Meet the 2015 CEO Seminar Speakers...

BSCAI Experts Panel
Thursday, January 22 9:30 a.m. – 10:30 a.m.

Mergers and Acquisitions
Presented by: Mark Herbick, CEO, Pursant, LLC

2014 has proven to be the best year for merger and acquisition activity since the recession began. Volume and multiples are up. Financing is available and affordable, but what can be expected for 2015? History shows that favorable periods for M&A activity can be predicted. During this state of the middle market presentation, we will give you the insight you need to plan your acquisition, exit, recapitalization or growth financing strategy for 2015.




Value of Clean and The Race to Zero
Presented by: Frank Trevisani, Director of Building Service Contractors, Spartan Chemical Company

The value of clean and race to zero is an informal plea to the leaders of this industry to start education their staff and customers on the value of what we do each and every day. We have to treat the value of clean as less of a commodity and more the value of health.


Thursday, January 22 10:30 a.m. – 12:30 p.m.
Ahead of the Curve: 2015 and Beyond
Jeffrey Dietrich, PhD, Senior Analyst, ITR Economics

After stumbling into 2014 (-2.1% GDP), the US economy has regained its footing, with positive growth happening across a host of industries and markets.  Many sectors are above pre-recession levels, some are setting new records in production or revenues.  Despite unsettling global headlines, the stock markets are soaring.  Retail sales are strong, reflecting business as is business confidence.  Housing starts are rising at a steady pace and there are healthy gains across a widening number of non-residential construction sector (especially warehouse, commercial, office).  It’s all good. Is it too good? Are we going to be surprised again?  This presentation offers an overview of the US economy, giving businesses confidence as they prepare and budget for 2015 and beyond.  

Jeff brings an engaging style in presenting ITR's informative and accurate assessment of the US and global economies. Some of the issues included in the presentation will be: the sustainability of the US and global economies, inflation, consumer trends, construction trends, business investment, leading indicators worth following, and when to expect another downturn. The presentation will offer key management objectives for business leaders to use in navigating the economic headwinds. The format encourages Q&A.

The session will also include ITR's forecasts of what to expect in 2014 and beyond, covering such topics as, consumer trends, inflation, the status of the US dollar, credit markets, the national debt, interest rates, the emerging nations and more. Jeff will provide a methodology by which your company can take advantage of the present mood of pessimism. Using rate-of-change calculations, you can know where you are in the business cycle, what key leading indicators to focus on for your business decisions and what strategic objectives (Phase Management ObjectivesTM) will enable you at this time to make the right decisions at the right time.

Biography: Dr. D. Jeffrey Dietrich is a senior analyst at ITR Economics™ where he provides economic consulting services across a wide spectrum of industries. His knowledge of business cycle changes combined with his ability to effectively communicate the need for action makes his speaking style informative, engaging and entertaining.

Friday, January 23 9:15 a.m. - 12:15 p.m.

The SYNERGY Build a Better Brain Boot camp
Heidi Hanna, PhD, CEO, SYNERGY

Our energy is our most valuable resource, yet most people fail to manage it effectively. The Build a Better Brain Boot camp, based on Dr. Heidi Hanna’s NY Times Best Selling book The Sharp Solution, teaches strategic energy management principles and techniques for busy professionals, including topics such as nutrition for performance, physical activity guidelines, sleep strategies, relaxation and recovery training, and optimal oscillation practices.

Step 1: Balance Energy

·         Recognize the impact of chronic stress on the human operating system

·         Learn how a simple shift in mindset can dramatically alter physiological responses to stress

·         Practice simple techniques for altering daily stress patterns to improve natural rhythms

Step 2: Build Brain Health

·         Recognize the importance of nutrition, movement and sleep for brain health

·         Understand simple techniques to optimize glucose and oxygen throughout the day

·         Identify power foods and fitness strategies that strengthen neural connections

Step 3: Boost Brainpower

·         Learn how to create sustainable change in the brain using the Synergy Solution (intention, attention, emotion)

·         Recognize the differences between active, passive, and receptive recovery

·         Identify personal recharge strategies and create an action plan for sustainable energy management and an optimal performance pulse

Biography: Dr. Heidi Hanna has been featured at many national and global conferences, including the Fortune Magazine Most Powerful Women in Business Summit, ESPN Women’s Leadership Summit, and the Million Dollar Round Table. Heidi is CEO and founder of SYNERGY, an integrative neuroscience partnership that provides brain-based training for individuals and organizations.

Heidi holds a bachelors degree in communications from Penn State University, where she competed on the Big 10 softball team and received academic All-American honors. She holds a master’s degree in mental health counseling from Rollins College and a PhD degree in holistic nutrition from Clayton College of Natural Health. Clients have included Johnson & Johnson, PepsiCo, Cisco, Dell, Intel, Proctor & Gamble, Morgan Stanley Smith Barney, Merrill Lynch, ESPN and Starbucks, as well as professional and amateur athletes. For nearly a decade, Heidi has partnered with Janus Capital to deliver the Energy for Performance and BrainWorks programs, which teach financial advisors how to better manage their personal energy, particularly during periods of stress.

Saturday, January 24 8:00 a.m. – 9:00 a.m.
Health Care Reform Update – 2015: The Challenges
Ruthann Laswick, President, Blue Water Benefits Consulting, LLC

This session will focus on healthcare reform as it relates to BSCs. Ruthann will provide a review of the Affordable Care Act since its inception in early 2014. She will discuss some of the challenges employers are facing complying with the Act and methods to handle these challenges.





Saturday, January 24 9:15 a.m. – 12:30 p.m.

How To Find the REAL Competitive Advantages in Your Business
Charles Bamford, PhD, Founder, Bamford Associates, LLC

What allows one business in the industry to achieve extraordinary returns while so many others struggle? How can you really separate your business from all of your competitors? These are the crucial questions that every business owner should not only ask, but should have the ability to solve. In an entertaining, but enormously practical session, you will learn how to evaluate what is Orthodox (Standard) from what is potentially Unorthodox (Exceptional) in your business. We will then walk through a process that allows you to take those elements that you believe separate you from your competitors (Potentially Unorthodox) and figure out which elements are TRULY Competitive Advantages. In a workshop manner we will begin the process of designing a one-page Strategy Map for your company (templates will be provided).

Biography: Dr. Chuck Bamford is the Founder of Bamford Associates, LLC. He has worked with thousands of managers over the past 20 years in the development of implementable strategic plans and an entrepreneurial orientation to growth. Dr. Bamford worked in the industry for twelve years prior to pursing his PhD. His last position was as the Manager of Business Analysis (Mergers & Acquisitions, Dispositions, and Business Consulting) for Dominion Bankshares Corporation (now Wells Fargo). He is the author of five textbooks used by businesses and universities throughout the globe. Among them are: Entrepreneurship: A Small Business Approach, Strategic Management and Business Policy, Strategic Management: Value Creation, Sustainability & Performance. Chuck has taught courses in Strategy and Entrepreneurship at the undergraduate, graduate and executive levels. He is an Adjunct Professor of Strategy at the University of Notre Dame and his teaching experience includes courses taught at Universities in Scotland, Hungary, and the Czech Republic. He earned his B.S. degree at the University of Virginia (McIntire School of Commerce), an MBA at Virginia Tech and a PhD in Strategy & Entrepreneurship at the University of Tennessee.