7:45 - 8:45 am

Breakfast Session | ERC: The biggest but most misunderstood tax incentive

Presenter: Kiely Jones, Associate Director & Sara Khalifa Associate Director, alliantgroup

The Employee Retention Credit is the single largest tax break available to American businesses. This incentive was recently changed by Congress so that more businesses can take advantage of it but the public is still misinformed about how they qualify. alliantgroup Directors Kiely Jones and Sara Khalifa will walk you through the misconceptions and how you can use the credit to potentially generate a substantial cash refund.

Topic: Financials: Capital / Cash Management

7:45 - 8:45 am

Breakfast Session | Love Your 80’s: Accelerate Profitable Growth with Strategic Focus

Presenter: Nedra Sadorf, Managing Director BDO Strategy & Growth Practice; Kevin Rolain, Director, BDO Management Advisory Services; Sue Thomas, CEO, Nystrom

The 80/20 (Pareto) Principle holds that 80% of your results comes from 20% of your efforts. This session will present an operational model to Simplify; Focus; and Grow your business. Specifically, the session will teach attendees how to:

• Identify the key customers, capabilities, and levers that drive profitability within your business


• Align resources and effort to these strategic levers


• Create greater focus, and through that accelerate traction within the business for growth and profitability improvement


• Achieve the benefits of improved business results with less stress

Topic: Business Operations: Productivity & Execution

7:45 - 8:45 am

Breakfast Session | Will your business endure without you? How a succession plan yields advantages

Presenter: Brian Eder – Business Owner, Private Wealth Advisor, Co-Founder & Partner, Voyage Wealth Architects

As a business owner/executive, you can easily be consumed by the day-to-day duties of managing your business. That’s why you’ve probably rarely paused to ask yourself, “If I left the business tomorrow, would it survive without me?” Putting a plan in place for your business to continue once you leave is a critical step. In this session, learn how a highly tailored succession plan puts you in the driver’s seat to exit the business on your terms, in a way that suits your family and financial goals while also taking care of the employees and business you’ll leave behind.

Topic: Personal Development: Exit & Succession Planning

7:45 - 8:45 am

Breakfast Session | CEO's Marketing Dashboard

Presenter: Jee Vahn Knight, Vice President of Growth, RedRover Sales & Marketing Strategy

Information is power. In this workshop, learn how to more accurately calculate your marketing ROI (or MROI) — not just overall but down to the channel level with accurate attribution of the real drivers of new business. Industry benchmarks will be shared, bringing your marketing KPIs into focus. Attendees will receive a complimentary one-hour working session with the RedRover pack to build the foundation your world-class marketing dashboard.

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 pm

Lunch Session | Should I Grow My Business, Sell My Business, or Transfer My Business to Family?

Presenter: Michael Querard, Senior M&A Advisor, Generational Equity

How do I know if I should grow or sell? How do I decide if the next generation will succeed? Most entrepreneurs work hard and HOPE that generates the growth they want. Sellers typically find a buyer, negotiate a price and HOPE they get paid that amount of money. Parents HOPE the next generation will succeed. HOPE is not a strategy! We will learn how optimal buyers value companies and what causes value to change. We will study the CORRECT way to grow a business INTENTIONALLY and the only successful way to transfer to family.

Topic: Merger & Acquisition Advisory

12:30 - 1:30 pm

Lunch Session | CEO's Candid Guide to Right People, Right Job, Right Fit to Scale the Business

Join the Culture Index team to reveal the true fit of your executive team and leaders- who is in the right seat and who is not? Do you have the right team in place to scale your business? Not getting the top and bottom line growth by not hiring and obtaining the right team? In this session, you will be prepped to utilize data to make more objective human decisions in securing the right talent in order to drive sustainable growth. Walk away with new insights, tips, and practices to implement into your business and better align your people.

Topic:Leadership: Communication & Alignment

12:30 - 1:30 pm

Lunch Session | Prepping Your Sales Team for a Changing Market

Presenter: Mike Braun, Co-founder/Partner at Pivotal Advisors

Between supply chain challenges, inflation and price changes, business owners are living in a state of change and must have the ability to pivot. Sales teams often don’t know how to prepare for what is coming. Come to our session and learn how the most successful companies navigated through the dotcom burst, the recession of 2008-09, and through the most recent pandemic. You will learn:

• How to monitor key sales indicators to spot trends and make adjustments quickly


• How to develop specific plans that give your salespeople direction


• How to rationalize your customer base to optimize revenue

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 pm

Lunch Session | Transforming your Business through Robotic Process Automation (RPA)

Presenter: Joe Gabiger, COO and Head of Automation Operations, Ignite IPA; Tim Fleming, Head of Process & Client Experience, Ignite IPA; Hari Murali, Head of Global Delivery, Ignite IPA

Robotic Process Automation (RPA) is computer software that allows you to automate and execute business tasks in the same way a human would perform the task on a computer. You can automate highly manual/mundane activities such as processing emails, extracting/coping/pasting information, performing data entry, creating reports, and many other end-to-end operational processes. In this session we'll explain what RPA is, provide a quick demo of Blue Prism (an industry leading RPA software), discuss target areas to leverage this technology, and talk through a few practical industry based use cases.

Topic: Leadership: Innovation

12:30 - 1:30 pm

Lunch Session | Unlocking equity, preserving legacies: The ESOP Alternative

Presenter: Michael Bannon, Vice President, CSG Partners

What is an employee stock ownership plan? A benefits tool? A succession strategy? A growth platform?

This wide-ranging Q&A, led by ESOP expert Michael Bannon, is your opportunity to ask anything and everything about employee ownership.

• Learn why successful private and family-owned companies turn to employee ownership stock ownership plans for shareholder liquidity, tax efficiency, employee engagement, and continuity strategies


• Understand the key differences between leveraged ESOPs, dividend recaps, private equity, and M&A transactions


• Ask anything on your mind about ESOPs: from plan mechanics and employee-owned company management to the transaction and financing process

Topic: Financials: Mergers & Acquisitions