Gene Marks

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President and CEO of The Marks Group, Author, and Small Business Management Columnist

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1 Video(s) By This Presenter

Gene Marks – Business Speaker

9 Programs By This Presenter

Issues, Challenges and Strategies to Grow Your Business Over The Next Two Years “If you’re running a business, then no doubt 2020 has turned into a very challenging year for you. You’re faced with many challenges that are not only impacting your current cash flow but your longer term strategies for growth. What decisions should be making now? What are smart leaders around the country doing to navigate their companies, their employees and their partners towards growth and profitability over the next two years?” Join national 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 are leaders are taking to survive 2020 and thrive in the years to come. Among the topics Gene will address: An update on all government, state, local grant and lending programs along with the latest and pending legislation for helping businesses overcome the pandemic along with best practices for taking advantage of these options; A current analysis of the presidential elections and how each candidate’s economic policies will impact businesses over the next two years; A deep dive into the best workplace practices and legislation that smart leaders are implementing to keep their employees productive, happy, healthy and safe. A look forward at current investment opportunities that the recent economic downturn has created for those companies that have the resources to take advantage; The latest technologies that require review and investment which will ensure further growth in this industry.

In this lively, informative and entertaining presentation, Gene will focus on the new normal. The topics he’ll cover will include:
-What leaders have learned from the pandemic as it relates to cash and operational management;
-How to protect their companies from the potential economic threats – inflation, interest and deficits – that may impact the industry in the next few years;
-Ways for getting back to normal employment levels and the actions to take in order to keep employees productive, profitable and safe;
-How new initiatives from Congress and the next administration this election year – including taxes, budget and labor – will impact their businesses;
-The best and latest business technologies for investment;
-and more…

Metrics, Strategies, and Specific Actions That Will Help Your Company Survive….and Thrive….in the Next Downturn


The next recession is coming. Some believe it will be in 2020. Others think after that. Maybe the election will influence things. Maybe not. For sure there is a lot of conflicting information. But smart business owners know what data to watch, and what tactics to take, in order to ensure that that they are successfully navigating their company through any economic downturn.

Join national business columnist and author Gene Marks to learn how to identify the signs for when the next recession is coming and what to do so that you can profit.

During this fast paced and entertaining session Gene will teach your audience:

A bunch of little known but powerful metrics that have proven throughout history to predict economic recessions and what they’re currently telling us;

A few great economists and thought leaders to know and follow so that you are taking advantage of their insights and advice;

Specific tactics to take learned from business owners across all industries who have successfully navigated their companies through the last great recession of 2009…and others;

Actions based on key business trends, technologies and best practices that will help you best manage your business in the event of a downturn;

And more!

For the past ten years, Gene — a six time author and certified public accountant — has written weekly on business management and the economy for The New York Times, The Washington Post, The Guardian, The Hill, The Philadelphia Inquirer, Forbes, Inc and Entrepreneur Magazines. His columns are read by more than half a million business owners and managers each week and he has spoken to tens of thousands of business leaders over the past decade.

And what has Gene learned? That the most successful leaders are always thinking one step ahead of their competition and always have a plan for dealing with any future challenges, including economic downturns. Now it’s time for you and your audience to learn these secrets too.
Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.

Political, Economic and Tech Trends That Will Affect Your Company In The Next Three Years… And The Actions You Should Take

The most successful business executives, owners, managers and leaders have this one thing in common: they are always looking ahead. They’re executing their plans for the current year. But now they’re thinking of the years to come. How will they navigate their company through potential economic downturns? What impact will the 2020 elections have on their company and industry? What investments should they be making? What technologies should they be considering?

If you’re a business leader than it’s your job to also be thinking ahead. That’s because you have people that are relying on you for their livelihoods: your employees, your customers, your partners, your suppliers…and all of their families. They are counting on your leadership to ensure that your company will grow and prosper through whatever challenges the universe throws at you!

That’s a lot of responsibility. But Gene Marks can help. Gene, a business owner, CPA, author and longtime regular business columnist for The Washington Post, The New York Times, The Guardian, The Hill, The Philadelphia Inquirer and Forbes Magazine will share the tactics, strategies and ideas that hundreds of business leaders he knows are carrying out to grow their companies beyond 2020.

Using the most current events and up to date information, Gene will be sharing with you the latest political, economic and technology trends that will be affecting your business this year and beyond 2020 and actions for meeting those challenges. Topics (which can be modified based on the audience) would likely include:

·     A look at the significant candidates and the potential impact of the 2020 presidential and congressional elections on your business and industry on legislation affecting your employees, healthcare, taxes and the economy;

·     Compensation and management strategies for finding, motivating and keeping your employees as productive as possible;

·     Updates on tax and regulatory information that will help you minimize your tax bill;

·     New technologies that will fuel your company into the next decade;

·     Potential growth opportunities for your business;

·     And more…

Gene’s presentations are fast moving, funny, energetic and filled with not only important information but actionable tasks for you to bring back to your company and succeed.

Remember: smart business leaders are making their plans for beyond 2020. Are you?

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.


Video, cloud accounting, mobile tech, office collaboration techs, customer relationship management…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.

Join Forbes technology columnist Gene Marks for a review of the hottest technologies that smart business leaders are investing in today. Gene will discuss how innovative companies are using technologies to increase their sales, control their finances. expand their online presence, find/ manage/compensate their people and service their customers. Gene will also take a forward look at up-and-coming technologies that will affect this industry over the next decade. Bring your notepad and make sure your batteries are charged!

During this session we’ll discuss how smart business owners and managers are:

·     Increasing revenues from their existing customers using customer relationship management technology;

·     Reducing exposure to data breaches and other losses by selecting and implementing the right security applications;

·     Improving employee productivity with the latest collaboration and communication tools, and getting the most from these tools using best practices;

·     Maximizing investments and growing businesses with cloud, mobile and social media technologies;

·     Minimizing overhead and structural costs with new services that perform back office operations more efficiently;

·     Using web-based services for lead generation and marketing that generate more revenues;

·     The benefits of moving accounting operations online so you can handle billing, payments, cash management from any device wherever you are.

·     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 the millennial workforce.

Are your members using the right technologies?

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.


It doesn’t matter whether you plan to sell your business next year or ten years from now. The more important question is what is your business really worth today and how can you increase its value every year?

During this 45–60 minute presentation Gene will discuss:

·     5 reasons you should be selling your business;

·     What your business is really worth;

·     Key questions to ask yourself about your company and its future;

·     Critical things every buyer looks for when pricing a company;
·     How to increase your company’s value;

·     Whether valuing based on assets or income is best;

·     The pros and cons of selling assets vs. your shares;

·     The tax implications of selling your business;

·     The benefits and downsides of using a broker;

·     Key things to consider about Succession Planning;

·     And much more.

You should be thinking this way all the time. You should be building value all the time. Because one day you might want to sell your company. Or a potential buyer may appear who makes an offer. And you want to be ready. You want your business to be as valuable as possible.

Gene’s presentation will help you focus on what you need to do to build value in your company and to position it to be sold…next year, or ten years from now.

Gene explains why so many business owners will be selling their businesses over the next few years and how you can capitalize on that trend. He’ll take you through the reasons why business owners sell and what smart buyers are looking for. He’ll give you the essential tools you’ll need to know how to value your business like a professional appraiser. And you may not like what he tells you!

But most importantly you’ll walk away with critical, real-life tactics for operating your company at its highest level. Because maybe you do want to sell it someday. Or maybe you don’t. In either case, don’t you still want to be as profitable as possible?

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.

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

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.


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 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 in 2019 while continuing to be competitive in the job market.

* Other topics that may be addressed: Compensation and Interview Strategies

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.


“We run businesses. We have responsibilities. People rely on us. Our employees. Our customers. Our suppliers. Our partners. Our families. It is not our job to just make payroll. In fact if you’re concerned about making next week’s payroll, this presentation isn’t for you,”
—says Gene Marks, CPA, columnist, and author of God We Trust, Everyone Else Pays Cash and The Small Business Book of Lists.

During this 45–60 minute presentation, Gene will cover the latest trends, techniques and tactics used by smart business owners and managers to maximize their cash flow including:

·     Key internal and external metrics;

·     Which financial statement benchmarks and reports work the best;

·     The latest options for raising cash through crowd funding, grants, micro-loans and other financing sources;

·     Techniques for creating budgets and forecasts;

·     How smart managers manage payables and receivables to make the best use of their cash float;

·     The latest technologies, websites, tools and services for cash management;

·     Thoughts and best practices for increasing open accounts receivable collection and customer management.

During this fast paced session, Gene Marks will make you laugh and keep you on your toes with dozens of the latest methods, ideas and thoughts for reducing expenses and building profits … in essence: generating more cash for your business. You will learn cost effective ways for squeezing more profits, boosting your bottom line and keeping a few more customers happy.

“This is why we make BIG bucks, right?” says Gene. “We’re supposed to be navigating the ship, looking ahead, watching the horizon for potential storm clouds and reacting appropriately to ensure that we stay on course.“

As business people, we definitely believe in cash. How to make it now and what we need to be doing to continue making it in the future. So join Gene and learn a few of the latest ideas.

Gene’s presentations help business owners & managers look ahead, making sure they are educated on critical issues affecting their industries.


“It was pleasure meeting you as well. Plus a Philly boy to boot! We had our follow up board meeting earlier today. With the education side, every single board member had extremely favorable comments and easily felt the consensus was that you had stolen the show. I can’t thank you enough for the dynamic speaking engagement you put on for SEVA. We would absolutely have you back at some point and would strongly recommend you to any other organization. It’s special guests such as yourself that help us to grow and maintain the member numbers our association is privileged to have. Thanks again.”

— Canteen Vending
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