Jennifer Martins | CEO Connection

Announcement: CEOC M&A Connection Network

Each step of the M&A process (planning, sourcing, assessing, and structuring to post acquisition operational and cultural integration) is complicated and requires expertise and resources that are not necessarily readily available. CEOC is in a unique position to connect its members to a vetted deal flow and pre-approved unique resources that they can not get on their own.

One of the top actionable ideas that came out of the 2019 Mid-Market Convention was for CEOC to provide a matchmaking service for companies looking to expand through partnerships and acquisitions.

As a result, CEOC is proud to announce the creation of the:

CEOC M&A Connection Network

CEO Connection is in a unique position to connect our members on both sides of the M&A equation. With a hand selected group of resources focused on creating the best transaction, CEOC is here for each step in the process.

Buying or selling a company? Use our network of world-class, fully vetted resources to create the perfect deal. We have developed a complete full-cycle acquisition process for those looking to acquire a company – from initial deal evaluation, to funding the deal, through operational and cultural integration:

Curated Connecting
Assessing
Structuring
Funding
Integrating

Getting started is easy. Simply schedule a call today – buyorsell@ceoconnection.com or 800.244.4719 and we can discuss your action plan and how the M&A Connection Network can assist you.

”Learn

Member Highlight: Scott Jackson

by | | Members

“Every child—whether in the United States or in less developed countries—deserves to have a fighting chance in life. You have the choice to live your life in a way that will change another person’s life for the better … and maybe transform yours own along the way.”

Excerpt from Take Me with You, a book written by Scott Jackson

Scott Jackson's Book - Take me With You

In 2017, Scott Jackson, President and Chief Executive Officer of Global Impact, wrote Take Me with You as a call to action to help those in need, especially children. And nobody knows more about helping others than Jackson, whose personal philosophy involves living life in a way that improves the lives of others.

“My purpose in writing the book and sharing my story was to hopefully inspire people to find the charity within, and to recognize the difference they can make in other people’s lives,” explains Jackson. “There are so many people in need around the world and so many wonderful organizations working tirelessly to improve conditions and contribute toward achieving the Sustainable Development Goals. I hope this book brings additional visibility to some of those organizations and is a call to action to everyone who reads it.”

And developing calls to action are what Jackson does best.

A leader in global philanthropy, he is well known for his vision, leadership and compassion for others. At Global Impact, Jackson oversees all facets of the organization, which has raised more than $2 billion since inception to help the world’s most vulnerable and needy.

A global development, fundraising and marketing veteran, Jackson has held leadership positions in the public, private and nonprofit sectors, including the global health and development nonprofits PATH and World Vision.

With Jackson’s personal background and professional expertise, it was no surprise that he delivered the 2019 Mid-Market Convention session Social Impact.

In this session, he discussed the CEOC Wharton Social Impact (CSI) student-consulting program, which helps mid-market companies incorporate social impact programs into their corporate strategy. In addition, he shared valuable information on the best ways to combine innovation and scale in your CSI program, as well as how to successfully integrate social impact into your business strategy and measure the power of CSI activities.

For Jackson, helping others realize their full potential and contributing to a better, safer world is crucial:

“My goal is to offer a message of hope and encourage others to embark on their own journey to serve others and spark positive change – in whatever way they can – because every life matters and there are so many in need around the globe.”

Join CEOs like Scott at the 2020 Convention to discuss this and other pressing topics.

Register for the Convention

Member Highlight: Sharon Watkins

by | | Members

Sharon Watkins, CEO, RadiusPoint

Sharon Watkins is the CEO of RadiusPoint a 27- year-old telecom and utility expense management firm. Sharon founded the company in 1992 and manages the sales and marketing aspects of the company. She has been instrumental in working with the software development team to create ExpenseLogic, the telecom and utility expense management software that has less than ten competitors worldwide.

From Sharon’s experience with clients, the software developed into the tool that can satisfy the needs of any organization that has multiple sites and numerous employees to manage. Sharon has successfully signed and retained Clients ranging from Fortune 50 to small local County governments.

RadiusPoint and the employees stand apart from competitors by achieving ISO 9001 standards in September of 2002. RadiusPoint is SSAE 18 (formerly SAS 70) certified and continues this certification with an annual audit. RadiusPoint also was awarded a GSA contract vehicle in 2018 for Schedule 70 IT services.

RadiusPoint, formerly TSG Enterprises, LLC, won the prestigious Top 50 Minority/Women Owned Businesses in Tennessee and was named a Top 100 Fastest Growing Companies by Fast Company Magazine. Sharon received the 2006 Enterprising Women of the Year award, and RadiusPoint was named one of Inc 5000 fastest-growing companies in 2015. The Orlando Business Journal named Sharon Business Owner of the Year in 2015 and CEO of the Year in 2019. Sharon has been a Premium Member of CEO Connection since September 2018.

Interview:

CEOC: What recent success are you most proud of?

SW: There are a few recent successful milestones that I have accomplished at RadiusPoint. First, we celebrated 27 years in business in January of this year. That’s phenomenal for our industry. Second, we were awarded the GSA Schedule 70 IT Contract vehicle which is a government contract award that is very hard to achieve. We actually achieved this in record time—5 months. The GSA told us that it would take over a year to get this award if we were awarded. Third, we just rolled out our eighth generation of ExpenseLogic, our proprietary software which continues to aid in client retention.

CEOC: What action did you take early in your career that you feel most helped you obtain your CEO position you hold today?

SW: Vision in 1996 to create a software that did not exist for an industry that was just starting to emerge, Telecom and Utility Expense Management.

COEC: How do you start each day?

SW: Exercise, I like to go to the gym for a few minutes of peace and quiet on the elliptical machine. I love to clear my mind so that I can better focus on any tasks that emerge throughout the day.

CEOC: What do you foresee will be the biggest challenge to CEOs of mid-market companies in the next five years?

SW: Keeping up with the constant changes in technology and retaining exceptional talent.

CEOC: How do you keep your company in front of trends, customer needs, and your competitors? SW: Research, research, research. You have to be able to cut through the mountains of information to identify what is truly going to retain your clients and keep them satisfied.

This article was previously published in the CEOC Magazine. You can read the magazine here.

RadiusPoint is part of our Member-to-Member Discount Program.

An Innovative Approach to Retaining Talent

by | | Innovation

Earlier this year, CEO Connection made an exciting announcement regarding an advisory service for health care developed exclusively for our members. Powered by PinnacleCare, employees can now confidently navigate the complexity of the healthcare system and obtain the world’s most advanced care.

How does it work?

In addition to giving employees peace of mind, this program is designed to keep and attract the best talent. When CEO Connection member employees are faced with a serious health challenge, experts from CEO Connection’s Healthcare Management Program powered by PinnacleCare guide them through the complexities of the healthcare system. From gathering medical records to scheduling appointments, advisors help employees make informed decisions that lead to better health outcomes.

We work with top-ranked medical centers and specialists across the country.

Knowing where to go for healthcare, how to get in fast, and understanding all treatment options reduces costs and save lives.

“I wholeheartedly stand behind the recommendation to offer this service to CEO Connection member companies,” said Doug Robinson, Chair, CEO Connection Healthcare Committee. “Done right, the ROI will be significant on both the claims expense front, as well as the employee/dependent’s peace of mind front.”

To learn more or to register, please click here.

Registration is free. You only pay when services are used.

Top Four Reasons to Attend a CEOC Boot Camp

by | | Growth

Being a CEO can be incredibly lonely — but it does not have to be. More than a decade ago, CEO Connection launched the exclusive CEO Boot Camp to spark relationships through meaningful discussions with those facing similar challenges.

If you are a CEO of a company with between $100 million and $3 billion in annual revenue, then here is why CEO Boot Camps offer you unique and invaluable experiences.

4 Reasons to Attend a CEO Boot Camp

Kept small for big results

With a maximum of 12 CEOs in a room, CEO Boot Camps offer in-depth discussions with your fellow CEOs. In this intimate setting, you can comfortably share your experiences, concerns, and exchange advice. The relationships made at a CEO Boot Camp are lasting.

2. A break from the boring

This is not a selling event. Nor will you will be held hostage by tedious lecturers. CEO Boot Camps are interactive and consist of real conversations. You will also have the opportunity to join round-table discussions led by functional experts.

3. Off the record

What is said at a CEO Boot Camp, stays at a CEO Boot Camp. We ensure no
competitors are in the room. Further, all attendees are required to sign a non-disclosure agreement in order to keep the conversations candid and authentic.

4. Walk away with next steps

By the time you leave a CEO Boot Camp, you will be armed with new ideas and
actionable items. The results are tangible. This is an event centered around CEOs,
helping CEOs to scale.

In conclusion

CEO Boot Camps are invitation-only meetings reserved exclusively for CEOs of companies with between $100 million and $3 billion in revenue. Only 48 CEOs from around the world get to attend a boot camp in the U.S. each year, so seats fill up fast and far in advance. As such, it is best to book your seat now for 2019.

For a sample agenda click here.

To see if you qualify and for more information, please email: bootcamp@ceoconnection.com