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SUMMARY:Women's Business Summit
DESCRIPTION:Don’t Miss It! Join us for an afternoon of learning\, discussion\, and networking with women business owners who are growing their businesses or successfully exited.\n Reserve Your Spot \n\nPresenters\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole shares financial advice and a real-life perspective on saving\, planning\, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage\, where she has become known for her thoughtful concise quotes\, relaxed on-air presence\, and articulate delivery. \n\n\n\n\n\nSusan Markey Maslon\nPartner\, Chair of Corporate & Securities Group \nSusan represents clients in general corporate\, taxation\, and nonprofit matters. She draws from a diverse background in government\, accounting\, and law to serve as a holistic business advisor\, and strongly believes that tax and corporate advice should be both easy to understand and practical. Her goal is to move businesses forward and give owners the assurance that their investment of hard work\, time\, and financial resources is secure. In addition to her corporate work\, Susan is passionate about assisting nonprofit organizations that serve the community. Her deep experience in business and tax issues uniquely positions her to counsel nonprofits toward sustainable long-term success. \n\n\n\n\n\nKatie Monger\nPartner\, Copeland Buhl \nKatie Monger is a partner at Copeland Buhl. She is a Certified Public Accountant with a Masters in Accountancy from Missouri State University. Katie’s main focus is construction\, real estate\, and professional services and she loves working with closely-held and family-owned businesses. In addition to business tax work\, Katie has a strong aptitude for accounting advising and strategic planning. She takes a common sense\, practical approach to help businesses reach their potential and enjoys collaborating with other advisors to get the best possible outcome. \n\n\n\n\n\nDyanne Ross-Hanson\nPresident\, Exit Planning Strategies\, LLC \nDyanne is President/CEO of Exit Planning Strategies\, LLC\, a firm dedicated to offering business owners (industry generic) objective\, fee based\, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options\, map realistic exit strategies and develop an Action Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric. \n\n\n\n\n\nDeborah Gerewitz\nDirector\, Raymond James Investment Banking- Life Sciences \nDebbie advises life sciences companies regarding public and private financings\, mergers\, acquisitions and restructurings. Her clients range from early stage development companies to fully integrated commercial enterprises\, and span a variety of therapeutic areas. With expertise in capital markets and valuation\, she prioritizes candid\, thoughtful advice tailored to each company’s unique situation. During the past 14 years as an investment banker\, she has participated in more than 200 successful transactions and helped to raise more than $8 billion in capital. \n\n\nPanel\n\n\n\nDee Thibodeau\nIn 1997 Dee Thibodeau started Charter Solutions\, Inc.\, a technology consulting firm based in Plymouth Minnesota. Since that time\, the company has become an award-winning firm that is a driving force in data analytics and using data to drive Al solutions. Dee has received numerous awards throughout her career as a business owner\, an entrepreneur\, a women business owner in technology\, and in 2023 was inducted into the National Association of Women Business Owners (NAWBO) Hall of Fame. She is also a general partner of the Sofia Fund\, an early-stage venture fund focused on investments in women-led\, technology-based companies. \n\n\n\n\n\nJamie Taets\nJaime started Keystone Group International in 2013. Keystone Group International focuses on leadership development\, organizational strategy\, growth\, and change. Jaime’s belief that strong leadership and a change-resilient culture are the foundation for sustainable growth drives her work with clients. Harnessing her own leadership experiences\, she inspires real and sometimes challenging discussions about the crossroads between high-performance and healthy change. Her approach is a combination of direct and caring. Not one to step around challenges\, she helps leaders focus on their root challenges. Jaime pushes her clients to dig deep\, she calls out issues in their businesses\, and never lets them off the hook. \n\n\nModerator\n\n\n\nLeah Wong\nConsultant\, Board Member\, Public Speaker\, and past executive at the Minneapolis Downtown Council (MDC)\, Leah Wong drives business value and evolvement by leveraging her extensive 20 years of experience in Strategy\, MarCom\, Public Relations\, and Event Management. Wong currently partners with strategic clients to further their marketing and communications strategies and serves on various community advisory committees such as the Minnesota Sports and Events Champions Council and the 2024 U.S. Olympic Team Trials GyMNastics experience committee. Wong was named a 2024 Person to Know by Twin Cities Business Magazine\, is a past recipient of the Minneapolis St. Paul Business Journal’s 40 under 40 award\, and is a recognized leader in building engagement and excitement as a frequent public speaker\, expert panelist\, and emcee. \n\n\n\n\nWho should attend\n\nWomen business ownerslooking to drive the valuation oftheir company and increaseattractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nWomen business owners that want to network with other women\n\n\n\nGuests Will\n\nLearn how to prepare for a transaction to make better decisions along the way\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nUnderstand how to estimate the valuation of your business and learn how to maximize valuations\nReceive an overview of advanced estate planning and tax mitigations strategies to help maximize an owner’s net proceeds form the sale\nNetwork with Buyers and Investors\nMeet other Founders/Owners who are building investment grade businesses\nDevelop an actionable exit plan and professional M&A team to support a successful exit\nHear form a panel of owners who have successfully exited and learn mistakes to avoid\nNetwork with other women\n\n\n\nRaymond James is not affiliated with Susan Markey Maslon\, Katie Monger\, Dyanne Ross-Hanson\, Dee Thibodeau\, or Jamie Taets. Raymond James does not provide tax or legal services.
URL:https://prosperwell.com/event/womens-business-summit-2024/
LOCATION:Maslon LLP\, 225 South 6th St. #2900\, Minneapolis\, MN\, 55402\, United States
CATEGORIES:Prosperwell Events
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ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com
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