AGENDA

7:00 am – 8:00 am
Registration
8:00 am – 9:00 am
Breakfast
Economic Outlook
Current Mergers and Acquisitions Environment
9:00 am – 10:00 am
10:00 am – 10:15 am
Break 
10:15 am – 11:05 am
11:15 am – 12:05 pm
12:15 pm – 1:15 pm
Keynote

Lunch

1:15 pm – 2:15 pm
Dessert Reception

REGISTRATION

Registration is open to Trusted Advisors, Lawyers, CPA, Accountants, Consultants

$250

REGISTER NOW

CE Certified Course Options

Select 3 courses to attend. Click course title to view description.

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, Service Providers edition.

OUR SPONSORS

Keynote Speaker for Trusted Advisor Summit May 2020

ANGIE MORGAN

LEADERSHIP CONSULTANT, AUTHOR, & US MARINE

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.

Join Us in 2020

Lansing, MI

Registration: $250

Continuing Education Units
CPE, CLE, CFP

You will learn
Business Planning
Business Strategy
Mergers and Acquisitions
Exit/Sale, Transaction, Transitioning

REGISTER TODAY!

Get high continuing education credit value out of only a half day commitment. Elevate your returns with your clients. Increase the value of your services. Learn from national industry experts about business planning, full life cycle strategy, and how to best foster client success through transitional business situations.

REGISTRATION