The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. What I Wish I Knew About Bringing My Team Back to The Office Monday, September 20, 2021 As we think about returning to our offices—hybrid or full time—in the coming weeks and months, there are a lot of important operational and cultural issues to consider. For most of us, human capital is our most valuable resource, and getting this transition right is critical. At Brown Advisory, we have spent the past 18 months in a combination of remote and hybrid environments. We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. This is a roundtable discussion with Brown Advisory leaders who have helped guide our own “back to the office” journey.. Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston OfficeModerator: Victor Abiamiri, Portfolio Manager Planning for Your Liquidity Event and Beyond Thursday, May 6, 2021 On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock? If you have the option, what are some main points to consider? • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them? Speakers: Victor Abiamiri, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager; Bridget Fitzgerald, Strategic Advisor; Shooter Starr, Client Advisor Approaching the Exit Tuesday, February 2, 2021 On February 2, a panel of Brown Advisory experts gathered to focus on investment, tax and legacy planning advice to help you prepare for a potential sale of your company. Topics included: how to maximize your nest egg through thoughtful planning so that you will be well-positioned for your financial future; estate, tax and philanthropic planning with the exit in mind, including gifting to the next generation, trust vehicles, charitable trusts and donor-advised funds, and how QSBS fits into these strategies; cash flow planning – how does it all work when setting up multiple trusts? Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager Maximizing Your Assets Wednesday, November 17, 2020 During this first event of the series, our panel focused on how you can plan now to maximize your assets and prepare for an exit—whether it is quickly approaching or may be years away. Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Tax planning today to help keep more of what you earn in the future - Getting your financial house in order: What are best practices in preparing for an exit? Speakers: Brad Dunn, Portfolio Manager; Brian Copeland, CPA, Tax Manager, RealizeModerator: Meredith Shuey Etherington, Portfolio Manager MORE ON THIS TOPICStrategic Planning Roadmap for Entrepreneurs Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Please download for help in organizing your thoughts in the years leading up to a liquidity event or another business transition. Read now > The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.