7:45 - 8:45 AM

Breakfast Session | A Deep Dive into the Power of Executive Benefits

Presenter: Bob Nienaber , CEO

Learn how using executive benefits properly can greatly reduce negative cash flows related to executive compensation, improve executive retention, and create profits in the millions for shareholders. Plug your plan data, needs and goals, into the financial service’s top-rated, free AI audit technology, backed with all the available design features, tax and regulatory advantages, investment and/or commercial insurance comparisons, to create top benefits for your key people while immediately returning recouped dollars to the sponsoring companies. Over 70% of existing plans utilizing this audit technology recognize over $2m in previously missed assets for both companies and plan participants.

Topic: Talent Management: Executive Benefits

7:45 - 8:45 AM

Breakfast Session | Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Partner from PI

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? In this breakout you’ll takeaway tools to easily optimize your talent.

Topic: Talent Management: Hiring, Recruiting, Sourcing

7:45 - 8:45 AM

Breakfast Session | The Top 10 Sales Drivers

Presenter: Jim Hardwick, Chief Community Officer, Sales Xceleration

Do any of these statements sound familiar to you?

• My sales have been declining.


• Too much of my annual revenue comes from a couple of clients.


• I can’t find the right salesperson.

In this breakout session we’ll deep dive into maximizing your organization’s potential through a service-focused mentality. Join us to learn the top 10 sales drivers your organization should concentrate on to move your business forward and gain knowledge on how to fix issues that frustrate many business leaders worldwide.

Topic: Customer Engagement: Sales & Marketing

12:35 - 1:35 PM

Lunch Session | 12 Missteps to Avoid When Selling Your Business

Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors

Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:

• 12 common missteps when selling your business


• How to avoid these missteps and gain practical strategies for a successful sale


• The importance of selecting the right advisor


• Key actions you can take to maximize your business’ value


• Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.


• Learn how to secure the future you’ve worked hard to build

Topic: Financials: Mergers & Acquisitions

12:35 - 1:35 PM

Lunch Session | Systematize Marketing for Scale and Growth

Presenter: Angela Pointon, President & CEO, 11outof11 Marketing Agency

This insightful session will explore the rarely-discussed systems and processes that are critical to scale marketing and aid in the growth of your company. The session will highlight how to get the most out of:

• rhythmic marketing instead of random bursts


• documented marketing strategies and processes


• marketing that truly aligns with how your company will grow

Together, we'll review a case study of one organization that grew rapidly by following the practices covered in this session and broke into an underserved market. Participants will leave with an actionable vision for marketing and how to achieve faster growth.

Topic: Customer Engagement: Sales & Marketing

12:35 - 1:35 PM

Lunch Session | Growth Without Pain: A Smarter Way to Scale Operations

Presenter: Greg Deitch, CEO & Jeremy Stephens, Vice President, 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


• 5 Keys to sustaining growth: Productivity, Insights, Speed, Scalability and Differentiation


• Techniques for using technology to drive business strategy


• How to know if you have a true technology leader

Topic: Business Operations: Technology