7:45 - 8:45 a.m.

Build a Future-Ready Workforce

Presenter: Andy Sandler, Business Performance Consultant, Insperity

In today’s landscape, a company’s path to success depends on the quality, adaptability, and resiliency of its people. Upskilling and reskilling your workforce is an important place to start. In this session, participants will learn:

• Why upskilling and reskilling your workforce matters, and the benefits to your organization


• The employee attributes you should prioritize


• How to get started with upskilling and reskilling


• What to watch out for

Topic: Talent Management: Retention & Engagement

7:45 - 8:45 a.m.

Ahead of the Sale: Strategies in Income and Estate Tax Planning

Presenter: Heather Kline, Senior Family Office Advisor, Moneta & Scott Martinsen, Partner, Kirkland & Martinsen LLP

Explore strategies to retain more of your business sale proceeds while safeguarding against future estate taxes. Whether you plan to sell or hold onto your business, we will discuss advanced income tax and estate planning strategies to maximize proceeds and protect your business for future generations.

Topic: Personal Development - Asset & Estate Planning

7:45 - 8:45 a.m.

From the Owner's Seat: Insider Stories on Selling a Business

Presenter: Patrick Nolan, President, Nolan & Associates

Join us for an insightful session featuring business owners who have successfully sold their businesses. Gain valuable insights from their experiences before, during and after the sale and ask them your questions directly. Session Highlights: Hear first-hand stories and learn about the challenges and triumphs of the selling process. Participate in a Q&A session to get practical tips and ask your burning questions. Understand the emotional and logistical aspects of selling a business from local experts. Don't miss this unique opportunity to learn from business owners who have successfully walked the path!  

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 a.m.

Now That You Found Them, How Do You Keep Them?

Presenter: Kathleen W. Bilderback, Counsel, Sandberg Phoenix & Jason W. Kinser, Counsel, Sandberg Phoenix

Business leaders may have their ideal candidate, perfect job description, and the best training and IT support. But what if they cannot entice the candidate? Or candidates appear, take advantage, then move on? How can you protect your investment?

The panel will cover:

• The impact of the FTC’s ban on noncompete arrangements


• Provisions to immediate remove from employee agreements and legal alternatives


• Successful strategies to recruit, retain, and reward


• Looming December 31^st deadline to avoid penalties under the CTA

 Whether you are planning to sell or scale, are responsible for recruiting, HR, or compensation strategy, this panel is for you.

Topic: Business Operations: Risk Management

7:45 - 8:45 a.m.

Get the Most for Your Life’s Work: The “Perfect” Transaction Roadmap

Presenter: Drew McLaughlin, CEPA –Financial Advisor, UBS Financial Services, Emily George Hubb, CFP®, CEPA – Senior Wealth Strategy Associate, UBS Financial Services

As a business owner, you are hyper-focused on the day-to-day responsibilities of running your business, but often, 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

12:45 - 1:45 p.m.

Growth Without Pain: A Smarter Way to Scale Operations

Presenter: Greg Deitch, CEO

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 Techniques for using technology to drive business strategy How does AI help scale How to know if you have a true technology leader.  

Topic: Business Operations: Technology

12:45 - 1:45 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

12:45 - 1:45 p.m.

People: Dare to Build an Intentional Culture

Presenter: Jeanet Wade, Expert EOS Implementer, EOS Worldwide

This presentation/workshop will outline how to create an intentional culture, harness human energy, and develop a strong people component in your business. If you're trying to transform from a chaotic culture, a command and control style of leadership, or simply want more accountability in your organization, this breakout will give you some of the tools that can transform your organization and help you get traction on your vision with a Healthy team.  

Topic: Talent Management: Retention & Engagement

12:45 - 1:45 p.m.

Profit-Focused Accounting: Four Metrics Business Owners Need to Know

Presenter: John Scott & Kristen Reinking, Tax Partner and Legal Virtual CFO & Virtual CFO | Summit Virtual CFO by Anders

Financial metrics are important for any business. In this session, you will discover how much cash a business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to increase profitability, and how to measure your pipeline. You’ll also learn how to compare your metrics to others in the industry. Overall, you’ll leave understanding where a company can utilize financial metrics to improve and grow a business.

Topic: Financials: Financial Management

12:45 - 1:45 p.m.

Sitting on a Powder Keg? What CEOs Let Their IT Teams Get Away With

Presenter: Mark Anderson, Founding Principal, Anderson Technologies

Join us for a transformative session where we'll arm you with the knowledge and strategies to fortify your company against IT risks by busting common myths and sharing real-world examples. Discover actionable takeaways to navigate the complex landscape of cybersecurity, ensuring you're not 'Sitting on a Powder Keg.'

Here's what you can expect to uncover:

• Unveil the hidden risks in IT departments and discover the crucial role of executives in cybersecurity.


• Dive into the differences between cyber insurance and cyber warranties, learn proactive measures for risk management, and explore real-life cyber incident responses.


• Gain actionable insights and leave equipped with valuable takeaways.

Topic: Business Operations: Risk Management