7:45 - 8:45 a.m.

Breakfast Session | Your Results-Guaranteed B2B Marketing Plan

Presenter: Jee Vahn Knight, Vice President of Growth

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, and


• Use the GO RISE framework to vet your own plans

Topic: Sales & Marketing

7:45 - 8:45 a.m.

Breakfast Session | Building Real, Sustainable, and Transferable Business Value: A 4-Stage Process

Presenter: David Tramontana, 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, which eventually led 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: Personal Development: Exit & Succession Planning

7:45 - 8:45 a.m.

Breakfast Session | Get your employees to work ON your business, not IN your business!

Presenter: Monica Robinson & Marco Sanchez, Bloom Business Development-Relations Manager

This session is for executives who want to align employee roles with the organizational business plan, discover effective ways to increase accountability amongst team members and identify the measurables that are important to their business. Here’s a brief insight into what we’ll cover:

• What accountability means to your business and how to define it.


• Getting your team energized about the organizational vision.


• How to measure and nurture accountability within the organization.


• Audience Q&A, bring any accountability questions you may have!

Topic: Talent Management: Retention & Engagement

12:30 -1:30 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: Communication & Alignment

12:30 - 1:30 p.m.

Lunch session | Transforming Your Business Through Intelligent Process Automation

Presenter: Serena Dominguez, Director Sales & Marketing, Ignite IPA; Nicholas Tabone, Solutions Engineer, 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:  Technology

12:30 - 1:30 p.m.

Lunch session | 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 77 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:  Wellness