7:45 - 8:45 a.m.

Get a Grip on Your Business - Six Keys to Getting What You Want from Your Entrepreneurial Company

Presenter: Lisa Manning and Bill Duguay - EOS

Are you feeling stuck? Has your business hit the ceiling? Are you struggling with people, profit, or accountability? This session will help you gain an understanding of EOS. EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Look at your business in a whole new way – through the lens of the Six Key Components™. The EOS Model® provides a visual illustration of the Six Key Components of any business in any industry that must be managed and strengthened to be a great business. These Six Key Components help build a truly great organization and instill discipline and accountability throughout your company.

Topic: Leadership: Strategic Planning

7:45 - 8:45 a.m.

Transforming Your Business Through Intelligent Process Automation

Presenter: Nick Tabone, Head of Client Education & Business Development, Ignite IPA

Are you worried about hiring/retaining staff? Are you nervous about inflation or a potential recession/depression? Are you looking to grow your business but are concerned about the increased costs? Leveraging automation can help companies of all sizes support their corporate strategy and achieve high ROI by reducing expenses, avoiding costs, accelerating revenue, and creating more efficient business processes. In this session you will learn about intelligent process automation technologies, and how other companies have leveraged them to achieve higher margins. Opt-in-participants will receive a complimentary opportunity identification assessment focused on creating a quantifiable pipeline of value-based automation opportunities.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

Strategy Execution: Overcoming the 3 Most Common Roadblocks to Reaching Your Goals

Presenter: Alex Bartholomaus, CEO, People Stretch Solutions

This program will focus on improving your strategy execution and performance against goals by teaching you how to overcome the 3 most common roadblocks to reach them:

• Improving your strategic inputs


• How to articulate your goals (OKR, EOS, etc.) - writing


• Aligning business results with performance management and compensation

Topic: Leadership: Strategic Planning

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' 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: Financials: Financial Management

12:35 - 1:35 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

12:35 - 1:35 p.m.

Actionable Strategies for Mastering Financial Optionality

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

12:35 - 1:35 p.m.

Renegades: Break Rules, Find Freedom

Presenter: Jon Chen, System and Soul Executive coach

In this breakout, learn how to find freedom as an entrepreneur and avoid getting stuck in the grind of a growing business. We'll deconstruct the myth that personal freedom requires sacrificing what you're building. You'll learn the six shifts required to cross the gap from Renegade Founder to Renegade Leader of an audacious team that will break the limits of what you can build on your own.

Every attendee will receive a copy of the recently released book: Renegades: Break Rules. Find Freedom.

Topic: Personal Development: Leadership Competencies

12:35 - 1:35 p.m.

Opportunity Zones & Real Estate Private Equity

Presenter: Dimitri Uhlik, VP of Wealth Development, Caliber

Since its establishment in the 2017 Tax Cuts and Jobs Act, the opportunity zone program has enabled taxpayers to utilize a significant tax incentive benefiting low-income communities. Investors can reinvest capital gains into designated zones.

In this breakout, you'll learn:

• How to reduce capital gains taxes with real estate investments


• How the opportunity zone program was created and where it stands today


• What real estate investment strategies are working today, in the current environment, in opportunity zone funds


• Examples of how opportunity zone funds work and what projects are being invested into opportunity zones to defer or eliminate taxes

Topic: Financials: Capital / Cash Management