presents:
Maximizing Equity through Strategy, Talent and Team.
The objective of the Montana Business Summit is to connect in an environment where we will engage, share insights, tools, and the many lessons that will unlock the potential within a company. We recognize the high stakes in operating a business while building a brand and culture. Join us, and other business leaders to mix up the weekly grind and gain access to a value that will positively impact your business results.
SESSION 1 – Aligning Growth Planning with EXIT Objectives
Jeff Streeter, B2B CFO
Whether you’re considering selling in the near future, simply planning for the long term, or haven’t yet considered the idea of selling your business having a robust EXIT strategy is crucial to maximizing the value of your business and ensuring that you meet your goals.
• Understand the importance of why and how to develop an EXIT strategy for Growth.
• How the Success Team drives value
• Managing the Business and your Life
• Learn, Execute, Plan, Repeat, Repeat….
Session 2
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SESSION 2 – Sales Strategy – Creating your ICP and UVP
Todd Twete, CSL - Sales Xceleration Advisor
Busy Prospects don’t care about your product, they care about how it benefits them. Without a clear and compelling value proposition, they’ll quickly lose interest.
- Unique Value Proposition (UVP) : A Brief statement that showcases the results of what you deliver along with your primary value.
- An ICP includes demographics, behavioral traits, needs, and pain points.
- By defining your ICP, you can target your marketing and sales efforts more effectively.
Session 3
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SESSION 3 – 5 Essential Tools to Lead & Manage Winning Teams
Steve Bendzak, CSL, System & Soul Coach
If your Leadership team is out of alignment & expectations create riffs, it’s time to re-align.
We will focus on:
• How to elevate leadership with 5 essential tools to lead and manage winning teams.
• How a framework can scale talent, teams, and build a magnetic culture of achievement.
• Why clarity of role for the individual and teams creates clear expectations.
• How the “soul” creates your most competitive advantage.
Connect with Like-Minded Entrepreneurs
Network with fellow Montana business owners who share your passion for growth. Exchange ideas, build valuable connections, and be a part of a dynamic community dedicated to pushing the boundaries of success.
Expert Speakers
Our lineup of expert speakers brings a wealth of experience to the table. Gain actionable advice and practical tips from professionals who understand the unique landscape of Montana’s businesses.
Transform Your Vision into Reality
Whether you’re a start-up or an established business, this seminar will equip you with the tools and strategies needed to elevate your business and thrive in today’s competitive market.
Summit Take-Aways
In addition to gaining insights and perspective from a team of experts, each seminar participant will receive a series of business assessments. Each assessment aligns with the seminar topics (e.g., e.g., growth or exit, sales strategy, operating framework) and provides a snapshot of operational readiness and alignment. The assessments are scored based on tried and true industry best practices and provide comparisons and benchmarking.
Event Details:
SOLD OUT - THANK YOU.
- Date: April 24
- Time: 1:30pm - 7pm
- Venue: Missoula - Residence Inn by Marriott
- Cost: $495.00
- Date: May 9
- Time: 1:30pm - 7pm
- Venue: Bozeman -Riverside Country Club
- Cost: $495.00
SOLD OUT - THANK YOU
- Date: May 15
- Time: 1:30pm - 7pm
- Venue: Whitefish Lake Lodge
- Cost: $495.00
SOLD OUT - THANK YOU
- Date: October 15
- Time: 1pm – 6pm’ish
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Venue: Helena, MT
- The Green Meadows Country Club
SOLD OUT - THANK YOU
- Date: October 16
- Time: 1pm – 6pm’ish
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Venue: Missoula, MT
– Ranch Club Golf Course clubhouse
SOLD OUT - THANK YOU
- Date: November 19
- Time: 1pm – 6pm’ish
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Venue: Bozeman, MT
- Riverside Country Club
SOLD OUT - THANK YOU
- Date: November 20
- Time: 1pm – 6pm’ish
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Venue: Billings, MT
- The Yellowstone Country Club
SOLD OUT - THANK YOU
- NEW EVENTS COMING in Q3 and Q4 2024.
Agenda:
Sponsors
10% for Conservation
The Montana Business Summit donates 10% of all registration sales to BackCountry Hunters & Anglers.
Presenter BIOS
Jeff Streeter
Partner CFO with Partner B2B CFO..
With over 35 years of senior executive experience, Jeff is a seasoned professional known for expertise in strategic finance and operations across industries, including consumer products, manufacturing, and construction management. Throughout his career, Jeff has demonstrated a remarkable ability to drive operational enhancements, foster business growth, and optimize profitability.
As an entrepreneur specializing in small to medium-sized companies, Jeff brings extensive experience across various business scenarios. He played a crucial role in transforming his startup into a well-established company, offering valuable guidance in strategic growth and financing options.
Jeff’s dedication to excellence, coupled with a comprehensive skill set and industry understanding, positions him as a trusted advisor in strategic finance and operational management. His proven track record of delivering impactful results and relentless pursuit of growth make him an invaluable asset to any organization aiming for new levels of success.
Todd Twete
CSL, Outsourced VP of Sales with Sales Xceleration
Spanning three decades, Todd’s entire professional career has been dedicated to the art and discipline of selling. The foundation of all sales is a simple numbers game. Understand and embrace that and your company has just taken the first step toward enabling a successful sales organization.
While much of my career was spent in executive and leadership roles for telecommunication and software companies, there are universal sales fundamentals and best practices that apply regardless of industry. My tenure includes start-up organizations as well as companies that have been in business for over 50 years. This extensive experience provides unique insights as to what strategies, sales infrastructure, and accountability are required to act as a sales architect and builder and to support organizations that are struggling to realize sales and/or are suffering from flat or declining sales.
Steve Bendzak
CSL, System & Soul Coach
Steve, the visionary Founder of Equity Catapult, brings 31+ years of leadership, dedicated to propelling client success through brand building. Revered for his integrity and inspirational leadership, he engineers top-tier teams, consistently delivering exceptional results in both the private and public sectors. Steve exceeds ROI goals with strategic objectives that build shareholder equity and value.
His team achieved record-breaking EBITDA in Jarden Inc.’s $7B portfolio, leading unparalleled growth through an omni-channel business. Steve has participated in 7 mergers & acquisitions within partnerships, alongside legendary mentors. Today, post evaluation, Steve tailors tools and processes that foster team alignment to elevate sales, boost profits, and create enduring high-performance environments. When it comes to creating a magnetic culture of achievement and a mindset of abundance, the System & Soul framework leverages vision with accountability to operate more effectively.
Eli Johnson
Market Manager MT – Employer Flexible
Eli has a love for Montana! With his parents moving he and his four siblings from Oklahoma to Montana in 1991, it was one of the greatest decisions of all time for the Johnsons. He loves the people here, the geography here, and the access to the outdoors! Over the past 15 years, Eli has made it his passion to help organizations across the state scale more efficiently (and effectively) by way of the fractional HR and HRIS space he has grown up in. When his team at Employer Flexible can support the team of a growing organization by leveraging the HRIS platform they provide for employee data consolidation, that’s as good as it gets for Eli. He enjoys seeing the blessing of Employer Flexible’s concept and systems come together for the leadership and key stake holders of any organization, whether that’s 5 employees or 105 employees.
With a leadership and entrepreneurial bent, Eli thinks and lives like the Montana business owner, helping countless companies across MT. A husband to his wife Lindsey a dad to four super rad kids, Eli is a believer that there is strength found within every team. Products and service offerings vary from company to company, but the need to increase capacity of the team is nearly always the same. At the end of the day, it’s always about people….let’s help em’ get better…and sometimes that’s simply better systems.
Scott Walgren
VISTAGE Chair, Executive Coach
Scott is an executive performance coach and navy veteran dedicated to high-performance, empowerment, and teamwork. Scott spent two decades in the high-stakes world of naval aviation. His service culminated with command of Helicopter Sea Combat Weapons School Atlantic, where he standardized tactics for the largest air wing in naval aviation. The assignment solidified Scott’s uncompromising belief that effective communication, engaged leadership, and teamwork are the foundation of highly successful organizations.
In his post-Navy career, Scott designed and delivered programming for The COMMIT Foundation, the premier veteran transition organization in the nation. Over four years, he successfully scaled transition services focused on identity, purpose, and choice. He now owns an executive coaching practice focused on CEOs, business owners, and senior executives dedicated to becoming their best, most inspired selves through private (invitation only) peer advisory groups and individual programming. Cultivating environments where teams thrive requires leaders with the utmost self-awareness and grounded confidence. Alignment between an individual’s inner purpose and strengths with an organization’s goals and strategies creates a domino effect of courageous leadership and high-performance.
Scott has built his post-Navy life in Bozeman, Montana with his wife of 20 years and two teenage sons.
ABOUT
At Equity Catapult we specialize in a suite of services designed for comprehensive business enhancements. Our focus is to remove the guesswork from individual roles, team priorities, and to deliver Clarity for the entire organization’s strategic outcomes. We work with management teams to establish annual strategic plans, while setting quarterly objectives that prioritize resources and keep the business on a trajectory of growth and stability.