Our Speaker:  John Morris, Partner at B2B CFO

John's Contact Information
Email: [email protected]
Website: https://www.b2bcfo.com/, https://www.b2bcfo.com/john-morris/
LinkedIn: https://www.linkedin.com/in/johnmorriscfo/

THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg -https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: Benefits of Partnering with an independent finance company vs Traditional Funding Sources
Our Speaker's: Spencer Thomas & Erin Rasmus

Learn about your alternative finance options and how to best position yourself for the maximum approvals.

Generally, businesses in all phases of their life cycle look to their traditional bank relationships for all their financing needs, however, it is beneficial to leverage alternative sources, like KLC.

Spencer: Spencer Thomas serves as President of KLC Financial. He has 21 years of experience in the equipment leasing and financing industry holding positions from business development to executive management.

Erin: Originally from the Solar and Energy Efficiency Financing world transitioned nearly 3 years ago to Business Development in Equipment Finance for KLC Financial. She focuses on building vendor programs as well as leveraging the connections made through networking groups.

Contact Information:
Spencer Thomas- [email protected]
Erin Rasmus- [email protected]
KLC Financial- https://KLCFinancial.com/

THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: How do you forecast in times like these? 
Our Speaker: Matt Crane | [email protected]

Club E will be joined by Matt Crane of Boulay to discuss how a business owner can make forecasts during times of economic uncertainties. If you are interested in understanding how companies navigate through challenging business environments and make timely and thoughtful decisions about their businesses this event is for you.

The topic will include:
- How companies manage cash flows and make decisions in tumultuous times
- Understanding cash needs and bank reporting 
- Forecasting and budgeting techniques including zero-based budgets 
- How PPP loans impacted the way companies operate

About Matt:
Matt is a partner and CPA at Boulay where he serves as an advisor to clients in a variety of industries including engineering and architecture, manufacturing and distribution, software, sports and entertainment, and renewable energy. He works with entrepreneurs and executive leadership teams of closely held businesses, SEC reporting companies, and ESOP-owned companies on complex business issues including debt financing and stock offerings, mergers and acquisition due diligence, tax avoidance opportunities, and business strategy.  Matt has a B.A. from Gustavus Adolphus College and an M.B.A. from the University of Minnesota. 


THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: Messaging During Crisis
Our Speaker's: David Mann

Contact Information:
David Mann: [email protected]

David and Rick are both parts of Breakthrough Hub, a new group of local business specialists who are offering free assistance to businesses impacted by Covid-19. David’s expertise is how to use language, story, and messaging to be heard above the noise. In the current crisis, companies have to master those skills or risk vanishing. David and Rick will discuss Breakthrough Hub, messaging, and how to get business moving again.

Learning Objective:

1. How Breakthrough Hub could potentially help you or business close to you

2. How messaging and storytelling are more important now than ever.

3. Ways virtual business can work for you or against you

About David:

David Mann is a story specialist who teaches professionals how to make an impact by clarifying their message. He has combined his decades of experience as a theater artist with the needs of leaders, sales teams, and lawyers to help them grow their businesses and win cases for their clients. David has presented and facilitated learning seminars at Fortune 500 companies and major nonprofit organizations nationwide. In his capacity as a persuasive story specialist for lawyers, David is on the faculty of Loyola School of Law and the National Institute for Trial Advocacy. 




THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: Click 'N Mortar
Our Speaker's: Craig Rhode

Contact Information:
Craig Rhode: [email protected]

Club E will be joined by Craig Rhode of Romain Berg to discuss the future of omni-channel shopping experiences.

COVID accelerated the already rapid cannibalization of the physical retail space. According to a recent Forbes article- it accelerated eCommerce growth 4-6 years.

Increased uptake of online shopping from consumers who moved online while brick-and-mortar stores were closed is also a big part of what’s driving the increase. Many consumers have turned to online shopping for the first time, with 12.2% growth for new online shoppers 65 and older.

The growth has been at such a rapid pace that a recent JLL report stated the US will need to add 1 billion square feet of warehouse space by 2025 to keep up with demand.

Tune in to learn more about why you need to embrace both in-person and an online presence to succeed.

About Craig:

Since my days in High School, I have always been in love with the power of the Internet. I am one of the first kids in high school to have a modem and the ability to connect to the local BBS systems, which would turn into what we know as the Internet. I was offered independent studies during my junior and senior years to work on websites and even install an email server.

My primary philosophy when it comes to Digital Marketing is that everything is connected. Successful digital marketing campaigns involve multiple elements that work together. For example, investing in search engine optimization for your business is an essential step towards increasing your sales, but not all the traffic generated from search engine optimization won’t convert on the first visit. Adding extra elements like advance retargeting, email list building and social media engagement allow you to secure that investment in search engine optimization.



THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: Franchising: What Makes A Successful Model
Our Speaker's: John Francis

Contact Information:
John Francis: [email protected]

Club E will be joined by John Francis aka Johnny Franchise to discuss franchises.

Franchising: like anything, has its advantages and disadvantages, John Francis will share ideas about this and how to make the MOST of the franchise model. This is for those who want to franchise their business, or those considering buying a franchise.

Learning objectives:

Gain an understanding of when franchising works or fails?
Why does it work or not?
What to do and where to get help?

About John:

John Francis is a franchising industry expert and consultant with 30+ years of experience offering level headed expertise. Having been a franchisor and franchisee multiple times in multiple brands, he shares expertise through coaching, speaking, and board consulting work - working to improve results. Married 20 years, 2 teenage daughters. Graduate of the University of St Thomas.


THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Today's Topic: Business Agility: Pivoting in a Pandemic
Our Speaker's: Lisa David

Contact Information:
Lisa David: [email protected]

Club E will be joined by Lisa David to discuss how you can reignite your business with a strategic pivot.

We currently operate in a world with an extraordinary level of VUCA (Volatility, Uncertainty, Complexity, and Ambiguity). In response, organizations must be more adaptive, creative and resilient, i.e. they need to develop and maintain a high degree of Business Agility.

Businesses need to be able to adjust quickly to changing markets, but how do business leaders know that they are making the right changes that are productive, cost-efficient and a provide a competitive advantage with so much uncertainty? This is why scenario planning and forecasting has never been more critical to businesses.

Lisa will describe best practices, tools, and techniques that leverage existing financial platforms and blending in external data sources to give organizations an “unfair advantage” over their competition.

Attendees will come away with actionable advice for leadership teams looking to maximize the ROI from existing data analytics platforms by leveraging external data sources with internal data platforms that guide the decision-making process.

Lisa will provide real-world examples of organizations that have leveraged these practices and who are now driving greater revenues than in the pre-pandemic economy.

About Lisa:
As a partner for eCapital Advisors, Lisa David brings her extensive experience as a sales leader and technology expert to her role in business development. Her favorite part of the job is the “before and after” of how analytics meaningfully improved a customer’s financial outcomes. Lisa has a B.A. in Accounting with CPA certification. She passionately supports women in business and belongs to key woman’s groups in Minneapolis and nationally, including the Women Presidents’ Organization.

THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Scott's Contact Information:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/scottpropp/
Website: http://scottpropp.com/

THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/

Our Speaker's: Roshini Rajkumar

Speaker's Contact Information:

Roshini Rajkumar
Email: [email protected]
Website: https://roshinigroup.com/
REAL Talk with Roshini: https://wccoradio.radio.com/media/podcast/real-talk-with-roshini
Real Leaders with Roshini: https://wccoradio.radio.com/media/podcast/real-leaders-with-roshini
LinkedIn: https://www.linkedin.com/in/roshinirajkumar/

THANK YOU TO OUR PARTNERS AND SPONSORS

Boulay Group, CPA's - https://www.boulaygroup.com/
Irish Titan - https://irishtitan.com/
Highland Bank - https://highland.bank/
Minnesota Sales Institute - https://mnsales.com/
Romain Berg - https://www.romainberg.com/
The Network Connect - https://thenetworkconnect.com/