Past Speakers
Sept 11, 2025, 10—11AM PT
How to Value Anything
Eric Sundheim
Principal & CEO at Mercovus Valuations
Appraiser of Businesses and Intangible Assets
Eric Sundheim is an Accredited Senior Appraiser (ASA). He has completed more than 750 fairness opinions and valuations for the purposes of M&A, tax, and financial reporting. He has been appointed as a valuation expert by judges in California § 2000 dissolution cases. He has provided testimony before the SEC and has received security clearances from the Internal Revenue Service (IRS) and Canada Revenue Agency (CRA).
Mr. Sundheim’s courses on valuation have been sold by data providers including Business Valuation Resources and Forbes, and he has presented as a guest lecturer before universities, CPA associations, and bar associations. His work has been published in premier valuation journals, and he is a reviewer for the Business Valuation Review. He formerly served on the ASA NorCal Board of Directors. Mr. Sundheim is based in Campbell, CA and serves clients around the world.
LinkedIn: www.linkedin.com/in/ericsundheim
August 14, 2025, 10—11AM PT
The 3 Growth Gaps Holding Your Business Back – and How to Bridge Them
Carter Welch
Business Advisor, Coach and Consultant
The Shirlaws Group
Many business owners and professional service providers work incredibly hard — but still feel like they’re spinning their wheels. In this talk, Carter Welch explores the three most common gaps that block growth: strategic alignment, brand clarity, and marketing leadership. You’ll leave with practical insights, real-world stories, and a fresh perspective on how to build a business you actually enjoy running.
Carter Welch is a business growth strategist, brand positioning expert, and fractional CMO. He helps professional service firms grow with clarity — not just more effort. Carter combines 25+ years of leadership and consulting with deep insight into how business owners think, build, and lead. He’s also a triathlete, mentor, and soon-to-be grandfather.
Linkedin: www.linkedin.com/in/carterwelch/
July 24, 2025, 10—11AM PT
Cracking the Vault: Fueling Growth: Smarter Financing Strategies for Small & Mid-Sized Businesses
Paul Duren
Duren Consulting
As your business grows, so does the need for capital—but knowing where to turn can be confusing.
Join us for this informative webinar designed specifically for small to mid-sized business owners and financial decision-makers who want to understand today’s financing landscape.
We’ll break down the wide range of funding options available to help you scale—without giving up control.
From traditional bank loans and SBA financing to asset-based lending, factoring, fintech solutions, and corporate credit tools, this session will highlight the strengths and trade-offs of each approach. We’ll also touch on alternative options like private equity and mezzanine debt, and discuss when they may (or may not) make sense.
Whether you’re expanding operations, investing in equipment, or managing cash flow, you’ll leave with actionable insights to help you choose the right financing
Linkedin: https://www.linkedin.com/in/paul-duren/
June 12, 2025, 10—11AM PT
Cracking the Online Visibility Code: How to Get Found, Trusted, and Chosen
Jaco Grobblelaar
CEO, BroadVision Marketing
Join us for this insightful presentation, where we’ll discuss what it really takes to consistently attract high-quality prospects and turn your digital presence into a growth engine.
You’ll discover:
- Why traditional visibility tactics fall short
- How to optimize for Google, ChatGPT, YouTube, TikTok, and more
- The rise of SEvO and GEO—Search Everywhere & Generative Engine Optimization
- What your prospects expect from your website today
- How to align content with search intent and the buyer’s journey
- Simple fixes to boost conversion through UX, EEAT, and brand trust
This session is ideal for business leaders, owners, and professional service providers looking to stand out in a competitive digital landscape.
May 8, 2025, 10—11AM PT
Leveraging AI to Improve Your Sales Performance
Dave Cowan
President & CEO, Silicon Valley Sales Group, Inc.
In this webinar, Dave will share actionable insights on how to harness the power of AI to sell more and sell more easily.
You’ll learn how to use AI tools to:
- Precisely identify and target the right prospects
- Better understand their needs and buying motivations
- Ask the kinds of questions that lead to great trust and deeper understanding – and more closed deals
Linkedin: https://www.linkedin.com/in/dcowan/
April 10, 2025, 10—11AM PT
HR Under The New Administration
Becky Barton | Maximizer | Includer | Analytical | Harmony | Arranger
Human Resources is the beating heart of every organization, managing the balance between employer needs and employee well-being. Join Becky Barton to explore the critical trends reshaping HR—from regulatory shifts to technological advances—and understand how the new Trump administration’s policies might impact the workplace.Â
March 13, 2025, 10—11AM PT
Hacking the LinkedIn Algorithm to Accelerate Sales
Richard Bliss, CEO BlissPoint | Author of DigitalFirst Leadership | International Speaker | LinkedIn Learning Instructor
If you thought you knew LinkedIn, you’ve never heard it presented like this. Richard Bliss will uncover the secrets of the LinkedIn Algorithm and demonstrate how to accelerate the growth of your brand, your message, and your reach on LinkedIn.
Linkedin: https://www.linkedin.com/in/bliss/
Contact through speaker manager:Â (913) 766-3965
Contact:Â Â blisspointconsult.com/contact/
February 6, 2025, 10—11AM PT
Legal Update 2025: Employer Action Required
The California Labor Code Private Attorneys General Act (PAGA) authorizes aggrieved employees to file lawsuits to recover civil penalties on behalf of themselves, other employees, and the State of California for Labor Code violations.
Jaimie Orendac is the owner of MyOHR and a seasoned HR professional with over 20 years of experience.
Contact Jamie:
Linkedin:Â linkedin.com/in/orendachr/
Eileen Kennedy is a Labor & Employment Law attorney and a partner at Berliner Cohen.
Contact Eileen:
LinkedIn: linkedin.com/in/eileen-kennedy/
November 14, 2024, 10—11AM PT
Making Strategy Your Next Best Habit
Clint Tripodi, National Human Capital Practice Leader, The Liberty Company
All too often leaders who possess a keen understanding of the importance of strategic planning find themselves ensnared in the inertia of daily operations. This recording of the webinar will spur you to action. We explore best practices to develop strategy and how to execute to bring your plan to reality.
Contact Clint:
Linkedin: www.linkedin.com/in/clinttripodi/
Oct 10, 2024, 10—11AM PT
The Secret to Sustainable Profitability:
Nikole Mackenzie, CPAÂ (inactive)
During this live event attendees learned a proven framework for achieving long-term profitability using a simple but effective methodology that ensures a 20% net profit margin.
Nikole walked business owners through properly structuring their financials for more valuable analysis, benchmarking their performance, and pricing their services or products for profit. By the end of the session, attendees walked away with clear and actionable steps to improve and monitor profitability.
Contact Nikole:
Linkedin: www.linkedin.com/in/nikolemackenzie/
Sept 12, 2024, 10—11AM PT
Capturing Competitive Advantage With AI
Carrie Beam, Ph.D., Director, MSBA Analytics Projects, UC Davis
Dr. Carrie Beam shared her insights on current trends in data analytics and artificial intelligence. She also shared learnings from real-world projects that have enabled industry partners from the UC Davis MSBA Analytics program to gain competitive advantage through predictive analytics models, machine learning, market research and more.
Contact Carrie:
Linkedin: www.linkedin.com/in/carrie-beam/
July 11, 2024, 10-11AM PT
Cybersecurity Risks and Remedies
Ed Correia, Founder & CEO, Sagacent Technologies, Inc.
In this webinar, Ed Correia discussed how to protect your data and that of your clients. He shared profiles of the hackers trying to steal your data, the tricks and tools they use to do so, and the countermeasures you can take even as their attacks are getting more sophisticated and complex with AI.
Contact Dan:
Website: sagacent.com
Linkedin: linkedin.com/in/edcorreia/
See the webinar recording
Download the presentation
May 9, 2024, 10—11AM PT
The Current State of Our Economy
Dan Beck, MBA & CFA, Partner & Financial Advisor, Equitable Advisors
In this webinar, Dan Beck delved into the economic challenges we’ve faced in recent months. He offered his expert analysis and strategic advice to help you navigate these turbulent times with confidence. Vy watching this recorded webinar you’ll gain actionable insights and up-to-date information to help position your business for growth despite these uncertainties.
Contact Dan:
Website: www.jones-beck.com
Linkedin: www.linkedin.com/in/danbeckusna99hbs2009
See the webinar recording
Organizers
Our mission is to create a forum where business leaders can explore the multifaceted challenges and opportunities presented by changes in local and global economies, political and legal landscapes, and societal trends. We strive to empower each member with the knowledge, skills, networks and actionable insights necessary to navigate the complexities of the modern business world and to achieve sustainable business success.
