Business Transition and Wealth Acceleration Symposium



2016 Business Transition and Wealth Acceleration Symposium
December 15, 2016

Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, MN 55427

7:15 AM Registration
7:30 AM Hot Buffet
8:00 AM – 12:00 PM Program

8:00 Business Opening Comments: Bruce Nimmer
Communication is Access to Power

8:15 AM Human Aspects: Communicating is Today's Business
Jon Keimeg, University of St Thomas
Joel Seleskie, Northwestern Mutual
Scott Jones, Merrill Lynch - Swenson Jones
Dawn Corpolondo, Landmark Education
Marc Langva, CFP
• How comfortable are you with your retirement, wealth management, and Giving plan today?
• Is your family, enterprise, health, wealth, real estate, valuables protected in multiple ways?
• Private Banking –  Are you aware extraordinary services are available in a shared environment?
• Life Coaching – Are you committed, and on track to have a life you love after your business transition.
• Planned or Unplanned transition, what is best for your family, employees, and customers?

8:45 AM Environment Transition Gauges: Is management inspiring and nurturing employees?
Deborah Gelbach, Gelbach Assc.
David Silver, Sterling Group
Nick Wassenberg, Gravie
Tom Kaul, Exit Strategy
• Is your company Mission Statement, Vision, and Core Values engrained throughout your enterprise?
• Why and How you endow the successor generation with what you've learned? Is it shared?
• What attention are you paying to employee benefit structures for current and future talent.?
• Is your recruitment book a living document?
• Possibilities to customize retention, career pathing, education, training, personal growth programs?
• How are your industry trends measured, tracked, and communicated, and to whom in your company?
• Business Health Gauges Prepares You for A Planned or Unexpected Transition or Opportunity to Grow

9:30 AM Sales and Marketing Transition Gauges: 80% of how we do business today will be different 8 years from now
Tanya Macleod, Macleod & Co.
Dave Adams, Velo
Kurt Theriault, Allied Executives
• How are you adapting your products and services to client’s future expectations?
• Are you related to key clients and manage intelligence, such that you anticipate their needs?
• How does a company set itself apart from competitors, or are they winning more?
• What is your product and service outlook and how are decisions, actions and measurements being caused?
• What plans are in place for your company’s acceleration 2, 4, 6 years into the future?
• What is the ideal customer mix of valuable, sustainable, profitable customers?
• When and with whom do you begin creating next year sales projections and incentive programs?

10:15 AM Break

10:25 AM Operations Transition Gauges: Clearly Defined Goals
Tom Fafinski, Virtus Law
Jeff Stedman, KW Commercial
• How is Customer satisfaction measured and loyalty retained?
• What constitutes value in contracts with and suppliers/ clients/customers?
• Are your processes and procedures such that without the owner your company runs well?
• What kind of digital information systems are present, planned, and budgeted?
• How is your legal team protecting your company?
• Are Acquisition, Mergers, Strategic Partnership Possibilities being created?
• Is your current location, facilities and equipment able to increase revenue, while staying competitive?

11:10 AM Financial Transition Gauges: Report financial data accurately?
Nate Wenner, WIPFLI
Kalen Schwartz, Anchor Bank
Heide Olson, All in One Accounting
• In what ways are you planning to react to competitive business conditions?
• What is a typical growth projection process and plan? How does a well-run business? share with others, measure and achieve it?
• What trends are important to keep a precise eye on daily, weekly, monthly, quarterly?
• What areas should be budgeted to stay competitive in your industry?
• Is your inventory process electronic and micro managed?

12:00 PM Adjourn

Business Transition and Wealth Acceleration Symposium


  • When

  • Thursday, December 15, 2016
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley Rd
    Golden Valley, Minnesota 55427

Contact Information

Jeff Johnson

Jay Kodytek

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