Presidents' Forum Focused Breakfast Series

Upcoming Breakfast Events:

  • Houston, Thursday, May 18 @ 7:30am | Register


Houston Breakfast

Proven Sales and Growth Strategies to Accelerate Business

Our panel will address the latest sales techniques, new technologies, and methods for understanding today’s buyer to grow business. In this interactive session you will learn:

  • What key sales performance indicators you should be tracking
  • How to monitor, manage, and collapse the sales cycle
  • What lead-generation techniques are working and not working in today’s world
  • Ways to maximize referral opportunities, especially through new media
  • Strategies to nurture leads through automation programs
  • Why only a few salespeople bring in the bulk of the new business, and what you should do about it
  • And more…depending on questions from you, the audience.


  • Date: Thursday, May 18, 2017
  • Location: BoyarMiller (2925 Richmond Ave, Houston, TX 77098)
  • Time: 7:30 - 9:30 a.m.
  • Cost: $25


  • Rusty Smith, Executive Director, The Center for Growth


  • Jonathan Fisher, Chairman, BrandExtract
  • Art Saxby, CEO, Chief Outsiders
  • Dave Stump, Vice President of Business Development, Pierpont Communications
  • Jason Wright, Managing Director, All Covered


Recent/Past Breakfast Events:

Columbus Breakfast

Supplementing Organic Growth with Strategic Acquisition

As the economy slowly revs up, companies are again experiencing growth and looking at different strategies to become more profitable and maximize value. Whether expanding through M&A or organically, companies are looking ahead to see what they can do to stay in GROWTH mode. How can your company take advantage of key opportunities for building value?

Through a panel discussion with business owners and experienced professional advisors, TEI will offer key insights into the best opportunities for growth, share successful strategies for organic growth and discuss the pros and cons of growing profits through acquisitions. From investment priorities to what worries business owners the most, the panelists will review what has worked well in the past and likely to work well in today’s competitive environment.

  • Date: Wednesday, November 16, 2016
  • Location: Scioto Country Club (2196 Riverside Dr., Columbus, OH 43221)
  • Time: 7:30 - 9:30 a.m.
  • Cost: $25


  • Joe Boeckman, Partner, Baker & Hostetler LLP
  • David Cain, Principal, Rea & Associates, Inc.   
  • Andy Hays, Partner and C0-Founder, Copper Run Capital LLC
  • Andy Olsen, Vice President, U.S. Bank
  • Joe Wagner, Director, P&M Corporate Finance 


  • Mike Smith, Partner, Carlile Patchen & Murphy LLP


Cleveland Breakfast

Attracting and Retaining Talent through an Engaged Workforce

From the Harvard Business Review to internet HR chat rooms, professionals agree that engaged employees give more discretionary effort to your organization and tend to stay with your company longer.  They exceed goals, enjoy challenges and contribute more to your bottom line.   The problem?  Those same dream employees tend to get the least amount of focus and attention from management, in part because they’re doing what they need to do and don’t require immediate attention. In this session we will discuss best practices for improving employee engagement across a generationally diverse culture and building a more strategic and energized workforce to drive revenue and build your company.

  • Date: Friday, December 2, 2016
  • Location: Calfee, Halter & Griswold LLP
  • Time: 7:30 - 9:30am
  • Cost: $25


  • Dave Clifford, President, Avantegrity LLC
  • Jay Mellon, CEO, AtNetPlus
  • Todd Palmer, Partner, Calfee, Halter & Griswold LLP
  • LaToya Smith, Talent Acquisition Manager,  Fifth Third


  • Dustin Klein, COO & Publisher, Smart Business
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