Conference Schedule

CONFERENCE WELCOME

9:30 a.m. – 9:45 a.m. – WELCOME FROM PRESENTING SPONSORS AND HOSTS

Cynthia Pazos – Conference Host and Founder - Pazos Educational Fund

Mag Bickford – McGlinchey Stafford

Katie LeGardeur – JP Morgan Chase

Tina Meilleur – Conference Host - Design Your Success - Safety and Housekeeping info for the day

MORNING SESSIONS

9:45 a.m. – 10:45 a.m.  PRESENTATION FROM MCGLINCHEY – ONE OF OUR PRESENTING SPONSORS

TOPIC: HOW TO BEGIN AND GROW WITH YOUR LEGAL BUSINESS PARTNERS:

Business Owners Share their Stories of One of Their Most Integral Partnerships in Their Business.

10:45 a.m.- 11:00 a.m. MORNING BREAK:

Compliments of our Morning Refreshment Sponsor – Natalie Tatje of Tatje Insurance

11:00 a.m. – 12:00 p.m. PRESENTATION FROM JP MORGAN CHASE – ONE OF OUR PRESENTING SPONSORS

TOPIC:   HOW TO USE YOUR FINANCIAL BUSINESS PARTNERS TO GROW WITH YOU

Business Owners Share Stories of Navigating their Financial Journey with this Key Partner in their Business.

12:15 p.m. – 1:00 p.m. - LUNCH BREAK IN MCGLINCHEY’S ATRIUM - compliments of our lunch sponsor – Universal Data, Inc.

AFTERNOON SESSIONS

1:10 p.m. – 1:35 p.m. - PRESENTATION FROM OUR LUNCHTIME SPONSOR – UNIVERSAL DATA, INC.

TOPIC: HOW TO FUTURE PROOF YOUR BUSINESS THROUGH TECHNOLOGY

1:35 p.m. - 2:05 p.m. PRESENTATION FROM OUR SPOTLIGHT SPONSOR – CARR, RIGGS & INGRAM

TOPIC: CREATING A RELATIONSHIP WITH YOUR CPA/BUSINESS ADVISOR TO EFFECTIVELY MANAGE YOUR BUSINESS PERFORMANCE AND GROWTH FROM THE START

Introduce our Afternoon Refreshment Sponsor – Laura Donnaway of Financial Assurance, LLC

2:05 p.m. – 2:45 p.m. – PRESENTATION FROM OUR CONFERENCE HOSTS

 TOPIC: BUSINESS SUCCESS STRATEGIES FOR YOUR DAY-TO-DAY OPERATIONS

WRAP UP

 2:45 p.m. – 3:00 p.m.  CLOSING REMARKS AND DOOR PRIZE DRAWINGS

3:00 p.m. – 4:00 p.m.  OPTIONAL Q&A SESSION AND END-OF DAY NETWORKING   For those who wish to stay – interact with other attendees and our Sponsors