7:45 - 8:45 a.m.

Transforming Your Business Through AI & Intelligent Automation

Presenter: Mark Shivers, Founder & CEO, Ignite IPA and Nick Tabone Head of Client Education, 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? Are you sick and tired of hearing about how great AI is, but never seeing the financial impact as a result?

Leveraging intelligent process 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.

Topic: Business Operations: Technology

7:45 - 8:45 a.m.

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: Bob McDonnell, 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, Bob McDonnell 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

7:45 - 8:45 a.m.

The Scalable Business Framework: Scale and Grow with Salesforce and Hubspot

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 CEO's Guide to Strategically Scaling Sales

Presenter: Margaux Zwierko PhD, Managing Partner ; James Lakes, High Performance Coach | SalesStar

Unlock the secret to scalable, measurable, and predictable sales growth in this exclusive session designed for CEOs. Learn how to build a strategic sales system that drives consistent results and empowers your sales force.

Attendees will leave with actionable takeaways:

• Proven methodologies to streamline sales processes and drive consistent results.


• Strategies to leverage data for better decision-making and measurable outcomes.


• Insights to achieve sustainable growth and elevate your company's performance.

This session is for CEO's who want a clear path to building a strategic sales system that is scalable, measurable, and predictable.

Topic: Customer Engagement: Sales & Marketing

12:30 - 1:30 p.m.

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

12:30 - 1:30 p.m.

Build the Business You Actually Want

Presenter: Will Spokes, Business Strategy Coach, System & Soul

You built a business in order to pursue freedom, but has it become a prison? In this breakout session, we will explore how to build a business and leadership team that allows you to achieve the freedom you want, improve the lives of others, and leave a legacy you are proud of. By learning to go beyond limits, you can unlock new possibilities to grow your business to be healthier and more effective than you ever knew it could be, and find more freedom along the way. Every attendee will receive a copy of the recently released book: Renegades: Break Rules. Find Freedom.

Topic: Leadership: Strategic Planning

12:30 - 1:30 p.m.

Beyond the Exit: Finding Purpose and Fulfillment Without Your Business

Presenter: Richard Dvorak, CFP®, CLU®, CEPA® Founder and Managing Director Discovery Point Wealth Advisors

Are you prepared for life after selling your business? Join us as we delve into the realities of exiting your business. Discover:

• Why 75% of Business Owners Experience Regret: Understand the common reasons behind post-sale dissatisfaction and how to avoid them.


• Assess Your Readiness for Life Beyond Business: Whenever your business exit happens, learn how to gauge your personal and financial readiness.


• Uncover the Blind Spots of a Successful Exit: Learn about the often-overlooked aspects of an exit.

This session is a must-attend for business owners contemplating their future, offering valuable insights to ensure a successful transition.

Topic: Personal Development: Exit & Succession Planning

12:30 - 1:30 p.m.

What's Your Quest?

Presenter: Dale Gillmore, Leader, Quest & Gary Applegate, Partner & CFO, Quest

Explore the answer to "What is Your Quest?". Learn through real-life experiences and gain invaluable tools to:

• Engage in purpose-driven discussions with planners to identify opportunities for improvement.


• Strategize with CFOs to bridge gaps, enhance EBITDA, and increase business value.


• Prepare for successful exits with M&A experts, learning essential tips and tricks.


• Achieve a lasting legacy with Chief Family Officers, managing investments across generations.

Participate in interactive Q&A sessions with experts to fully leverage your advisors and achieve your quest.

Topic: Leadership: Strategic Planning