“Developing Your Exit Strategy”

 In partnership with the Belk College of Business at UNC Charlotte

Date:   Monday, May 20, 2013

Location: UNC Charlotte Center City Building (First Ward)- Large Auditorium on 2nd Floor

320 E. 9th Street, Charlotte, NC 28202

http://centercity.uncc.edu/map-and-directions

Time:  1:15 pm – 5:30 pm followed by a Reception

Agenda:

1:15 pm – 2:00 pm     Registration and Networking

2:00 pm – 2:15 pm     Opening Remarks- Chrisite Amato, Assoc Dean Graduate Programs

2:15 pm – 2:40 pm     Overview of the M&A Market- Andy Agrawal, DecisionPoint

2:45 pm – 4:00 pm     Preparing for and Managing the Exit Process 

• Moderator: Tom Wilson, DecisionPoint  

• Dave Foss, President, ProfitStars, division of Jack Henry

• Tony Marisco, Past CEO, Patient Care Technology System

•  Phillip Greene, Past CEO, National Diagnostics

• Christian Tate, SVP of Corp Dev, Hitachi Data Systems

4:00 pm – 4:15 pm     Break

4:15 pm – 5:30 pm    Two Breakout Sessions:

    Preparing for a Strategic Exit

• Moderator: Doug Ellis, DecisionPoint  

• Brooks Malone, Hughes Pittman & Gupton

• Andrew Harding, Merrill Lynch

• Christians Tate, SVP of Corp Dev, Hitachi Data Systems 
• Paul Porter, Partner, McGuireWoods
• Jeff Reasons, CEO, Southern Health Partners

   Succession Planning for Family Owned Businesses

•  Moderator: Robert Norris, Wishart Norris Henninger & Pittman
• Chris Brown – 2nd generation family ownership and management of Integra Employer Health
• Scott Nowokunski – 2nd generation family/employee ownership and management for Boingo Graphics and Beanstalk Data.
• Gary Smith, Wishart Norris Henninger & Pittman

5:30 pm – 7:00 pm   Networking Reception

Program Cost: BIG Members free
                             Guests $65 in advance, $75 at the door
                             Students: $30

Dress Attire:  Business Casual