ACGSD | Inside Hour: How a Culture of Accountability Created Value in an M&A Transaction

Program Description:

This lunch-hour briefing will tell the story of the Pango Group acquisition where Joe Curtis served as Chief Operating Officer for over 10 years navigating the company through a period of significant growth.  Joe will share how he helped create a “Culture of Accountability” which was ultimately a key driver in a successful transaction.  This is an essential session for business owners, advisors serving business owners, and anyone looking to drive profitable growth by fostering a people-first model that promotes collaboration and empowerment.

 Key Takeaways for Attendees

• Understand the key difference between task-oriented responsibility and results-focused accountability.
• Learn how to build buy-in by involving people in the goal-setting process.
• Discover how to create a shared reality by making goals and real-time progress visible to everyone.
• Obtain a framework to put these tools in place to improve your company’s performance.

Panelists:

Joe Curtis, Principal with Bariba Consulting

Joe Curtis is a dynamic executive with over 20 years of strategic leadership experience in financial services and real estate. As former President of The Heritage Escrow Company and Chief Operating Officer of Pango Group, he has consistently driven growth and operational excellence through his people-first leadership approach. Joe specializes in bridging operational, financial, and sales gaps while implementing technology and optimizing business operations. His passion for creating a culture of accountability has been central to transforming teams and driving exceptional results across every organization he's led. He has transformed businesses by building high-performing teams that generate recurring revenue, developing strategic plans aligned with company vision, and fostering accountability at every level. His tech-forward approach and strategic mindset have created impact, scaled operations, and increased efficiencies across multiple companies. Joe has been a resident of Del Mar, California for over 15 years and is known for his commitment to philanthropy, having been involved in establishing fundraisers for organizations like San Diego Youth Rugby and being named an Advocate for Social Good by Giveback Homes.

REGISTRATION OPEN NOW

• ACG Members: $25
• Non-Members & Guests: $65

AGENDA

• 11:00 am – 11:30 am: Networking
• 11:30 am – Noon: Lunch
• Noon-12:45 pm – Presentation
• 12:45-1:00 pm – Q&A
• 1:00 pm – Conclusion