Ben Utecht will walk your audience through four elite principles that are foundational in both life and business, during the Believe in Culture™ program.
“On February 7th 2007, I stepped onto the Super Bowl field and into a Hall of Fame huddle with my teammates, including Peyton Manning and our head coach Tony Dungy. We became a world-class offense by creating a culture of champion leadership and dynamic communication. This culture was fueled by four foundational principles that together allowed each player to reach his greatest potential for the benefit of the team in a highly stressful and competitive environment.
After football, I began to realize these elite principles were foundational in both life and business. The culture produced out of practicing our belief system earned us the greatest reward, a Super Bowl championship. It’s time for your organization to win. Believe in culture!”
Learning Objectives:
- Ben Utecht brings you inside the NFL Huddle to discover the steps to practicing championship listening.
- Experience the daily schedule of a Super Bowl contender and discover the keys of practicing championship learning.
- Listen in on the most intricate offense and audible system in NFL history to discover the facets of practicing championship language.
- Join the team and discover how practicing a championship culture of value and respect can propel you to new heights of success.
Time:
- 2:00 p.m.: Arrival and Networking
- 3:00 p.m.: Opening and Welcome
- 3:15 p.m.: Keynote Speaker
- 4:45 p.m.: Happy Hour
- 6:00 p.m.: Adjourn
Thank you to our Sponsors
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Ben is the recipient of the prestigious NFL Hall of Fame coach Tony Dungy’s “Uncommon Leader Award“ for his leadership performance both on and off the NFL football field. After retiring, Utecht began building a significant career across multiple talents. His speaking career launched him into the Fortune 500 community as a subject matter expert, focusing on the strategy for building high-performing culture. Utecht’s passion for people and culture then entered into a corporate leadership position as the Chief Culture Officer for True North Private Equity, a family of companies whose portfolio currently includes 28 companies across 5 industries. He is a franchisor in the top US Ninja Fitness/Entertainment Franchise, Conquer Ninja Gyms, where he oversees all culture systems that impact every location. Also, he is the culture and brand ambassador for Realty Group. To complete his pursuit of practicing a winning culture, Utecht became a partner in Behavioral Essentials, a technology company paving the way for talent acquisition and leadership development through customized behavioral assessment results and benchmarking.
