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Conference Schedule at a Glance

This schedule includes events taking place the week of the IBBA Conference for Professional Development. Courses on Monday-Thursday are not included with your Conference registration fee but can be added on to your agenda at any time. An additional fee applies for attendees who would like to participate in M&A Source Conference events and activities (highlighted in green). All other events are included with your registration as an IBBA attendee.

Monday, November 15 
8:00 a.m. - 5:30 p.m. Mixed-level Courses Click here for more information on courses offered in Las Vegas.

Tuesday, November 16
8:00 a.m. - 5:30 p.m. Mixed-level Courses Click here for more information on courses offered in Las Vegas.

Wednesday, November 17
8:00 a.m. - 5:30 p.m. Mixed-level Courses Click here for more information on courses offered in Las Vegas.
8:00 a.m. - 9:00 a.m. M&A Source Keynote Presentation
Speaker: Todd Buchholz
9:15 a.m. - 10:15 a.m. Reshuffling the Deck..."Un-sticking Deals that are Stuck"
Moderator: George A. Petrulis, CBI, M&AMI, Kensington Services, Inc.
Panelist: Walter Lipski, CBI, M&AMI, Capital Advice, LLC; Thomas B. Whipple, CBI, M&AMI, Falcon Advisors, LLC
10:30 a.m. - 11:45 a.m. Taking Chips Off the Table with a Minority Recapitalization: A Win, Win Strategy
Moderator: Dora Lanza, CBI, M&AMI, CSBA, CMEA, Plethora Businesses
Panelists: Doug Brosius, PNC Mezzanine Capital; Matthew Harvey, Prudential Capital Partners; Barry Wilson, Huntington Capital; John Black, HIG Capital
12:00 p.m. - 1:30 p.m. Lunch
1:45 p.m. - 2:45 p.m. Pitch it Properly! Working with Pitch Books to Market Opportunities
Moderator: Patricia McDonald, CBI, M&AMI, CBI Business Group
Panelists: Dwayne Hyzak, Main Street Capital; West Shore Capital, Trivest Partners
3:00 p.m. - 4:00 p.m.

Obtain Financing in a Tight Credit Market: The Lenders Show Their Hand
Moderator: Mark Hunter, KLH Capital
Panelists: Derek Wong, Celtic Capital - Specialty Lender; Dwayne Hyzak, Main Street Capital - Mezzanine; Doug Rosenthal, Wells Fargo - Senior Lender

4:15 p.m. - 5:30 p.m.

Closing Deals When the Odds are Against You: Tactical Strategies from the Pros & PEG's
Moderator: Darrell V. Arne, CBI, CPA, ASA, Arne & Co.
PEG's: Lauren McKibben, PNC Equity Partners; Erik Maurer, Prospect Partners; Mark Hunter, KLH Capital
Pros: Dolliver Frederick, Frederick Capital Corporation; John Zayac, IBG Business Services, Inc.; Dan Hall, Alamo Corporate Group

6:30 p.m. - 8:30 p.m.

M&A Source Conference Opening Reception
sponsored by Prospect Partners, LLC
Click here for more information.

Thursday, November 18 
8:00 a.m. - 12:30 p.m. Mixed-level Courses Click here for more information on courses offered in Las Vegas.
9:00 a.m. - 2:00 p.m.  M&A Source Middle Market Expo Open
10:30 a.m. - 12:00 p.m. 7 Trends That Will Help Fix Everything!
Glen J. Cooper, CBI, CBA, BVAL
  Distressed Companies - How to Make Lemonade out of Lemons
Scott Rosser 
  Building Trust: Principles for Success
Douglas M. Thornton
11:00 a.m. - 5:00 p.m.  IBBA Trade Fair Open
12:00 p.m. - 1:00 p.m. Lunch in M&A Source Middle Market Expo
12:00 p.m. - 1:00 p.m. Lunch in IBBA Trade Fair Hall
1:00 p.m. - 3:00 p.m. On Floor Education in IBBA Trade Fair Hall
3:00 p.m. - 4:30 p.m. How to Structure a Deal So You Can Close the Sale! Including Case Analysis
Dr. Bart A. Basi, CPA/Attorney
  Managing Your Listings - Ready to Sell
Debra Andrews, CBI
  How to Pitch Your Little Deals to the Big Guys
Patricia McDonald, CBI, M&AMI
Panelists
5:00 p.m. - 6:30 p.m. Reception in IBBA Trade Fair

Friday, November 19
8:00 a.m. - 9:30 a.m. IBBA Opening Breakfast (plated with a presentation)
9:30 a.m. - 1:00 p.m.

IBBA Trade Fair Open

10:00 a.m. - 11:30 a.m. CBI Refresher
10:00 a.m. - 11:30 a.m.

How to Stay Alive in the 21st Century Cyber Jungle
Alan Brind, CBI, SBA, CMEA

  He Who Has the Best Database Wins! How to Work Sales Systems to Your Advantage
Mona Hilton
  Cash for Business Intermediaries, Getting the Most From Your CBI
Jim Afinowich, CBI, M&AMI
  What's Working in Your Business Brokerage and Why?
Andrew Rogerson, CBI
11:30 a.m. - 1:00 p.m. Lunch in IBBA Trade Fair Hall
1:00 p.m. - 2:00 p.m.  IBBA Keynote Presentation: Rise Above the Rest - How to be the Best
Jim Roman
2:15 p.m. - 3:45 p.m.  Seller's Creative Accounting. Can this Change the Discretionary Earnings?
Carrie Allen, CBI
  Effective Marketing During Difficult Times
Jerry Cofield, BCI, CBI, M&AMI
  Minimizing Broker Liability
Len Krick, CBI, M&AMI, MBA, CMEA
  Role Play with A Pro
Steve Wain, CBI, M&AMI
4:00 p.m. - 5:30 p.m. How to Capitalize on the Growing Numbers of Women Entrepreneurs
Marion M. Van Keken-Rietkerk, CBI
  10 Steps to Make $100,000 and more Income
Keith McLeod, CBI
  Pros' War Stories for Today's Economy
Rick Thompson, CBI
  How to Price a Business for Sale
Louis Vescio, CBI, M&AMI

Saturday, November 20 

7:30 a.m. - 10:00 a.m.

CBI Exam

 

8:00 a.m. - 9:30 a.m.

Work with PEG's and Increase Your Income - Tips to Working with Pirvate Equity
Matt Bradbury
  How to Create a Sense of Urgency with Reluctant Sellers to Sell Now
Monty W. Walker, CBI, CPA, BCB
  Advantages of Owner Financing
Ed Pendarvis, CBI
 

How to Use the New IBBA/M&A Source Listing Service and Deal Room Offerings
Steve Wain, CBI, M&AMI

8:00 a.m. - 5:30 p.m. Mixed-level Courses Click here for more information on courses offered in Las Vegas.

Connect with fellow brokers at the IBBA Fall Conference! 
This year's conference provides ample time to make plans to network with fellow attendees. Invite your peers to join you for dinner on Friday night, or share your workshop takeaways with colleagues over a lunch on Saturday afternoon. Take advantage of the hotel concierge and request a list of appropriate and affordable restaurants in the area.