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Fall 2017 Conference Schedule
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All events that appear in the following schedule are included in purchasing a Full Conference Registration except courses.

Courses are priced separately, and do not require conference registration in order to purchase and attend. Please note that each course change/transfer will incur a $50 administrative fee (before or on-site). The fee is per course, not per transaction. 

Sunday, October 22
7:00 - 8:00 am  Breakfast (course attendees only)  
8:00 am - 12:00 pm Course #416: Empowering Lukewarm Owners to Become Committed Sellers: Motivational Triggers (Previously Suitability of Private Capital Market Transaction Alternatives)  
8:00 am - 12:00 pm Course #383: Keys to a Successful Outcome in the Due Diligence Process  
12:00 - 1:00 pm  Lunch (course attendees only)  
1:00 - 5:00 pm Course #418: Using Charitable Strategies in the Business Transition Structure  
1:00 - 5:00 pm Course #312: The Changing M&A Advisor Practice Model (Part 1)
Monday, October 23
8:00 - 10:00 am

Leadership Meeting (all members invited to attend)


10:00 am - 1:00 pm Board Meeting (by invitation only)

12:00 - 1:00 pm

 Lunch (course attendees only)


1:00 - 5:00 pm

Course #405: “Honey I Shrunk the Documents!” Developing “Best Practices” for Purchase Agreements that Get Deals Done!


1:00 - 5:00 pm

Course #442: Fundamentals of Lower Middle Market Private Equity-Focusing on Teasers and CIM’s


6:30 pm - 8:30 pm

Welcome Reception, hosted by:

 Off Site

 

Tuesday, October 24
7:00 - 8:00 am  Breakfast
8:00 - 9:30 am Year 2017 Tax Update: What's Happening Now and What's on the Horizon
9:30 - 9:45 am  Morning Break
9:45 -10:45 am Waking Up With Strangers - Strategies for the Morning After (Closing)
10:45-11:45 am  Alternative to a Sale: The Minority (or "Non-Control") Equity Recapitalization  
12:00 - 1:30 pm

 Awards Luncheon 


1:45 - 2:45 pm Increase Your Odds! Become an Industry Expert
3:00 pm  Afternoon break
3:15 - 4:15 pm The Importance of Diligence – How Good Process and Procedure Can Actually Increase Enterprise Sale Value
4:30 - 5:30 pm  Financing Options to Close More Deals  
 5:30-6:30 pm  Women's Leadership Forum  
6:30 pm - 8:30 pm 

Opening Reception hosted by:

 

 Off Site 

 

Wednesday,  October 25
7:00 - 8:00 am  Breakfast 
8:00 am - 1:15 pm  Dealmakers Expo and Lunch with the PEGs 
1:30 - 2:30 pm Get More Deals Done with PEGs

 2:30-3:00 pm Tools of the Trade  
 3:15-4:15 pm Tools You Can Use: Getting the Most from your M&A Source Membership  
 4:15-5:15 pm  Critical Decisions/Actions in Managing the M&A Process