Symposium Sessions
The Finance Symposium is focused on curating financial success for small business professionals.
Welcome & Overview
Welcome to the Finance Symposium! We will kick off the event with introductions from our host before our sessions begin
Speaker: Scott Jensen
Keynote
Strategies and Insights
Kick off the NVSBC Finance Symposium with a dynamic, insights‑driven conversation designed to ground attendees in the realities of today’s small business environment. This session will unpack the full business life cycle, from formation and capital readiness to scaling, sustaining growth, and navigating federal contracting opportunities.
Speakers: Timm Johnson & Lisa Wood
Breakout Sessions
Stay Financially Resilient in Challenging Times
Practical strategies for navigating uncertainty: Delayed Payments, Cash Flow, Diversifying Revenue Streams.
Speakers: John Hale, III & Timm Johnson
Build Your Dream Advisory Team
Moderator: Cy Alba
Panelist: Scott Thompson
Coordinate Personal & Business Finances Without Confusion
Moderator: John Mongold
Panelist: Tim Ross
Matched Networking
Connect with different banks and organization in short 15 minute 1-on-1 sessions with 5 minute breaks in between. Pre-registration required. More details will be coming soon.
Breakout Sessions
Protect and Grow Wealth with Smart Insurance Strategies
Moderator: Dawn Halfaker
Panelists: Kevin Fitzpatrick and Eric Mothershead
Buy a Business: Entrepreneurship Through Acquisition
Speaker: Sharon Heaton
Expanding Capital Strategies
Moderator: John Hale, III
Panelist: Matt Stavish
Breakout Sessions
Know When It’s Time to Ask for Capital
Moderator: Scott Thompson
Panelists: Bill Cleary, Marvin Clark, Emily Basile, & Adam Milliren
Plan Your Exit Strategy and Adjust Along the Way
Moderator: Sharon Heaton
Panelists: Cy Alba & Vik Singh
Master Accounting & Tax Planning Like a Pro
Moderator: Greg Foscato
Panelist: Tim Ross & Christina Williamson