IMA Denver-Centennial Chapter

March 20, 2019

2 CPE, Dinner Meeting & Networking Event

CPE #1 – 1 Credit (4:30 – 5:20pm)

Making an Exit Plan

Cyprus Williams

Merrill Lynch

Program Content

This one credit CPE will discuss some actionable best practices and hypothetical case studies to help protect a business from the unexpected and maximize its value throughout the exit planning process.

Learning Objectives

• Understand the importance of making an exit plan well in advance of your eventual departure
• Consider ways to protect your business against the unexpected and maximize its value
• Start thinking about how you would like to transition out of the business

Other CPE information

• Field of Study: Finance
• Recommended Credit: 1 CPE
• Instructional Delivery Method:  Group Live Lecture 
• Prerequisites/Advanced Preparation:  None
• Program/Experience Level:  Introductory

Presenter Bio

As a CERTIFIED FINANCIAL PLANNER(TM) professional with Merrill Lynch, Cyprus provides complimentary speaking engagements on various topics that are designed to provide actionable strategies to help closely-held business owners maximize the value of their companies. In doing so, he strives to help trade associations and accounting firms assist their membership and clients navigate and execute their exit and succession planning strategies. He understands people’s ultimate goal…which is to live the life they want to live and still leave a benefit to their families.

In his spare time, Cyprus enjoys Saturday morning runs along the Aurora Reservoir and a round of golf at Blackstone Country Club. He is proud of being a two-time Marathoner and enjoyed the discipline and focus required to accomplish that “bucket list” item. Cyprus’ family enjoys attending events at the Denver Performing Arts Center and local wine tasting events. What they enjoy the most is watching their children do cannon balls in the pool. Cyprus is a volunteer and member of the Cherry Creek School District’s Long-Range Planning Committee.

Cyprus has been collaborating with companies and families to help them accomplish their goals since 1994, when he was hired as a Branch Manager Trainee with Beneficial Finance. After completing business school, he joined Bank of America Merrill Lynch’s Commercial Banking Training Program in 1999. In 2015, the family relocated from Atlanta to Denver and currently live in the Southlands area of Aurora. Cyprus has an M.B.A from the Frank G. Zarb School of Business at Hofstra University and a B.A. degree in Psychology from Bloomfield College.

CPE #2 – 1 Credit (7:00 – 7:50pm)

Grace Among Wolves... Staying Centered with Difficult People

Randy Ferguson

The Love, Courage and Achievement Project

Program Content

This one credit CPE will focus on how to engage with difficult people, particularly in a professional setting.

Learning Objectives

• Managing the Fear of Confrontation
• Keeping Your Cool When Others Don’t
• Defusing Triggers Before the Explosion
• Expressing Professional Boundaries without Starting WWIII
• Mastering the Art of Care-frontation

Other CPE information

• Field of Study: Personal Development
• Recommended Credit: 1 CPE
• Instructional Delivery Method:  Group Live Lecture 
• Prerequisites/Advanced Preparation:  None
• Program/Experience Level:  Introductory

Presenter Bio

As an acclaimed international speaker and corporate trainer, Randy Ferguson, has presented high level training to CEO's and their teams extensively throughout the US, Mexico, Spain, Germany and Thailand.  Clients include companies like Ford Motor Company, Gerber, United Airlines, Caraustar, International Truck, Schering Plough, Novartis, Mazda and multiple departments of the U.S. Government.  Steven Vannoy, author of the best-selling books, 'Stomp the Elephant in the Ofce' and "The 10 Greatest Gifts I Give My Children" says, "Randy Ferguson is one of the best presenters in America today."

Randy presents with a voice of experience.  In his 30 plus years as a presenter, he has led over 1000 seminars on personal and professional development and has individually coached over 2000 clients.

As a highly sought professional speaker, Randy gets people on their feet learning life skills that truly make an impact. His conversational style inspires laughter, introspection and interaction so audiences never feel lectured to.  Participants feedback consistently rate him as 'excellent.'  One of the most common comments is, "Randy is the best speaker we have ever had!"

He is the author of the popular book, "Outrageously Fullling Relationships."  This collection of 26 of the most powerful articles from his syndicated column, "Focus on Relationships," reveals uncommon insights vital to taking relationships from good to great.  He is also featured in two DVD's, 'The Incredible Possibility of Life' and 'How Good Are You Willing to Have It?'

Randy's undergraduate degree is in Business Administration with an emphasis on Finance from Arizona State University and his Masters Degree in Spiritual Psychology is from the University of Santa Monica. This educational foundation has assisted him in delivering presentations that are both pragmatic and visionary.