Wisconsin Executive Summit

11:20 - 12:20 PM

Own Your Exit: ESOP, M&A or Stay—A Pragmatic Playbook

Presenter: Jason Maas, CFP®, CIMA®, Managing Director – Wealth Management, Senior Portfolio Manager | The Burish Group at UBS

Middle‑market owners face pivotal choices: grow, recap, pursue an exit such as a sale or an ESOP, or simply stay the course. In this session, a cross‑functional panel of UBS Global Wealth Management experts and local deal advisors offers a candid, practical discussion on preparing your business and yourself for what’s next. You’ll walk away with clarity on the decisions that matter most—and the right questions to start asking now.

Topic: Financials - Financial Management

11:20 - 12:20 PM

The Growth Playbook: Scaling Smarter With Remote Teams + AI

Presenter: Pranav Dalal, CEO and Founder | Office Beacon

Discover how an AI plus human hybrid model is redefining workforce productivity. With 25 years of operational insight, Office Beacon shows how to remove workflow bottlenecks through targeted AI tools and high-performance remote teams. Learn how AI-assisted executive support, Prospectly’s AI-driven network expansion, and optimized hybrid workflows unlock immediate gains in efficiency and scale. This session gives leaders clear, actionable steps to integrate AI into daily operations in a way that empowers teams and accelerates scale.


Topic: Customer Engagement - Marketing

11:20 - 12:20 PM

The Dark Side of Private Equity: Missteps that Could Cost You Millions

Presenter: Brian Daley, Director of Strategic Partnerships | Founders Advisors

With more Private Equity (PE) firms targeting private companies, business owners must be equipped to navigate this complex world successfully. Using case studies, data-driven insights, and over two decades of M&A experience, we’ll discuss the PE investor ecosystem, how they exploit inexperienced business owners, and strategies to help you protect your equity.

You’ll learn:

• 7 reasons your business is not qualified for PE investment (and what to do)


• Essential questions to answer before engaging PE


• The truth about “Minority Investors” and “Founder Aligned” PE


• Why 90% of founders lose in PE negotiations


• Enterprise Value Coaching through Industry Driven Valuation Scorecards

Topic: Financials - Mergers & Acquisitions

11:20 - 12:20 PM

CEO's Guide: Measurable ROI by Uncovering Talent in an AI-Driven World

Presenter: Tony Quartaro, Executive Advisor and Tom Feldhusen, Executive Advisor | Culture Index

In today’s AI-driven landscape, algorithms can screen resumes in seconds but can’t assess critical thinking, adaptability, or leadership—the traits that drive growth. While most organizations use AI in hiring, true advantage comes from looking beyond automation. This presentation provides CEOs with a strategic framework to maximize talent ROI by identifying the human capabilities that determine whether a business scales or stalls.

Topic: Leadership - Hiring Recruitment & Sourcing

1:15 - 2:15 PM

The CEO’s Guide to Building a High-Performance Sales Culture

Presenter: David Mullins | SalesStar

Most sales teams don’t struggle because of effort—they struggle because of unclear plans, inconsistent processes, and gaps in leadership and talent. In this session, CEOs will learn the three essential drivers of a high-performance sales organization: clarity, leadership, and putting the right people in the right roles. Attendees will leave with practical insights they can immediately apply to create more predictable, consistent revenue growth.

Topic: Sales

1:15 - 2:15 PM

Minority Equity Transactions: How to Have Your Cake & Eat It Too

Presenter: Andrew Hansen, Founder-Owned Investment Banking Advisory | William Blair

Ever considered taking outside capital (taking some chips off the table, buying out an outside shareholder, and/or investing for growth) but don’t want to give up control or take on debt? Discover the power of minority equity investments and how you can accelerate the growth of your business, all without giving up control. Join us as we break down what non-control transactions really are, how they work, and ways in which the right partner can unlock significant upside for founder-led businesses like yours, all while you maintain control.

Takeaways include:

• Real-world success stories of minority investments with founder-owned businesses


• Key characteristics of non-control transactions and how to identify the right partner


• Flexibility minority equity provides to solve a business owner’s liquidity objectives

Topic: Financials - Mergers & Acquisitions