XPX Philadelphia: Intangibles and Corporate Value

New paths to long-term, sustainable corporate value Part 2 – Intangibles as a Driver of Corporate Value

This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles:

• The two trends that have led to the dominance of intangibles in business
• How intangibles influence valuation of companies in the lower middle market
• How intangibles can be harnessed to drive the growth and performance of our clients’ businesses

There will be plenty of time for questions and discussion.

Meet Our Speakers:

Mary Adams
Consultant & Executive Director of XPX

Mary Adams is a consultant, speaker and currently serves as the Executive Director of XPX.

Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America.

Shina Culberson
President
Quist Valuation

Shina Culberson, President of Quist Valuation, brings +20 years of financial and valuation experience to her leadership of the firm.

Shina’s passion is working with company owners to help them understand the value drivers of their business and to provide actionable insights in order to improve performance, valuation, and management decision making. Quist launched Quist Insights™, an online platform solution, in 2018 aimed at quantifying the intangible drivers of corporate value (i.e., customer value, employee value, organizational value, etc.) to maximize transferable value at exit.

Shina graduated with a major in Economics from Claremont McKenna College and holds the CFA designation.

Mike Hogan
CEO
Insights7

Mike Hogan, founder and CEO of Insights7, has spent the last 25 years helping organizations optimize their operations to consistently drive meaningful customer and business value.

Mike spent the first half of his career as a consultant leading the transformation of under-performing workgroups into peak-performing teams who deliver measurable company results.

In 2008 he launched Insights7 with the mission to dramatically accelerate clients’ time to operational excellence and effective innovation through the use of Insights7’s Integrated Performance System.

This system helps companies manage operations as a value chain that integrates performance, revenue, and cost. Now business leaders have the information they need to fast-track improvements that delight customers while maximizing long-term company value.

Mike graduated from Boston College with a major in communications.

Agenda:

7:45 - 8:00 AM - Login & Networking
8:00 AM – 9:00 AM – Presentation
9:00 AM – 9:30 AM – Networking