Elevate Summit For Trusted Advisors Live sessions with Angie Morgan, David Sowerby, Lt. Governor Cox,
Peter Reichard, Josh Feldstein, Robert Spendlove, Isaac Childs,
Steve Conlin, Greg Nielsen, and Alan Lewis. Plus more!

Virtual Event

May 28, 2020
Thanks for Joining Us! An educational summit specific to M&A topics for Trusted Advisors

This is not a webinar!

Where else can you get real networking in a national peer driven ecosystem during the pandemic?

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  • Networking in a COVID-19 world.  Live chat capabilities to interact directly with the speakers, sponsors and other attendees.
  • Shaping new normal thought leadership conversations.
  • Up to 10 hours of On Demand CE for as little as $25 a credit hour. CE approved for CPE, CLE, CFP.
  • Direct access to thought leaders in industry that you don’t otherwise have access to.



Check back soon to see when we will host the next Elevate Summit for Trusted Advisors.


Shown in Mountain Standard Time

[one_third]8:00 am – 9:00 am [/one_third][two_thirds_last]Introduction
Governor’s Panel
Lt. Governor Spencer Cox

David Sowerby – Ancora[/two_thirds_last]

[one_third]9:10 am – 10:00 am [/one_third][two_thirds_last]Anticipate the Future: Economic Advisor’s Panel

With a VP of economic and public policy from the banking sector, a healthcare economist, and facilitated by an international fund manager, this is certain to be a diverse and insightful panel. In this session, they will be discussing the critical considerations facing us all as we embark on restarting and reinvigorating the global economy.

Alan Lewis
Josh Feldstein
Peter Reichard
Robert Spendlove[/two_thirds_last]

[one_third]10:10 am – 11:00 am [/one_third][two_thirds_last]”Ask the Expert” Mastermind Sessions [/two_thirds_last]

[one_third]11:10 am – 12:00 pm [/one_third][two_thirds_last]Leadership In Uncertainty: The Entrepreneur’s Perspective

Join us as we speak with a panel of business owners and top-tier executives who have found a way to pivot early and thrive amidst adversity. Learn tips that will help you cultivate an agile culture that focuses more on core skill-sets and process in order to develop an organization that is capable of identifying and seizing opportunities as they present themselves.

Steve Conlin – Ogden’s Own Distillery Inc.
Isaac Childs – Rustico
Greg Nielsen – TeligentIP[/two_thirds_last]

[one_third]12:15 pm – 1:15 pm [/one_third][two_thirds_last]Great Leadership, Great Success: Keynote Presentation

Join us as we welcome Marine Corps Captain and leadership development specialist, Angie Morgan. She will be sharing her insights on leading from the front, and inspiring the spark of passion within your teams.

Angie Morgan[/two_thirds_last]

[one_third]On Demand [/one_third][two_thirds_last]CE Courses
View course options[/two_thirds_last]

CE Certified Course Options

Click course title to view description.

[accordion clicktoclose=”true”][accordion-item title=”Planning for a Change of Control”]Studies show that the vast majority of business owners do not have a succession plan in place. Trusted advisors have the ability to influence their clients and steer them away from that negative statistic. The basic course covers why business owners should plan for their exit, common mistakes and how to avoid them, and understanding the different exit options. After taking this course, trusted advisors will be able to identify when clients are headed toward a common mistake and send them in the right direction.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Valuation Insights”]In this course we will explore multiple case studies to discuss surprises and revelations that were uncovered in the value process and significantly impacted risk, marketability, and overall value expectations.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Beyond the P&L: Understanding Qualitative Elements of Business Value”]Build value beyond the numbers. Understanding the importance of personal goodwill, structured processes, scalability, recurring revenue, concentration, and other operational metrics that may not be reflected in financial statements. Learning how to leverage this knowledge to inform business strategy and organizational value will allow you to expand your knowledge base and bring more value to your clients.


Part 1 – Leveraging Financial Statements

Part 2 – Qualitative Elements of Business Value[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Non Legal Aspects of a Transaction”]When it comes to negotiating the Asset or Stock Purchase agreement, there are several elements such as liability exposure and conflict resolution mechanisms that require strictly legal advise.  With that said, there are a large number of factors that can significantly impact the net value of the transaction for both parties.  Many times, understanding the nuance of the non-legal elements can help a strong advisory team save a challenging negotiation, avoid seller’s remorse for your clients, and maximize overall value.  This course explores negotiation elements, strategies for preparing to negotiate, managing expectations, and negotiating a win-win transaction.  Most importantly, this course provides tools for ensuring that the transaction gets to the closing table.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Psychological Factors that Make or Break Business Success and the M&A Process”]Psychological factors can lead to impaired bottom lines, frustrated leaders, unhappy culture and moral, disloyal personnel, and even lower attractiveness and valuation when wanting to sell the business. Every business owner can gain knowledge and insight on how to more effectively manage their business and personnel with this course. Not only can trusted advisors help improve their own practices, they can identify these psychological factors in their client’s businesses as well.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Optimizing Cash Flow Through Working Capital Strategies”]Working capital explained from an M&A standpoint.  As one of the most negotiated points in a transaction, working capital no longer needs to be an aloof topic.  Learn what working capital is and how it can streamline your business and put more money in your pocket.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Integrated Accountability Procedures: A Crucial Psychological Key to High Productivity, Collaboration & Making Integrity Profitable”]Many businesses believe that building a high performance culture requires integrity, collaboration, job engagement/fulfillment, accountability, and loyalty.  The problem is that these values remain little more than good intentions until they are translated into effective skills and procedures.  Business purchasers tend to be more attracted to acquiring companies whose executives, managers and personnel use such procedures on a daily basis.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”Benchmarking and Normalization”]Understand the core principles of reframing your operation so that you can better identify how you perform against your peers and learn how to leverage this information for strategic planning.[/accordion-item][/accordion][accordion clicktoclose=”true”][accordion-item title=”A Deeper Dive Into Due Diligence: Unlocking the Value of Human Capital”]Often times, human capital is overlooked in a transaction process until the end of due diligence. By knowing what areas of HR are evaluated before the due diligence phase you can help your clients identify potential risk factors related to human capital. You can then help develop a framework to mitigate any potential risk factors will help drive value for the business owner and a smoother transition post close.[/accordion-item][/accordion]

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Keynote Speaker for Trusted Advisor Summit May 28, 2020



Angie learned how to lead in the United States Marine Corps. Following her time in uniform, she’s worked with businesses around the globe helping to inspire greater leadership practices at all levels. Her dynamic, engaging, and high-energy sessions inspire audiences to reach their fullest potential in all areas of their life.

Angie is the author of Leading from the Front and SPARK. She delivers impactful keynotes and results-oriented workshops on the topics most relevant to leaders. Her work has been published in Harvard Business Review and Newsweek; she’s been a featured guest on CNN, CNBC, and FOX.

As the co-founder of Lead Star, she advises business leaders on talent development strategies that drive business results. When she’s not working, Angie can be found training for her next marathon.

In partnership with a global network of banks, software providers, hr companies, PEO firms, marketing firms, Blue Sky Business Resources would like to present the Elevate Summit for Maximizing Business Value, Trusted Advisors edition.


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Blue Sky Business Resources is not affiliated or endorsed by PAS, Guardian, or Mountain West Advisors and opinions stated are their own.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC .  OSJ: 10 HUDSON YARDS, NEW YORK, NY 10001, (212) 919-3076. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  Mountain West Advisors is not an affiliate or subsidiary of PAS or Guardian. Mountain West Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.  Consult your tax, legal, or accounting professional regarding your individual situation.