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Gene Marks

Gene Marks

Growth and Opportunities

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  • Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit.
  • Join nationally recognized journalist, certified public accountant and business owner Gene Marks for a fast-paced, entertaining and data-filled presentation where he will share with you the thoughts, lessons and actions his audience of more than half a million business owners, managers and leaders.
  • Gene’s presentations help business owners and managers of all industries to look ahead, with specific actions for growing and profiting based on the strategies of other business owners in their industry.

A past columnist for both The New York Times and The Washington Post, Gene now writes regularly for The Hill, The Washington Times, The Philadelphia Inquirer The Guardian, Forbes, and Entrepreneur Magazine.

Gene has written 5 books on business management, specifically geared towards small and medium sized companies. His latest best selling books are In God We Trust, Everyone Else Pays Cash and The 2020 Small Business Book Of Lists — Volumes 1 and 2.

Nationally, Gene appears regularly on MSNBC and Fox News as well as The John Batchelor Show and SiriusXM’s Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today.

Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit.

Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.

Prior to starting the Marks Group PC Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.

Safeguarding Your Business from 2022's Cyberthreats - Strategies and Technologies to Protect Your Business

Currently a $1.5 trillion market, the cyber crime economy continues to grow. Is your business prepared with the security it needs to protect against a cyber attack? In 2022, the workforce is more virtual than ever, making cybersecurity a priority for every business. Join nationally recognized journalist, best-selling author, and business owner Gene Marks CPA for a fast paced, entertaining and data filled presentation where he will share with you advice, lessons and actions to position your company for security in the years to come.

During this lively presentation Gene will cover the following topics:

  • A look at how cybersecurity has changed during the pandemic and why cyber attacks are increasingly on the rise.
  • The biggest and latest threats in 2022 that business owners are facing in this new hybrid, virtual world such as ransomware, phishing/ SMiShing, Internet of Things, and reputation implications.
  • How business owners can protect themselves, their business, and employees through training, security software, password management, multi- factor authentication, backups, VPN, managed services providers, and operating system upgrades.
  • The importance of employee training: The biggest cause of data breaches and malware attacks is employee error. And the biggest reason why so many employees are making errors is because they’re not satisfactorily trained.
  • The new and latest software technologies that your business can begin implementing and investing in today to ensure security for your entire business for the future.
  • Workspace collaboration tools to migrate and manage all your business data in one secure place and more.
Growth 2022: COVID, The Economy, inflation & Mid-Terms — Tactics, Strategies & Actions To Increase Profitability

Booster shots are here, the economy is in flux, inflation is increasing, and midterm elections are less than a year away. So what does this mean for your company, your people, your partners and your community?

Join nationally recognized journalist, best-selling author, and business owner Gene Marks CPA for a fast paced, entertaining and data filled presentation where he will share with you the advice, lessons and actions being taken by his audience of more than half a million business owners, managers and leaders to deal with these issues and position their companies for success in the years to come.

What's Your Company's End Game? Strategies for Maximizing Your Future Exit.

The average age of the U.S. small business owner is about 53 years old, which means that many will be looking to transition from business owner to retirement in the years to come. But what’s the best strategy for you? What are the considerations for passing your business down to family members? What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?

Join certified public accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.

During Gene’s presentation you will learn:

  • How the 2017 tax reform will impact your business structuring and life insurance planning.
  • The latest estate planning developments from the recent year that affect business owners like yourself.
  • The key issues in transitioning a business to family members or key employees while providing for financial security.
  • The most important retirement and estate tax considerations you should be taking into account to ensure that your income will be maximized for the years to come.
Tech 2022: 10 Big Tech Trends Affecting Business This Year...and Beyond

Mobile tech, office collaboration techs, customer relationship management, artificial intelligence, augmented reality, cyber-security…these are only a few of the major technology trends that are having a significant impact on how we do business, generate leads, sell and service our customers, both now and in the future.

Join Forbes and Inc. Magazine technology columnist Gene Marks for a review of the hottest technologies that smart business leaders are investing in today…and preparing their businesses for tomorrow.

Gene will discuss how the most successful businesses in your industry are using these technologies to:

  • Increase their sales
  • Control their finances
  • Expand their online presence
  • Find/manage/compensate their people
  • Service their customers.

Gene will also take a forward look at up-and-coming technologies — cyber-security, AI, robotics, augmented reality — that will affect your industry, and your target audience, over the next decade. Bring your notepad and make sure your batteries are charged!

Your Tax Bill is Too High: Strategies and tips for reducing your corporate and individual tax expense.

Whether you’re a financial person or not, this presentation is critical for your business.

Why? Because taxes represents the biggest expense you have in your organization and personally. Minimizing your tax expense will free up capital to invest, hire and save. Knowing the tax breaks and incentives that you can use will help you defer the costs of bringing on great people and growing your business. The recent tax reform legislation is one of the largest changes to the tax code in a while. But that’s just the beginning! You don’t need to be a financial expert to understand this. You just need to know the issues and questions to ask your accountant. That’s what we’ll discuss..

Join author, columnist and CPA Gene Marks for a fast paced, entertaining but very detailed discussion of how tax reform will affect you, your company and your employees.

During this lively presentation Gene will cover the following topics:

  • A look at how the changes in individual rates will affect you and your employees.
  • What organizational structure is right for your business?
  • Examples of new corporate rates
  • A deep dive into rates for pass through entities to determine if your company qualifies
  • A round up of changes to corporate and individual deductions and credits
  • Special employee related credits to help with reduce the costs of compensation
  • Tax changes that will affect your paid time off and retirement plans
  • The impact of tax reform on healthcare and the latest strategies for controlling healthcare costs
  • Specific changes that will affect your industry
  • Key questions you should be asking your accountant
The Great Resignation: Tactics and Strategies for Attracting and Retaining the Best Employees.

One of the biggest challenges faced by business owners today is attracting and retaining great people. During this entertaining and fast moving session Gene will touch on some of the most important employee related issues in your company including:

  • How trends and regulations in minimum wage, paid time off, and overtime will impact your ability to find and motivate employees.
  • Key issues that need to be addressed in your employee handbook.
  • Innovative perks and benefits the big companies offer that you can too.
  • The best places and tactics for finding employees and how to recruite them better than your competition.
  • The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for
  • A review of the most recent legislation regarding retirement plans.
  • The latest developments in healthcare reform and how smart employers are controlling their healthcare costs while continuing to be competitive in the job market.

Other topics that may be addressed include Compensation and Interview Strategies.

Want More Cash? Ideas and strategies for increasing your company’s post pandemic cash flow.

In this unprecedented economic downturn never has intelligent cash flow management been more important.. Join CPA and journalist Gene Marks who will discuss some of the latest trends, technologies, best practices and strategies that smart business managers have and are implementing to manage their cash flow and build reserves to see them through to future growth.

  • How trends and regulations in minimum wage, paid time off, and overtime will impact your ability to find and motivate employees.
  • Key issues that need to be addressed in your employee handbook.
  • Innovative perks and benefits the big companies offer that you can too.
  • The benefits, costs, risks and rewards of outsourcing, including the latest technology tools to manage your outsourced contractors.
  • The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for
  • A review of the most recent legislation regarding retirement plans.
  • The latest developments in healthcare reform and how smart employers are controlling their healthcare costs while continuing to be competitive in the job market.

Other topics that may be addressed include Compensation and Interview Strategies.

CRM Software 2022: A comparison of the top applications and advice for best use.

Thinking of getting a customer relationship management (CRM) application for your company? Already have one and want to know how to use it better?

Please join Forbes CRM columnist, author and CRM expert Gene Marks CPA to discuss all that you need to know about CRM applications in 2022. During this presentation, Gene will cover the following topics:

  • A comparison of the top CRM applications for small and medium sized companies along with pricing, pros and cons
  • Where to find them and how to evaluate these applications.
  • How can you determine the ROI of a CRM investment
  • Thoughts on how to maximize these applications for their best use in your company.
  • The most popular add-ons to make a CRM system effective
  • The future of CRM: trends to consider for 2022 and beyond
  • Other tips and best practices to consider before buying.

You’ll walk away from this presentation with a better understanding of the CRM software options for your company as well as how to be a smart buyer.

Safeguarding Your Business From 2022's Cyberthreats: Strategies And Technologies To Protect Your Business

Currently a $1.5 trillion market, the cyber crime economy continues to grow. Is your business prepared with the security it needs to protect against a cyber attack? In 2022, the workforce is more virtual than ever, making cybersecurity a priority for every business. Join nationally recognized journalist, best-selling author, and business owner Gene Marks CPA for a fast paced, entertaining and data filled presentation where he will share with you advice, lessons and actions to position your company for security in the years to come.

During this lively presentation Gene will cover the following topics:

  • A look at how cybersecurity has changed during the pandemic and why cyber attacks are increasingly on the rise.
  • The biggest and latest threats in 2022 that business owners are facing in this new hybrid, virtual world such as ransomware, phishing/SMiShing, Internet of Things, and reputation implications.
  • How business owners can protect themselves, their business, and employees through training, security software, password management, multi-factor authentication, backups, VPN, managed services providers, and operating system upgrades.
  • The importance of employee training: The biggest cause of data breaches and malware attacks is employee error. And the biggest reason why so many employees are making errors is because they’re not satisfactorily trained.
  • The new and latest software technologies that your business can begin implementing and investing in today to ensure security for your entire business for the future.
  • Workspace collaboration tools to migrate and manage all your business data in one secure place and more.
Executive Director, Process Equipment Manufacturers’ Association
Gene was the highest rated presentation at PEMA’s Annual Meeting!
Manager of Meetings, The American Foundry Society
Gene was a huge hit. I commented, “What a way to close the conference!”
WEEMA
Gene, hands down one of my favorite things last week at the WEEMA conference was your presentation. When you get a chance can you forward your presentation to me. Thanks again for sharing your time with us.
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