Track Three (Thursday)

Environmental Social and Governance Dialogue: What Does it Mean for Private Companies

Thursday, August 18, 2022 9:20 a.m. - 11:00 a.m. MT

Testifying Via Video: What you Need to Know

Thursday, August 18, 2022 11:20 a.m. - 12:10 p.m. MT

Middle Market M&A Valuation: Stop Playing Checkers and Start Playing Chess

Thursday, August 18, 2022 1:00 p.m. - 2:40 p.m. MT

Looking Different: Becoming Intentional with your Marketing Strategy

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT

The firm of tomorrow can attract key clients to them by embracing the notion that everything they learned about marketing was wrong. Learn how to shape an intentional marketing strategy to identify target clients and attract them to you.

After attending this session, you will be able to:

  • Recognize the importance of creating a marketing strategy to target key clients

Total CPE: 2
Fields of Study: Business Management and Organization: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Anyone who wants to attract the right client.


None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:


Garrett Wagner
Garrett  Wagner


Read Biography

An Exit Planning Market Update: Following the 2021 M&A Super-cycle

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT