Sponsors

Visionary Sponsors

eos logo
insperity color logo
jp morgan chase logo
schwan financial group logo
six-point creative logo
Thompson Law logo
VTH Works
WillKate logo

Visionary Sponsors

Eide Bailly LLP is a regional certified public accounting (CPA) and business advisory firm. Founded in 1917, the company is one of the top 25 CPA firms in the nation. We provide 56,000 clients across the nation with core services of audit & assurance and tax, as well as expanded services, including business outsourcing, cost segregation, financial services, forensic & valuation, health care reform, international services, risk advisory services, cybersecurity assessments, technology consulting, transaction services and wealth management. Learn more at eidebailly.com

EOS® (the Entrepreneurial Operating System®) provides entrepreneurial leaders and their leadership teams with a complete set of simple concepts and practical tools for getting everything they want from their businesses while eliminating common business-related frustrations. With more than 80,000 companies using our tools, EOS is a proven system that helps companies achieve more revenue, growth, and profit while delivering a better balance of life to business owners and leaders. Learn more and download free tools at PFBA.eosworldwide.com or request an intro meeting with your leadership team by emailing pfba@eosworldwide.com.

There are many opposing dynamics and complexities with families who are in business and share capital and wealth. WillKate, led by Agatha Johnson, uses a multi-disciplined approach to simplify these complexities through a defined process. Their team provides guidance in the six dimensions of wealth: financial, spiritual, human, family, structural and societal, which helps clients define the opportunities they wish to create for family members, people, causes, and communities. Learn more at will-kate.com

For forty years, Schwan Financial Group has walked beside our clients on their lifelong financial journeys. Our reputation has been solidified by our caring culture, exceptional service, and ability to deliver. Our holistic Master Plan approach incorporates your vision of an ideal financial future while evolving with the ages and stages of life. Together, we build a solid, supported plan that enables you to better enjoy life’s journey – peace of mind included.  Our services include Master Plan Design, Tax Planning and Preparation, Portfolio Design and Service, and Risk Management.  Learn more at: schwanfg.com

Thompson Law, P.C., is a client-centered estate and business planning law firm focused on helping our clients live out and carry on their legacies.  Our team of attorneys and professional staff members has the education, experience, and passion to develop an effective, customized plan and to maintain as well as administer that plan. Rooted in education and exceptional client care, Thompson Law, P.C. is here to serve and to serve well. Learn more at: cathompsonlaw.com

The University of South Dakota Beacom School of Business has been continually accredited since 1949 by AACSB International. This is the same accreditation as Harvard, Stanford and Columbia. Beacom graduates are global leaders in such fields as accounting, technology and finance. World-Class Careers Start Here! Learn more at: usd.edu/business

Your business systems are perfectly designed to get you the results that you are getting, if you want better results, you need a better system. As a Professional EOS Implementer®, I help people get the results that they want from their business by teaching the Entrepreneurial Operating System® (EOS) to leadership teams. vthworks.com

Strengthen your brand's foundation for growth by:

  • Auditing your existing strategy
  • Identifying gaps
  • Building internal alignment
  • Creating a plan for action

Learn more at sixpointcreative.com

At the World's Best Private Bank*, we've been working with individuals and their families for more than 200 years to help them achieve their unique ambitions and experience the full possibility their wealth can create. Whether you're focused on building, preserving or transferring wealth, we bring you a team of specialists in planning, investing, lending and banking, carefully curated to match your goals.

Learn more at privatebank.jpmorgan.com

Our tagline, HR that makes a difference®, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart.

Learn more at insperity.com

Interested in being a sponsor?

We'd be happy to chat with you about more information on the different levels of sponsorship and all the benefits your company will receive. Contact us today!

Scroll to Top