Schedule

Subject to Adjustments

1-day Workshop

9:30am-10am Registration/Coffee

10-10:15 Intros

10:15-11:45 Session 1 - Process/Systems

11:45-1:15 Session 2 - Finance

1:15-1:45 Lunch

1:45-3:15 Session 3 - Acquisition/Succession

3:15-4 Workshop

4-5 Happy Hour

2-day Workshop

Day 1

8am-9am Registration/Coffee & Breakfast

9-9:30 Intro

9:30-10:30 Session 1 - Process/Systems

10:45-11:45 Session 2 - Finance

12-1 Lunch

1-2 Session 3 - Acquisition/Succession

2:15-3:15 Session 4 - Process/Systems

3:30-4:30 Session 5 - Acquisition/Succession

Optional Dinner - Not Included in Fee

Day 2

8:30-9 Coffee

9-10 Session 6 - Finance

10:15-11:15 Session 7 - Process/Systems

11:30-12:30 Session 8 - Finance

12:30-1:30 Lunch

1:30-2:30 Session 9 - Acquisition/Succession

2:45-4 Workshop/Wrap Up

Learnings & Q&A

What Next?