Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Valuations & Financing Problems During The Pandemic

Moderator:

Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial

Panelist:

Kim Ford, CPA – theKFORDgroup
Jim Park, ASA – Munroe, Park, & Johnson, Inc.
Robert Potter, Executive Vice President, Lone Star Capital Bank
Tim Ramon, 3rd generation owner – JR Ramon & Sons

Program will include a presentation, interactive round table discussions and networking with other attendees.

Exit Planning & Implementation To 3rd Parties During The Pandemic

Moderator:

Kelly Foster, Attorney – Gardner Law Firm

Panelist:
Tim Geppart, CFO – Vaco
Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC

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Bronze Sponsors

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Valuations & Financing Problems During The Pandemic

Moderator:

Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial

Panelist:

Kim Ford, CPA – theKFORDgroup
Jim Park, ASA – Munroe, Park, & Johnson, Inc.
Robert Potter, Executive Vice President, Lone Star Capital Bank
Tim Ramon, 3rd generation owner – JR Ramon & Sons

Program will include a presentation, interactive round table discussions and networking with other attendees.

Exit Planning & Implementation To 3rd Parties During The Pandemic

Moderator:

Kelly Foster, Attorney – Gardner Law Firm

Panelist:
Tim Geppart, CFO – Vaco
Tim Geppart, CFO – Vaco with client Bill Roberts, CEO of T&D Moravits & Co.
Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Allen Devino, former owner of POS Solutions, LLC

Exit Planning & Implementation To Inside Parties During The Pandemic

Moderator:
John Dini, CMBA, CExP, CEPA – MPN, Inc.
Panelist:

Steven Bankler, CPA -Steven Bankler CPA, Ltd with client Jeremy Calvert, CEO – Vighter, LLC
James Rosenblatt, Attorney – Rosenblatt Law Firm with client Andrew Jett, President – Meritec Services

Program will include a presentation, interactive round table discussions and networking with other attendees.

Exit Planning & Implementation To Inside Parties During The Pandemic

Keynote Speaker:

Leslie Komet Ausburn, President/CEO – Komet Marketing Communications

Panelist:
Program will include a presentation, interactive round table discussions and networking with other attendees.

Media Sponsor

Event Sponsors

Silver Sponsor

Bronze Sponsors

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