7:45 - 8:45 am

The CEO's Guide to Strategically Scaling Sales

Presenter: Frank Niekamp, Managing Partner, 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

7:45 - 8:45 am

Unlock Working Capital Now to Position Your Business for Growth

Presenter: Chaun Powell, President, Elevate By Principal

Attendees will learn about a compelling way to unlock capital and orient their business toward growth. Chaun Powell from Elevate by Principal will discuss tips and ideas focused on reinvesting in your business to better position it for the future, including:

• Uncover savings on everyday expenses. Learn how group rate discounts can free up working capital you can invest back into your business.


• Determine your current estimated business value. Find out about a quick and easy way to know how much your business is worth.


• Align savings toward business growth. See a way to lever savings to increase the value of your business.

Topic: Financials: Capital / Cash Management

7:45 - 8:45 am

Growth Without Pain: A Smarter Way to Scale Operations

Presenter: Greg Deitch, CEO, Fluent Consultants

This session is for executives who find that with growth their processes don't work as well as they once did. In this session attendees will learn:

• Common challenges faced by growing businesses


• Key factors to sustain growth


• How does AI help scale


• How to know if you have a true technology leader  

Topic: Business Operations: Technology

7:45 - 8:45 am

Meetings Shouldn't Suck: Learn How to Make the Most of Everyone's Time

Presenter: Tom Brinson, Coach Recruiter, Ninety.io

Tired of unproductive meetings? Discover how billions of hours are wasted each year and the toll it takes on your organization. Designed for business leaders, this talk will equip you with strategies to create intentional meeting rhythms that boost productivity, engagement, and accountability. Transform meetings from dreaded time-wasters into powerful, essential gatherings. Don’t let your meetings suck — make them count!    

Topic: Business Operations: Productivity & Execution

7:45 - 8:45 am

Maximize the Transferrable Value of Your Business

Presenter: Mike Silverman, Shareholder and Matt Clark, Shareholder, Dentons

The value of your business has been created through decades of hard work and is typically the largest asset in your personal net worth statement - often representing 80% or more. In this session we’ll define the building blocks for creating, growing and protecting the transferrable value of your business. We will focus on the proven components of a well-designed exit plan:

1. Defining goals


2. Eliminating risks


3. Protecting the value of the business


4. Designing Incentive Compensation and Retention Agreements


5. Creating key value drivers


6. Implementing a growth plan, a financial plan, a succession plan and an exit plan

Topic: Personal Development: Asset & Estate Planning

12:30 - 1:30 pm

Solving the Sales Leader Dilemma

Presenter: Gary Braun, Co-Founder, Pivotal Advisors

Sales leaders are crucial in driving revenue and growth in your company. They need to hire, train, coach, set direction, drive accountability, forecast, communicate results and more. However, regardless of years of experience, many remain poorly prepared for the role they serve resulting in turnover and unoptimized sales. Come learn:

• Why sales leaders fail to reach their potential


• The critical skills your sales leader needs to succeed


• Your role as the owner or executive in effectively managing the sales leader

Topic: Customer Engagement: Sales & Marketing  

12:30 - 1:30 pm

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

Presenters: 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 pm

How Smart Companies Spend Less & Save Time by Rethinking Executive Talent

Presenter: Matt Blumberg, CEO, Bolster

In challenging economic times, CEOs are forced to be smarter with every dollar they spend. Leveraging the power of AI as well as the rise of the fractional executive are two key strategies businesses can use to manage tight budgets while still getting access to the expertise needed to scale. In this session, we’ll cover:

• How companies are thinking outside the box when it comes to traditional full-time hiring


• Where AI, fractional executives, and functional mentors can play a role in managing budgets


• Why a strategic talent roadmap is critical to future success and scalability  

Topic: Talent Management: Hiring, Recruiting, Sourcing

12:30 - 1:30 pm

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 “invest-ability


• Top 5 deal breakers and seller missteps  


• How to better align operational focus with value creation"  

Topic: Financials: Mergers & Acquisitions

12:30 - 1:30 pm

Essential Steps for a Smooth Family Business Transition

Presenters:  Sean Boland, Managing Partner | Jen Verly, Partner | Mitch Stolba, Partner | Mark Hegstrom, Partner, DSB Rock Island 

Join us to hear an expert panel discuss three topics that business owners need to review as they get ready to exit their business:

• Finding a buyer - internal (family member) or external


• Steps to get the business ready and attractive for buyers


• The importance of a Family Summit and preparing for the upcoming sunset of the estate/gift tax exemption

Topic: Asset & Estate Planning