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 AM Business Opening Comments: Dawn Corpolongo Landmark Worldwide What’s Next?

8:15 AM Bruce Nimmer Business Owner - Currently CFO Bear Path Country Club

Communication is Access to Power

8:25 AM Human Aspects: Listening for “you don’t know you don’t know”
Jon Keimeg, Director, University of St Thomas Family Business Center
Nate Wenner, Regional Director, Partner, Wipfli Hewins Investment Advisors Financial Counseling
Joel Seleskie, Principle, CLV, CAFC, CASL, CFP, Northwestern Mutual Wealth and Business Planning Solutions
Marc Langva, Founder, CEO, Work Optional, CFP Wealth Management Estates and Trusts
Todd Grill, The Garmax Group
• Planned or Unplanned transition, knowing what is best for your family, employees, and customers?
• How best to quantify different strategies short and long term impacts to me and my family
• Is your family, enterprise, health, wealth, real estate, valuables protected in multiple ways?
• How comfortable are you with your retirement, wealth management, and Giving plan today?
• Diversification beyond the company 401K Plan
9:10 AM Environment Transition Gauges: Is management inspiring and nurturing employees?
Deborah Gelbach, Founder, Documented Company Industry, and Community Heritage
David Silver, Principle, Sterling Group Executive Talent
Nick Wassenberg, Gravie Better Benefits for All
Tom Kaul, President, Exit Strategy Planners
• Why and How you endow/share the successor generation with what you've learned?
• Is your company Mission Statement, Vision, and Core Values engrained throughout your enterprise?
• Is your recruitment book a living document?
• Possibilities to customize retention, career pathing, education, training, personal growth programs?
• Business Health Gauges Prepares You for A Planned or Unexpected Transition or Opportunity to Grow
• Is your Technology, SEO, employee, provider, communications aligned and in harmony.

9:40 AM Sales and Marketing Transition Gauges: 80% of how we know business today will be different
Tanya Macleod, Macleod & Co. Holistic Marketing
Dave Adams, CO-Founder Velo Project Communication Improvement
Kurt Theriault, President, Allied Executive
• How are you adapting your products and services to client’s future expectations?
• Do you know and cater to your ideal customer mix of valuable, sustainable, profitable customers?
• When and with whom do you begin creating next year sales projections and incentive programs?
• 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? How are decisions, actions and measurements completed?
• What plans are in place for your company’s acceleration 2, 4, 6 years into the future?
10:25 AM Break

10:35 AM Operations Transition Gauges: Clearly Defined Goals

Nate Nelsen, Virtus Law Legal Defense Coordinators
Jeff Stedman, KW Commercial
• How is Customer satisfaction measured and loyalty retained?
• What kind of digital information systems are present, planned, and budgeted?
• Are your processes and procedures such that without the owner your company runs well?
• What constitutes value in contracts with and suppliers/ clients/customers?
• 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?
11:15 AM Financial Transition Gauges: Report financial data accurately?
Scott Jones, Bank of America - Swenson Jones Private Banking
Kalen Schwartz, Anchor Bank
Heide Olson, All in One Accounting Everything Financial
• Private Banking –  Are you aware extraordinary services are available in a shared environment?
• Financing an acquisition what are you looking for and how does that translate to the seller
• Value banks cause in the sale of a business and what questions should a seller be asking?
• What is a typical growth projection process and plan who is it communicated to and measured?
• 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?

12:00 PM Adjourn and Networking

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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