A CEO Trust Dinner
A robust sales culture within any organization ensures customer retention, positive organizational engagement, and increased sales. But how do you create a successful sales culture? Dynamic keynote speaker, Todd Cohen, the country's leading voice on Building Sales Culture, will share how. Come learn how to develop a professional Value Proposition, define your Virtual Sales Team™, leverage your Relationship Portability Index™, and measure sales culture ROI. Discover how everything you do as a CEO impacts your customers and their ultimate decision to say "yes!” This timely session will provide immediate, applicable takeaways to ensure that you’re selling yourself the best possible way to achieve your goals.
Join fellow CEOs in an exclusive quiet private dining room on the 27th floor with southern exposure, floor to ceiling windows, and sweeping views of the Manhattan sunset. We'll have a scrumptious four course buffet dinner while discovering how to ramp our sales capabilities and drive our top line.
REGISTER SOON! SPACES ARE LIMITED.
If you are a CEO and would like to see if you qualify to attend this event, register online.
6:00 - 6:30 pm - Cocktail Reception
6:30 - 8:00 pm - Buffet Dinner and Presentation
Todd Cohen is the country's leading voice on Building Sales Culture. A dynamic, engaging, and motivational keynote speaker, Todd’s message is relevant to any organization striving to increase revenue, strengthen relationships, and improve client satisfaction. Using humor and real-life examples, Todd demonstrates how “Every conversation is a selling moment” and how everyone can contribute to the growth and profitability of the organization.
In addition to his sought-after keynotes, Todd’s Sales Culture Workshops™ are highly acclaimed and set a new standard for sales education, demonstrating that everyone matters and everyone has a “line of sight” to the client. Using his hands-on and interactive Sales Culture Problem Solving Framework™, clients have experienced real breakthrough moments and ways to advance their businesses and themselves.
Averaging 90 appearances per year, Todd’s audiences range in size from small groups to upwards of 5,000 people. Unlike traditional “Sales Coaches,” who focus only on sales teams, Todd focuses on the mindset and behavior of selling and successfully and humorously teaches the non-sales professional how everything he or she does impacts the decision-making process. His diverse clientele includes Subaru of America, Inc., NFL Players Inc., Corning, Inc., The UPS Store, Inc., Eisner Amper, The American Institute of Architects, Ernst and Young, Banks, Financial Service Organizations, dozens of Franchises, I.T., and Trade Associations. Additionally, he has delivered credit-bearing workshops to multiple Dental and Medical Establishments.
In 2015, Todd was awarded the title of Certified Speaking Professional (CSP), the highest earned designation awarded by the National Speakers Association (NSA), and he has served in multiple roles on both the local and national levels.
Todd is also the author of two books on sales culture, “Everyone’s in Sales” and “Stop Apologizing and Start Selling.” As well as a regular contributor to the Philadelphia Business Journal. In 2018, Todd launched his Sales Culture Toddcast™, which features exciting guests and topics. Todd is also a frequent guest lecturer at area schools, including Drexel University and Pennsylvania State University.
Join fellow CEOs as John Connolly describes the unique fulfillment, thrills, opportunities, and challenges in running an award winning not-for-profit IT organization.
The unemployment rate for persons with disabilities is 3x that of persons without disabilities. John’s firm, InspiriTec, with a staff of over 600 and operating in 3 states, employs mostly individuals with disabilities – including over 150 Veterans -- in IT and Contact Center professions. InspiriTec provides sophisticated turnkey IT Help Desk and Call Center services to federal and state government agencies as well as commercial customers.
Engage in a lively discussion about the risks and rewards of operating a social enterprise and share your own expertise and advice with this non-profit that acts like a for profit!
7:30 - 8:00 AM - Gathering and Coffee8:00 - 9:00 AM - Breakfast and Discussion
John has been with the firm's management team in prior organizations for over 25 years. Since its launch in 2000, InspiriTec has become a successful Information Technology and Contact Center enterprise with a mission of serving its customers while employing persons with disabilities. Many of John's colleagues are disabled Veterans. He has led the development of high profile systems for firms such as AT&T, the National Disease Research Interchange, the University of Pennsylvania, and ActionAIDS. He has helped design and implement robust Help Desk and Contact Center solutions for the Department of Defense, the US Army, and various agencies in the states of Pennsylvania and New Jersey.
John graduated Phi Beta Kappa and Summa Cum Laude from Lehigh University with three majors: Sociology, Religion Studies, and Urban Studies. He received his Master of Social Work degree from Penn and an MBA in Finance from Temple.
Get The Basics You Need to Lay the Groundwork for Your Board Service
There is a one-to-one ratio of attendees with seasoned public board members who are there to train, meet and help you. This program will be hands-on with close interactions with seasoned board members and others who identify and place board talent. It is a collaborative environment with others who care about you, your board preparedness and that you are positioned to land for-profit board seats.
Beginning with director duties and responsibilities, we cover everything you need to know to get started. We'll talk about the tradeoffs of public vs. private, and fiduciary vs. advisory boards. You'll get tips on the key to quickly becoming a positive, contributing board member and what to expect in a director's role. The basics of board committees and what each does, their work and impact. A board case study will give you practical insight into the function and challenge of board work. We'll explore the role of the board from both the CEO perspective and the investor perspective. Gain an understanding of the board selection process, and the function of board on-boarding. Work with experienced board talent to begin the development of your board bio, positioning, and marketing materials. Included in the two days are meals, networking and a cocktail reception and dinner on Thursday night.
REGISTER YOUR INTEREST SOON! ONLY PREAPPROVED ATTENDEES MAY ATTEND. SPACES ARE LIMITED. SEND YOUR REGISTRATION REQUEST TO http://ceotrust.org/apply AND INCLUDE BIO, RESUME OR LINKEDIN.
June 13 Breakfast at 8 am through to
June 14 WrapUp at 3 pm
The Small and Medium Enterprise (SME) market is the primary engine driving employment and economic growth in our country, and Private Equity is becoming a bigger and bigger part of this market. Annual middle-market deal value surpassed $400 billion in 2018 per PitchBook. As the SME market evolves, so has the Private Equity money chasing these companies. Whether you are an owner-operator of a private business that is looking to sell or take some “chips” off the table, an executive considering a management opportunity with a private equity owned business, or looking to partner with a private equity investor to acquire a business, there are many variables to consider. And there are different private equity structures and types of providers that you need to be aware of, each bringing unique skills and resources to the table.
Join fellow CEOs for this fascinating event, with a panel designed to illustrate what the different Private Equity groups look like, what the different groups can bring to the transaction, what levels of control each may seek, what contributions they are expecting from their minority or majority equity partners and management teams going forward, and how to work together in building to an even greater exit down the road.
We will convene at historic Old Parkland, home to many of the top PE firms, exclusive family offices and other power players in Big D’s quiet-money world of finance and private investments. We'll have a private reception in Cypress Growth Capital’s office, Suite 100, before moving promptly at 6:00 to the "Pig Room" for a panel discussion. Please plan to be at Cypress Growth Capital’s office before 6:00 as we will have a guide to take us to the famous “Pig Room”.
5:00 - 6:00 pm Mingling & Cocktails
6:00 - 7:00 pm Panelist Discussion
Larry King CPA, CGMA currently serves as the CFO, COO, and Chief Compliance Officer, and on the Advisory Board, at WhamTech, Inc., a privately-held distributed data virtualization platform solutions company in Dallas, TX., and serves on the Board of nDivision, Inc (NDVN), and on the Advisory Board of BlockQAI, LLC. He is a proven and effective strategic leader and business builder with over 30 years of middle market leadership experience. He founded and grew KBA Group, LLP into the largest Dallas based CPA firm with over 135 professionals, 9 Partners and a diversified menu of services and led the firm’s organic and strategic acquisition growth. He then led the firm through a merger into a large national CPA firm, where he served as the Dallas office Managing Partner and then transitioned to the South Region Leader of their Transaction Services Group before retiring from the firm in mid-2015. He has extensive experience with assisting clients with business strategy, financial reporting, including going public transactions, and mergers and acquisitions from both the buy side and sell side.
Larry has served on multiple for profit and not for profit boards throughout his career and is a Past President and current Advisory Council member of the Association for Corporate Growth (ACG) DFW Board of Directors. He also has directly interfaced with many Boards of Directors of private and public companies in his role as a client service Partner in public accounting. He was recognized for the TSCPA Lone Star Pathfinder Award in 2000. Larry is also an alumnus of the Dallas Regional Chamber of Commerce Leadership Dallas Class of 2011.
Larry is a graduate of Babson College, Wellesley, Massachusetts with a BS in Accounting and Operations Research where he graduated Beta Gamma. He is a Certified Public Accountant and a Chartered Global Management Accountant with both local and National accounting firm experience. He is a member of CEO Trust, the Institute for Excellence in Corporate Governance (IECG), and Business Navigators Directors Group.
Scott Colvert serves as a Partner of Trinity Hunt and is a member of the Fund’s Investment Committee. Scott is primarily responsible for deal sourcing and business development, as well as portfolio company monitoring. He currently serves on the Board of Directors of Lone Star Fasteners and has also served on the board of Rotorcraft Services Group. With over 25 years of experience in private equity, Scott manages Trinity Hunt’s industry thematic deal sourcing process and serves as the firm’s primary interface with buy-side advisors and investment banks. He also participates in evaluating new investments in the industrial growth and business services sectors.
Scott joined Trinity Hunt’s predecessor, Hunt Capital, as a partner in 1999. His previous experience includes seven years with Banc of America Capital Investors in Dallas, in the Corporate Finance Consulting Group at Arthur Andersen, and as the Controller of Hi-Tech Products, Inc.
Scott holds a B.B.A. in Accounting from Baylor University and an M.B.A. in Finance from The University of Texas at Austin. In addition, Scott is a Certified Public Accountant. He currently serves on Baylor University’s Hankamer School of Business Advisory Board and Endowment Investment Committee. He also serves on the Board of Directors of Pine Cove Christian Camps. His hobbies include watching and playing sports with his three boys, running and Toastmasters. He and his wife are active volunteers in their church.
Andy Foskey is a Managing Partner with Transitional Capital Partner’s. He works with portfolio companies on strategy, management team development, business building, problem solving and acquisitions. He is also responsible for identifying new TCP investments and investor relations. Prior to joining Transition Capital Partners, Andy was a Managing Director for several funds and family offices including a subsidiary of Credit Suisse, Hunt Private Equity Group and J.B. Poindexter & Co. Prior to that, Andy was the Chief Financial Officer of a private equity backed consolidator in the equipment rental industry and a Director of Corporate Finance for Comerica Bank. Over his career Andy has invested in numerous middle market companies, managed corporate affairs as a CFO, and advised on many successful M&A transactions.
Andy earned a B.A. from Michigan State University, an M.B.A. from Wayne State University, holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Andy currently serves on the Board of Directors for TriCon Logistics, Postup, Hospice Source, Hayes Software Systems, and Highstreet IT Services.
Vik Thaper is a Partner at Cypress Growth Capital. He has 17 years of experience spanning venture capital, private equity and information technology consulting. Vik’s responsibilities span all aspects of the investment lifecycle including identifying promising potential companies, conducting due diligence and providing ongoing support to portfolio companies especially with sales and business development initiatives.
Prior to joining the Cypress team in 2012, Vik served as a venture capitalist for a $200M investment fund sponsored by the State of Texas. In that role, Vik was responsible for identifying, qualifying and mentoring prospective portfolio companies. Vik also worked with a private equity firm, Lone Star New Markets. He spent the first decade of his career working in the information technology field as a consultant to Fortune 500 companies. Vik is also very active in the Texas entrepreneur community, currently serving on the Board of Directors of TeXchange, TiE Dallas, the Southwest Venture Forum and the University of Texas – Dallas Institute for Innovation & Entrepreneurship. He holds an MBA from Southern Methodist University and an undergraduate degree from University of Texas at Dallas.
Join us to learn about our many members-only resources and activities, and to meet your fellow CEO Trustees (members).
IMPORTANT: This is a video conference with a visual presentation. For full participation, please join via web-based device with video capability. Registration is necessary in order to receive dial-in details.
Additional dates will be scheduled to meet new member needs and schedule constraints.
If you are a CEO and would like to see if you qualify for membership, register online.
Collaborative Environment of Authentic Leaders and Generous SpiritsUnforgettable Exchanges . . . Breakthrough Insights . . . New and Strengthening Relationships