7:45 - 8:45 am

Breakfast Session | Business valuation trends & drivers

Presenter: Brian Murphy, President & Managing Director, Meridian Capital and James Rothenberger, Managing Director, Meridian Capital

Want to know what your business is worth? With the realities of inflation, Covid-19, rising oil prices, and international conflicts, small business owners have a lot to consider when evaluating their business and what external factors mean for business valuations.

Key takeaways:

• What investors and buyers consider when valuing a company


• How do global events and macro shocks impact the value of your business


• What’s in your control; and what can you do to increase the value of your business?

Topic: Financials - Mergers & Acquisitions

7:45 - 8:45 am

Breakfast Session | CFO Excellence - Leadership beyond Finance

Presenter: Alan Chaffee, CEO, Turning Point Advisors

CFO’s today need to move beyond the minimum hurdle of providing accurate financial reporting. They need to practice CFO Excellence. The office of the CFO in the middle market is often overlooked as a key source of leadership, innovation, and growth. The CFO holds the wallet to all the activities of the business, creating an opportunity to provide leadership in all areas. If you want to maximize your company’s growth, profitability and cash flow, you will want to join me as I address the top 10 tips for leadership from the office of the CFO.

Topic: Financials – Capital/Cash Management

7:45 - 8:45 am

Breakfast Session | How the hack happens: Real stories and solutions every CEO should know

Presenter: Mary Burris, CEO and Founder, SisAdmin

Getting hacked can happen to you, but have you ever wondered 'how'? Gain expert insights into tricks hackers use and the simple steps you can take to help prevent exposure in your workplace.

Topic: Business Operations – Infrastructure

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Construction Network

Join local construction leaders for a morning networking discussion on the challenges and innovations impacting your business and the construction industry. Forge valuable connections and share insights with peers who speak your language.

Breakfast provided. All attendees welcome. Join the Construction Network.

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Family Business Network

The decisions facing a family business are both delicate and unique. Join like-minded leaders from around the region who understand the ins and outs of family business for a morning networking session around the challenges and critical decisions you’re facing. Forge valuable connections with peers who speak your language.

Breakfast provided. All attendees welcome. Join the Family Business Network.

7:45 - 8:45 am

Breakfast Session | Networking discussion hosted by the Vistage Professional Services Network

Start your morning creating valuable connections and gleaning insights from leaders in the professional services industry. You’ll discuss a variety of pressing topics in a fast-moving discussion with peers who speak your language. This is an opportunity to quickly solve challenges and expand your network.

Breakfast provided. All attendees welcome. Join the Professional Services Network.

12:30 - 1:30 p.m.

Lunch session | Strategies for maximizing your business value

Presenter: Eric Weider, Executive Director, UBS and Renee Hawkes, CPA, CEPA, Director, Relationship Manager, Senior Wealth Strategist, UBS

When leading a business, an owner can be susceptible to focusing solely on the task at hand and take their eye away from achieving long-term success, both personally and professionally. This is an honest discussion about the process of constructing a portfolio to provide cashflow to withstand volatility and to outpace inflation. You’ll leave this session understanding:

• How to bring together the right team.


• The role of fixed income, real estate, and equities.


• Developing a game plan with risk tolerance in mind.

Topic: Financials – Financial Management

12:30 - 1:30 p.m.

Lunch Session | The secrets to growing a business or non-profit organization

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor, Generational Group and Vistage Speaker

Census bureau statistics reveal it is much harder to grow a business than most entrepreneurs realize. Owners attempt to grow by increasing activity and spending money. But businesses have finite resources, and this type of “opportunistic” growth has very little sustainable success. People assume that the secrets to growth are industry specific . . . but they are NOT! Operating a company requires industry knowledge but optimizing a company is hindered by this parochial thinking. In this presentation, we discuss the three methods for intentional growth which work for businesses, not-for-profit organizations, government entities, franchisors, and franchisees.

Topic: Business Operations - Productivity & Execution

12:30 - 1:30 p.m.

Lunch session | Even a duck can drown – 6 Lessons for improving employee wellness & resilience

Presenter: Dr. Maureen Orey, CPTD, Insperity

Resilience is the capacity to not only survive life's challenges, but to learn and grow from them, to become stronger because of such challenges. When challenges arise, people often say “just let it roll off you, like water off a duck’s back.” The problem is that ducks aren’t always waterproof… and people aren’t always resilient.

Inspired by nature and informed by the psychology of resilience, our objectives will be to:

• Define resilience and its importance in an age of uncertainty


• Identify the characteristics that enables you build resilience


• Discover the keys to building your personal and professional resilience

Topic: Talent Management: Retention & Engagement

12:30 - 1:30 p.m.

Lunch session | Seven ways to enhance the value of your business during uncertain times

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

Are the US Federal Reserve, inflation, Ukraine, COVID, supply chain, and labor shortages impacting the value of your business? Bob Hild, a recognized leader in the M&A industry, will reveal ACT’s recent experiences with buyers and how they view these critical value-impacting issues. In addition, he will share seven strategies you can deploy to protect and enhance your company's value.

Topic: Financials - Mergers & Acquisitions

12:30 - 1:30 p.m.

Lunch session | Unleash your balance sheet to drive better financial rewards.

Presenter: Rebecca Young, Professional Services Practice Group Leader, CBIZ Berntson Porter and Matt Goodwin, Director and Family Wealth Services Practice Leader at CBIZ Berntson Porter

A properly managed balance sheet is a significant driver of improved cash flow, earnings and financing opportunities which will drive stakeholder value and reward. Alternatively the balance sheet can be where your profits and cash flow go to die (a financial dinosaur graveyard). Learn how to engage your finance professionals to fully understand the dynamics of planning for your balance sheet in regards to benchmarks, accounting practices, dividend distribution planning, billing practices, financing and other items. Included will be a discussion on how to engage your tax professionals regarding the impact of tax entity choice, pensions planning, deferred compensation programs and stakeholder tax and estate planning on the company’s after tax cash flow and financial success for all stakeholders.

Topic: Financials – Capital/Cash Management

12:30 - 1:30 p.m.

Lunch session | Real world lessons | Turn a successful sale into your optimal financial world

Presenter: Terry Cook, Founder & CEO, Parcion Private Wealth

Business owners succeed by obsessing over the details. Why is it then that 50 percent of business owners are unhappy after they sell their business? Join Parcion’s Terry Cook as he shares his experiences gleaned over nearly 30 years of guiding business owners through wealth events. Topics covered include:

• How to build your professional “success” team to optimize your sale


• Personal planning to mitigate taxes and provide clarity for your lifestyle goals


• How to prepare for “What’s Next” after the sale

Topic: Personal Development - Asset & Estate Planning