CLA (CliftonLarsonAllen LLP) is the presenting sponsor for the Greater Irvine Chamber Executive Peer Group (EPG), launching in January 2024.
CLA offers industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services, with more than 8,500 people, nearly 130 U.S. locations, and a global vision. CLA is an independent network member of CLA Global. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
The EPG program convenes high-caliber CEOs and business owners monthly to exchange ideas in a confidential and facilitated environment. Participants can tap into expertise from outside their own organization to get executive-level feedback, peer guidance, and diverse perspectives.
Guest speakers and topics covered, often involving forward-looking research, reflect issues many executives face. The topics scheduled for 2024 are:
- Introductions & Tax Compliance
- Organizing Growth- Preparing to Scale
- Marketing & Advertising
- “Employer of Choice” Recruiting
- Employee Engagement & Morale
- Economic Trends
- Dealing with “Culture Cancers”
- Law vs. Ethics vs. Company Policy: What to do When they Differ
- Artificial Intelligence
- Succession Planning
Serving as moderator and business coach for the 2024 cohort is published author and experienced public speaker Ed Hart, senior vice president of First Bank and director of the bank’s Center for Family-Owned Businesses. He hosts the From the Hart Podcast, through which he interviewed prominent authors, actors, athletes, musicians, pastors, and executives. He led Cal State Fullerton’s Center for Family Business (2011-2021), and served as director of Business Development at the USC Marshall School of Business (2007- 2011).
Participation in Executive Peer Group is open to Greater Irvine Chamber members only. Eligible participants must hold a top executive role in an organization with 5 to 30 employees and agree to a one-year commitment with a monthly fee of $150, or annually at $1,500. The select group will be limited to 15 participants.
For more information and how to become a part of the Greater Irvine Chamber Executive Peer Group, contact Jessica Welch.