7:30 am to 8:15 am

Continental Breakfast & Networking

8:15 am to 8:30 am

Welcome

8:30 am to 10:00 am

Getting The Owner Conversation Started: An Interactive Workshop

Kick-Off Presenter: Richard C. Kimball, The Bigelow Company

10:00 am to 10:15 am

Break

10:15 am to 11:15 am

Breakout A: Engage the Business Owner (Choose one session)

Is There an 800-Pound Gorilla Your Client Cannot See?

Lawrence A. Girouard, The Business Avionix Company and Marty W. Croyle, Croyle & Associates

Leveraging Social Networks: Growing The Business

Joselin Mane, LITBeL Consulting/BostonTweetUp.com and Michael Durwin, Engine East

Succession: An Owner’s Story of Buying, Owning and Selling

Kevin Kennedy, Beacon Exit Planning

11:15 am to 11:30 am

Break

11:30 am to 12:30 pm

Breakout B: More Exit Planning Education (Choose one session)

True Stories And Lessons Learned from the Exit Trail in Texas

Joan Ridley, Business Wealth Solutions

The Art Before the Deal

Brian Layton and Raymond N. Wareham, Bernstein Global Wealth Management

Maximizing Value in the Sale of a Business

Kenneth F. Stern, Synxronos

12:30 pm to 1:45 pm

In Search of the Midas Touch

Lunch & Keynote Address: Robert Slee, MidasNation

1:45 pm to 2:00 pm

Break

2:00 pm to 3:00 pm

Breakout C: Execute Wisely! (Choose one session)

Size Doesn’t Matter, But Positioning Does!

Janey Bishoff, Bishoff Communications

Optimizing Your Board of Advisors

Stephen Wilchins, Seegel Lipshutz & Wilchins LLP

ESOPs As Ownership Transition Vehicles

Chris M. Mellen, Delphi Valuation Advisors and

Robert W. Edwards, Steiker, Fischer, Edwards & Greenapple, P.C., and its affiliate, SES Advisors, Inc.

3:00 pm to 3:15 pm

Break

3:15 pm to 4:15 pm

The Business Owner’s Challenges In Uncertain Times

Afternoon Keynote Address: Kevin Mulvaney, Babson College

4:15 pm to 4:30 pm

Wrap Up

4:30 pm to 5:30 pm

Networking Reception