Strategic Alliance Partners
Forum Presentation Topics
- ESOP Financing
- AdESOP Financing
- Advantage Illinois & SBA Lending Programs
- Business Acquisition Financing
- Small-Mid-Sized Business Retirement plans (401k,P, Cash Balance Pension Plans)
Reach out to Nate from Signature Bank: ndinger@signaturebank.bank
Founded in 2006, Signature Bank is Chicago’s business bank, focused exclusively on serving the needs of privately-owned businesses and their owners. With Signature Bank by your side, you’ll have a true partnership. A partnership where decision-makers know you and your business. Our customized solutions and innovative technology can help your business grow and thrive.
Forum Presentation Topics
- “That’ll Never Happen to Me”: Succession Planning for the Unthinkable
- Yes, You Can Beat Uncle Sam: The Business Owners Guide to Smarter Tax Planning
- Living Life on Purpose: Creating an Inspiring Financial Strategy
- Pursuing A Better Investment Experience
- Maximizing Retirement Plans for Small Business Owners
Reach out to Nick from Fiduciary Financial Partners: nick@fiduciaryfp.com
We partner with entrepreneurs who don’t have the time, desire, or discipline to stay on top of their financial life by providing proactive financial & retirement planning, investment management, and corporate retirement plan consulting. This frees up you up to focus on your top priorities other things you enjoy doing.
Forum Presentation Topics
- Luxury Travel Trends: What’s Hot and What’s Not in 2024
- Travel Insurance: As a business owner why you should cover every trip
- Family Travel: The value of a multi-year plan
- Behind the Scenes: A Glimpse into the Exclusive Partnerships that Elevate Our Service
Reach out to Hans from AOH: info@aohtravel.com
With an exclusive membership in the Virtuoso travel network our clients benefit from:
Global Connections: With personal contacts at more than 1,700 airlines, cruise lines, hotels, resorts, and premier destinations worldwide, our Virtuoso affiliated travel agency puts these relationships to work for you.
Unparalleled Expertise: Virtuoso affiliated travel advisors are among the most well traveled people on the planet. They draw upon their own first-hand experiences when customizing travel for you.
Confidence: When you book travel with an AOH Travel advisor you’ll rest easy knowing your corporate and personal preferences are reflected in every aspect of the itinerary, delivering the best value for your time and money.
Buying Power: The Virtuoso network produces more than $13 billion in travel sales annually. This allows AOH Travel to remain a boutique agency, providing its clients with dedicated service, while putting the buying power to work for you with upgrades, perks and amenities. We partner with the world’s largest global distribution system, which is used by 70 of the world’s leading airlines, including Air France, British Airways, Lufthansa, and United. Our partnership gives us access to a nearly unlimited range of route options, discounts, amenities, and other perks that consumers and unaffiliated agencies are not afforded.
Forum Presentation Topics
- Team Building
- Understanding Your People
- Difficult Conversations
- Giving & Receiving Feedback, etc.
Schedule Leading Teams for your forum
Patty Campagna is a coach, a facilitator, and a collaborative leader who is passionate about helping individuals and teams unlock their potential. She founded Leading Teams to help spread her gift of finding and nurturing the best in others to help you and your company achieve your goals faster.
Patty’s ability to connect and empathize helps those around her to feel at ease and open up to foster both personal and professional growth. Her positive energy and her strategic insights energize others with a vision of the future and motivate individuals and teams to achieve more.
Forum Presentation Topics
- Negotiations: How to approach negotiation
- Equity Investment / Joint ventures: How to think about partnering with other firms
- Venture Capital / Private Equity / Family Offices: Determining the “right” investor for your business
- AI: How to think about the legal/regulatory risks associated with implementation of AI
- Intellectual Property: How to protect the intellectual property you have developed
- Debt: How to think about taking on and structuring debt
We believe great businesses can make a better world. Forward-thinking, innovative organizations can find the answers to today’s most difficult questions. That’s why, every day, we help them succeed.
Our bold and dynamic culture means we think big and act decisively. Because relationships are at the heart of everything we do for our clients and communities.
Let’s make business better. Together.
Forum Presentation Topics
- non-competes
- non-solicitation agreements
- trade secrets
Schedule Fox Swibel for your forum
Fox Swibel is Chicago’s leading boutique business law firm. We focus on what the Firm does best: provide “big-law” quality work in a streamlined boutique setting. We value long-lasting relationships and continually evolve our services to meet our clients’ needs.
The Firm recruits top lawyers who were educated at the nation’s best law schools and who formerly were partners and associates at nationally-known, highly-respected large firms. Our attorneys have the entrepreneurial determination to deliver first-rate creative business solutions with a cost-effective approach.
Fox Swibel is the only boutique U.S. firm selected for membership in The Interlex Group, an association of leading law firms around the world which has received Chambers’ highest “Band 1 – Elite” ranking. One of our founding partners serves as the President of Interlex, and our leadership role in the organization affords us close relationships with leading law firms in 60 countries.
EOS®, the Entrepreneurial Operating System, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. Implementing EOS will help you and your leadership team get better at three things: Vision – Getting everyone in your organization 100% on the same page with where you are going, and how you plan to get there. Traction® – Instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every day. Healthy – Helping your leaders become a more cohesive, functional, and healthy leadership. team.
Forum Presentation Topics
●Managing Difficult Conversations
●Cultivating Team Health
●Building Effective Scorecards
●Holding Teams Accountable
●Setting Goals Like Google with OKRs
●Role Map: Structure Your Company for Future Success
●Marketing vs. Sales: How to End the Feud and Drive Revenue Together
Reach out to Steve Gradman from Crews & co: info@crewsandco.com
Crews & co. is a management consulting firm helping ready-to-scale, seven-figure businesses
achieve their first $10M, $20M, or $50M year. Using the Growth Method, our proprietary
business operating system, we help companies increase their revenue, profit, and valuation.
Through in-house resources and a curated partner network, we also offer entrepreneurs
everything they need to grow their business: finance services, recruiting, HR, marketing, wealth
management, M&A, and more.
Visit Crews & co.
Forum Presentation Topics
●Benefits: Discuss medical, dental, vision, 401(k), mental health support, and more.
●HR & Compliance: Simplified payroll, HR tools, and regulatory support.
●Global Hiring Solutions: EOR services for seamless international employment.
Justworks is a technology company that levels the playing field for all small businesses. Through our software and as a partner, we help our customers take care of their teams, streamline their operations, and navigate the complex aspects of managing a workforce with confidence. To achieve this, we are uncompromising in our focus on building for small businesses and understanding their unique needs. Our flexible platform empowers them to assemble powerful self-service capabilities to meet their payroll, tax, HR, and compliance needs. Plus, we’ve got their back with 24/7 human support, on-demand expertise, and access to high-quality benefits designed for the modern workforce.
Visit Justworks.
