7:45 - 8:45 am

Breakfast Session | Ignite Culture ~ The Antidote to Strategic Gridlock

Presenter: Margaret Graziano, CEO/Founder, KeenAlignment

You may have heard management guru Peter Drucker say, “Culture eats strategy for breakfast.” Here’s what he didn’t say, but that you probably know from experience... “An entangled culture eats your leadership team for lunch and your CEO for dinner.” The harder an organization pushes strategies on an entangled culture, the more it rebels and the more entangled it becomes.

Learn these culture-building skills:

• Clarity on the 4 core needs of an Emergent Culture


• Spotting 3 biggest “cultural torpedoes”


• Fostering a peak performing culture that breeds trust, alignment, and accountability... without being too rigid or too flexible

 

Topic: Leadership: Organizational Values & Culture

7:45 - 8:45 a.m.

Breakfast Session | Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: Scott Crawford, Partner, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:

• Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it


• Evaluating a financial teams' capabilities and ability to provide actionable information


• Tracking the right metrics to better inform the future


• Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making

 

Topic: Financials: Financial Management

7:45 - 8:45 a.m.

Breakout Session | Sale or No Sale: Planning & Protecting You & Your Business—in Several Key Ways

Presenter: Steven Taber, Accredited Estate Planner, Navon Wealth Advisors

While your focus is primarily on planning for your business & its growth, too often planning to protect you & your business might get ignored. Learn the key things the experts recommend that you need to do to protect yourself, your business & your other assets. Whether you plan to sell your business or not, personal estate planning must still be implemented to protect you, your family & your business. Most owners don’t even know that their assets are exposed. Join this session to learn:

• Best practices to protect what is most important to you


• Plans to retain & reward your best people


• Best Practices to Protect your Business and You

Topic: Personal Development: Asset & Estate Planning

7:45 - 8:45 a.m.

Breakout Session | Six Keys to Getting What You Want from Your Entrepreneurial Company

Presenter: Mary Reilly-Magee, Certified EOS Implementer, EOS Worldwide/See What Love Can Do, Inc.

Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money.

Don’t let your business run you. Get a grip on your business.

Mary will introduce you to the Six Key Components of a successful business. Get ready to walk away with a set of simple, practical tools that you and your leadership team can use immediately to focus on priorities, get clear on issues, and gain traction together, as a healthier leadership team.

Topics: Leadership: Mission, Vision, Purpose

12:40 -1:40 p.m.

Lunch Session | Your Results-Guaranteed B2B Marketing Plan

Presenter: Jee Vahn Knight, Vice President of Growth, RedRover Sales and Marketing Strategy

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: Customer Engagement: Sales & Marketing

12:40 - 1:40 p.m.

Lunch Session | A Framework for Monetizing Your Business and Delivering Generational Success

Presenter: Jennifer Wnuk, CFP®/ Senior Vice President- Wealth Management, UBS

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

12:40 - 1:40 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:Leadership: Communication & Alignment