Join us for a packed half-day of presentations to grow and protect your business. Don’t miss this opportunity to connect with industry leaders and fellow professionals in the community. RSVP now to secure your spot! Invite only. Space is limited.If you have any questions, please contact us at glrm@gentrylocke.com
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12:00 | Registration Opens
12:15-1:15 | Lunch & Keynote | Presenter: Ken Parsons
Ken Parsons is the co-founder of The Brothers that just do Gutters and will discuss the company’s growth from a small business into a national franchise with over 100 franchisees and over 400 units sold.
1:15-1:45 | What’s My Business Worth? | Presenters: Roger Osborne and Anderson Payne of PNFP Capital Markets
Discussions centered on M&A, including valuation, shareholder value return, exit readiness, and M&A process and timeline. Presentation will also include an update on recent trends in the M&A market, both nationally and locally.
1:45-2:00 | Networking Break
2:00-2:30 | Financial Controls While in Growth Mode | Presenters: David Sheaffer of Brown Edwards
As your company grows, you are challenged with countless items that utilize the most finite resource: time. With less time available, it is imperative to have the proper financial controls in place. In this session, we will discuss how properly structuring your financial control environment will help mitigate the risk of financial impropriety and review examples of what can happen when the proper controls are not in place.
2:30-3:00 | Taking Control of Your Employee Benefits | Presenter: Ryan Raybuck of Scott Insurance
The cost of insurance, specifically employee benefits, is quickly becoming a top 5 expense for most companies. What if there was a way to escape the volatility of the traditional employee health insurance market… a means to take control of your insurance program and strategically manage your risk with potential for significant financial gain? Come and hear more about how the health insurance landscape is changing and what you can do about it.
3:00-3:30 | Maximizing the “Limited Liability” Part of Your LLC | Presenters: Cate Jackson and Andrew Gay of Gentry Locke
Success doesn’t come without risk. This session will focus on popular legal trends for growing businesses and what steps you can take to proactively limit your exposure.
3:30-3:45 | Networking Break
3:45-4:15 | Client Service Must Include Client Data Protection | Presenter: Justin Hensley of CloudFit Software
What is the cost to your business when you lose data? What if that data is not just lost, but stolen? And what if that data is protected data? These are all questions that leaders of businesses of all sizes and across all industries have to ask themselves. This session will review the current cybersecurity landscape affecting many SMBs, how risk, governance, and compliance affects your business, and ways that you can manage attacks against your business and customer data.
4:15-4:45 | Q&A Panel with All Presenters
4:45 | Happy Hour Networking