Lunch & Learn: Benefits of Advisory Boards

In the early stages of starting a business, entrepreneurs face a variety of challenges. Some are planned and easily handled, but many are unexpected. Building an advisory board of seasoned professionals to provide leadership, support and constructive feedback can be a helpful way to navigate these challenges.
Join Carli McDonald and Ori Epstein, senior managers at Habif, Arogeti & Wynne, LLP, for a discussion on the benefits of establishing an advisory board for your company.
During the presentation, you’ll learn:
- What an advisory board is
- The benefits of an advisory board
- How to choose your advisory board
- Best practices for asking people to join your advisory board

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About the Speakers

Carli McDonald

Carli McDonald is a senior manager specializing in Research and Development Tax Credits in the manufacturing and technology industries. Carli frequently gives educational presentations to startup companies highlighting the benefits of the R&D Tax Credit. She has recently spoken at venues like the Advanced Technology Development Center (ATDC) at Georgia Tech and Four Athens. She received a B.S. in English Literature from Vanderbilt University, and a J.D. and Masters in Taxation from Georgia State University. Carli is a member of the State Bar of Georgia.

Ori Epstein

Ori Epstein is a tax manager who can unravel complicated tax issues and explain complex tax implications in plain English to people at all levels and experience with finance. Ori's specialty is the intricacies of the excise tax, and he often writes and is invited to speak on the topic. He graduated from the University of Georgia with a BBA in Accounting and a Masters of Accounting with a concentration in Tax.