2025 Schedule
Financial Foundations – Structure, Strategy, and Profitability
A high-impact session that blends financial strategy with operational leadership. Hear from principals and CFOs on how they’re structuring for success—legally, financially, and culturally. Topics include understanding your tax structure, hitting your P&L goals in a volatile market, and how to actually communicate financials with your team.
Key Themes:
• Corp structures, partnerships, and tax considerations
• ESOPs and other ownership models—what works, what to watch for
• Metrics that matter now: profitability, labor, growth
• Financial visibility and team accountability
This session is sponsored by Compass Executive Group