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Denise Logan

“The Seller’s Journey: How Smart Sellers Navigate the Obstacles to Exiting Their Business”

COMPEL's 9th Annual Business & Economic Summit

TIME: 7:30am to 3pm

DATE: October 26, 2021

LOCATION: The Heritage Club | Bethpage, NY

 

AGENDA:

7:30am: Registration begins

8:30am: Breakfast

9:00am: Opening comments

9:10-10:45: Keynote with Denise Logan

11:00: Panel | What are CEOs thinking about today?

11:45: Sponsor led workshops

12:30pm: Lunch

1:00: Member Testimonials

1:15-2:45: Keynote with Tom Deans

2:45: Closing remarks

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Tom Deans

“Willing Wisdom: How Great Families Are Built to Last”

A keynote focused on the principle that how you leave your money and possessions is as important as what you leave.

Exclusive Add-ons:

Private Book Signing with Tom Deans

Purchase a ticket to this private event where you can meet and interact with one of our Keynote Speakers, Tom Deans. Earlier in the day, he will deliver a moving presentation on Willing Wisdom, published in 2014.

 

“It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and friends while they have the capacity and the wisdom to will.”

Author/Professional Speaker, Thomas William Deans Ph.D.
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Sponsors:

Space reserved here for our 2021 Summit spsonsors

Meet the Keynote Dinner

As a Platinum sponsor, offer your top clients an exclusive and intimate experience led by one of our Keynote speakers, Denise Logan. This VIP dinner is limited to 15 industry leaders curated and facilitated by Denise Logan, who will deliver a lightly structured and powerfully engaging conversational experience. Along the lines of a Jeffersonain-style dinner, exploring the topic of "what constitutes a lasting legacy?", each guest will be invited to share their answer to the opening question built around their take on life itself. You'll walk away with from this interactive and enriching experience that moved you from what you know, to what you feel and into what you can do that transforms your businesses and your life.

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2020 Summit | December 1st

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Thank you to our 2020 Summit sponsors

for making this virtual event possible!

We look forward to our continued work together.

2020 Summit Sponsors

SUMMIT RECAP

Alan Beaulieu: A Look at the Economy Given the 2020 Election
Alan Beaulieu of ITR Economics provided a timely keynote titled “Guidance in an Uncertain Economy” where he touched on 2021 business demand, forecasting, leading indicators and potential changes given the election and the pandemic during our 8th Annual Business & Economic Summit on December 1st. Thank you to our members, facilitators and sponsors for making this event possible. Click here for a recap of his presentation. The recorded keynote is available for members only – click here to access.

2019 Summit | October 30th @ The Heritage Club