Lunch 'n' Learn

Lunch 'n' Learn sessions help busy MVMA members obtain CE credits without having to leave work and are open to all veterinary professionals! These one-hour sessions are held on the second Tuesday of each month from 12–1 p.m. (central). Attendees receive 1 interactive CE credit.

Pricing: 
MVMA Members: FREE
Non-Member MN Licensed Veterinarian: $45/session
CVTs, VTs, VAs: $20/session
Non-MN Licensed Veterinarian: $20/session

WebEx software is used to conduct the online Lunch 'n' Learn series. Join a test meeting now to ensure your device is set up properly. 

LUNCH 'N' LEARN SCHEDULE

Tuesday, Oct. 14: Plan, Invest, and Exit: Financial Ideas for Every Stage of Your Practice & Life
Jon Marquet, JD, CEPA, Retirement Plan Consultant, Trust Point, Inc.
Allyson Krause, CRPP, Managing Director for Retirement Plan Services, Trust Point, Inc.

Your financial life is complicated. And not just because the public markets can be volatile. Done right, financial planning and investing requires a full analysis of your assets, goals, risk tolerances, and an understanding of your practice and exit plan. We will present an overview of financial topics. And will impart actionable information, including through the examination of a hypothetical financial planning and practice sale scenario, to allow veterinarians to identify and understand financial issues in their life and work, including:

• Investing, including tax-advantaged vehicles, time-in the market, passive versus active, asset allocations, and target-date investments.
• Financial Planning, including financial planning metrics, budgeting, taxes, social security, RMDs, and estate planning.
• Exit Planning, including the process and team necessary to prepare your practice for a successful succession or sale that realizes its full value.

Jon Marquet is a lawyer (JD), certified exit planning advisor (CEPA®), and the retirement plan consultant at Trust Point Inc. He counsels clients and prospective clients concerning a variety of personal and business wealth management issues, including wealth management issues through and after the transition or sale of a business. Jon advocates for Trust Point’s full suite of wealth management services, while also developing essential, sustainable relationships with business owners and other community members. Jon believes in the realistic and achievable opportunity that proper wealth management offers for achieving long-term financial independence and infuses his passion into his work.

Allyson Krause is a certified retirement plan professional (CRPP™) and the managing director for retirement plan services at Trust Point, Inc. She oversees Trust Point’s employer-based retirement plan services department, including issues concerning 401(k) education, technology, and investment options. Allyson takes great pride in providing businesses retirement plan solutions that enhance owners’ and employees’ financial well-being and help prepare them for their financial future.

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Tuesday, Nov. 11: One Big Beautiful Bill – What You Need to Know 
David Kelling, CPA, MBT, Owner & President, Kelling CPA Ltd.

A simplified breakdown of the new tax act. Breaking down the new bill into two parts: 1) What business owners should know and 2) what individuals should know.

Mr. David Kelling is the Owner and President of Kelling CPA, Ltd. He earned his Masters of Business Taxation from the University of Minnesota, and he is a Certified Public Accountant. David has been advising small businesses on tax and business strategies for over 35 years.

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Tuesday, Jan. 13-KPIs & Expense Ratios: Understanding Your Practice Profitability 
Bret Halishak, Total Practice Sales Group

Key Performance Indicators (KPIs) are a huge buzzword nowadays, but what does it actually mean? We will review the various expense ratios critical to your practice and how they are affected. How do you stack up against what the industry average or goal is? Some practitioners have never looked at their practice financials in depth, so we will discuss what means the most to you.

Bret has been in the veterinary industry for over 15 years and has worked with in practice management since the beginning. Being through the industry in multiple different roles, Bret has broadened his acumen to help practice owners and key staff members make crucial decisions to help impact the patients, clients, colleagues, and practice. Given his extensive background in change and practice management, Bret has the knowledge to assist practice owners with increasing their profitability while preparing to sell their practice in their preferred timeframe.

Tuesday, March 10-Building Your Construction Team for a Successful Project
Katie Korogi, Vice President of Sales, Karkela Construction

This presentation will help walk you through the steps of creating the office/practice of your dreams It will assist in understanding and following proper codes and your equipment needs to give your patients the best care in the industry. The information provided will help you navigate the process of improving and growing your practice.

Katie Korogi is Vice President of Sales at Karkela Construction. Katie has close to 30 years’ experience in the veterinary and animal health design and construction industry. Karkela is in its 40^th year and has had the good fortune of consistent involvement in the Veterinary community. Katie has worked on small remodel/facelifts and large ground up facilities. Karkela continues to partner with the best in the industry, including equipment providers, finance, accounting, consultants, architects, brokers and more.