Presidents' Forum Focused Breakfast Series

Upcoming Breakfast Events:

Houston Breakfast

Lessons Learned through the M&A Process

An acquisition or M&A strategy should be an essential part of a successful growth plan. An M&A strategy done right creates value. For many business owners, the business is the largest asset they own so maximizing its value is of critical importance.  Incorporating a panel of business owners who have lived through the process and top industry experts, we will be discussing elements owners need to consider when developing an M&A strategy including:  current state of the capital markets; looking at how acquisitions impact the value of your company; availability of financing; deal structure alternatives; valuations; due diligence; and integration issues as well as addressing specific questions from the audience.

  • Date: Wednesday, May 23, 2018
  • Location: BoyarMiller (2925 Richmond Ave., 14th Floor, Houston, TX)
  • Time: 7:30 - 9:30 a.m.
  • Cost: $25


  • Meresa Morgan, Audit Partner, Briggs & Veselka Co.


  • Brian Dettmann, Managing Director, BB&T Capital Markets
  • Jonathan Fisher, Chairman, BrandExtract
  • Steve Kesten, Shareholder, BoyarMiller
  • Jonathan Saperstein, CEO, TreeTown USA
  • Jason Sharp, Shareholder, Briggs & Veselka Co.
  • Stan Wall, President & CEO, SageRider, Inc.


Recent/Past Breakfast Events:

Chicago Breakfast

Riding the Tidal Wave of a Robust Economy: Are you Prepared?

A tidal wave of business can be good or not based on the human capital, processes, tools and culture that are in place. Failure can come easily if a business cannot scale to meet demand and keep the service level consistent.  This program will offer insights that will help you prepare as the economy continues to heat up.

  • Date: Thursday, March 22, 2018
  • Location: Wintrust Financial (9700 West Higgins Rd., Rosemont, IL 60018)
  • Time: 7:30 - 9:30 a.m.
  • Cost: $25


  • Bob Sell, Partner, Seyfarth Shaw LLP



  • Phil Krone, President & Founder, Productive Strategies, Inc. 
  • Carl Kutsmode, Partner, TalentRISE
  • Allen K. Pratt, Hawkeye Consulting Advisors – a Manufacturing Consulting company
  • Sean Taylor, Director-Talent Acquisition, Ulta Beauty 
  • Mark Trinka, President, McCarthy & Trinka Inc.


Cleveland Breakfast

Strategic Planning Strength Training

Strategic Planning takes many shapes and forms.  At this focused breakfast event, learn how three firms in very different industries (manufacturing, software products and organic lawn care) have applied the strategic planning process in their companies.  The owners of these firms will share how they attack strategic issues, address strategic problems and use strategy to guide the performance of their companies.  There will be ample time to ask questions and share other experiences by those attending.

  • Date: Thursday, December 7, 2017
  • Location: Calfee, Halter & Griswold (1405 East 6th St., Cleveland, OH 44114)
  • Time: 7:30 - 9:30 a.m.
  • Cost: $25


  • Dustin Klein, Publisher & COO, Smart Business Network


  • Paul Chaffee, CEO & CFO, Software Answers, Inc.
  • Paul Doherty, President, Wecall, Inc. 
  • Jonathan Green, Vice President, Meaden & Moore, LTD
  • Alec McClennan, CEO, Good Nature Organic Lawn Care
  • Jeff Susbauer, President, Growth Strategies, Inc. 
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