Seattle Shareholder & Strategic Leadership Conference, October 2023 October 4, 2023 – Moderator: John Cannon; Panelists: Pam Petrow, Brent Uhl, Mark Grudzien (CIBC), Mike Barnes
Seattle Shareholder & Strategic Leadership Conference October 4, 2023 – IT – Dan Turner/Mark Schramm, OPS – Chad Breheny/John Wrzesinski, CFO – Fred Johnson/Paul Ridder/Darren Brown
Discussion notes for the Strategic Planning – Goals Session
Strategic Planning Budgeting and Forecasting Succession/Workforce Planning Goals for 2020
Peak Alarm’s Recent Experience Converting from Local Bank, Asset Based Lending to Security Industry Bank, Contract Based
Valuation Trends and Drivers in the Current Market Environment (2017)
SNAPS – Caluculation & Uses Measure discrete aspects of the business “Apples-to-Apples” comparisons/benchmarking Modeling/projections Captial raise, valuation, sale
Summary of Problem/Solution presented by each attendee
Summary of Problem/Solution presented by each attendee
Welcome, Agenda, and Committee Introductions