2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

Program Agenda

Registration

7:30am

Welcome and Kickoff

8:30am

Morning General Session

9:00am

Chad McNair: (CEO @ McNair java Partners)

Presentation: “Selling Your American Dream – A Few Lessons Learned”

Break

9:50am

Breakout Sessions A

10:05am

Brian Daley (Director, Corporate Business Development @ Founders Advisors)

Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”

Will Duke (Co-founder and former CEO of 3Sixty Integrated)

Presentation: “The Other Side of the Sale”

Break

10:55am

Breakout Sessions B

11:10am

Melanie Kirk (Owner @ ATKG, LLP)

Teryn Grater (Owner @ ATKG, LLP)

Presentation: “Don’t Leave Money on the Table – Strategies to Minimize Tax Consequences and Maximize Value on the Sale”

Tom Cuthbert (Master Chair and CEO Coach @ Vistage Worldwide, Inc)

Bianca Rhodes (President and CEO @ Knight Aerospace)

Presentation: “Navigating From Start to Exit with Bianca Rhodes”

Lunch & Key Note Speaker

12:00pm

Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)

Presentation: Built to Last Yet Lessons Learned”

Closing General Session

12:50pm

Wrap Up

1:00pm

Summit Sponsors

Platinum

Gold

Silver

Bronze

Media

Program Agenda

2023 Summit

Navigating Detours on the Road to Success

Location

The Club at Sonterra

Date

Thursday, September 21st, 2023

Registration

7:30am

Welcome and Kickoff

8:30am

Morning General Session

9:00am

Chad McNair: (CEO @ McNair java Partners)

Presentation: “Selling Your American Dream – A Few Lessons Learned”

Break

9:50am

Breakout Sessions A

10:05am

Brian Daley (Director, Corporate Business Development @ Founders Advisors)

Presentation: “The Pursuit of Enterprise Value: A Data Driven Approach”

Will Duke (Co-founder and former CEO of 3Sixty Integrated)

Presentation: “The Other Side of the Sale”

Break

10:55am

Breakout Sessions B

11:10am

Melanie Kirk (Owner @ ATKG, LLP)

Teryn Grater (Owner @ ATKG, LLP)

Presentation: “Don’t Leave Money on the Table – Strategies to Minimize Tax Consequences and Maximize Value on the Sale”

Tom Cuthbert (Master Chair and CEO Coach @ Vistage Worldwide, Inc)

Bianca Rhodes (President and CEO @ Knight Aerospace)

Presentation: “Navigating From Start to Exit with Bianca Rhodes”

Lunch & Key Note Speaker

12:00pm

Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)

Presentation: Built to Last Yet Lessons Learned”

Closing General Session

12:50pm

Wrap Up

1:00pm

Silver Sponsors

Bronze Sponsors