UPCOMING EVENTS
The Exit Blueprint How to Maximize Value Before You Sell (1080x1080)

Live Virtual Session

The Exit Blueprint: How to Maximize Value Before You Sell

June 24, 2026

Zoom Live Session | 1 PM CST

1 CPE Hour

 

A profitable business and a sellable business aren't always the same thing, and the gap between the two can be costly. Join Lane Carrick, author of The Optima Advantage, for a candid look at what sophisticated buyers are actually looking for and what owners can do now to maximize their options when it's time to exit. 

 

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Fraud You Won’t See Coming AI, Trust, and Enterprise Risk (1080x1080)

Live Virtual Session

Fraud You Won't See Coming: AI, Trust, and Enterprise Risk

July 8, 2026

Zoom Live Session | 1 PM CST

1 CPE Hour

 

Most organizations are still catching up to what AI-enabled fraud actually looks like, and the leaders who understand it now have a real advantage. Join Dr. Kimberly Haywood, CEO of Nomad Cyber Concepts, for a practical look at how the fraud landscape is shifting and what smart leaders are doing to stay ahead of it. 

 

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Securing Your Future Turning Success into a Lasting Family Legacy (1080x1080)

Live Virtual Session

Securing Your Future: Turning Success Into a Lasting Family Legacy

July 22, 2026

Zoom Live Session | 1 PM CST

1 CPE Hour

 

Success is built decision by decision, and so is a legacy. Join the team at LGT Financial Advisors for a practical conversation about how executives and business owners can be more intentional with their wealth, from compensation and equity strategy to retirement planning and funding the next generation. 

 

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43rd Controllers Roundtable

Dealerships

43rd Controllers' Roundtable

October 22-23, 2026

Mokara Hotel & Spa, San Antonio, TX

12 CPE Hours

 

The Controllers’ Roundtable (CRT) is designed for dealership controllers, CFOs, and office managers seeking timely insight into the issues impacting dealerships today. Hosted by LGT’s Dealer Services Group, this two-day event brings together leaders from across Texas for focused discussions, shared experiences, and practical strategies that can be applied immediately. With 50–60 attendees, CRT offers a valuable opportunity to exchange ideas, strengthen professional connections, and gain perspective beyond your own dealership.

 

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