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With everything that is happening at a national and local community level, we have been hearing that Small Giants are keenly observing the economic climate and are prioritizing how to ensure their businesses are in a good position for the new year. Join us for an important virtual conversation with two leaders who have their […]
Economic changes create concerns as well as opportunities for Small Giants who stay one step ahead of their competitors. Join us for a virtual conversation with John Burns, CEO and Founder of John Burns Real Estate Consulting, whose 110-person firm monitors cycles carefully for executives at some of the largest investment companies in the country. […]
During this interactive session, Isaac Presley, President and CEO of Cordant Wealth Partners, answered participants’ financial planning questions and taught them about setting financial goals, managing cash flow, 401(k) investing, and how to make the most of your company stock. We covered: How to set financial goals and prioritize paying down debt How to build […]
In this panel discussion, financial experts shared insights and tools to help you navigate the current economy, understand loan regulations and plan for the future — all through the lens of purpose-driven leadership. We’ll covered: Loans and PPP regulations Why weekly cash flow management is vital for business survival Forecasting and budgeting for the remainder […]
For purpose-driven entrepreneurs, the company’s mission is a top priority. When it comes to exploring exit options, it can be difficult to make the right choice that will protect the company’s culture, reward its employees, and allow the founder to leave a lasting legacy. In this month’s Fishbowl (a.k.a. webinar!) attendees learned from Michael Whelchel […]
Small Giants believe in financial transparency — sharing financials with your team arms them with information that helps them make better decisions for your business. But opening the books is only the beginning. In order to get the most out of being a financially transparent company, you have to help your employees become financially literate […]
There comes a point in time, when all Founders and CEOs must exit their business. One opportunity Small Giants may consider is searching for liquidity options that won’t jeopardize their company’s core purpose. The introduction of outside capital, whether a minority or majority liquidity, represents a vulnerable decision point that can have permanent effects on […]
Small Giants understand that culture dramatically drives and impacts profit. As the width of your team’s smiles expands, so does your bottom-line. In this energized fishbowl, Kris Boesch, CEO and Founder of Choose People, weaves valuable content, enlightening stories and tangible no-cost ways to help you improve the impact of your culture on your bottom-line. […]
In this fishbowl, Mills Snell and Matt Morley from Pendleton Street Advisors, shared what to measure when tracking investment in company culture and what trends to look for over time. Key Takeaways: Review the basics of a financial statement and identify which line items to pay attention to when tracking company culture Learn what to […]
In this panel discussion, attendees heard two values-driven leaders share their succession stories: Kris Maynard of Essential Ingredients will share how he implemented an employee stock ownership plan (ESOP) and Jill Nelson of Ruby Receptionists will share how she sold her majority share to a culturally-conscious and responsible venture capitalist firm. Key Takeaways Hear how […]