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 & Aquisitions

7:45 - 8:45 a.m.

Are You In Control? Use Salesforce or Hubspot to Build Scalable Systems for Growth

Presenter: Michael Johnson, Director of Growth, Fast Slow Motion

Gain insights from the experience of hundreds of companies across different industries to highlight the fundamental principles of scalable systems. These systems are the methods that businesses use to drive their growth utilizing the Salesforce and Hubspot platforms. Obtain actionable insights into common mistakes that companies make that hinder their growth. Leave with a framework to analyze your business and identify opportunities to gain better control over your future using tools you likely already own.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

The Top 10 Sales Drivers

Presenter: Tom Gardner, Chief Community Officer, Sales Xceleration

Do any of these statements sound familiar to you?

• My sales have been declining.


• Too much of my annual revenue comes from a couple of clients.


• I can’t find the right salesperson.

In this breakout session we’ll deep dive into maximizing your organization’s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.

Topic: Customer Engagement: Sales & Marketing

7:45 - 8:45 a.m.

Protecting Companies: Cyber Security and Compliance in the Digital Age

Presenter: Mary Burris, CEO and Owner of SisAdmin

This presentation explores the critical nexus between cybersecurity and compliance regulations, explaining how they safeguard companies in today's digital landscape. It delves into common cyber threats, major compliance regulations, and the challenges companies face in maintaining compliance. Highlighting the emerging trend of Compliance as a Service (CaaS), it elucidates how Managed Service Providers (MSPs) offer tailored solutions to manage compliance effectively. Through case studies and key components analysis, the presentation underscores the benefits of CaaS in mitigating risks and ensuring continuous compliance. Ultimately, it advocates for proactive measures to protect sensitive data and systems, fostering a secure business environment.

Topic: Business Operations: Risk Management

7:45 - 8:45 a.m.

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: K. 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' capabilitiesand 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

12:50 - 1:50 p.m.

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

Presenter: Brad Johnson, 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


• Top 5 deal breakers and seller missteps


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


• How to better align operational focus with value creation

Topic: Financials: Mergers & Acquisitions

12:50 - 1:50 p.m.

Building Predictable and Scalable Revenue

Presenter: Pranav Dalal, Founder & Chief Distribution Officer, Flowz, Vistage Member and Speaker

Using real-life scenarios learned while growing his company from 5 to 5,500 employees, Pranav will share and explore insights that participants can immediately apply to scale up sales and revenue. This inspirational session covers Pranav’s entrepreneurial journey, and more importantly, reviews various business frameworks that have led to his company’s incredible growth trajectory. Attendees will leave the session with a new perspective on scaling and actionable takeaways to develop key sales strategies to build predictable and scalable revenue. This session will provide actions to help identify:

• Disruption in various industries


• The best methods to test the strength of your unique selling proposition


• Out-of-the-box channels to focus lead-generation efforts on


• Discussion of innovative marketing ‘hooks’

Topic: Customer Engagement: Market Development

12:50 - 1:50 p.m.

Legacy Post Sale: How to Not Create “Trust-Fund Kids” (And Grandkids)

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

Most successful business owners can relate to the fear of their wealth having a negative impact on their children and grandchildren. In this interactive session, Parcion Private Wealth CEO, Terry Cook, addresses ways they help families engage around money, wealth, and estate planning topics and decisions; both prior to and after a sale of the business.

Topics covered include:

• Reframing common wealth myths


• Practical techniques for communicating and educating future generations your values around wealth


• How to connect and build relationship capital through regular family meetings

Topic: Personal Development: Exit & Succession Planning

12:50- 1:50 p.m.

Unlocking Enterprise Value: Visual Intelligence and Dashboard Strategies

Presenter: Alan Chaffee, CEO, Turning Point Advisors

CEOs need real-time, accurate information to make decisions that will drive enterprise value growth. Visual Dashboarding and Analytics make the data accessible, clarifying management's vision and strategy across all levels and enhancing the effectiveness of the organization. We'll cover creating impactful dashboards that promote a data-driven culture ensuring everyone understands and works towards shared objectives. This approach enhances collaboration, accountability, and strategic execution, directly elevating enterprise value. Participants will gain strategies to implement dashboards that transform data into a cohesive, strategic asset.

Topic: Financials: Capital / Cash Management

12:50 - 1:50 p.m.

Gain Traction and Overcome Owner Dependency with EOS®

Presenter: Cheri Kuhn, EOS Implementer™ and Coach for EOS Worldwide

Vision: Get EVERYONE to understand and internalize YOUR vision across the organization by aligning teams around a common purpose, ensuring everyone works towards collective goals independently.

Traction: Clarity around expectations with measurable outcomes agreed to by all encourages a results-driven approach and allows teams to execute autonomously towards company and individual goals.

Healthy: Building a transparent and accountable culture fosters open and honest teams who collaborate for the greater good, aren’t afraid to give and receive feedback and enjoy working together.

Topic: Business Operations: Productivity & Execution

12:50 - 1:50 p.m.

The Future of Generative AI: What Executives Need to Know Now

Presenter: Jeff Dance, CEO, Fresh Consulting

Gain insights from a fellow CEO on leveraging AI to enhance yourself, your team, and your business. Gain valuable knowledge on trends, tools, applications, use cases and more to successfully integrate AI into your business.

Topic: Business Operations: Technology