Strengthen Your Arsenal of Business Resources with This Educational Event
Join us for this complimentary event, which is the perfect small-group format to explore topics crucial for equipping business owners for success. Our Storen Financial team members and special guest speaker will provide invaluable guidance on frequently asked questions around legal business operations and the management of tracking business documentation. Our focus is to provide educational opportunities and resources to help you achieve your goals.
Event Speakers and Topics
Legal Business Operations
Joanna S. Feltz, Board Certified Trust & Estate Lawyer for Koehler Law LLC, will discuss the legal expectations of operating a business, such as the documents needed to support your business entity, the legal importance of keeping business expenses separate from personal, how different types of contracts affect vendor/client relationships, and more. Click here to learn more about Joanna S. Feltz and Koehler Law LLC.
Tracking Business Documentation
Kim Storen, Senior Tax Accountant, will discuss the importance of correctly tracking and maintaining your business documentation — including the seven main types of expenses, the most important elements about receipts and when to keep them, and the best practices for expense and receipt tracking/reporting. Click here to learn more about Kim’s role here at Storen Financial.
Event Date and Registration Information:
Our small group format will leave plenty of time to answer any questions you might have. If you are unable to attend, please contact us for more information or to schedule a time with our Business Services team to review your questions. Click here for contact information.
Event Date: Thursday, August 21, 2025
Time: 4:30 pm – 6:00 pm
Location: Storen Financial conference room. Click here for directions.
Register: Click here to complete the registration form.
Blog by Erika Lewis – Business Services Director
Learn more about Erika and the rest of the Storen Financial team here.