2025 Summit

Driving Growth | Building Value

Location

Houston Country Club,
1 Potomac Dr, Houston, TX 77057

Date

Thursday, February 13th, 2025

Program Agenda

Registration, Coffee, & Networking

7:30am

Breakfast / Welcome Remarks

8:30am

Opening Keynote

8:40am

Intentional Leadership, Sean Barnes

Learning Lab 1

9:30am
Value Growth Path
5 Ways to More Profits
Transfer Path
What To Know Before Selling Your Company
Legacy Path
Advanced Tax Strategies

Morning Break & Networking

10:45am

Learning Lab 2

11:00am
Value Growth Path
Building a Strong Leadership Team
Transfer Path
Riding the Rollercoaster of Selling Your Business
Legacy Path
Mo Money, Mo Problems

Lunch & Networking

12:10pm

Intentional Leadership, Sean Barnes

Lunch Keynote

12:30pm
Lunch Keynote
Think Beyond Value

Dr. David Flint is a professor, author, mentor, musician, world traveler, and as an entrepreneur, a

habitual risk taker. He is the author of Think Beyond Value which presents the V-REEL™ Framework, a practical resource for any organization seeking to think critically through ideas and shape sound strategy.

Dr. Flint has engaged in entrepreneurial activities since the early 1980s across multiple industries and is presently involved in board, leadership, or advisory positions across business endeavors in software applications, real estate, and insurance. David serves on the board of several not-for-profit organizations with both domestic and international activities and is passionate about helping businesses, entrepreneurs, and individuals succeed.

All participants will receive a complimentary copy of Think Beyond Value.

Speaker

Dr. David Flint

Clinical Professor, Strategic Planning at Texas A&M University

Learning Lab 3

1:15pm
Value Growth Path
How to Uplift Your Technology: AI, Cybersecurity, Operating Systems
Transfer Path
Building a Transfer Team: Wealth Advisors and Exit Planners Paving the Way for Your Success, Outsource HR & Finance
Legacy Path
How Much Is Your Business Worth?

Learning Lab 4

2:20pm
Value Growth Path
Bringing it all together: Optimizing Intangibles: Increasing the Value of Your Company Through 90-Day Sprints
Transfer Path
Skeletons in the Closet: How Cleaning Up Your Company Adds Value
Legacy Path
From Passion to Profit: Shaping Your Business Legacy

Networking / Refreshment Break

3:30pm

Closing Keynote

3:50pm
Closing Keynote
Growing Value versus Growing Revenue
Speaker

Ken Sanginario

Reception & Networking

5:00pm

Chapter Events

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