Susan is a certified Entrepreneurial Operating System (EOS) Implementer with a passion for transforming organizations. She has spent the last 20+ years helping companies to successfully implement and sustain business operating systems (BOS).  With her engaging keynotes and workshops, she helps entrepreneurs confront and overcome obstacles that hinder their success.

Mike is the President of Trench-Ade, a company that specializes in trench shoring services and equipment. He has 20+ years of experience seamlessly collaborating across various business functions, including sales, operations, and development teams.

Charlie is a Michigan (and national) insurance legend. Charlie and his brothers built a Top 100 agency out of Battle Creek/Kalamazoo which they ultimately sold to HUB 15+ years ago. Charlie went on to work closely on M&A and leadership development throughout all of HUB.

Jim brings experience spanning newspaper publishing, healthcare & marketing, financial coaching, and numerous board roles. Jim currently serves as President & Founder of Venture Advisory Group. Jim has a passion for helping people to succeed, grow, and prosper in their personal and professional journeys.

Jeff Terrill is a healthcare industry leader and expert at growth strategy development and execution success. His vast experience includes both mature markets with large established brands such as Aetna and Cigna and emerging markets with smaller venture/growth equity-based companies such as EXOS and Marathon Health. 

Mark Bundy is the former COO of the Mountain West Series, Lockton Companies, LLC. He helped grow the company from $12M in revenue and 100 associates to $160M in revenue and over 500 associates.

Mark continues to provide consultation to firms and individuals in growth, profitability, recruitment, and retention.

BIO

Hugh Reynolds is a retired partner of Crowe LLP. He was formerly the Partner-in-Charge of Crowe’s Benefit Plan Services Group, the Office Managing Partner of Crowe’s Fort Lauderdale office, a former 3-term Board Member of Crowe LLP. He is a current Board Member for Creative Financial Services, Inc. a 100% ESOP owned company.

Mr. Reynolds’ areas of expertise include qualified retirement plans, including 401(k) plans, money purchase pension plans and Employee Stock Ownership Plans (ESOPs); qualified and nonqualified deferred compensation arrangements and compensation systems. He has 35 years of consulting experience regarding ERISA and ESOPs and was the leader of Crowe’s national ESOP retirement plan services practice, which performs compliance and consulting services for over 500 ESOP companies.

Bio