Monday, May 16, 2022
1:00 p.m. to 6:30 p.m. Registration Open
2:00 p.m. to 5:00 p.m. Let Us Introduce Ourselves…
Attendees will have the opportunity to introduce their companies to the event growth partner sponsors via private 5-minute presentations (one company/attendee at a time presenting to the full group of growth partner sponsors). Advance sign-ups will be required. Given the limited time available, requests will be accommodated on a first come basis. Details will be provided to attendees upon registration.
5:00 p.m. to 6:30 p.m. Welcome Reception
Tuesday, May 17, 2022
7:30 a.m. to 8:30 a.m. Continental Breakfast
8:30 a.m. to 8:35 a.m. Welcome Remarks

SPEAKER:

Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.
8:35 a.m. to 9:45 a.m.

Partnering With Private Equity…What to Really Expect
A panel of SIIA members who have partnered with private equity firms for a variety of financial transactions share their experiences and offer candid advice for companies considering new private equity relationships.

MODERATOR:

Orlo “Spike” Dietrich
Ansley Capital Group

SPEAKERS:

LeAnn Boyd
President & CEO
Southern Scripts


Ernie Clevenger
Co-Founder & President
CareHere, a Premise Health Company


Steve Kelly
Founder & CEO
Imagine360


Mike Taylor
Executive Partner
Council Capital


Mary Catherine Person
Manager
Blue General Partners LLC

9:45 a.m. to 10:15 a.m. Networking Break
10:15 a.m. to 11:15 a.m. Becoming an Investable Company
Just because you offer a great product or service doesn’t necessarily mean that your company is ready for first or second round investors. Learn what private equity firms and other investors look for when considering whether a company is viable for outside capitalization and how you can position your company for the best possible deal.

SPEAKERS:

Preston Brice
Partner
Grant Avenue Capital


Grant Jackson
Managing General Partner
Council Capital


Christopher Wenner
Managing Director
Carrick Capital Partners
11:15 a.m. to Noon Finding Your Worth -- The Art & Science of Valuation
So what’s your company worth? This is an essential calculation for the majority of every corporate financial transaction but getting to that number can be tricky. This session will provide an overview of valuation approaches, with specific reference to factors specific to the self-insurance marketplace.

SPEAKERS:

Steven Nigro
Managing Partner
TAG Financial Institutions Group, LLC


Christopher Wenner
Managing Director
Carrick Capital Partners
Noon to 1:00 p.m. Hosted Lunch
1:00 p.m. to 5:00 p.m. Private Meetings with Growth Partners
We have allocated this time for attendees to meet privately (not to exceed 30 minutes) with our growth partner sponsors.

Attendees Scheduling and related details will be provided separately to attendees upon registration.
5:00 p.m. to 6:30 p.m. Networking Reception
Wednesday, May 18, 2022  
7:30 a.m. to 8:30 a.m. Continental Breakfast
8:30 a.m. to 9:15 a.m. Selecting the Right Growth Partners
There are many high-quality growth partners to choose from but how do you find them and then determine which ones are the best fit your company? Give us 60 minutes and you will have the guidance you need.

SPEAKERS:

Sasank Aleti
Partner
LLR Partners


Steve Cosler
Operating Partner
Water Street


Mike Taylor
Executive Partner
Council Capital
9:15 a.m. to 10:30 a.m.

Acquisition Best Practices – Getting Ready for the Hunt
The time is right for your company to attempt to grow by acquisition…now what? This session will provide practical advice on how to effectively prepare your company to go hunting.

SPEAKERS:

Steven Nigro
Managing Partner
TAG Financial Institutions Group, LLC



Rachel Wender
Managing Director
TAG Financial Institutions Group, LLC

10:30 a.m. to 10:45 a.m. Break
10:45 a.m. to 11:30 a.m.

Transaction Structures — Pulling the Deal Together
There are normally multiple components to consider as part of structuring and financial transaction. This session will highlight the various moving parts that you can expect to be “deal points” as part of typical capitalizations, mergers, acquisitions and sales.

SPEAKERS:

Peter Schwartz
Vice President
LLR Partners


Mike Taylor
Executive Partner
Council Capital

11:30 a.m. to 12:15 p.m. Ask the Experts – Open Discussion
This is your opportunity to ask questions of the expert presenters that may have not been answered previously in the program. We’ll keep this informal to facilitate an open dialogue.

SPEAKERS: Corporate Growth Partner Representatives
12:15 p.m. to 1:00 p.m. Hosted Lunch
1:00 p.m. to 5:00 p.m. Private Meetings with Growth Partners
We have allocated this time for attendees to meet privately (not to exceed 30 minutes) with our growth partner sponsors. Scheduling and related details will be provided separately to attendees upon registration.
5:00 p.m. to 6:00 p.m. Closing Networking Reception

 

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