Sessions & Schedule | Self-Insurance Institute of America, Inc.

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