When

Thursday, September 13, 2018 from 10:00 AM to 3:30 PM CDT
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Where

Courtyard Dallas Carrollton and Conference Center 
1201 Raiford Road
Carrollton, TX 75007  

 
Driving Directions 

Contact

Chamber Manager 
USICOC 
214-346-9559 
info@usicoc.org 
 

USICOC and BB&T 

present

2nd Annual Small Business Forum 2018

Featuring Scott Flannery, CEO, United Healthcare (North Texas and Oklahoma)

In a keynote conversation with Travis Sartain, Sr. Vice President, Marsh & McLennan Agency

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Event features include:
Matching-making for M/WBESs with buyers
Pitch Sessions to Corporate & Government Procurement Buyers
Seminars and Presentations on:

  • How to run a successful M/WBE
  • Diversification of Investment Income
  • Business Succession Planning

 

Agenda

10:00am- Registration & Networking

11:00am- M/WBE Vendor/Buyer Pitch Sessions

11:15am- The 5 Step "Springboard Your Biz" Strategy by Evan Sanchez, CEO Springboard Consulting

12:00pm- Keynote Luncheon with Scott Flannery, CEO, United Healthcare (North Texas and Oklahoma) moderated by Travis Sartain, Sr. Vice President, Marsh & McLennan Agency

1:00pm-Transition Planning for Long-Term Business Success by Chad W. Forsberg, SVP and Business and Financial Planning Strategist, BB&T and Jacob Wright, SVP and Private Advisor Regional Director, BB&T.

Every business owner will exit his or her business at some point.  What is your exit plan? Key elements that will be discussed include- How to build and improve on your exit plan, plan, contingency planning, developing and retaining key employees, valuation, estate planning, and various options for transferring ownership to family, employees or a third party.

2:00pm- M/WBE Match Making & Pitch Sessions for Vendors and Buyers

3:30pm- Program Ends

*****Vendor Expo: 10:30am - 3:00pm*****

Sponsorship Details

 Please note that all payments are final and no refunds will be offered.