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2016 CABB Annual Conference
April 15-16, 2016
Burbank Airport Marriott
Learn, Grow, Succeed: IT ALL STARTS HERE!
Registration is now open for the 2016 Annual Conference. Join us in sunny Burbank, California for several days of training, networking, education and relationship building.
Conference activities will take place April 15-16, with CABB 101, 201 & 501 courses offered before conference activities get started. The conference will feature multiple presentations and interactive workshops designed to provide attendees with Best Practices for Business Brokerage.
Whether you are a seasoned veteran, brand new to the industry, or somewhere in between, there is something for everyone at the Annual Conference. Meet with the resource partners that can help grow your business and network with your colleagues so you are ready to Learn, Grow and Succeed in 2016 and beyond!
Take a look at the schedule of events and plan your trip to Burbank today!
Click the links below for more information:
CABB Registration includes:
- Conference Presentations on Friday & Saturday
- Cocktail Reception on Friday evening
- Breakfast & Lunch on Saturday
- Access to CABB Collaborative Sessions on Saturday
- Sponsor Expo
|Early Bird Registration
(until March 15th)
(March 16th– April 10th)
(April 11 – April 15)
Please note that online registration will be closed on April 10th. Walk in registrations are welcome after April 10th.
Conference registration cancellations must be received in writing on or before March 27th to receive a full refund minus a $35.00 administration fee. No refunds will be issued for cancellations received after March 27th.
If you have any questions regarding your registration, please email firstname.lastname@example.org or call (866) 972-2220.
The schedule listed below is subject to change. Please check back often for the latest information on the 2016 CABB Annual Conference.
For more information on the sessions and topics listed below CLICK HERE.
|Wednesday, April 13th|
|8:00 AM - 5:00 PM||CABB 101 - Introduction to Business Brokerage - Day 1||Steve Zimmerman||Parlor 131|
|8:00 AM - 5:00 PM||CABB 201 - Advanced Recasting & Business Valuation - Day 1||Lance Schmidt||Parlor 127|
|Thursday, April 14th|
|8:00 AM - 5:00 PM||CABB 101 - Introduction to Business Brokerage - Day 2||Steve Zimmerman||Parlor 131|
|8:00 AM - 5:00 PM||CABB 201 - Advanced Recasting & Business Valuation - Day 2||Lance Schmidt||Parlor 127|
|10:00 AM - 5:00 PM||CABB 501 - Certified Business Broker (CBB) Renewal||Ron Johnson and
|Friday, April 15th|
|12:00 PM - 5:30 PM||Registration Desk Open||Academy 4-5|
|12:00 PM - 7:00 PM||Sponsor Booths Open||Convention Center Foyer|
|01:00 PM - 01:15 PM||Welcome to the 2016 CABB Conference||Amy Cole, Conference Chair||Academy 4-5|
|01:15 PM - 02:45 PM||People Are Watching! How Your Reputation Affects Your Success||Jonathan Fitzgarrald, Managing Partner, Equinox Strategy Partners||Academy 4-5|
|02:45 PM - 03:00 PM||Break||Break||Break|
|03:00 PM - 04:40 PM||The "Deal Doctors" Panel Discussion||Len Krick, Sunbelt Business Advisors, Monty Walker, Thomas Georgianna||Academy 4-5|
|04:40 PM - 05:00 PM||CABB Forms||Forms Committee||Academy 4-5|
|05:00 PM - 05:30 PM||Sponsor Highlights||Gary Hines, Director, Affiliate & Sponsor Program||Academy 4-5|
|05:30 PM - 07:00 PM||Cocktail Reception||Sponsors||Convention Center Foyer|
|Saturday, April 16th|
|07:30 AM - 08:15 AM||Breakfast - Sponsor Booths Open||Convention Center Foyer|
|08:15 AM - 09:15 AM||CABB Update||Matt Coletta, CABB President and Board of Directors||Academy 4-5|
|09:15 AM - 09:45 AM||Legal Update||Bill Priest, Mediator/Arbitrator, RE Law Instructor/Attorney||Academy 4-5|
|09:45 AM - 10:15 AM||Collaborative Breakout Sessions||Conference Committee||Academy 4-5|
|10:15 AM - 11:00 AM||Collaborative Breakouts Session 1 | Potential Topics
Jump Starting Your Broker Career with Best Practices
Systems & Processes - Key Success Tools in Business Brokerage
Most Probable Selling Price - What Goes Into a Business Valuation
|11:15 AM - 12:00 PM||Collaborative Breakouts Session 2 | Potential Topics
Marketing for Listings - What's Working
Using Social Media to Gain Clients
Discerning Between the "Ok" listings & "Great" Listings
|12:00 PM - 02:00 PM||Lunch - Structuring & Tax Strategies to Close Deals||Monty Walker||Academy 4-5|
|02:15 PM - 03:00 PM||Collaborative Breakouts Session 3 | Potential Topics
Preparing for Due Diligence - Ideas to Ensure Process Goes Smoothly
Landlords & Leases - The Good, Bad & Ugly
|3:00 PM - 03:30 PM||Roundtables, Give-Aways, Wrap-Up||Academy 4-5|
The 2016 Annual Conference will include various sessions for both new brokers and experienced brokers. A list of the 2016 sessions including topics, presenters and descriptions will be provided - check back soon.
People are Watching! How Your Reputation Affects Your Success
Presented by: Jonathan R. Fitzgarrald
Friday, April 15th - 1:15pm to 2:45pm
Within one quarter of one second, you have been sized-up! Your ability to be effective in your role, compelling with key audiences, and sought after as a "trusted advisor" largely depends on the image you portray and how others perceive you. Are you properly managing your personal brand or allowing others to make-up their own preconceived notions about you and your ability to perform? Through real-life scenarios and high-profile examples, learn how to position yourself as the “go to” authority in your practice area, leverage your distinguishing characteristics, and create a lasting impression that will give you entry into new circles of business.
Jonathan Fitzgarrald is Managing Partner of Equinox Strategy Partners, providing service professionals and firms with strategic counsel to drive revenue and increase market visibility. For nearly two decades and prior to founding Equinox Strategy Partners, Jonathan directed the sales and marketing at three, top business law firms.
Prior to his focus in professional services, Jonathan held senior-level sales and communications positions at various public and private companies within the high-tech, telecommunications, electronics, health care, and consumer products industries.
A clear, dynamic, and diplomatic communicator, Jonathan regularly speaks and presents to professional audiences on various business development and marketing topics. He has been quoted in such publications as The Wall Street Journal, Los Angeles Times, The American Lawyer, the National Law Journal, The Recorder, ABA Journal, Strategies: The Journal of Legal Marketing, City News Service and on The CBS Evening News with Katie Couric, KNBC.com and Law.com.
For five years, Jonathan was a broadcast journalist and news anchor for a television network in San Francisco. He is an accomplished equestrian, and is fluent in Spanish.
The "Deal Doctors" Panel Discussion
Moderated by: Len Krick
Friday, April 15th - 3:00pm to 4:40pm
Join Len Krick and for the highly informative panel discussion "The Deal Doctors". The CABB "Deal Doctors" clinic will be open and working to help you and other attendees identify problem-solving solutions during this structured workshop.
Deal-breakers will be considered during the workshop from problems submitted before the conference. If you are interested in submitting a problem that is keeping your listing from selling or deal from closing, complete the Patient Intake Form and submit to email@example.com by Friday, April 8th. The deal doctors will evaluate each patient and decide which deals live and which deals die.
Len Krick, the President and principal broker of Sunbelt Business Brokers of Nevada, Inc, first came to Las Vegas in 1978. He has over thirty years experience with both privately held and publicly traded companies, which includes: consulting, negotiating, turnarounds, bond and initial public offerings, operations, development, and business brokerage.
Mr. Krick has exceptional expertise in operational analysis, business planning, and packaging businesses for sale. Len frequently serves as moderator, instructor, and speaker at the International Business Brokers Association ("IBBA") conventions; he is a Member of the IBBA Board of Directors and Chairs its Education Committee. He is one of 22 people to be named "Fellow of the IBBA" since 1982, for his "significant contributions to the business brokerage industry."
Mr. Krick received his MBA from University of Nevada, Las Vegas, BA in Economics from Muhlenberg College, and BS in Hotel Administration from University of Nevada, Las Vegas.
Len’s goal is to provide the highest level of professionalism, confidentiality, and financial results, while minimizing the time, cost, and stress typically experienced during the transfer of ownership of privately held businesses.
How Structuring and Tax Strategies Help Close Deals
Presented by: Monty Walker
Saturday, April 16th - 12:00pm to 2:00pm
As the size and/or complexity of a transaction increases, the need for creative and innovative structuring alternatives also increases. Structuring often requires balancing the buyer's interest with those of co-investors, sellers, managers and lenders. In a transaction, the Seller and Buyer really have similar tax objectives. The Seller desires to maximize after-sale tax proceeds while the Buyer desires to maximize operational cash flow. Tax deductions impact both these areas which are influenced by the tax components of the structure used in the transaction. When negotiating a transaction the Seller and Buyer should not attempt to WIN the tax game but instead should work toward achieving some level of tax parity. Structuring design is what will help the Seller and Buyer achieve tax parity. This presentation will cover simple to complex structuring strategies using real life transaction data. Also included as a part of this presentation will be an update on the status of any relevant tax issues for Year 2015.
Monty Walker is a Certified Public Accountant with a diversity of experience in the private closely-held business arena. Monty Supports Entrepreneurial Clients throughout the country. His practice focus is in the Business Transfer Industry providing support to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. He works with Business Sellers, Business Buyers and their various advisors, such as business intermediaries, accountants and attorneys, to manage the unique financial, tax, planning and procedural matters associated with buying and selling a business. Due to his background in the area of business transfers and business transitions he is often referred to by his clients and colleagues as a—”Business Transition CPA”. Additionally, Monty has also owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.
CABB Courses are not included in the Full Conference registration, please purchase separately. You do not need to purchase a Full Conference registration in order to attend a CABB course.
|CABB 101 - Introduction to Business Brokerage||$249||$349|
|CABB 201 - Advanced Recasting & Valuations||$249||$349|
Click Here to register for CABB 101 at the Conference.
Click Here to register for CABB 201 at the Conference.
April 15-16 | Burbank Airport Marriott
2500 N. Hollywood Way
Burbank, CA. 91505
Please make your hotel reservations with the hotel by calling (800) 736-9712. The hotel will allow you to cancel your reservation without penalty up to forty-eight (48) hours prior to your scheduled arrival date. The hotel group rate is available through March 25, 2016 or until the room block is full. *Please note that room rate will increase or may not be available after March 25th.
Wednesday, April 13 – 8am-5pm | CABB 101 – Day 1
Wednesday, April 13 – 8am-5pm | CABB 201 – Day 1
Thursday, April 14 – 8am-5pm | CABB 101 – Day 2
Thursday, April 14 – 8am-5pm | CABB 201 – Day 2
Thursday, April 14 – 8am-5pm | CABB 501
Friday, April 15 – 1pm-7pm | Annual Conference – Day 1
Saturday, April 16 – 7:30am-3pm | Annual Conference – Day 2
Complimentary in-room internet access is included in the room rate.
Discount Parking: $15.00 per day
Valet Parking: $27.00
You will have in/out privileges.
Airport & Shuttle Information
Burbank Bob Hope Airport - BUR
Hotel direction: 0.1 miles SE
Airport shuttle service, scheduled, complimentary
Shuttle Phone: (818) 843-6000
Courtesy phone available
Alternate transportation: Ace Limo Service; fee: 20 USD (one way); reservation required
Estimated taxi fare: 9 USD (one way)
Los Angeles International Airport - LAX
Hotel direction: 30 miles NE
This hotel does not provide shuttle service.