Client Center

Take your business to the next level. BerganKDV, in partnership with the Cedar Rapids Metro Economic Alliance, presents: Listen-Learn-Lead, our thought-leadership webinar series developed to help hone your skills to improve your company’s bottom line. From understanding how to successfully launch a business to how to prepare for the next generation of leaders, we have you covered.

Join us for five 45-minute webinars. Offered at no cost,  you can conveniently join from your home or office! Each session will include the opportunity to ask pertinent questions specific to our content and your business. Register for one, but we recommend checking out all!

Questions? Check out our webinar FAQ.

“Good interaction between presenters. Proper mix of providing information and creating awareness of issues facing businesses.”

– Attendee from session one, Let’s Get Down to Business

July 17, 2018 at 12:15

Understanding how sales taxes impact your business.
When it comes to your bottom line, sales and use tax aren’t top-of-mind. But we are finding and assisting businesses just like yours explore the major impacts sales tax can have. More so, with all the ongoing changes around sales tax code in every state, there’s no better time to get in the know. As we’ve already mentioned, this will be extremely relevant and timely topic for all.



AUGUST 21 at 12:15
How to transition from a successful business owner to a successful retiree.

SEPTEMBER 18 at 12:15
The importance of financial wellness to your business.

Session registrations will open a few weeks in advance, but space is limited. We suggest signing up below. You’ll get first dibs and invitations sent directly to your inbox!


April 17, 2018
Let’s Get Down to Business
Lee Roberts and Leighton Smith

Many entrepreneurs get started by capitalizing on an idea they are passionate about and many end up focusing heavily on working in the business. But, to be successful, it is just as important to know how to work on your business, not just in your business.

Bookkeeping, running administrative functions like payroll, accounts receivable and payable, setting up an IT infrastructure are all critical components. In this session, you will learn about these key components, so you can work on your business while working in it!

Watch the session.

May 22, 2018
Protecting Your Assets and Your Capital
Scott Meeker and Michael Bosl

Now that your business is up and running, there are a host of things you need to pay attention to in order to make sure you are protected – from ensuring your data is secure to protecting yourself from fraud risks. In this session, you will hear about things you can do to proactively guard yourself from cybersecurity risks to putting the proper internal controls in place to prevent and detect potential fraud.

Watch the session.

June 19, 2018
Best practices and necessary benchmarks for growth
Gary Wilgenbusch and Jake Foland

Growing our businesses is never an easy endeavor but if you’re like the rest of us, you’ll agree, growth is important. This session is structured to help you set necessary benchmarks to help you identify when it’s time to expand your operations. You’ll also hear about best practices for your company including: identifying and developing key performance indicators, how to calculate your profit margins and how to develop standard and timely monthly financial documents including a balance sheet, income statement and budgeting/cash forecasts.

Watch the session.