Elevate Summit for Entrepreneurs

 

 
 

November 18th and 19th, 2020
8:00am MST - 1:30pm MST


The Elevate Summit brings together thought leaders, CEOs, and other successful executives who've encountered plenty of closed doors in their careers.  Learn from proven leaders how you can strengthen your business today by keepig your exit and growth options in focus.   


Sessions



Welcome and Economic Update

Robert Spendlove
Troy Tucker
With all of the uncertainty in our world today, we take a moment to assess where we are economically and to look ahead to what we can anticipate in the months ahead. Mr. Spendlove will walk through key indicators and discuss what they mean for our future. He will also address policy updates and other factors to keep an eye on as you develop your 2021 strategic plan.


Hide a Key: Hidden Variables that Drive a Higher Value/Price

Amy LaSala
Business value considerations go well beyond a simple multiple of EBITDA. Learn some of the more nuanced elements of attributing risk and synergistic value to a business. Gain insights on how you can unlock these factors for your operation.

Sponsored by:


Legal Elements of Effective Management

 


Break to Visit Exhibitor Booths

 
Take some time to engage with our sponsors, and don't forget to pick up your swag items at each booth! All Sponsor booths are enabled with live chat, value-added reresources, and special offers and gifts.


Leveraging Your Financials to Achieve More

Chris Badger
Your financials tell a story that is much more than simple cash flow.  Learn how to intrepret the narriative to control the plot. 

Sponsored by:


Protecting Your Edge: How to Defend Your Business and Make Money Through Patents, Trademarks, and Co

Scott M. Kelly
Kirk A. Sigmon

Almost all companies have intellectual property, but her know how to leverage it.  In this presentation, Banner Witcoff partners Scott M. Kelly and Kirk A. Sigmon will cover  the basics of patents, trademarks, and copyrights, including providing tips on how to know when your company has it, how to protect it, and how to monetize it.  


Break to Visit Exhibitor Booths

 
Take some time to engage with our sponsors, and don't forget to pick up your swag items at each booth! All Sponsor booths are enabled with live chat, value-added reresources, and special offers and gifts.


Seller's Panel: Every Exit is an Entry Somewhere Else

 
Learn how these entrepreneurs achieved their outcomes and experienced more than they anticipated.  


Psychological Door Openers for Buying and Selling a Business

Dr. David Gruder


Sponsored by:


Virtual Networking

 


Welcome - Day 2

Troy Tucker
As a special bonus, we will check in the the business owners highlighted in spring as leaders in adapting to the changes presented by the pandemic. As conditions are evolving and business owners as well as consumers are settling in to a new environment, we get an update on how these early pivoting leaders are driving their business forward.


Buyer's Panel: Making an Entrance

Lamar Stanley
David Stahl


Sponsored by:


Break to Visit Exhibitor Booths

 
Take some time to engage with our sponsors, and don't forget to pick up your swag items at each booth! All Sponsor booths are enabled with live chat, value-added reresources, and special offers and gifts.


The Cost of Turnover: HR and Payroll Strategies

Michelle  Christiansen


Sponsored by:


Looking Through the Peephole: Personal Financial Perspective & Your Business

Cliff Forsgren


Sponsored by:


The M&A Process and How Do You Market Your Business

Jason Tuzinkewich


Sponsored by:


Break to Visit Exhibitor Booths

 
Take some time to engage with our sponsors, and don't forget to pick up your swag items at each booth! All Sponsor booths are enabled with live chat, value-added reresources, and special offers and gifts.

Sponsored by:


Keynote Speaker

Jennifer J. Fondrevay


Sponsored by:


Virtual Networking

 


Sponsors




Blue Sky Business Resources works collaboratively with business owners and their trusted advisors to provide advisory support and consultation throughout their operational lifecycle. By working as a liaison between the business owner, their CPA, bankers, financial advisors, and legal counsel, our team can facilitate strategic planning and change management solutions and facilitate durable implementation. These services ensure that all parties are coordinated to deliver within their areas of expertise and achieve the best possible outcomes.




NOW CFO is a “roll-up our sleeves” full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs.
 
NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth. Our advisors partner with our clients to create this success. This team mentality has created bonds with our clients who are widely valued throughout the business world.

Since our beginnings, NOW CFO has believed that our growth and success is dependent on the achievements of our people. Creating a welcoming and diverse culture empowers our employees to take ownership, act with integrity, and deliver their best to our customers. We are committed to organizational efforts that promote respect, dignity, and equality. At NOW CFO, we are determined to create an inclusive environment that encourages, supports, and celebrates our differences.




We love helping clients strengthen and streamline their businesses. Our proven approach helps you better manage costs and minimize risk. You’ll get the ready-to-use HR infrastructure that your business needs to be more efficient and profitable.
 
To bring out the best in your people, we’ll show you how to maximize their performance and productivity. That’s our inspiration and purpose.




We work with businesses and organizations directly to help them achieve the results they are seeking.

Our ideal client partners have the will and commitment to get better, and recognize the key to their future success is tapping into the potential of each individual in their organization.

More than that, we help businesses see the measurable, positive effect our leadership development has on the bottom line. Our proven METHODOLOGY and EVALUATION PROCESS provide you with the data you need to capture the success of our leadership development services.




Heather Willems is a business strategy consultant, graphic facilitator and bestselling co-author of Draw Your Big Idea. Combining her love of fine art and business strategy, she helps top executives operate more efficiently through creativity. She guides the world’s most influential companies to visualizes their biggest ideas. The results, a long-lasting transparent action plan that engages in a memorable way.

After 15 years of witnessing breakthroughs with clients, she wants to help more people achieve their goals. As Co-founder of ImageThink, she visualized big ideas for thought leaders and companies including Disney, AOL, FedEx, Google, Lego, and NASA . Her work has been featured on The Today Show, Entrepreneur Magazine, Inc., Forbes, Mashable and the Wall Street Journal.

Whether she’s leading one-on-one executive training or speaking about visual thinking, she has a passion for making connections. She’s spoken at and collaborated with The Atlantic, SXSW, New York Times Small Business Summit, Columbia University, Texas Conference for Women, Comic-con, PTTOW! and many more.

An advocate for entrepreneurial artists, Heather mentors and coaches CEO's scaling to their first million. As an adoptive family, her husband, daughter and lovable pit-mix-pup love hiking, biking and exploring their neighborhood in Brooklyn, New York.




Mountain West Advisors, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.




Hillcrest Bank and Community Banks of Colorado, divisions of NBH Bank, serve clients throughout, Utah, Texas, New Mexico, and Colorado. Our bankers are dedicated to the continued growth and strength of the communities we serve, and that means supporting and celebrating our people, local businesses, and organizations. NBH Bank is one of the most well-capitalized, strongest banks in the country. We leverage our sound balance sheet and the liquidity necessary to withstand market volatility to continue helping companies in our market access the capital they need to grow their businesses. We are here to help. Our locations are open and our associates will meet you wherever is most convenient to start a conversation.

 




Ironically, common sense has never been all that common. If it were, banks would only sell you what you need. Everything would be fair, without all of the fine print. And, when your banker looked at you, they wouldn’t just see a number, they’d see a dad, or a mom, or a graduate, or a business owner. That’s why at Community Banks of Colorado we understand the complexities of people’s lives and offer simple solutions. We call it banking with common sense, and we invite you to do the same.

Community Banks of Colorado is a division of NBH Bank, which is a subsidiary of National Bank Holdings Corporation (NYSE: NBHC) and operates a network of banking centers throughout Colorado, Kansas, Missouri and Texas.




GCA is a partner with management teams who wish to invest in their companies by becoming part of the buying group. Recapitalizations are also structured for business owners who desire immediate liquidity yet wish to participate in the growth of their business by maintaining operating control.
 
Investment candidates usually have revenues between $10 and $200 million and most are privately held businesses or subsidiaries and divisions of larger corporations. Investments are made in established businesses with demonstrated operating histories and quality management teams.







Equity for all!
 
We’re on a mission to create more owners. With over 15,000 companies, more than 900,000 investors, law firms, and employees on our platform, and a commitment to transparency and equality in equity—we’re breaking the mold of how capital markets operate.




Carry with confidence.

We’re creators. Craftsmen. Artisans. And we love using awesome leather for the pieces we craft. We care about the materials in our creative arsenal, which is why we only pick high-quality top-grain leather from American cowhides.

When you get your first Rustico piece, take care to notice the stiff leather. We’ve left things just raw enough so it will take on the characteristics of your journey. Take it with you wherever you go and let it collect your adventures and your impressions.


Friends & Supporters


Second Wind Consultants is a business consultancy that specializes in the preservation of business operations in financial distress.  Our mission represents a holistic solution to the inefficiency and failure of the traditional responses to this capitalistic inevitability.

We achieve the goal of business value preservation by conducting niche strategic transactions on operational but financially struggling companies through Article 9 of the Uniform Commercial Code. This type of transaction is an asset sale that allows a business to transition into a new entity free and clear of debt.  Under these circumstances the alternative resolutions are few, and usually end in default, closure, or liquidation. 


Grow your business, that’s what we do! We accomplish this through our South Valley Business Institute courses, networking events, forums, and advocacy efforts. The South Valley Chamber is dedicated to helping you achieve your highest level of success. We work tirelessly to create and maintain a vibrant business ecosystem that best supports ongoing business growth, collaboration, and job creation.

While we serve businesses all across Salt Lake County, we have formed strategic partnerships with Sandy City, Draper City, and Riverton City to ensure that businesses in those communities have access to our award-winning mini MBA program and the other business courses offered through our South Valley Chamber Business Institute.


The Utah Association of CPAs is a 501c(6) non-profit individual membership association for Certified Public Accountants. Our membership is comprised of approximately 4,000 CPAs and affiliate members, most of whom live in Utah, and serve public accounting, business and management, government, and education.
 
Mission
The UACPA Leadership supports and challenges members through advocacy, professional education, leadership development, networking, and community service, to help them succeed in a competitive and changing world.
 
Vision
At the UACPA, our vision is to be a world-class professional association essential to our members
 
We unite a vibrant community of CPAs to enhance the success of our members and champion the values of the profession; Integrity, Competency, and Objectivity.

 

Elevate Summit for Entrepreneurs

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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