EPI TCMA OWNER'S FORUM: DO YOU BELIEVE IN CULTURE?

EPI TWIN CITIES METRO AREA CHAPTER

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 Location

Event Details

Date: Thursday, October 06, 2022
Time: 2:00 pm - 6:00 pm Central Time
Where: Midland Hills Country Club, 2001 Fulham St, Roseville, MN 55113
Cost: $50
EPI Hours:
Non-Member Registration

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

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