SUCCEsSION STRATEGIES
Date: Thursday, May 23, 2024
Time: 7:30AM – 4:00PM
Where: Iron Trail Motors Event Center, 919 6th Street South, Virginia, MN 55792
Join industry experts to learn more about how to maximize the value of your business and ensure you are personally and financially prepared for the third act of your life!
Educational presentations include:
- Financial Housing Cleaning
- Value. Keep. Sell.
- Succession Advisory Team Resources Panel
- Exit Strategies Panel
- Serial Entpreneur Keynote Speaker Dan Stocke
Who should attend? For-profit business owners, entrepreneurs, non-profit leaders and board members who work with businesses, bankers, and lenders.
See the detailed agenda below.
Thank you to our Engage Sponsors!
AGENDA
7:30 AM – 8:00 AM Breakfast Snacks and Connecting
7:55 AM – 8:00 AM Welcome & Opening Remarks
Elissa Hansen, Northspan Group, Inc.
8:00 AM – 8:15 AM Why is today important? What are 5 things you can do right now?
Elissa Hansen, Northspan Group, Inc.
8:00AM – 8:45 AM Financial House Cleaning
Curt Walczak, Northland Small Business Development Center
8:45 AM – 9:00 AM Q&A
9:00 AM – 9:15 AM Break
9:15 AM – 10:00 AM Value. Keep. Sell.
Rob West, NorthPointe Strategies Group, LLC
Shawn Wellnitz, Entrepreneur Fund
Zack Filipovich, Northspan Group, Inc.
10:00 AM – 10:15 AM Q&A
10:15 AM – 11:00 AM Succession Advisory Team Resource Panel, Moderated by Dan Stocke
Estate Planning, Bill Burns, Hanft Fride
Finance, Becky Walen, Bremer Bank
Insurance, Pat Heffernan, Wheeler Associates
Tax Implications, Craig Chilcote, Anderson, Kuiti, Asuma
11:00 AM – 11:30 AM Q&A
11:30 AM - 12:15 AM Lunch & Refreshments
12:15 PM - 1:00 PM Exit Strategies Panel, Moderated by Rob West
Employee Ownership, Darren Mozenter, Minnesota Center for Employee Ownership
3rd Party Buyer, Steve Bragg, Calhoun Companies
Buyer Perspective, Lisa Bodine, Giant Voices
Banker Perspective, Jenn Ryan, Bremer Bank
1:00 PM - 1:30 PM Q&A
1:30 PM - 1:45 PM Break
1:45 PM – 2:45 PM So what?
Keynote: Dan Stocke, Serial Entrepreneur
2:45 PM – 3:00 PM Q&A
3:00 PM - 4:00 PM Adjourn & Networking
Succession Strategies Event Registration
Succession Strategies Event Registration