7:45 - 8:45 a.m.

Breakfast Session | The Cost of Capital Amidst a Rising Interest Rate Environment and Banking Crisis

Presenter: Jason D. Pride, CFA, Glenmede’s Chief of Investment Strategy & Research

This presentation will address how the rise of interest rates in the last year and the latest banking crisis are affecting the public and private capital markets. It will focus on how they influence the small business owner in the everyday operation of business and the financing of corporate real estate.

Topic: Financials: Capital/Cash Management

7:45 - 8:45 a.m.

Breakfast Session | Your Results-Guaranteed B2B Marketing Plan

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

In this workshop, learn the proven process for developing a measurable B2B marketing plan with predictable returns, driving sustainable growth for your business. By the end of this session, you will be able to:

• Discuss the six building blocks of a results-guaranteed marketing plan.


• Identify the existing gaps in your current strategy development process


• Use the GO RISE framework to vet your own plans

Topic: Customer Engagement: Sales & Marketing

7:45 - 8:45 a.m.

Breakfast Session | Transforming Your Business Through Intelligent Process Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA; Manny Velazquez, Head of Strategy and Architecture, 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.

Breakfast Session | Set Goals Like Google: Use Objectives and Key Results to Accelerate Your Growth

Presenter: Eric Crews, Founder and CEO of Crews & co.

Setting goals is the first step to achieving them. But how do you know if you’re setting the right goals for your company? Join Eric Crews for an introduction to Objectives and Key Results (OKRs), the goal-setting method that companies like Google, Amazon, and Spotify use to align their organizations and make big progress—fast.

Topic: Leadership: Strategic Planning

12:35 - 1:35 p.m.

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

Presenter: Zane Tarence, Managing Director and Partner, Founders Advisors, Vistage Speaker

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


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


• Top 5 deal breakers and seller missteps


• How to better align operational focus with value creation

Topic: Financials: Mergers & Acquisitions

12:35 - 1:35 p.m.

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

Presenter: Advisors from Culture Index

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

12:35 - 1:35 p.m.

Lunch session | A Framework for Monetizing Your Business and Delivering Generational Success

Presenter: Lulu Zappy, CFA®, CFP® – First Vice President-Wealth Management, Financial Advisor Jordan Teichman, CFP® - Vice President-Wealth Management, Financial Advisor Chris McCullough – Executive Director, Wealth Planning Strategist

As a business owner, you are hyper-focused on the day-to-day responsibilities of running your business, but often times, never take the opportunity to take a step back and ask: What’s Next? We’ll bring expert insights on: Personal Planning, Business Planning, and Life Planning before the sale of your business.

Topic: Personal Development: Exit & Succession Planning

12:35 - 1:35 p.m.

Lunch session | Reaching New Heights: Unlocking Six Financial Functions for Growth

Presenter: Nelson Tepfer, CEO, ProCFO Partners

Your company started with an idea; now it is an organization. As it grows, the skill-and-resource gap begins to widen between what your company needs for smart growth. This comes with a cost.

Did you know that your financial operations is built around 6 different yet interconnected functions? In this session, we discuss these different areas and help you identify where your organization may be holding you back or even putting company growth at risk, despite all good intentions. Understanding what you are missing in your framework for financial management will support you achieving your strategic, financial, and operational goals.

Topic: Financials: Financial Management

12:35 - 1:35 p.m.

Lunch session | Get a Grip on Your Business, Strengthen Culture With Intent

Presenter: Mark O'Donnell, CEO and Visionary of EOS Worldwide

Many of the most successful business leaders work longer hours and get less return on their time and money investments. Don’t let your business run you. This session will help you:

• Define the proper organizational structure for your unique business.


• Use your values as a tool to put the right people in the right seats.


• Drive your culture by ensuring you have people who "get, want, and have" the capacity to perform the role they are assigned and ensure good outcomes.


• Walk away with practical tools that you can use immediately to focus on priorities and get clear on issues.”

Topic: Talent Management: Retention & Engagement