Location: All sessions will be held at the Belmond
Charleston Place unless otherwise specified.Education session topics and presenters subject to change.
11:00 a.m. – 1:00 p.m.
12:00 p.m. – 12:45 p.m.
12:45 P.m. –
1:00 p.m. – 2:00 p.m.
Education Session CAM Metrix – Bob
Mcbride - The Dartmouth Group
oNE HOUR Have you ever wondered how your company stacks up
in the market place?Are you doing all
of the things you could to make your company profitable?We spend a lot of time analyzing our
REPORTS, BUT DO YOU USE YOUR CORPORATE FINANCIAL REPORTSTO REALLY EVALUATE AND RUN YOUR
COMPANY WELL? DO YOU KNOW HOW YOUR PERFORMANCE STACKS-UP AGAINSTFIRMS SIMILAR TO YOURS? THESE
AND MORE QUESTIONS WILL BEDISCUSSED
ALONG WITH METHODS OF GATHERING AND REPORTINGDATA TO HELP YOU RUN A BETTER, MORE PROFITABLE
2:00 P.M. – 2:15 p.m.
2:15 p.m. – 3:00 P.M.
Education session Preparing your Financials – Howard Pomp, Sentry Management, Inc.
45 MINUTES Now that you have a better understanding of how your company compares to others in the industry, it is time to take a look at what company's are looking for when considering acquisitions. Although you may not be ready to sell your company, knowing how to structure your financials will benefit you in many ways...obtaining loans, selling, adding partners, ect. Learn from one of the leading industry owners that purchases companies every day.
3:00 p.m. – 3:15 p.m.
3:15 p.m. – 4:45 p.m.
Education Session Mindshare
ONE HOUR OUR TOP RATED SESSION FROM EACH
FROM TABLE TO TABLE TO MINDSHARE IN SMALL GROUPS.ABOUT THE
TOP ISSUES FACING INDUSTRY EXECUTIVES TODAY AND THEN USE THE REST OF THE
EVENT TO FOLLOW UP ON IDEASTHAT PEAK
7:00 p.m. – 10:00 P.M.
THURSDAY, July 30
8:00 a.m. – 8:45 a.m.
9:00 a.m. – 10:15 a.m.
Education Session Building Value in your company – Gary Pittsford, CFP - Castle Wealth
oNE HOUR 15 MINUTES nOW THAT YOU HAVE A BETTER UNDERSTANDING ON WHAT
VALUE IS, LETS NOW DIG A LITTLE DEEPER INTO the SUBJECT.BUILDING VALUE IN YOUR COMPANY COMES IN
MANY FORMS; IT INCLUDES the ABILITY TO LOOK INTO THE FUTURE AND ANTICIPATE
THE LIFE NEEDS OF YOUR ORGANIZATION, HOW TO PLAN FOR THE FUTURE AND HOW TO
RETIRE WITH THE PROCEEDS OF YOUR COMPANY.lEARN FROM the EXPERTS AND GAIN knowledge ABOUT VALUATION, PLANNING
FOR A SALE OR HOW TO HAND DOWN A THRIVING LEGACY FOR YOUR SUCCESSORS. eVEN IF
YOU ARE JUST GETTING STARTED IN BUSINESS, NOW IS THE TIME TO BUILD YOUR
COMPANY FOR THE FUTURE.
10:15 a.m. – 10:45 a.m.
10:45 a.m. – 11:45 a.m.
Education Session Funding/tax implications – gary Pittsford, CFP - Castle Wealth
Advisors, LLC, Howard pomp – Sentry Management, Inc., Gavin Cobb – Heritage
Property Management SErvices, Inc.
ONE HOUR Funding/Ta Implications – or how to retire
rich!Many of the things you do now
will have a lasting effect on your company this session will help you
understand funding strategies that insure the health of your organization and
secure it for the future.Every
DECISION you make also has ta implications, learn form the experts how to
safeguard your assets and b in COMPLIANCE with the ever changing tax code.
Noon – 1:00
1: 00 p.m. – 2:30 p.m.
education session crisis plan workshop – Dr. Lori Baker-Schena – Baker Schena Communications
ONE HOUR 30 MINUTES what would happen if the head of your company were
suddenly not available to fulfill their duties?Do you have a plan in place that will allow
your company to function without the leader?IN this session you will work through the process of scenarios when a
crisis happens.Each attendee will
walk away with the beginning of a plan that they can IMPLEMENT immediately
after returning home.the best way to
avoid a crisis is to be prepared and have a plan in place.
2:30 P.M. –
3:00 p.m. – 4:00 p.m.
Education Session crisis plan workshop Continued – Dr. Lori Baker-Schena – Baker Schena Communications ONE HOUR 15 what would happen if the head of your company were suddenly not available to fulfill their duties?Do you have a plan in place that will allow your company to function without the leader?IN this session you will work through the process of scenarios when a crisis happens.Each attendee will walk away with the beginning of a plan that they can IMPLEMENT immediately after returning home.the best way to avoid a crisis is to be prepared and have a plan in place. 6:00 p.m.
Depart hotel for off-site
7:00 p.m. – 10:00 p.m.
Friday, July 31
8:00 a.m. – 8:45 a.m.
9:00 a.m. – 10:00 a.m.
Education Session - Bare it All: Your Strategies that are Kickin’ Butt
oNE HOUR Your business is a reflection of you.
And how you think about business is how you end up doing business. The best
companies are built on a foundation of the best ideas from others re-tooled,
re-imagined and re-done.
10:00 a.m. – 10:30 a.m
Break - extra time
to check-out before our last session
10:30 a.m. – 11:45 a.m.
Education Session cyber security, Keeping the bad guys out –Max Everett - Fortalice Solutions LLC
ONE HOUR AND 15 MINUTES Security, security – I think we have a breech!This all TOO
common in this day and age of digital data.Learn from former White House Chief Information Officer, Max Everett
how to add a bit more security to your operation and keep the bad guys from
obtaining your critical information.YOu will hear about simple ways to secure both your and your client’s
data.Much is said about this topic
and every day more and more ways are found to cripple organizations. don’t
miss this important session – We bet that if Max can help safeguard the white
house, he can help you secure your house as well.Book
Mindshare Adjourned –See You in 2016!
*If available, the hotel will provide late check out for
attendees giving you ample time to check out after the last session. Check
out is at 12:00 P.M. Schedule subject to change without notice.
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