Concurrent Sessions
Phil Symchych - Symchych Consulting Inc.
Six Steps to Grow YOUR Business
Using the proprietary "Business Owners Scorecard" this session provides a framework for systematic and dramatic business growth. Depending where your business (and you) are in your business lifecycle. It may mean revenue growth, profit growth, capacity expansion, building your management team or growth in your personal life balance
The "Business Owner's Scorecard" focuses on the main areas of strategy, systems and structure, talent, operations, marketing, finance and management to provide business owners with a framework for planning growth, measuring progress and accelerating results
Business Owners ScorecardTM Symchych Consulting Inc.
Prashant Patel - RBC Wealth Management
Tax, Succession and Estate Planning for the Business Owner
This session uses case studies to provide Tax, Estate, Retirement & Succession Planning strategies for a business owner at three different stages of a business lifecycle:
- A business owner that is running a successful business with currently no plans to exit the business for at least 10 years
- A business owner that will be selling their business to a third party in the next 6 to 12 months
- A business owner that has already sold their business and is entering retirement
Wendy Sage-Hayward - Concentrix Solutions Inc.
Developing the Next Generation of Leaders
This workshop presents a strategic framework for identifying and developing the next generation of leaders. You will look at generational differences and the conflicts that arise from these perspectives relative to family business. You will explore the latest in brain research and its application to leadership. Several building blocks of leadership with examples illustrating the role and impact of effective leaders will be examined. This workshop, will demonstrate the importance and power of focused and planned development as a competitive advantage for any family business. Finally a model will be provided to help your family business ensure the best leadership for the future.
