Agenda — Networking, Presentation, Expert Panel, Q&A
Join us Tuesday, March 11th for a panel presentation on “From Risk to Reward: How to Increase Enterprise Value and De-risk Your Business,” alongside networking opportunities with like-minded executives from the area. This event will be hosted by CEO Nexus, GrowFL, Bank of America, and current members of our Jacksonville-area CEO Peer group.
What you can expect:
• Learn to manage finances and the related challenges when creating wealth and enterprise value.
• Network with local business leaders facing similar growth challenges.
• Explore the benefits of participating in a CEO peer group for ongoing support and knowledge sharing.
Date:
Tuesday, March 11, 2025 / 4:30 pm – 6:30 pm ET
Bank of America Tower – Conference Room, 50 N Laura St. – Jacksonville, FL (map)
For more information about this event, please click the registration link above.
Coley Jones – Market Executive, Bank of America / Jacksonville
Coley Jones is the Business Banking Market Executive for North Florida, South Georgia and the Space Coast, where he leads local market client teams to help local companies grow, improve cash flow and invest for the future. Business Banking serves companies, generally with annual revenues of $5 million to $50 million by providing comprehensive financial solutions and advice. Bringing (20) plus years of experience, Coley joined Bank of America in 2017.
Patti Peeples, PhD – Serial Entrepreneur, Health Industry Thought Leader / Jacksonville
Dr. Peeples advises business expansion, strategic planning, acquisition planning, and improved operations. She founded a company focused on health care value and access, later acquired by a top 100 Healthcare Technology company. Widely published in the peer review literature and a frequent speaker, Dr. Peeples has served in senior positions for major pharma organizations including Novartis and ALZA-a J&J company.
Russell Slappey – Founder/CEO and Managing Partner, Nperspective / Jacksonville
Russell Slappey is responsible for overseeing the Florida market. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in healthcare, manufacturing, construction, distribution, real estate, retail, and internet based companies.
Bill Sorenson – CEO and principal, Heritage Capital Group, Inc. / Jacksonville
Bill is CEO and a principal at Heritage Capital Group, Inc., an investment banking and financial advisory firm serving middle-market and emerging growth companies in the U.S. and worldwide and headquartered in Jacksonville. His primary focus is merger & acquisitions and strategic consulting assignments for clients. Bill leads both sell-side and buy-side assignments for clients seeking to sell or grow their businesses.
