Home >> Content Tracks >> Content Tracks >> Executive Leadership & Management Executive Leadership & Management From setting the right course, focusing on what matters, lowering the cost of doing business, and data-driven decision-making, to what it means to be an effective leader, there will be an abundance of interactive learning and networking opportunities and unique insights specially designed for owners, executives and managers. KEYNOTE Wednesday, November 6 8:30 am - 10:15 am The Code for the Next Wave Presenter: Shaun Tomson, World Champion Surfer & Leadership Coach A proven, powerful method for re-engaging and re-awakening purpose in individuals & teams Shaun uses his background as a top professional athlete to convey his experience as an example of world-class decision-making, teamwork, leadership and winning. During this keynote presentation, Shaun will show leaders how to find and define one’s purpose to powerfully re-engage individuals and activate a positive wave of commitment and performance throughout an organization. BREAKOUT SESSION Wednesday, November 6 10:45 am - 11:45 am The Code Method Presenter: Shaun Tomson, World Champion Surfer & Leadership Coach Recent research has revealed that purpose-led organizations perform 42% better than those that are simply in business to win. Join TechServe’s Keynote speaker, Shaun Tomson, for this leadership workshop which takes a deeper dive focus on improving organizational performance. The workshop will build off the concepts presented in the keynote and allow participants to develop their own purpose driven code. The Code Method workshop activates the commitment of leaders and teams to create positive transformational change at their organizations, including steps to explore your firm’s purpose and how to involve your team in the process. Every attendee will leave with their own “code.” BREAKOUT SESSION Wednesday, November 6 2:45 pm - 3:45 pm Navigating Staffing Legal Risk and the New Immigration Landscape: Real Life Stories Moderator: William S. Josey, Business and Staffing Industry Attorney, Compliance Consultant, William S. Josey, LLC Panel Members: Michael Hammond, Attorney, Hammond Law Group, LLC Harvey Shulman, Owner, Expert Advice and Counsel Robert Brown, Senior Vice President & General Counsel, Signature Consultants Dispensing with the usual lecture format and a laundry list of ‘dos and don’ts,’ lawyers with decades of industry experience will draw upon real life examples of legal issues encountered by IT and engineering staffing firms. Whether it’s a demand to pay overtime, claims of discrimination, or the arbitrary denial of H-1B visa petitions, the panel will explore where the real risks lie and how to effectively maneuver through a dramatically different immigration environment. There will be time reserved for your most pressing legal questions. CONVERSATIONS THAT MATTER Wednesday, November 6 2:45 pm - 3:45 pm Challenges and Celebrations of Running a Lifestyle IT Staffing Firm A Facilitated Peer-to-Peer Exchange for smaller IT & Engineering Staffing firms Facilitated by Michael Testa, CEO, Testa Consulting Many firms are small by choice and the success of a small firm can provide a very comfortable lifestyle for those who operate one. However, it is not always easy and can be isolating. There may be times when your business expands and contracts, but that can be managed. Because your business isn’t growing, it doesn’t mean that it is dying. This is your opportunity to get some fresh ideas and create a new network. Join in on this candid conversation with your peers about the challenges and celebrations of running a lifestyle staffing firm. Participants should be prepared to share how you run your business, why it works for you and challenges you are facing. Discussion topics: How many people run your company Recruiting challenges and opportunities to share sourcing resources Business development/partnership opportunities with other small firms Back office challenges and successes when you are the back office Programs and services needed for smaller firms Financing Office space Succession planning BREAKOUT SESSION Thursday, November 7 10:45 am - 12:00 pm Beyond Work-Life Balance: What Really Works in Building and Retaining High Performing Teams Presenter: Dana Look-Arimoto, Executive & Leadership Coach, Talent Ecosystem Advisor, Phoenix5, LLC While maintaining an environment that promotes work-life balance is viewed by many as the ‘price of admission’ for any employer, is this really the most effective approach to attracting and retaining top talent? In a provocative new way of thinking about leadership and teams called ‘Settling Smart’, Dana lays out her prescription for building and retaining a strong team by hiring for fit and alignment with a company’s core values. She explains why people are drawn to leaders who live core values such as authenticity and transparency. Learn how to assemble a team that amplifies each member’s strengths and backstops their weaknesses creating a synergistic force that drives a company to otherwise unimaginable levels of success. Dana Look-Arimoto, Executive Coach, Author, and Talent Evangelist has more than 20 years experience in leading and advising staffing companies and their teams focusing on what really drives success. WORKSHOP Thursday, November 7 1:15 pm - 3:15 pm Driving Operational Efficiency: A Workshop for Those Who Keep the Lights On A Facilitated Peer-to-Peer Exchange for Accounting, Operations, and other Back-Office Roles Facilitator: Tom Nunn, President, Tom Nunn Consulting, LLC Accounting, operations and other support functions are critical to the success of any IT and engineering staffing firm, but don’t always receive the glory like sales and recruiting. Join industry peers for this 2 ½-hour interactive workshop, as we discuss best practices and other game-changing ideas, including: Workflow for commissions, time sheet management, invoicing, AR, AP, Managing DSO Dashboards/Reporting/KPIs that drive growth and profitability On-boarding & off-boarding consultants and ongoing consultant care Monthly close: Best practices for managing the process Management Reports: What Information Supports Sales & Recruiting Effectiveness Budgeting & Financial Forecasting How to pursue networking with industry peers Ideas on tools and efficiencies for any of the above! Bring your ideas and questions as we will leave time for topics not covered above! BREAKOUT SESSION Thursday, November 7 1:30 pm - 2:45 pm Maximizing Enterprise Value: Insights from Industry Investment Bankers Moderator: John Larson, Principle Keen Insight Associates and Member, TechServe Board of Directors Panel Members: Andrew Brown, Director, Fairmount Partners Jim Janesky, Senior Adviser, Corporate Advisory Group, Peapack-Gladstone Bank Akash Taneja, Managing Director, DeBellas & Co. For most owners of an IT & engineering staffing and solutions firm, the culmination of their investment and years of hard work is the sale of their firm for the highest possible price. To increase the likelihood of achieving this goal, it is critical to understand what would-be buyers value. In this panel discussion, the industry’s most highly respected investment bankers will outline what characteristics result in a premium or a discount on sale. After providing an overview the key trends in valuations, the panelists will share their advice on what actions you should take now to maximize enterprise value wherever you may be in the life cycle of you firm.