Welcome to the 2022 CVBBA Annual Conference!
Our committee and board members have been working hard for our members and we are excited to see everyone at our annual conference this September. Our conference agenda is packed with educational topics, best practices, and interactive panels. We also have several social events and networking opportunities to engage with fellow CVBBA members, develop new relationships, and build on existing ones.
Our theme for the 2022 conference is Paving the Way. In the advancement of our industry, and in ourselves, it is new knowledge that paves the way. Change is inevitable, growth is optional. Business is forever changing and we hope the knowledge you gain from the conference gives you further education, innovation, and tools for you to grow yourself and your business.
We’re looking forward to seeing everyone in Charlotte at the 2022 CVBBA Annual Conference.
Together we will keep PAVING THE WAY!
HOTEL REGISTRATION
Hotel Location: Sonesta Charlotte Executive Park, 5700 Westpark Drive, Charlotte, NC 28217
If booking online, please use the following special group rate link: CVBBA Annual Conference
If calling, please call 1 (786) 594 2817 and reference the CVBBA Annual Conference.
(Group rate deadline is September 7th)
Room Rates: (excluding taxes/fees)
$132 on September 20
$132 on September 21
$132 on September 22
CONFERENCE AGENDA
Wednesday, 9/21/2022
| 12:00 – 1:00PM | Registration |
| 1:00 – 5:00PM | IBBA Course #224: Pricing a Business to Sell – Lou Vescio |
| 5:00 – 6:00PM | CVBBA Board Meeting |
| 6:00 – until | CVBBA Welcoming Reception and Networking Event – Sponsored by First National Bank |
Thursday, 9/22/2022
| 6:30 – 8:00AM | Continental Breakfast/Registration – Sponsored by Customers Bank |
| 8:00 – 8:30AM | Welcome and Opening Remarks – Joe Santora |
| 8:30 – 8:45AM | Legislative Update – Rick Chess |
| 8:45 – 9:15AM | Maximizing your CVBBA/IBBA Joint Membership – Kylene Golubski, Randy Bring |
| 9:15 – 10:00AM | Winning Listing Engagements with Larger Businesses – Jay Offerdahl |
| 10:00 – 10:30AM | Break with Sponsors |
| 10:30 -12:00PM | CVBBA Co-Brokering and MLS – Rupesh Bharad, Joe Santora, Dustin Zeher |
| 12:00 – 1:00PM | CVBBA Member Excellence Awards – Sponsored by SouthState Bank |
| 12:00 – 1:00PM | Lunch – Sponsored by SouthState Bank |
| 1:00 – 2:00PM | Panel – Best Practices: Handling Challenging Transactions – Kent Adams, Ron Buck, Mike Metzger, Adam Petricoff |
| 2:00 – 2:15PM | Break |
| 2:15 – 3:00PM | Panel – Best Practices: Growing Your Business – Matt Bradbury, Jeff McKeehan |
| 3:10 – 3:55PM | Best Practices: Pricing Businesses and Not Leaving Money on the Table – Matt Bradbury |
| 3:55 – 4:30PM | Break with Sponsors |
| 4:30 – 5:30PM | Panel – Best Practices: Tools to Maximize Lead Generation, Marketing, & Advertising – Lanayah McCullouch, Marc Pitre, Ron West |
| 5:45 – 6:45PM * | Headshots – Right Here Interactive |
| 6:00 – until | Networking Reception, Dinner & Drinks – Sponsored by Live Oak Bank |
* Headshots also available throughout Thursday
Friday, 9/23/2023
| 6:45 – 8:00AM | Breakfast with Sponsors |
| 8:00 – 9:00AM | Legal Issues Just Below the Surface – Avoiding Potential Mines, Depth Charges and Torpedoes – Matt Joyner, Jim Joyce, Bobby Robinson |
| 9:05 – 10:15AM | Panel – Lending in Today’s Current Environment – Customers Bank, Diamond Financial Services, First National Bank, Live Oak Bank, Pinnacle Financial Partners, SouthState Bank |
| 10:20 – 11:20AM | Developing a Practice Specialty for Business Brokers – Justin Scotto and Lou Vescio |
| 11:30 – 11:55AM | CVBBA Minimum Standards – Tully Ryan |
| 12:00 – 1:00PM | Lunch – Sponsored by Diamond Financial Services |
| 12:20 – 1:05PM | Follow Up MLS Q&A – Rupesh Bharad, Joe Santora, Dustin Zeher |
| 1:05 – 1:20PM | End of Meeting/Wrap Up/ Raffle Prizes |