#drivegrowth: the CoreValue Advisor Conference

November 6-7, 2019, Omni Parker House Hotel, Boston

Register

Only $499 for both days including the cocktail networking event. Rate increases to $799 on October 6.
 
AGENDA

Day 1: you'll learn about planning and executing successful strategic growth engagements. Sessions are led by experienced business advisors. 

Day 2: half-day workshop about marketing professional services and winning new engagements. Presenting the workshop is Christine Hollinden of Hollinden Marketers + Strategists --a seasoned expert advising firms like yours. 

DAY 1          Nov 6 2019

  session speakers, content and timing may be fine tuned.
8:00
Opening Comments
George Sandmann, President & CEO
Susan Lewis, VP Customer Success
  Depth: CoreValue is building a technology-powered consulting system with the NACVA, CTI and Pinnacle Equity Solutions. Advisors use the system serving clients throughout their business life cycle: startup, growth, value maximization, and successful M&A. You'll learn about powering valuable analysis, planning and execution engagements, plus the Technology and Training Road Map for 2020.
9:00
Introducing the Growth Quadrant: Cornerstone of Growth Engagements
George Sandmann
 
  New analysis tool helping you identify long-term client goals, the challenges to success, and confirming their commitment to growing revenues and equity value.
9:30
Unveil: the new Growth Planning Curriculum
George Sandmann
  Created through collaboration between CoreValue, Pinnacle Equity Solutions, and the NACVA, you'll learn about exciting new training designed for CPAs, Management Consultants, Exit Planners, and Valuators. This new 5 day course is built around the CoreValue methodology. Participants will get in-depth training to help clients with their #1 goal: growth. Learn how to analyse client companies and convert your analysis into a valuable strategic growth plan.
10:15 
Facilitating Strategic/Growth Planning using CoreValue
Larry Prince, CEO of Management Consulting Firm Prince Leadership
 
  Successful engagements start with a plan. Larry is presenting critical success factors when facilitating strategic plan creation --including a baseline analysis: is the plan implementable?
11:15
Key Value Drivers for M&A
Michael Poole, CEO of leading M&A firm PCE Investment Bankers
 
  M&A's key value drivers: if these aren't ticked to green, you won't get your number. Michael will also discuss common deal mistakes, and how to avoid them.
12:00
Lunch, onsite provided by CoreValue
 
  Please join us for lunch, a great opportunity to network with other pros.
1:00
How to: Using the New CoreValue Growth Strategy Report
Sue Lewis
 
  Learn how to generate a strategic plan using the NEW Growth Strategy Report
1:45 
Lessons from a Decade of Value Growth Engagements
John Leonetti, Founder and CEO of Pinnacle Equity Solutions and the International Exit Planning Association
Author, Exiting Your Business, Protecting Your Wealth
 
  In this powerful session, John shares lessons and techniques from a decade of successful Value Growth engagements. 
2:45 
Driving Client Business Growth
Group discussion
Facilitated by Susan Lewis, VP Customer Success
 
  Facilitated Group Discussion: how is the CoreValue community using the Deep-Dive Analysis and Executable Growth Plan to help clients reach their strategic goals? These open discussions are among the most popular and impactful --share your challenges and successes, learn from your community.
3:45 
Break
  Coffee and a chance to check up on the rest of your world.
4:00
Panel: Discover Workshop Marketing Events
Marie Benedetto, CPA
Mark Haas, Management Consultant
TBD
 
  Three experienced advisors share their experiences running CoreValue Discover with groups of CEOs. These workshops can generate a 75% conversion rate, learn from the pros. 
4:45
Spotlight: leveraging your time by delivering CEO education
Josh Patrick, Founder and CEO of Stage 2 Planning Partners
 
  Josh, a veteran advisor and longtime CoreValue user, shares his CoreValue-powered CEO education program. You'll learn how to leverage your time and connect with more clients.
5:15
Recap of the Day, prep for Day 2
Open discussion
 
  Q&A, open discussion, preview of Day 2
5:30
Networking Cocktail Event
On site, sponsored by PCE Investment Bankers
  Join your colleagues for a drink and kibitz about life, business, and who knows --add like minded pros to your professional network.
6:30
Dinner, on own
   
 
   
DAY 2           Nov 7 2019
   
 
8:00
Intro to the Professional Services Marketing Workshop
George Sandmann
 
 
 
Integrating the CoreValue technology into your marketing generates leads and successfully starts the business consulting conversation. Let's talk about how. You want to get the CEO's attention, and have a pipeline of potential opportunities. But when you're working with a client company, your pipeline dries up --it's stressful and inefficient. This 3 hour professionally lead workshop explains how to keep fresh opportunities T'ed up, helping your practice thrive.
8:15
A Pro's Approach to Marketing Professional Services
Christine Hollinden, Hollinden Marketers + Strategists
  Hollinden M+S helps advisors like you win engagements. In this session you will get tips and techniques you can apply immediately to grow your practice. Learn about using CoreValue Discover --the initial assessment of company strength and value-- to generate leads through your web site, email marketing, and more.
 
9:15
Changing Strangers to Prospects: Learn the Process
Christine Hollinden
 
  The CoreValue community often asks "Do you provide an email campaign as part of my subscription?" But that's only the first part of winning new clients. Christine will showcase an effective campaign driving clients to your web site, and how to ensure you're getting inbound leads, sales meetings, and new engagements.
10:15
Winning Engagements: Successfully Converting Prospects into Clients
Christine Hollinden
 
  Potential clients are coming to my web site, now what? Learn about capturing lead data, building a marketing list of willing prospects, and why an inbound marketing strategy works so well for professional services firms.
11:15
Closing Q&A
George Sandmann & Sue Lewis
  What have we learned? What did we miss? Where are we going from here?
     

Omni Parker House:  (617) 227-8600

 

Register  Remember  to book your discounted hotel room

Questions? Call (603) 835-3444 option 2 or email  conference@corevalueforadvisors.com 

Thank you Sponsors:

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