FALL M&A SUMMIT
Thursday, October 22
9 am - 3:30 pm
Enjoy a day filled with operating and deal insights from business owners who
founded and developed companies, exited, and pursued new challenges and
opportunities, and learn from a legal expert about M&A related executive compensation
issues. Afterward, enjoy lunch and thrills of Keeneland racing.
Morning Presentations
DEAN DORTON
250 West Main Street, Suite 1500
Lexington, KY 40507
Parking available at
Lexington Financial Center Garage
Fee Required
SPEAKERS
LYDIA HENSHAW
COO, Neace Transportation
GWEN RILEY
CEO, Co-Founder, NoviEdge
Katherine Smith
Partner, Womble Bond Dickinson
Afternoon
Lunch, Networking, Racing
THOROUGHBRED CLUB and KEENELAND RACE COURSE
3555 Rice Rd
Lexington, KY 40510
LUNCH
Lunch buffet at TCA (business casual dress code)
NETWORKING AND RACING
Networking (cash bar) and racing at TCA and Keeneland
AGENDA
9:00 AM
MORNING
Arrive at Dean Dorton for Welcome, Meet & Greet, and Coffee
9:30 AM
M&A SUMMIT OPENING
Dennis Wells
One of BLUEMAP's founders introduces the day's speakers, topics and events
9:35 AM
WHAT'S YOUR TEN-YEAR PLAN?
Gwen Riley
CEO, Co-Founder, NoviEdge
Business consultant Gwen Riley began helping HVAC company owners and ended up in the industry herself. Right away, she set the ownership clock ticking. Ten years, then search for a buyer. In her case, it was a Midwestern industry leader expanding through acquisitions. Riley tells the story of her business, the exit and new horizons.
10:15 AM
WHAT SAY THE PAY? WHAT TO KNOW ABOUT EXECUTIVE COMPENSATION IN M&A
Katherine Smith
Partner, Womble Bond Dickinson
One of the nation’s leading legal experts on executive compensation, Katherine Smith advises companies undertaking restructurings, mergers, acquisitions, as well as those going IPO. Local to Lexington, she frequently speaks to groups about the topic and trends. She is a 2004 public policy graduate of the University of Kentucky and earned her JD from New York Law School in 2007.
11:00 AM
NETWORKING AND TABLE BREAK
11:25 AM
HOW A TORNADO BROUGHT OPPORTUNITY...AND OTHER TALES OF ENTERPRENEURSHIP
Lydia Henshaw
COO, Neace Transportation
After acquiring Journey Warehousing, Lydia Henshaw improved company efficiency and doubled revenue.
The next chapter unfolded surreptiously. A transportation company in the Louisville area had just purchased a trucking company and sister warehouse, which sustained severe roof damage from a tornado. That sent them searching: where could they store the goods? Henshaw explains how a chance conversation led to an introduction -- and an exceptional opportunity.
12:10 - 12:15 PM
MORNING WRAP UP AND RACING TIPS
1:00 PM
AFTERNOON (FULL-DAY ATTENDEES)
Thoroughbred Club of America and Keeneland
Arrival at TCA, drinks, cash bar and networking. (Business casual dress code.)
1:30 PM
BUFFET LUNCH SEATING
Enjoy lunch in the main dining room or in the reserved second floor boardroom
2:00 PM
POST LUNCH RACING
Enjoy the races and interaction at TCA (cash bar is available) or take the shuttle to Keeneland for live racing action
QUESTIONS