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.