7:45 - 8:45 a.m.

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: Scott Crawford, Partner, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:

• Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.


• Evaluating a financial teams' capabilities and ability to provide actionable information.


• Tracking the right metrics to better inform the future.


• Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.

Topic: Financial Management

7:45 - 8:45 a.m.

12 Missteps to Avoid When Selling Your Business

Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors

Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:

• 12 common missteps when selling your business


• How to avoid these missteps, and gain practical strategies for a successful sale


• The importance of selecting the right advisor


• Key actions you can take to maximize your business’ value


• Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.


• Learn how to secure the future you’ve worked hard to build

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 a.m.

Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Partner from PI

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? In this breakout you’ll takeaway tools to easily optimize your talent.

Topic: Talent Management: Hiring, Recruiting, Sourcing

7:45 - 8:45 a.m.

Unlocking B2B Customer Generation: How Much B2B Revenue Are You Missing by Not Utilizing Digital Channels?

Presenter: Ilya Korneev, co-founder, Affect Group / Galina Shubik, co-founder, Affect Group

For decades, B2B companies have relied on direct sales to acquire customers. However, with rapid digital advancements and the increasing presence of digitally native millennials, new avenues have opened up for acquiring quality B2B customers. Many B2B companies assume that customer acquisition through digital channels is too complex and risky. However, the world has changed. Companies around the globe are now successfully using platforms such as Facebook, Google, Instagram, and LinkedIn to discover and engage with qualified B2B customers. B2B enterprises that embrace digital channels experience accelerated growth.
Over the past decade, The Affect Group has been guiding its global clients on effectively utilizing digital channels for customer acquisition.
During our breakout session, The Affect Group, an internationally award-winning performance marketing agency, will introduce you to some of the methodologies that we've employed with clients like JDE Peet's, MasterCard, LEGO, and PepsiCo to rapidly expand their customer base.

Topic: Customer Engagement: Sales & Marketing

12:25 - 1:25 p.m.

Opportunity Zones & Real Estate Private Equity – Key Concepts

Presenter: Chris Loeffler, CEO and Co Founder, Caliber Companies

Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.

Topic: Financials: Capital / Cash Management

12:25 - 1:25 p.m.

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Chris Weingartner, Managing Director, Founders Advisors

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value.

Join us to learn:

• What it takes to attract an outsized valuation from institutional grade buyers


• A 20 minute market based approach to assess your company’s “investability”


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation"

Topic: Financials: Mergers & Acquisitions

12:25 - 1:25 p.m.

An Introduction to US & Global Tax Considerations and Trends

Presenter: Robin H. Park, Partner - International Practice Leader and Javier Ramirez, Partner - Practice Leader, State and Local Tax

For inbound companies doing business in the US, as well as outbound company looking to expand their global footprint offshore. Our presentation will cover essential tax considerations, including:

• U.S. Sales & State taxes – The Wayfair precedent, top 5 states for trade & their key tax considerations for doing business there


• U.S. Int’l Tax Update & viable tax planning strategies

Global business trends in:

• Asia Pacific – Restructuring out of China/Hong Kong; Singapore as preferred headquarter destination; Considering India and the Philippines for BPO


• EMEA – Pillar 1 & Pillar 2 implementation; EU Anti-Tax Avoidance Directive; EU VAT and DAC 7 considerations


• Latin America – Implications of US foreign tax credit regime to Latin America countries; Latin America Treaty Updates and utilization of Spanish ETVE holding company; Puerto Rican tax planning strategies

Topic: Financials: Economic / Future Trends

12:25 - 1:25 p.m.

No Stone Left Unturned: Optimize Optionality with Financial Planning

Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member

Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.

Topic: Financials: Financial Management

12:25 - 1:25 p.m.

Change Readiness: Shape a Culture for High-Performance During Turbulent Times

Presenter: Margaret Graziano CEO & Founder, KeenAlignment. Wall Street Journal Best-Selling author of “Ignite Culture.”

In an era marked by immense volatility & complexity, technological advancements, fierce competition, & economic fluctuations, we find ourselves in an unprecedented time of change. The post-pandemic aftermath continues to linger, with burnout, stress, & overwhelm persisting among individuals and teams. Amidst this tumultuous landscape, the challenge is this: How can organizations emerge stronger from the trials of recent years? How can they cultivate a culture that thrives, adapts, & responds effectively to the unpredictable? The answer is in fostering an Emergent Culture - one characterized by change management prowess, response agility, & a positive environment with engaged employees.

Topic: Talent Management: Retention & Engagement