Monday, May 15 |
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11:00 a.m. - 6:30 p.m. |
Registration Open
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1:00 p.m. - 5:00 p.m. |
Let Us Introduce Ourselves…
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Attendees will have the opportunity to introduce their companies to the growth partner sponsors via private, five-minute presentations (one company/attendee at a time presenting to the full group of growth partner sponsors). Advance sign-ups will be required. Given the limited time available, requests will be accommodated on a first come basis.
Note: Only sponsoring companies will have access to these SIIA private member pitches.
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5:00 p.m. - 6:30 p.m. |
Welcome Networking Reception
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Tuesday, May 16
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7:30 a.m. - 8:30 a.m. |
Breakfast
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8:30 a.m. - 8:40 a.m. |
Welcome Remarks & Program Overview
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Operating Partner | The Ansley Capital Group
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8:40 a.m. - 9:30 a.m. |
Speaking the Language of Growth
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Corporate financial transactions are, even for seasoned business executives, a venture into a new and complicated world. Two specific areas often contribute to most of the confusion. First, there are jargons, acronyms, and terminology that are not a part of our normal business conversation, and often have different interpretations, depending upon the sophistication of the user. Secondly, understanding the optional “sources of capital” and the best fit for your company, requires both a clear understanding of what you are trying to accomplish, and which sources are better suited to help you achieve these goals. With this in mind, the opening session provides an orientation to these topics, which will get you prepared for the rest of the educational program.
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SPEAKERS Consultant | Blue General Partners
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9:30 a.m. - 10:15 a.m. |
Understanding How Deals Actually Come Together
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Before you make the decision to consider bringing in outside capital, securing a majority investor, or even selling your company, it is critical that you understand how your initial decisions will drive the ultimate success of this process, and the pitfalls to be avoided. Many SIIA companies are approached by entities seeking an investment or acquisition opportunity, and understanding the process involved with “running a process” or doing a “targeted” transaction, and the probable outcomes (both financial and strategic) is critical. Our speaker will walk us through how to understand these processes and how to choose the better one to achieve your goals.
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10:15 a.m. - 10:30 a.m. |
Break
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10:30 a.m. - Noon |
Real World Financial Transactions Stories From SIIA Members
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This session will feature a panel of SIIA members who have engaged in various transactions who will provide real-world perspectives on what went right, what went wrong, and what they wish they know prior to their transactions.
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MODERATOR Amanda Eisel CEO | Zelis SPEAKERS Rob Gelb CEO | Valenz® Health Ben Frisch CEO | Point C Jeff Bakke CEO | Health EZ Bill Ashley Executive Vice President | Allied National |
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Noon - 1:00 p.m. |
Networking Luncheon
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1:00 p.m. - 5:00 p.m. |
Meeting Time
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The afternoon has been reserved for attendees to meet with growth partners and/or visit with other attendees. Our large session room will remain open and available for meetings.
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5:00 p.m. - 6:30 p.m. |
Networking Reception
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Wednesday, May 17 |
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7:30 a.m. - 8:30 a.m. |
Breakfast
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8:30 a.m. - 10:00 a.m. |
What Investors Really Want
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Attendees will have the opportunity to hear from a panel of investors active in the self-insurance marketplace on how they evaluate opportunities and approach and negotiate transaction structures. The panel will also provide advice how to best attract the attention of potential financial partners including venture capital, private equity mezzanine (and other debt structures), and strategic investors.
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MODERATOR Michael Burcham Chief of Strategy & Talent Development | Shore Capital Partners Brett Carlson CEO | Eir Partners Richard Fleder President & CEO | ELMC Risk Solutions, LLC |