Page 5 - January 2018 Conference Invite
P. 5
Agenda
11:00 am – 12:00 pm
Day 3 Welcome and introduction
Jan 24 12:00 pm – 1:00 pm (Lunch)
Wed. 1:00 pm – 2:30 pm
Guest Speaker – Bill Hovey
The Psychology of Succession
2:00 pm – 3:00 pm (Afternoon tea)
3:00 pm – 4:30 pm
Guest Speaker – Paul Cilia, Macquarie
Funding Options for Professional Services
4:30 pm – 6:00pm
6-month Management Buyout Program
Craig West
6:00 pm (Team Dinner)
Day 4 10:30 am – 12:00 pm
Guest Speaker – David Masters
Jan 25 www.succession.exchange
Thu. 12:00 pm – 2:30 pm
Thomas International tools and training
Sam Walters
2:30 pm – 3:00 pm (Afternoon tea)
3:00 pm – 4:30 pm
M&A Process
Michael Vincent
4:30 pm – 5:00 pm
90-day Plan
Close
Craig West
C h e c k l i s t o f I n f o r m a t i o n R e q u i r e d
BEYOND ADVICE Annual Strategic Planning Conference │ 4
