Agenda

Schedule at a Glance

Thursday, June 15

11:00 AM - Registration 

11:30 AM – 12:00 PM - Lunch 

12:00 PM to 2:15 PM – Strategic Opportunities & Sourcing

• Farrah Holder, IMB Partners
• Natalie Warther, Raymond James

2:15 PM to 2:30 PM - Break 

2:30 PM to 5:00 PM – Valuation and Diligence

• Stephanie Smith, RSM
• Kevin Flannery, RSM

5:30 PM to 8:30 PM - Dinner & Top Golf Outing

Friday, June 16

7:30 AM to 8:00 AM - Breakfast 

8:00 AM to 9:30 AM - Legal Considerations in Deals 

• Moderator: Joey Chadwick, Kipps DeSanto
• Venroy July, Dickinson Wright
• Aaron Binstock, Cooley

9:30 AM – 10:00 AM - Break 

10:00 AM to 11:15 AM - Financing Deals 

• Brandon Schmoyer, First National Bank
• Jon Howe, Spring Capital

11:15 AM to 12:15 PM - Post-Closing & Integration

• Hannah Romick, Conscient Strategies
• Nancy Kaplan, Conscient Strategies

12:30 PM to 2:00 PM - Lunch & Panel: War Stories & Wrap Up

• Morgan Higgins, Blue Delta Capital Partners
• Venroy July, Dickinson Wright