Agenda
2024 TABB Agenda
Subject to changes
Thursday, Sept. 19 | ||||
Date | Time | Function | Room | Speaker |
Thu, 09/19/24 | 10:00 AM - 8:00 PM | Exhibitor Set Up | Palmetto | |
Thu, 09/19/24 | 1:00 PM - 5:00 PM | TREC/TABB Cont. Ed. Pricing Small Businesses and the Valuation Process | Woodlands Ballroom I | Ben Johnson, North Texas Appraisers |
Thu, 09/19/24 | 2:00 PM - 2:30 PM | PM Break for course | Palmetto | |
Thu, 9/19/24 | 3:00 PM – 5:00 PM | Conference Attendee Registration | Woodlands Ballroom Foyer | |
Thu, 09/19/24 | 5:00 PM - 7:00 PM | Welcome Reception | The Glass | |
Friday, Sept. 20 | ||||
| Date | Time | Function | Room | Speaker |
Fri, 09/20/24 | 7:00 AM - 8:30 AM | Breakfast Buffet | Palmetto | |
Fri, 09/20/24 | 8:30 AM – 9:00 AM | Welcome and Opening Remarks | Woodlands Ballroom I & II | Scott Cronk, TABB President |
Fri, 09/20/24 | 9:00 AM – 10:00 AM | Feature Speaker Staying on Course for a Successful Deal | Woodlands Ballroom I & II | Richard Gadberry, Senior M & A Advisor, Murphy Mergers & Acquisitions Advisors |
Fri, 09/20/24 | 10:00 AM - 8:00 PM | Vendor Showcase | Palmetto | |
Fri, 09/20/24 | 10:00 AM-10:30 AM | AM Break | Palmetto | |
Fri 09/20/24 | 10:30 AM-11:30 AM | Workshop 1A Maximize Your Success: Discover the Game-Changing Benefits of IBBA | Woodlands Ballroom I | Pino Bacinello, IBBA Chair and Emily Bowler, IBBA Senior Association Director |
Fri 09/20/24 | 10:30 AM-11:30 AM | Workshop 1B Due Diligence Dynamics - Tax Minimization & Quality of Earnings | Woodlands Ballroom II | Roman Basi, attorney & CPA, The Center for Financial, Legal & Tax Planning, Inc. |
Fri, 09/20/24 | 11:45 AM - 1:00 PM | Working Lunch Take Your Brokerage Business to the Next Level | Woodlands Ballroom I & II | Kevin Alft, managing partner, ActionCOACH of Texas Doug Winnie, Entrepreneur & Global Master Coach |
Fri, 9/20/24 | 1:30 PM – 2:30 PM | Workshop 2A Valuation Nightmares: Real-World Pitfalls and How to Avoid Them | Woodlands Ballroom I | Shelia Darby, managing director, BizWorth |
Fri, 9/20/24 | 1:30 PM – 2:30 PM | Workshop 2B Harnessing AI and Technology to Shape Your Future as a Business Broker | Woodlands Ballroom II | George Wellmer, Founder, Tupelo |
Fri, 9/20/24 | 2:45 PM – 3:45 PM | Workshop 3A Navigating Buyer Management: Essential Skills for Business Brokers | Woodlands Ballroom I | Clint Fiore, Bison Business |
Fri, 9/20/24 | 2:45 PM – 3:45 PM | Workshop 3B Legal Aspects of Business Brokerage | Woodlands Ballroom II | George Kurisky, Shareholder Johnson, DeLuca, Kurisky & Gould, PC |
Fri, 9/20/24 | 4:00 PM – 5:00 PM | Top Producer Broker Panel Top Broker Strategies: Inside the Minds of Industry Leaders | Woodlands Ballroom I & II | Panelists: Steve Merritt – Transworld Business Brokers of South and West Texas Josh Carnes – Lion Business Brokers Richard Gadberry – Murphy Moderator Bobbi Coffey, Sr. Business Advisor Transworld Business Advisors |
Saturday, Sept. 21 | ||||
| Date | Time | Function | Room | Speaker |
Sat, 09/21/24 | 7:00 AM - 8:30 AM | Breakfast Buffet | Palmetto | |
Sat, 09/21/24 | 8:45 AM - 10:00 AM | Lender Panel SBA Financing Unlocked: Tips from Top lenders | Woodlands Ballroom I & II | Panelists: Wendy Ghormley – Live Oak Bank, Matt Zentner- Huntington, JP Prinz – Always Bank, Hannah Layton – Credit Bench Moderator: Steve Mariani with Diamond Financial |
Sat, 09/21/24 | 10:00 AM-11:15 AM | Featured Speaker #3 Working Capital – Don’t let it wreck your deal | Woodlands Ballroom I & III | Monty Walker, CPA, Walker Business Advisory Services |
Sat, 09/21/24 | 11:15 AM-12:00 PM | TABB Annual Meeting/Closing Remarks | Woodlands Ballroom I & II | Scott Cronk, TABB President, Jeff Jones, Advanced Business Brokers, Inc. |