7:45 - 8:45 a.m.

The Nine Steps To a Much Longer Life with Robust Health

Presenter: John Asher, CEO | Asher Longevity Institute

A happy, healthy, and highly motivated team will contribute directly to robust business growth. In this session, participants will learn:

• An integration of all current information about health, wellness and longevity.


• The significant possibility of living to 112 with great health by following current guidelines from longevity experts integrated into a “longevity pyramid”


• The average lifespan of US adults is 76 years, and the average health span is only 63 years. This presentation shows how to gain 23 years of lifespan and 37 years of health span.


• Taking care of your team today contributes to greater success tomorrow.

Topic: Personal Development - Wellness

7:45 - 8:45 a.m.

Building Sustainable and Transferable Business Value: A 4-Stage Process

Presenter: David Tramontana, Integrator & Area President | FocusCFO

Join FocusCFO's David Tramontana as he shares his journey of building sustainable and transferable business value in this presentation. He highlights the four essential steps — foundation, health, growth, and value — and shares the lessons he learned and the pitfalls he encountered on his entrepreneurial journey, eventually leading to a successful exit with a $40 million payout. Attendees will discover the importance of identifying their "hedgehog," having trusted advisors, and how a fractional CFO can help align strategy with numbers. This presentation provides valuable insights for businesses to increase their value and build a solid foundation for future success.

Topic: Financials - Capital/Cash Management

7:45 - 8:45 a.m.

Morning Mastery: Identify and Overcome Your Bottleneck Behavior Type

Presenter: Emily Morgan, CEO & Eileen Coombes, CLO | Delegate Solutions

Every Leader has a Bottleneck Behavior Type that stunts growth, keeping them from creating a Culture of Delegation and making their most impactful contribution. In this session, you will:

• Identify Your Bottleneck Type: Discover how your unique defensive habits, while initially protective, may be hindering business growth and leadership potential.


• Recognize Limiting Behaviors: Learn to pinpoint common behaviors that stunt organizational progress and understand the impact on your team and company.


• Implement Actionable Strategies: Gain practical strategies to overcome these behaviors, empowering you to foster personal growth and drive your organization toward greater success.

What's yours?

Topic: Business Operations - Productivity & Execution

7:45 - 8:45 a.m.

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

Presenter: Coming Soon! | 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

7:45 - 8:45 a.m.

Start with the End in Mind: Considerations for Enhancing Post-Sale Value

Presenter: Tim Uehling, CFP®, CEPA, CRPS®, Financial Advisor & Senior Vice President ; Chris McCullough, Executive Director & Wealth Planning Strategist | UBS Financial Services, Inc.

Business owners are often so busy with the operation of their business, that they fail to plan for the biggest transaction of their life, the eventual sale or transfer of their business. There are considerations and decisions that are made during the life of a business, many years away from an eventual transition, that can have enormous impact on the after-tax proceeds of that transition. Learn about types of transitions, business structure considerations, tax planning techniques, and how to maximize value.

Topic: Personal Development - Exit Planning

7:45 - 8:45 a.m.

Accelerate Growth With a Revenue Generation System

Presenter: Matt Reilly, CEO | Sales Empowerment Group

Most businesses are missing their revenue goals. Across the board, missed quotas are the norm, sales cycles are longer, and win rates and deal sizes are smaller. We have more technology and channels than ever. Growth should be easier. So what’s missing?

The best businesses have a system for everything – from hiring talent to delivering products and services. To meet today’s unique challenges, you also need a system for revenue generation. This session will explore:

• How the current environment makes scalable growth difficult


• The core components of a revenue generation system


• Key considerations for systematizing marketing, talent, training, and technology.

Topic: Customer Engagement - Marketing

12:10 - 1:15 p.m.

Building Recurring and Scalable Revenue

Presenter: Pranav Dalal, CEO & Founder | Office Beacon LLC

Learn how to achieve scalable, recurring revenue with Pranav Dalal, who grew Office Beacon from 5 to 5,500 employees while unlocking profitability for thousands of clients. Discover strategies to craft compelling messages, build powerful connections, and drive sustained business growth.

Topic: Customer Engagement - Sales & Marketing

12:10 - 1:15 p.m.

Walk-Away Money: 6 Steps To Turn Your Business Into Financial Freedom

Presenter: Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor | Wealth Enhancement Group

Less than 25% of businesses have a formal succession plan, and over 75% of business owners regret selling their business within the first year. Nearly 98% of owners don’t know their business’s value. Facing the reality of eventually stepping away can be challenging, but successful business exits don’t happen by accident. They require careful planning, informed decision-making, and strategic timing. Paul Brahim’s "Walk-away money" session provides a six-step framework designed to help you optimize business value, align personal and business wealth, discover options, and transform your business into sustainable income for the rest of your life.

Topic: Financials - Financial Management

12:10 - 1:15 p.m.

Is Your Company Investment Grade? 12 Key Factors for an Outsized Valuation

Presenter: Coming Soon! | Founders Advisors

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

12:10 - 1:15 p.m.

Maximize the Transferrable Value of Your Business

Presenter: Mike Silverman, Shareholder & 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 - Exit & Succession Planning

12:10 - 1:15 p.m.

Using EOS Tools To Build an Intentional Culture in Your Business

Presenter: Brian Blatchley, Certified EOS Implementer | EOS Worldwide

Learn how EOS tools support a value based company culture and why that is important.

• EOS Model


• Why values matter in your business


• Building an intentional culture

Topic: Leadership - Organizational Values & Culture

12:20 - 1:15 p.m.

Winning the Game: Handling Unsolicited Private Equity Offers Like a Pro

Presenter: Andrew Hansen, Founder-Owned Investment Banking Advisory | William Blair

If a private equity firm made an unsolicited offer to buy your business, would you know how to respond? Many business owners face this situation but struggle determining whether an offer is fair, competitive, or even worth considering.

The challenge lies in the information gap and private equity has the competitive edge. Without a clear game plan, business owners risk selling for less —or walking away from a game-changing deal.

Key takeaways:

• How to assess an unsolicited offer and craft a strategic response


• Where to find reliable market data—and how to leverage it


• Proven negotiation tactics to level the playing field

Topic: Financials - Mergers & Acquisitions