IMPACT 2015 - It's Your Year to Grow!

Each year, CEOs from leading companies in the Puget Sound meet to further develop their leadership, improve their companies, network and have fun.

This is IMPACT. 

This year's event is "It's Your Year to Grow!"  Please save the date, October 2-4, 2015.

IMPACT 2014 was held at Semiahmoo Resort over September 26-28th, 2014.  See the video below.

IMPACT 2014 Highlights!

Each year, CEOs from leading companies in the Puget Sound meet to Further develop their leadership, improve their companies, network and have fun.

This is IMPACT. 

IMPACT 2014 was held at Semiahmoo Resort over September 26-28th.  Click through to the video on this year’s event to remind yourself of the great time you had and the value of:

• Getting to meet and know 64 other CEO’s, executives and business owners in our Friday afternoon ice breaker and distillery tasting.
• Learning about how other CEO’s/Executives/Business owners added value to their companies, during our Friday afternoon business owner panel and about making money off of the “seams” in capitalism from Brian Turner,  our Friday night banquet speaker.
• Benefiting from Saturday morning workshops on adding value in to your business. 
• Playing golf, a relaxing afternoon at the spa or deep sea fishing.
• Social time to develop friendships with others like yourself at Saturday night’s beer and pizza party.
• Contributing to and receiving from your participation in the Sunday morning best practices roundtables.

Quarterly Consultants Breakfast

WHERE: Bellevue Hilton, 300 112th Ave SE, Bellevue, WA 98004

WHEN: October 2, 2014 from 7:30 AM to 9 AM

WHAT:  Self Hosted networking and business development breakfast

ACTION REQUESTED:  Confirm attendance or that you are not able to attend

While it is still sunny delightful weather, I imagine that like me, you are focussing in on fall work and development.  In just under two weeks, Excell is hosting our annual invitation only event for CEOs/Business Owners and Executives.  We will be up at newly renovated Semiahmoo Resort and over 60 CEOs have accepted our invitation for a weekend of working on their company balanced with having fun.  This year’s focus will be on adding value to your company.  

The first Thursday of the quarter is approaching quickly and we have a great networking and practice development breakfast for you.  This quarter, we will have a 30 minute best practice program from Laura Peterson.  Laura will sharpen your skills in noticing issues that your client’s may not be noticing and which can stop them in their tracks.  

Laura will outline key areas which, you as a consultant should be aware of and which  can make or break your client’s ability to deliver to their customers.  Learn how to tell if your client is aware of their blind spots and what to do if they are not aware.  

Laura Petersen worked in Supply Chain in the Biotech Industry for over two decades.  In 2011 she founded Innovative Advancement Supply Chain Consulting.  In 2014 she expanded her consulting business to include Buyer for Hire 3rd party virtual purchasing.  I.A. serves all industries with their mission to drive organizations forward by optimizing their practices and systems.

So we can be sure to have the room set for the right number, please RSVP to Dave Shapiro to confirm you are attending or not. 

Looking forward to seeing you October 2nd.  

EXCELL PUGET SOUND IMPACT WEEKEND

Add More Value to Your Business

Semiahmoo Resort 

September 26-28, 2014

For more information on our Impact Weekend or if you would like to connect with one of our Group Leaders contact us at admin@excellpugetsound.com

Consultant's Quarterly Breakfast

Welcome to the 1st quarter of 2014!  

WHAT: Consultant's quarterly breakfast 

WHEN: JANUARY 2, 2014 from 7:30 AM to 9:00 AM

WHERE: Alcove of Basil's Restaurant in the Bellevue Hilton

WHY: You wanna get better at doing what you do and building your business... don't you?

Please respond to Dave Shapiro if you will be coming or if you will not be able to be present.  Breakfast is a no host event (pay your own).  Most of our time will be spent getting to know one another.  

This upcoming breakfast will have a 30 minute best practice program facilitated by Kevin Higman.

Best Practice: The Star Exercise

How do you quickly help a client narrow down a long list of ideas into a short, actionable plan? A brain storm variation, the Star Exercise provides a quick, structured approach to create a one page focused plan. In the space of 3 hours, you take your clients on a journey from a broad, creative list to five focused initiatives with actionable steps, owners and a timeline. Learn how to use this tool and bring value more quickly to your client interactions. 

Kevin Higman

Kevin Higman is a thirty-year veteran of bringing practical operational expertise to companies across many industries. From his early career as a Navy pilot, Kevin’s work spans the aviation, training, high tech, professional services and consulting fields. In his most recent past, Kevin capitalized off his executive experience to successfully lead several companies through high growth periods. He is now operating Bent Spoon, a consulting company specializing in helping small and mid-sized business owners smoothly make the transition into high performing organizations.

Global Entrepreneurship Week

Excell Puget Sound is proud to be one of the sponsors of the Kitsap County Global Entrepreneurship Week. 

Shannon Bruce, Executive Coach and Group Leader of Excell Puget Sound, will be facilitating discussions at one of the Kitsap GEW events and Mike Hall, President and Founder of Hall & Company, a member of Excell Kitsap will participate in the “Successful Entrepreneurs” 
speaker panel.

For a complete listing of events and to register, download an event flyer here or visit the KEDA Website

Good Morning EntrepreneursWorld Café Discussion—Dealing with Chaos to Turn Obstacles into Opportunities 

Tuesday, November 19th - 7:30-9:00am, Cavalon Building, 2011 Myhre Rd, Suite 301, Silverdale WA

No fee - continental breakfast included

This World Cafe Discussion event is part of Kitsap Global Entrepreneurship Week. Entrepreneurs will participate in roundtable discussions, answering question(s) posed by experienced, local business coaches. This event provides insight as well as networking with other entrepreneurs. Hosted by the Silverdale Chamber of Commerce , Excell Puget Sound and Morgan Stanley.

RSVP to events@silverdalechamber.com

For more information contact: Kathleen Knuckey, (360) 692-6800 www.SilverdaleChamber.com

Bremerton Chamber Lucheon - Kitsap Entrepreneur Success Stories

Tuesday, November 19th 11:30am-1:00pm, Baymont Inn & Suites, Bremerton$25 fee (Early Bird fee $20) Click here to register

A panel of local entrepreneurs who have created successful companies share their stories and their path to success. Business assistance resoureces and other successful entrepreneurs will participate in a trade show prior to the luncheon. Hosted by The Bremerton Chamber of Commerce.

Networking. Realizing Results. Forward Thinking.

First Annual Power Weekend

Date:

Friday afternoon, October 4 through Saturday, October 5, 2013

at Port Ludlow Resort Hotel

Program Description:

Move your business to the next level acquiring new tools, sharpening old ones and       purposeful engagement with new and existing CEO/Business Owners. Workshops, panels,      and discussions led by invited experts on getting the most value from your company,      leading at the top, and staying true to your exit strategy.

• Business management, with a heavy emphasis on performance improvement.
• Strategies to increase your exit options and maximize the results from a sale (3rd party, employees or heirs).
• Personal asset protection, wealth planning and dealing with wealth and kids. 
• Process for truly determining “what is your number” from the sale of the business. 
• Learn from a panel discussion of ex-business owners on the “good, bad and ugly” of the exit process and life after ownership.
• How to select and maximize your banking and wealth management teams. 

In addition, you'll have these opportunities:

• Valuable time with purpose-driven CEOs, just like you. Increase the value of Insider information from key business owners who have sold/transferred their businesses. Hear what they learned, wish they had done and benefit from their experience having exited   their businesses…. companies with $5M, $20M, $60M in annual revenue.
• Round out the weekend with spa packages (open to spouse/partners/guests), a golf tournament, or simply meet up for coffee with other members around the hotel.

Three Learning Paths:

1. Business management
2. Succession planning
3. Personal planning

Class Descriptions:

Learning Path	Title	Description
Business   Management	Affordable Health Care	What is it? How does it impact my business and my family? This session will outline the basic aspects of The Affordable Healthcare Act and highlight key options for companies of different sizes to help you understand the choices you have, the risks that there might be and how to minimize your companies exposure.
Business Management	Creating Breakthrough       Growth	The traditional perspecitve of growth focuses on impacting your business through improved metrics and bottom line results. And, empowering your teams will increase both positivity and productivitiy for an exponential "breakthrough" impact on your people AND profits. Join us for a lively discussion on your business and your people to find the sustainable and transformative best practices to shift your organization and create breakthrough growth.
Business Management	Preparing Your Company      for a  Transaction	This discussion will focus specifically on what business owners need to be thinking about strategically several years before they plan to sale their business to maximize enterprise value. The topics to be covered include: an overview of the different options that business owners have to raise capital and /or take liquidity out of the business; preparing a growth oriented business plan for investors; and tightening operational and internal controls and having a strong finance department that can present information to buyers in a form that is meaningful and is compliant with GAAP reporting standards.
Succession Planning	Key Employee Buyouts	This class will highlight two different approaches. The first will include the involvement of a private equity firm and outline how they join forces with your leadership team to purchase the company. The second will focus on employees only and will highlight opportunities to increase the value of the sale through tax-efficient structuring.
Succession Planning	Transfer to Kids	This session will discuss the differences between transferring ownership and leadership and control. Transferring ownership is heavily predicated on minimizing the impact of taxation. While leadership and control transfer is based on timing, capabilities of the next generation and outside interests for the current owner.
Succession Planning	When the Stakes are High: How to have tough conversations about succession planning and inheritance while keeping the family healthy, the business whole, and your key team members engaged	Crucial conversations and planning needs to happen on a on-going, regular basis between majority owners and minority owners and/or future generations. By interactive discussion and sharing, we will explore: why this sometimes doesn’t happen (and potential consequences); how do you set the stage for success and over obstacles to productive conversations?; what needs to be asked and answered in these conversations?; who needs to be included?
Personal Planning	Assembling and Maximizing your Wealth Management Team	Learn who the various professionals are that should be on your wealth management and business succession team. What value does each team member bring? How should you expect them to collaborate together? How should they be compensated? We will answer these questions and more.
Personal Planning	Contingency Planning - Preparing for the Five D's: Death, Divorce, Disability, Dispute, Distress	Are you prepared for some of the unanticipated events that can impact the value of your business? Learn some of the practical steps you can take to be prepared and to ensure you retain the value of your business and ultimately transition your business on your terms.
Personal Planning	Managing your Banking Relationship	The conversation will focus on how best to manage your banking relationship through periods of difficulty and growth from both the legal and banking perspectives. We will also touch base on other forms of capital (banking and non-banking) and legal touch points. The goal of our time together will be to address any issues or questions participants may have with regards to the changing landscape of the banking industry.