Fourth Annual

Owner & Advisor Summit

Save The Date: October 12, 2021

Moderators & Panelists

Quentin A. Baker

Panelist

President, Baker Engineering and Risk Consultants

Quentin holds a B.S. in Mechanical Engineering from Texas A&M University and an MBA from the University of Texas at San Antonio. He has over 40 years’ experience in R&D, testing, hazards analysis, engineering projects, and accident investigation in the fields of  combustion, explosions, and blast effects.

Moderator

President, Steven Bankler, CPA, Ltd.

Steven Bankler started his practice over 43 years ago. His unique firm has only CPAs working on client’s book and records. The firm provides consulting, exit and tax planning for closely held/family owned businesses. They also provide litigation support is a variety of areas of business litigation. They have over 30 years in assisting buyers and sellers in the implementation of their exit plans.

Jeremy Calvert

Panelist

CEO/Majority Owner, Vighter LLC

Jeremy is service-disabled veteran who served as a Special Forces “Green Beret” Medic in the US Army with 7th Special Forces Group. Jeremy deployed throughout South America to provide tactical training to foreign military and police. He graduated with an M.A. in Homeland Security and later an M.B.A. in Global Business Management. In 2012, he joined Vighter and helped grow the business to $16M in annual revenue.

John F. Dini

Moderator

CMBA, CExP, CEPA

Transition Strategies and Transaction Support, MPN, Inc. John develops transition and succession strategies that allow business owners to exit their companies on their own schedule. He is the founding President of the Exit Planning Exchange of San Antonio. He holds a Bachelor of Science degree in Accounting from Rutgers University, an MBA from Pepperdine University, and the Certified Exit Planner and Certified Exit Planning Advisor qualifications.

Bjorn Dybdahl

Panelist

President, Bjorn’s Audio Video Home Theatre

Bjorn Dybdahl is President of Bjorn’s Audio Video Home Theater, a 46 year-old business that started out providing audio and video solutions for residential customers but today has added other categories such as networking, shades, lighting and home automation. Bjorn’s continues to survive during a time of major upheaval in how people purchase and live with all their electronic devices.

Kris Dybdahl

Panelist

Vice President, Bjorn’s Audio Video Home Theatre

Son of Bjorn Dybdahl, Kris started working in the family business while in high school and over the years worked in nearly all areas of the business, preparing him for his current position as Vice President. Kris’s main role now is eading Bjorn’s into the future by providing clients the most technology[1]forward, life-changing smart home solutions as well as the seamless installation and integration that go with it.

Moderator

President, The KFORD group

Kim is president of The KFORD group, a leading CPA firm in San Antonio and is a Certified Valuation Analyst and a Master Analyst in Financial Forensics, both awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with clients and attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

Tim Geppert, CPA

Moderator

Panelist

CFO Advisor, Vaco

Tim provides insight and solutions for Family Businesses and Construction and Engineering Companies. These include general contractors, concrete, masonry, interior, electrical, mechanical, telecom, utility, flooring and specialty contractors.  Tim was involved in international projects in Surinam, Colombia, Jamaica, Australia, United Kingdom, France, Mexico and Brazil.

Bobby Hines

Panelist

Former President, Eldridge Electric

Bobby Hines and his mother, Cora Hines, purchased Eldridge Electric in 1972. Bobby, a former auditor for Texaco, now had to learn a new business from the ground up. Selling the company in 2020 proved to be a challenge due to their concern about keeping the “Eldridge Culture” intact. With much deliberation, Bobby found the company’s successor locally and closed on the sale of the business in December of 2020.

Travis McLeod

Panelist

President, Silber & Associates and Highland Commissioning

Travis is a graduate of Texas Tech University with a degree in Mechanical Engineering. He has 29 years of experience in the construction industry. He has experience in central plant design, health care design and laboratory design including biocontainment precautions. He spends a significant amount of time working directly with building owners and clients, solving complex construction problems.

Lisa Mochel

Moderator

Vice President, Treasury Management, Business Development Officer, Lone Star Capital Bank

Lisa is a Treasury Management specialist with over 30 years experience. Her responsibilities include working with commercial customers to assist them with business operations efficiencies. Lisa is also the business development specialist for Lone Star Capital Bank. Lisa is very active in the community, chairing and serving on various committees and organizations.

Moderator

President, Rosenblatt Law Firm

James has practiced law for over 26 years since obtaining his JD from Emory School of Law. Prior to opening his firm, James gained valuable experience working at Davidson & Troilo, the international law firm of Akin Gump and as inhouse counsel for an international construction company. While working at Akin Gump, James honed his business acumen by obtaining an MBA from the University of the Incarnate Word. James has been recognized as one of the best attorneys in both San Antonio and nationally.

Krysti Seibert

Panelist

Director of Human Resources, Alterman, Inc.

Krysti Seibert serves as Alterman’s Director of Human Resources, bringing 24 years of diverse HR experience to the team. Her areas of expertise include employee relations, HR compliance, policy and handbook development, training and development, along with benefits administration. As a true generalist, Krysti provides strategic and operational support in all areas of human resources.

Moderator

CPA, AEP

Chartered Advisor in Philanthropy, C3 Financial Partners Carolyn’s experience as a CPA in public accounting was the perfect prelude to working with C3 Financial Partners as a senior partner. Collaborating with a client’s advisory team is key to helping a client optimize their options. She is a Chartered Advisor in Philanthropy® (CAP®), holds a Group I Life and Health License, and is a certified General Securities Representative (Series 7 and 66).

Panelist

Executive Vice President, CFO, Alterman, Inc.

With over 20 years of financial and administrative management experience, Mr. Thiel is responsible for the development of business policies, benefit review and management, and administrative management and provides overall direction for financial operations, risk management, contract administration, purchasing and human resources. He also serves on Alterman’s Board of Directors and is the Secretary and Treasurer.

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