Third Annual Owners Forum 2019

TWIN CITIES METRO AREA CHAPTER EVENT

Exploring the End Game


This is an exclusive owners event to learn by sharing experiences and concerns for business owners, spouses and executives only. Advisors can only register if they show that they are accompanying business owners they have invited.

For full details with Speaker and Sponsorship information, click here.

2019 Topics to be examined include:

  • Building a Family Business Legacy
  • How a Family Business can go from Mess to Success
  • Infrastructure builds Value
  • Strong Culture through Workforce Development
  • Good Exit Planning and a Strong Team of Advisers
  • Getting yourself and your business Transition Ready

The full day event includes:

  • TED Style Talks
  • Owners Panel
  • Break-Out Sessions
  • Lunch keynote speaker
  • Breakfast, lunch & snacks
  • Complimentary parking

 

This meeting will be held at the University of St. Thomas – Opus Hall.

Address: 1000 Lasalle Ave, MinneapolisMN 55403

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPITwinCities.org.

About the Presenters


Nancy M. Dahl

Nancy M. Dahl

TED Style Talk Speaker

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Ward Eames

Ward Eames

TED Style Talk Speaker

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Marnie Ochs Raleigh

Marnie Ochs Raleigh

Owners Panel Speaker

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Rick Brimacomb
Julie Keyes

In Partnership With


AM&AA logo

 

 

 

 

 

 

 

 

Thank You to Our 2019 Sponsors


Gold Sponsors

 

 

 

 


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.