Leadership Conference welcomed hundreds of female professionals and entrepreneurs from across the state of Ohio to a day of exclusive speakers, breakout sessions, and networking opportunities.

Speakers included: Lynn Elliott, Dilara Casey, Amy Franko, Anthony Schlegel, Sharon DeLay, Betty Collins, Denise Gilliam, Eileen Jenkins, Jan Rodenfels, and Guy Worley.

Our Keynote Speaker was Marion Luna Brem, whose inspirational story of surviving cancer, divorce, and unemployment, to become the President and CEO of her own auto dealership was featured in national media and the Oprah Winfrey Show.

Proceeds from this year’s conference benefited the Women’s Small Business Accelerator.

Thanks for Attending!

Time: 7:30am – 1:30pm

Location: Nationwide Hotel & Conference Center
100 Green Meadows Drive South
Lewis Center, OH 43035

Questions? Contact Kara Hamilton at marketing@bradyware.com or 937-913-2543.

Take Five Nonprofit Leadership Conference 2015

Date: Monday, October 19, 2015

Why should you attend? To learn how to engage the largest generation in US history as activists, employees, and donors.

Who Should Attend: Executive Directors, Nonprofit Leaders, Board Members

Keynote Speaker

Derrick Feldmann
Creator and Lead Researcher, Millennial Impact Project


Cause for Change: The Why and How of Nonprofit Millennial Engagement


Retirement Plan Conference 2015

Date: The Retirement Plan Conference has been cancelled.

Please contact Patty Ioas at 937-913-2512 if you would like more information about how to prepare for an employee benefit plan audit.

Time: Cancelled

Are you at risk for an ERISA violation?

Webinar Description: Join Clint Carter and Paul Tambe for an in-depth discussion of the enforcement of ERISA compliance and what you can do to be audit ready.

Why should you attend? ERISA enforcement is on the rise: Get audit ready
Learn the who, what, and when of Summary Plan Descriptions and Summaries of Material Modification
Find out who is responsible for ERISA compliance: It’s not your insurer

Who Should Attend: Human Resource professionals
Anyone with fiduciary responsibility for employee benefits plans
Anyone who is responsible for DOL compliance

ERISA Compliance Webinar Materials

Know Your Fiduciary Obligations as a Retirement Plan Sponsor

Webinar Description: Join Patty Ioas and Tim Brown for an indepth discussion of how to protect yourself as a plan fiduciary, as they highlight your fiduciary responsibilities to the plan and plan participants, as well as discuss best practices to ensure plan compliance.

Who Should Attend: 401(k) Plan Trustees, Benefit Plan Administrators, Benefit Plan Consultants, Business Owners, COOs, CEOs, and anyone interested in learning how to protect their retirement plan!

How Much Is Your Business Worth?

Webinar Description: Join Clifford M. Bishop and Michael A. Booth as they discuss current trends in the Mergers & Acquisition markets including valuations and the key drivers in determining the value of a business.

Who Should Attend: CEOs, COOs, CFOs, Business Owners

What Every 401(k) Plan Sponsor Should Know About Their Plan

Webinar Description: Join Patty Ioas and Tim Brown for an indepth discussion of the more stringent guidelines regarding increased fiduciary responsibility of 401(k) plan trustees and the new fee disclosure regulations.

Who Should Attend: 401(k) Plan Trustees, Benefit Plan Administrators, Benefit Plan Consultants, Business Owners, COOs, CEOs, and anyone interested in learning how to protect their retirement plan!

What do the Impending Changes to Estate Planning and Gifting Mean for You?

Webinar Description: Jeanie Hargrove (Brady Ware & Company) and Mike Moloney (Sebaly, Shillito & Dyer) give an informative review of the federal estate tax laws set to expire in 2012 and a discussion of solutions that could protect you.

Who Should Attend: Business owners, financial advisors, individuals with older family members, and anyone who wants to learn more about what can be done in 2012 to save transfer taxes.

Mergers & Acquisitions and Capital Markets Update

Webinar Description: Join Cliff Bishop (Brady Ware Capital) and Michael Booth (Sebaly, Shillito & Dyer) as they discuss the improving debt and equity markets and the sources of capital that are available for growing businesses.

Who Should Attend: Business Owners, CEOs and CFOs.

Business Succession Is a Process, Not a Plan

Webinar Description: Join us for the first in a series of in-depth coverage of the components needed to navigate the steps of a successful ownership transition.

Who Should Attend: Business Owners, CEOs and CFOs.