Pathway to Platinum®: Optimizing the Value of Your Company
Conference Objective:

Event dates:
Thursday, October 3, 2019 – Friday, October 4, 2019

Venue:
Wentworth by the Sea • 588 Wentworth Road • New Castle, New Hampshire

Attendees should call (866) 384-0709 and request the Neptune Advisors room block to receive the special conference rate of $279 (available through September 12th).
Web: http://www.marriott.com/hotels/travel/psmww-wentworth-by-the-sea-a-marriott-hotel-and-spa/

Attendees:
Expected attendance of 40+ owners and C-level executives of entrepreneurial and closely held businesses with revenues of $10 million to $1 billion

Content:
Provide owners & executives a roadmap for operational improvement to maximize the value of their company

Agenda:

Thursday, October 3rd
5:00 – 7:00 pm Registration
6:30 – 10:00 pm Cocktail Reception & Welcome Dinner
Friday, October 4th
8.00 – 8.15 am Introductory Remarks
8.15 – 9.15 am Creating A High Performing Company

• Positioning Strategically to Win
• Creating Customer and Consumer Obsession
• Utilizing Data as a Competitive Advantage
• Proactively Allocating Your Resources and Time
• Deciding the Role Culture Plays
9.15 – 10.15 am Hot Topic: Enterprise Risk & Cybersecurity: What Every CEO Should Know and Do Presented by James Lam

• Fundamentals in Enterprise Risk Management
• Unique Challenges with Atypical, Disruptive Risks
• Practical Solutions for Cybersecurity
• E*TRADE Financial: A Case Study
10.15 – 10.45 am Coffee Break and Checkout
10.45 – 11.30 am The Best Boards are Future Looking

• Balancing Act of Short- and Long-Term Strategy
• Dissent is Not Disloyalty
• Holding Management Accountable
• Relationship Between CEO and the Board
11.30 – 12.15 pm Panel: Creating a Board Culture of Trust, Respect and Transparency
12.15 – 1.00 pm Networking Lunch
1.00 – 2.00 pm Write the Book You Want to Read – Presented by Larry Gulko

• Focus and Create a Best-Selling Brand Story
• Be Recognized as a ‘Name Brand’ Not Simply a ‘Brand Name’
• Create Internal and External Brand Ambassadors
• Deliver a Remarkable Customer Experience
2.00 – 2.45 pm Panel: Leveraging Your Brand to Drive Profitable Customer Growth
2.45 – 3.00 pm Coffee Break
3.00 – 3.30 pm Mergers and Acquisitions as a Weapon

• Accelerating Your Growth Plan
• Understanding the True Value it is Adding
• Integration, Planning and Execution
• Combining Competing Cultures
3.30 – 4.15 pm Panel: Key M&A Takeaways – What We Could Have Done Better
4.15 – 4.30 pm The Platinum Advantage: Bringing It All Together
4.30 – 5.00 pm Networking Reception

 

Attendance Fees:
$1,795    Attendee Registration
$1,395    Early Registration (available through August 31, 2019)
(All meals included. Special hotel room rate of $279 per night for attendees.)

Instructors:
Lawrence Siff, CEO, Neptune Advisors
Larry Gulko, Senior Advisor
James Lam, Instructor

Contact:    Laura Biringer, Conference Director – LBiringer@neptuneadvisors.com