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, June 14 

8:00 a.m. - 5:30 p.m.

Mixed-level Courses Click here for more information on courses offered in Orlando.

Tuesday, June 15

8:00 a.m. - 5:30 p.m.

Mixed-level Courses Click here for more information on courses offered in Orlando.

Wednesday, June 16

8:00 a.m. - 5:30 p.m.	Mixed-level Courses Click here for more information on courses offered in Orlando.
8:00 a.m. - 9:00 a.m.	How to Close Difficult Deals Using M&A Insurance Products Mary McDougall Duffy, JD, Managing Director of Aon Private Equity & Transactions Solutions
9:15 a.m. - 10:15 a.m.	Overcoming Obstacles When Working With PEGs Moderator: Ron Johnson, ABI Group, Inc.  Panelists: Jim Afinowich, Fox & FIn FInancial Group; Ron Chernak, First Business Brokers, Ltd.; Rob Firestone, Oklahoma Corporate Acquisitions;
10:30 a.m. - 12:00 p.m.	Creating a Sense of Urgency for Sellers in 2010 Panelists: Monty Walker, CPA; Michael Marks, Frontrange Business, Inc.; Marketing Representative from Constant Contact TBD
12:00 p.m. - 1:00 p.m.	Lunch
1:00 p.m. - 2:00 p.m.	M&A Source Keynote Presentation: Midas Marketing Rob Slee
2:15 p.m. - 3:30 p.m.	Right from the Start: Negotiate the M&A Client/Intermediary Representation Agreement You Want – And Need Panelists: Gregory C. Yadley, Shumaker, Loop & Kendrick, LLP; Terence M. Kelly, Dorsey & Whitney, LLP
3:45 p.m. - 5:00 p.m.	Mezzanine Finance: Its Use and Characteristics Moderator:  Rob Firestone, Oklahoma Corporate Acquisitions  Panelists:  Mark Hunter, KLH Capital; Michael Becker, Plexus Capital, LLC; Seth Ellis, Florida Mezz
6:30 p.m. - 8:30 p.m.	M&A Source Conference Opening Reception Red Coconut Club  sponsored by Prospect Partners, LLC

Thursday, June 17

8:00 a.m. - 12:30 p.m.	Mixed-level Courses Click here for more information on courses offered in Orlando.
8:00 a.m. - 9:30 a.m.	Selling Automotive Garages as a Recession-proof Business Joseph Harrel, CBI
	Best Ways to Handle Buyer Prospect E-mail Inquiries Jeff Jones, ASA, CBA, CBI
	Five Deal-makers, Five Deal-killers – How Credit Analysts Actually Look at Your Deals Dave Phillips; Matt Austin; Don Rudnik
	CRM Solution Due Diligence: ACT! Versus Salesforce Todd Torquato
9:00 a.m. - 2:00 p.m.	M&A Source Middle Market Expo Open
9:45 a.m. - 11:15 a.m.	Adding Consulting Revenue Streams to Your Brokerage Practice Frank Sahlein, CBI
	High Probability Selling Pino Bacinello, CBI, M&AMI, CMEA, CSBA
	Don't Lose a Buyer - Develop a Buy Side Franchise Practice Tom McLenahan, CBI
	Mastering LinkedIn & Finding Time to Do It! Glen J. Cooper, CBI, CBA, BVAL
11:00 a.m. - 5:00 p.m.	IBBA Trade Fair Open
12:00 p.m. - 1:00 p.m.	Lunch in M&A Middle Market Expo
12:00 p.m. - 1:00 p.m.	Lunch in IBBA Trade Fair Hall
2:00 p.m. - 3:30 p.m.	M&A Source Town Hall Discussion
5:00 p.m. - 6:30 p.m.	Reception in IBBA Trade Fair

Friday, June 18

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.	Coaching, Exit Planning and Lead Generation Glen J. Cooper, CBI, CBA, BVAL
	Business Valuation in a Recovering Economy Louis Pereria, MBA, CBI, CBA, ASA
	How Brokers Can Earn Non-Contingent Fees Advocating for Buyers Ted J. Leverette
	Changing Market Multiples: Pratt's Stats Mid-Market and IBA Transactions Warren Burkholder, CBI, CBA, ASA
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: Larry Sternberg Why Sales Training Doesn't Work
2:15 p.m. - 3:45 p.m.	Beyond the Standard Recapitalization – Three Innovative Ways to Partner with Private Equity Firms Mark Hunter
	Saving Your Greatest Asset with Business Succession Dr. Bart A. Basi, CPA/Attorney
	Forensic Accounting: Uncovering Fraudulent Schemes and Activities Monty Walker, CBI, CPA, BCB
	Focus on You Larry Sternberg
4:00 p.m. - 5:30 p.m.	Boom, Bust, Rebound, Build: Thriving in the Current Business Cycle William B. Conerly, PhD
	Mastering LinkedIn & Finding Time to Do It! Glen J. Cooper, CBI, CBA, BVAL
	Don't Just List ... List to Sell Carl E. Grimes, CBI
	Think Outside the Box! What We Can Learn from Innovative International Practices Edwin Lee, CBI, CPA, CFA

Saturday, June 19

7:30 a.m. - 12:00 p.m.	CBI Exam
8:00 a.m. - 9:30 a.m.	The Value of Valuation in Healthcare: Understanding Hospital/Physician M&A Transactions Alexander N. Fritz CPA/ABV, CVA
	Market Your Brokerage Business on the Web Hector Vazquez
	How to Implement and Effectively Use a CRM System Plus IBBA's New Web Initiative Steve Wain, CBI, M&AMI
	Broker Opportunities in the Private Career School and College Industry Barry J. Berkowitz, PhD, CBI; Susan F. Schultz, DEd
9:45 a.m. - 11:15 a.m.	Using a Capital Corp to Boost Your Brokerage Business Joe McCaul, CBI, M&AMI, MBA
	Search Engine Optimization for Business Brokers Lisa Leach, CBI
	Selling/Buying a Distressed Company Donald M. Rudnik
	Inexpensive Public Relations Tools and Strategies Scott Mashuda

Connect with fellow brokers at the IBBA Spring 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.