Upcoming Event: Friday, March 18th - 2010 from 4:00 to 6:30pm Using Social Media to Strengthen Your Manufacturing Business brought to you by Forge
Join us on March 18th, as experts from three Minnesota manufacturing companies share their experiences in developing social media approaches and how those approaches are helping their companies in these difficult times. These experts will also lead an open discussion on social media and what it may mean for your company. - Panelists:
- Gabby Nelson, Director of Internal & External Communications - Select Comfort
- Molly Solberg, Sales & Internal Marketing - Duluth Pack
- John Wordworth, IT Manager - 3M
- Location:- Fifth Street Towers, Minneapolis
*** RSVP @ www.tinyurl.com/ForgeMarch2010
Previous Event: Tuesday, March 2nd - 2010 from 11:00a.m. to 6:00p.m. Business & Economic Outlook 2010 An Allied Executives Symposium & Business Expo
- How do CEO's and Business Leaders navigate today's economic and business climate?
- How have business leadership practices changed to create and maintain a thriving company?
- What are anticipated business growth obstacles and the strategies to overcome them?
- Keynote Speaker:- Narayana Kocherlakota - The new President of the Federal Reserve Bank of Minneapolis. To address the Minnesota economy for the duration of 2010.
- Panelists:- Scott Wine, CEO - Polaris Industries

- Scott Dongoske, CEO - Winthrop & Weinstine
- Elliott Jaffee, President - US Bank
- Dean Bachelor, CEO - Platinum Group
- Cary Musech, Managing Partner - Tonka Bay Equity Partners
- Beth Kieffer Leonard, Managing Partner - Lurie, Besikof, Lapidos
- Jean Taylor, CEO - Taylor Corporation
- Michael Lacey, President & CEO - Digineer
- Al Gerhardt, COO - Kraus-Anderson Construction Company
- Agenda:- 11:00 to 1:00 - Exhibits (Deli Lunch Available for Purchase)
- 1:00 to 3:30 - Symposium Event (Keynote and Panel Discussion)
- 4:00 to 6:00 - Networking & Exhibits (Complimentary Hors d'oeuvres, Happy Hour)
- Location:- Minneapolis Convention Center
- Price:- Allied Executives Members - Free
Previous Event:
Maximize Your Life's Work
A Collaborative Demonstration of a Transition Planning Process
This panel discussion will be offered on two seperate dates. Please see details below. Date: Thursday, June 4th, 2009
Location: Midland Hills Country Club - 2001 Fulham Street St. Paul MN 55113
Time: 2:00 p.m. - 5:00 p.m.
Registration: Begins at 1:30 p.m.
Date: Tuesday, July 7th, 2009
Location: Mendakota Country Club - 2075 Mendakota Drive Mendota Heights MN 55120
Time: 2:00 p.m. - 5:00 p.m.
Registration: Begins at 1:30 p.m.
Overview
Experienced succession, transition and exit professionals agree that a formal comprehensive transition plan incorporating input from multiple trusted advisors produces the best result. The difficulty in coordinating efforts between Accountants, Attorneys, Financial Advisors, Estate Planners and Management Consultants often prevent the realization of a truly collaborative plan.
In addition, planning without execution is virtually worthless. Plans must be converted into simplified implementation processes. If a plan’s results aren’t easily communicated and continually monitored they produce inconsistent and sub-par results.
Attend this seminar and learn about;
- How to choose the right professional team
- How to secure the value anticipated by the transaction is realized
- How to recruit, motivate and retain key personnel
- How to plan for a smooth personal departure minimizing the chances of returning
- How to follow a simplified transition planning process reducing your tasks down to specific steps and action items
What to Expect
This presentation will provide an executive overview of a transition planning process with detailed exhibits of our planning approach that integrates and balances a business owner’s personal and professional values, principles and goals while considering many options and contingencies for the future. We will emphasize the importance of understanding a company’s value & demonstrate how to examine and prioritize action items that maximize opportunities to increase value.
There will be a live case review of a hypothetical company in the midst of developing its’ transition plan. Hear experts from Accounting (Boyum & Barenscheer), Law (Winthrop & Weinstine or Benepartum), Valuation – M & A (Chartwell/Capital Solutions), Strategic Planning (Action Coach or Sheridan Performance Group) perspectives on:
- Strategic Business Planning
- Estate Planning
- Successor Leadership
- Financial Planning
- Accounting
- Executive Compensation
- Valuation
- Sales & Marketing
- Asset Protection
Case History
Meet WEBB Construction -- a small successful closely held construction management firm operating in a tough economy managed by a retirement-aged Founder/ CEO and his dedicated younger partner. Witness a panel of seasoned professionals collaborating to identify the priorities and recommendations that highlight the strengths, opportunities and action items that are key to a smooth, owner-controlled transition.
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