2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Program Agenda
Thursday
21
7:30am
Registration
7:30am
8:30am
Welcome and Kickoff
8:30am
9:00am
Morning General Session
9:00am
Chad McNair: (CEO @ McNair java Partners)
Presentation: “Selling Your American Dream – A Few Lessons Learned”
9:50am
Break
9:50am
10:05am
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”
10:55am
Break
10:55am
11:10am
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”
12:00pm
Lunch & Key Note Speaker
12:00pm
Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)
Presentation: “Built to Last Yet Lessons Learned”
12:50pm
Closing General Session
12:50pm
1:00pm
Wrap Up
1:00pm
Contact & Connect
Chapter Events
Thu, Sep 19th, 2024 ⋅ 8:00am - 1:00pm (CDT)
Summit Sponsors
Platinum
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Lester Miller - Call me when...
You need writing, design or production of any branding, marketing or communication needs including print, mail, signage, promotional products, branded apparel, websites and much more!
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Larry Rollins - Call me when...
You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.
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Brit Summerill - Call me when...
Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
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Gold
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Silver
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Bronze
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Media
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Program Agenda
2023 Summit
Navigating Detours on the Road to Success
Location
The Club at Sonterra
Date
Thursday, September 21st, 2023
Thursday
21
7:30am
Registration
7:30am
8:30am
Welcome and Kickoff
8:30am
9:00am
Morning General Session
9:00am
Chad McNair: (CEO @ McNair java Partners)
Presentation: “Selling Your American Dream – A Few Lessons Learned”
9:50am
Break
9:50am
10:05am
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”
10:55am
Break
10:55am
11:10am
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”
12:00pm
Lunch & Key Note Speaker
12:00pm
Mona Helmy (CEO @ Helmy Plastic Manufacturing & Industrial Design)
Presentation: “Built to Last Yet Lessons Learned”
12:50pm
Closing General Session
12:50pm
1:00pm
Wrap Up
1:00pm
Contact & Connect
Chapter Events
Thu, Sep 19th, 2024 ⋅ 8:00am - 1:00pm (CDT)
Silver Sponsors
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Bronze Sponsors
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