TODAY’S AGENDA
W Elevator Pitches That Wow Buyers
Chala Dincoy, The Repositioning Expert
Did you know that 86% of B2B buyers don’t see a difference between vendors? There is a formula to leaving a lasting impression. Learn the top 3 mistakes business owners make in their pitches, and re-write your pitch and to try it out in the session.
Break Out of the Isolated CEO Trap!
Ashley Schaer, Your Fractional COO W
To go fast, go alone. To go far, go together. But how is a Silopreneur to work within relationship when you’re the one in charge? The one with whom the buck stops? We’ve got answers that will break you out of isolation and into thriving community.
Crafting Your Marketing Mix
Kayden Michael, Watson Branding + Marketing W
Optimize your budget allocation across marketing channels and increase the effectiveness of your campaigns. Gain a new perspective on your marketing funnel and a more impactful method for determining the KPIs that matter most.
How to Put More Profit in Your Pocket in this Economy
Aaron Wills, Galt Strategies W
Maximize profitability through better financial management. Participants will learn the power of a P&L, and how to line their pockets with money regardless of economic status.
13-Week Cash Flow Forecasting
Ed Christmas, Sology
Craig Scheef, Texas Security Bank
Learn how cash flow forecasting boosts efficiency and profitability. Explore key steps, examples of inflows/outflows, and how forecasting helps improve financial performance and prepare for business disruptions.
10:40AM - 11:00AM
11:00AM - 11:20AM
Room 1
Room 2
3
Room 4
5
11:00AM - 11:45AM
Speed Networking Session Gold, Platinum, VIP & Elite Badge Holders
11:15AM - 11:45AM Workshop Room 1
W How Small Businesses Obtain Credit
Lee Harris, Texas Capital Bank
Join this session to learn how small businesses build and maintain credit, how financial institutions measure a business’ credit capabilities, and the connection between personal and business credit.
Corporate Transparency Act: How to Comply with New Federal Reporting Law on Beneficial Ownership
Kristin Madden, Financial Crimes Enforcement Network (FinCEN)
Effective January 1, 2024, a new law requires many companies doing business in the United States to report information to the U.S. government about who ultimately owns or controls them. Please join FinCEN, a bureau of the U.S. Treasury Department, to learn more about new beneficial ownership information reporting requirements, which companies will need to file, how to file, and where to find resources to simplify compliance.
How to Audit Proof Your Records
Workshop Room 2
This workshop helps identify the common mistakes entreprenuers make in handling their business expenses. Participants will walk away from this workshop with actionable tools to make sure that they can win an IRS audit. Kimberly Furrh, Strategic Accounting Professionals W Workshop Room 3
Speak & Sell From Stage: Align with Authority & Maximize Your Profits
Gini Trask, Aligned Speaker Academy
Joe Moghaizel, Aligned Speaker Academy 11:15AM - 11:45AM
Tired of one-on-one sales calls? It’s time to change the conversation from one-on-one to one-to-many. Public speaking is the fastest, easiest, and least expensive way to grow your business. Align to your authority & watch your sales skyrocket!
Unlocking the Potential of Gen AI for Small Business Growth
Raja Marimuthu, OneData Software Solutions
This presentation explores how generative AI can empower small businesses to overcome challenges and drive growth by boosting productivity and revenue. It highlights practical applications, real-world case studies, and affordable solutions.
11:20AM - 11:40AM
Social Media, Marketing, Advertising, PR Industry Meet-Up
11:40AM - 12:00PM
Web Services, Apps, IT, Software, Technology Industry Meet-Up
12:00PM - 12:45PM
Speed Networking Speed Networking Session Gold, Platinum, VIP & Elite Badge Holders
12:00PM - 12:45PM FEATURED KEYNOTE PRESENTATION
UGG: The Journey from Startup to Iconic Billion-Dollar Brand
Brian Smith, Founder & Creator of UGG
Embark on a captivating journey with Brian Smith, the mastermind behind the iconic UGG brand. Get ready to dive into his riveting narrative of triumphs, setbacks, serendipitous moments, and heart-stopping close calls. With Brian as your guide, you’ll explore the fascinating evolution of a business—from infancy through the tumultuous teenage years, all the way to the pinnacle of maturity. Whether you’re a budding entrepreneur yearning to launch your dream venture or a seasoned professional navigating the unpredictable seas of success, Brian’s presentation promises enlightening takeaways.
A mentor and advocate for business leaders worldwide, Brian will illuminate the path to discovering your passion and living a life rich in fulfillment and achievement. Brian’s incredible journey underscores the power of authenticity, resilience, and unwavering faith in one’s vision. Join us for an unforgettable experience and learn firsthand how you too can forge a path to prosperity while staying true to your values and beliefs.
1:00PM - 1:30PM
W Making Money, But Still Feel Broke? Let’s Change That
David Richter, Simple CFO Solutions
You’re working like crazy and the money is coming in, but it’s still not enough. Why? Because you need to know the three most important numbers in business and how they keep more money in your pocket. Ready to learn?
Land More B2B Clients in 90 Days
Daisy McCarty, The Marketing Blender
Need more clients? Need it done quickly? We’ll provide 8 methods for contracting new clients within 90 days. Stop worrying. Start doing.
United States SBA & How We Help Your Business
Bridget Moon, US Small Business Administration, Dallas/Fort Worth District Office
The Small Business Administration wants your business to succeed. Why aren’t you cashing in on that? Come learn about what’s on offer and how you can access the loans, mentorships, programs, and resources that take your business to the next level.
Keynote Theatre
1:00PM - 1:30PM
Supercharge Growth with AI Chatbots
Alenis Fiallo, Kore.ai
Join us for an interactive workshop to explore the transformative power of AI in enhancing business operations and customer experiences. Learn how small businesses can leverage AI chatbots to streamline processes and improve efficiency.
Finally Get Organic Qualified Leads That Will Skyrocket Your Sales!
Kevin Wu, Top3Club
Unlock the secrets to ranking your business in the Top 3 on Google with Top3Club.co! Learn proven strategies for guaranteed organic leads that skyrocket sales and boost your visibility. Join us to start dominating search results today!
1:00PM - 1:45PM
1:00PM - 1:20PM
1:20PM - 1:40PM
1:40PM - 2:00PM
1:45PM - 2:30PM
Imagine the way your business could grow if a skilled, equipped, loyal team were in place! Here, you’ll learn how to attract and retain top talent, grow your team without sacrificing time or money, and be the kind of leader that inspires loyalty even in challenging times. Steve Rozenberg, Unlimited Mindset LLC
2:00PM - 2:45PM
2:45PM - 3:15PM
Fernando Fernandez, Delta Air Lines
Elisabeth Fletcher, Delta Air Lines
Kanye Harris, Delta Air Lines
Mark Kim, Delta Air Lines
Flora Wang, Delta Air Lines
Embark on a journey of unparalleled rewards and seamless travel management tailored specifically for small and medium-sized enterprises! Our dynamic travel loyalty program promises exclusive perks and an array of comprehensive resources designed to revolutionize your business travel experience. As your dedicated partner, we specialize in delivering flexible, customizable solutions that cater to your unique needs, regardless of scale. From optimizing budgets to enhancing traveler satisfaction, we’re committed to elevating every aspect of your journey. Say goodbye to cookie-cutter solutions and hello to a world of tailored excellence. Join forces with us and unlock a realm of possibilities where your business can thrive like never before!
Workshop Room 4
Workshop Room 5
Workshop Room 2 2:45PM - 3:15PM
Ownership That Unleashes Real Freedom & a Cash Pool to Retire With
Madison Evans, Financial Wealth Solutions
Is your business ownership saving you from inflation, taxes, and wage limits? Do you know how to set up a business cash pool, retire without liquidating, and guarantee your business lasts? You’ll get all that and more in this workshop.
Show Me The Money! How to Explode Your Sales
Steve Rozenberg, Unlimited Mindset LLC
If you are not actively focusing on monetizing your company, you are not focused on growth! Understand your audience, overcome any objection, create a REAL a money-generating script and learn to delegate.
7 Deadly Sins When Selling Your Business
Denis Burns, The Burns Firm M&A Advisors
Blythe Burns, The Burns Firm M&A Advisors
You’ve built a great business and now the glorious part has arrived: time to sell it. Congrats! Learn how to finish strong by avoiding the 7 Deadly Sins of this phase. From negotiating to accounting, EBITDA to valuation, you can’t afford to miss this.
Jay Kriner, Entrepreneur featured on Shark Tank 3:15PM - 4:00PM FEATURED
Join Shark Tank alum Jay Kriner on his entrepreneurial journey from pitching a beverage-holding belt buckle to becoming a celebrated serial entrepreneur and author. Gain insights into engaging investors, captivating audiences, and turning ideas into viable ventures. Learn essential strategies for starting or growing a business, from leveraging media exposure to scaling diverse ventures. This session will inspire you to channel your inner shark, offering knowledge and inspiration for pursuing your business dreams with confidence.
3:00PM - 3:20PM
Hospitality, Travel, Transportation, Recreation Industry Meet-Up
3:00PM - 3:45PM
Speed Networking Session Gold, Platinum, VIP & Elite Badge Holders
- 3:40PM
3:40PM - 4:00PM
End your day in a more casual and fun networking environment.
Gold, Platinum, VIP & Elite Badge Holders
The Keynote Theatre From Shark Tank
