Owner Roundtable Special Event 

Session Dates

Tues, Nov 2  7:30am - 12:00pm
Wed, Nov 10  7:30am - 12:00pm
Wed, Nov 17   7:30am - 12:00pm

Continental breakfast and check-in:
7:30-7:55am

Location

American National Bank Fox Cities
2200 North Richmond Street
Appleton, WI 54911

 
Driving Directions 

Registration Details

$495 registration fee includes 3 sessions, course materials, continental breakfast

ANB Fox Cities Clients
We appreciate you! To thank you for your partnership, ANB will cover $150 of your registration fee. 

Payment
After registering, Journey Consulting will send an invoice to secure your spot at Owner Roundtable with balance due upon receipt. 

Limited to 10 participants - register early!

Event Contact

Brenda Kopke
Journey Consulting
920.770.4141
bkopke@journeyconsult.com

You are invited to Owner Roundtable!
American National Bank Fox Cities and Journey Consulting are pleased to offer an exclusive learning and development opportunity to owners of family and privately held businesses. Join us for Owner Roundtable, an interactive workshop series designed to help you improve the value of your business through a systematic process that positions you, as the owner, to strategically grow your business and make exit timing irrelevant.

Set aside three mornings to enjoy:

  • A relaxed, intimate and conversational peer-to-peer learning environment

  • Insight and guidance from industry experts who specialize in exit/transition and strategic planning, legal issues, banking, mergers & acquisitions, and wealth management

  • Active, real-time discussion about business growth and value

  • A trusting and completely confidential setting

  • No sales pitches - this is an educational opportunity from advisors who are passionate about helping you succeed personally and professionally

Bottom line: Owner Roundtable offers invaluable insight and tools for business owners who recognize they "don't know what they don't know." At the end of three sessions, you will walk away with a methodology you can put in place immediately to help drive more value into your business.

Are you ready to join us at the Roundtable? This special event is limited to 10 business owners, so register today!

What Owner Roundtable Alumni say:

"We started the business but haven’t given much thought to getting out of it. Each session helped me understand ways I can prepare the company and myself for a future transition."

"I would highly recommend this program to any senior management personnel or business owner. It provides great material for evaluating where your company is currently at and the potential it may have by making some changes. Overall an excellent value and glad I participated."

Owner Roundtable "is a good forum to step back and look at your business from a broader perspective and do a little more long range planning. Many times we (the business owner) are so busy with day to day tasks that we lose sight of the big picture."

About Journey Consulting

Jayne McQuillan, CPA, MBA, CEPA, founded Journey Consulting in 2007, combining her passion for business with her passion for people, to comprehensively serve the needs of family owned and privately held businesses. 

Our firm is focused on providing business owners and their businesses with strategic planning, exit planning, financial expertise, and organizational improvement. We use a holistic approach within all of our services by aligning leadership with business strategy and outcomes. Learn more