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2022 Annual Meeting - Schedule

Schedule
Thursday, September 29, 2022
12:15pm - 1:15pm
Economic Update and How it Will Impact Small Businesses and Rates
Terrence Loughran | Senior Portfolio Manager at City National Bank
Monarch Ballroom
1:15pm - 1:25pm
Break - Please Visit our Exhibitor Tables
Irvine Ballroom
1:30pm - 3:00pm
Managing the Closing and Orderly-Turnover Processes
Len Krick, MBA, CBI, M&AMI - President and Principal Broker at Sunbelt Business Brokers of Las Vegas, Inc.
Monarch Ballroom

We all know that business brokerage is a “numbers game.” That is, we start with mass marketing, convert leads into a listing meeting, then to a listing, then to an offer, hopefully get through the Buyer’s due diligence, and if we are lucky, we close escrow on the transaction. But is it really “luck?” Each step along the way, some of our efforts bear no fruit, wasting the Business Broker’s precious time. Therefore, it is in the Client’s and our best interest to find ways that increase the chances of a business transaction closing and a smooth transition occurs following an orderly turnover plan. 

Obviously, the "closing process" is something that occurs in all transactions, one that requires a skillful broker. This webinar: Importance of Closing and Orderly Turnover Processes, Business Broker’s Role, How It Can Be a Complex Process, Opening Escrow, Managing the Closing and Orderly Turnover Processes, and the Interrelationship of the Closing and Orderly Turnover Processes. A comprehensive Closing and Orderly Turnover Checklist and Typical Closing Documents will be discussed and provided By CABB.
 

3:00pm - 3:25pm
Break - Please Visit our Exhibitor Tables
Irvine Ballroom
3:30pm - 5:00pm
Ask the Attorneys
William F. Ziprick, Romin Thomson, Thomas Georgianna
Monarch Ballroom

Three experienced “deal friendly” legal counsel lead an interactive session covering a wide range of legal topics relating to California Business Brokers and their deals. Gain insights and perspectives, while also learning ways to avoid the ever-present potential land minds and challenges which often lie hidden in the transaction landscape. The attorneys will also discuss “war stories” to illustrate “do’s” and “don’ts” for a Broker as you work toward a successful closing. A major focus of the session will be the attorneys addressing your questions and concerns, so be sure to bring your tough questions for the chance to ask the attorneys!

5:00pm - 6:30pm
Cocktail Reception
Friday, September 30, 2022
7:15am - 8:00am
Breakfast - Sponsor & Exhibitor Booths Open
Irvine Ballroom
8:30am - 9:30pm
Flight Crew or Single Pilot?
Scott Williams | The Small Business Law Firm

The dilemma of Co-Brokerage vs. Dual Agency is never-ending.  Which is better?  Is either "better"?   In this insightful presentation, Scott will look at the legal and ethical aspects of representing sellers, buyers, one, or both. 

9:30am - 9:45am
Break - Visit Our Exhibitor Tables
Irvine Ballroom
9:45am - 10:45pm
Mastermind Sessions #1-1 |Leverage lenders to close deals - Panel
SBA Lender Panelists from City National Bank, Plumas Bank, Live Oak Bank, US Bank, & Umpqua Bank

Scott Cisneros - City National Bank
Marie Askew - Live Oak Bank
Bob Porter - Plumas Bank
Steve Colburn - Umpqua Bank
Louis Lane - US Bank

Mastermind Sessions #1-2 |How to Automate Your Office
Raj Parikh, Stride Ally Business Inc.
Mastermind Sessions #1-3 |If I knew then, what I Know Now…
TBD
10:45am - 11:00am
Break - Visit Our Exhibitor Tables
11:00am - 12:00pm
Broker Workshop #2-1 |Broker Recruitment

Recruiting Agents - Where to find them, getting them ramped up, and how to keep them happy.

Broker Workshop #2-2 |New Agent Best Practices
Andrew Rogerson

What I have learned from leading my CABB Best Practices Group and how it will lift your skills as a business broker.  Please bring your questions, your interest in starting or joining your own Best Practice Group, and your willingness to contribute to the presentation.

Broker Workshop #2-3 |Common Mistakes and Misunderstandings in Leases
Bryan Mashian, Attorney
12:00pm - 1:15pm
Lunch - Awards & Acknowledgements
Monarch Ballroom
1:20pm - 2:20pm
Leverage the power of LinkedIn to find, connect, and close your next big transaction.
Matt Currie - CEO, Co-Founder, OutFlow
Monarch Ballroom

Stop relying on referrals or laborious prospecting activities & create a predictable lead generation to secure 10, 15 or even 20 appointments a month using LinkedIn. 

2:20pm - 2:45pm
Break - Visit Our Exhibitor Tables
Irvine Ballroom
2:50pm - 4:20pm
TBD
Monty Walker, CPA - Business Advisory Services
Monarch Ballroom
4:20pm - 4:35pm
Wrap-up / Raffle Drawing
Conference Committee