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Monday, May 7 • 4:00pm - 5:00pm
It's Time To Call In The Pros

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Hear from professional services reps talk about the trigger points for engaging their services and understand the right time to hire a lawyer, accountant, insurance agent and investments manager

Moderators
avatar for David Gillespie

David Gillespie

Attorney, Gillespie Law Group
Dave is a corporate and technology attorney at The Gillespie Law Group.   He represents start-up clients in formation, capital raising, growth and exits. Dave often serves as outside general counsel offering practical advice on the multitude of legal issues business owners face... Read More →

Speakers
avatar for Brian Basil

Brian Basil

Brian is a business transaction and real estate attorney, who has a broad range of experience in mergers and acquisitions, securities offerings, joint ventures, secured lending transactions, real estate development and leasing, and general corporate matters.Brian is licensed to practice... Read More →
avatar for John Koetz

John Koetz

Agency Principal, W.E. Davis Insurance Agency
Born and raised in Columbus, Ohio and spent his childhood in Berwick.   Graduate of Eastmoor High School in 1973, (Between Archie and Ray Griffin)   BFA in Music Theory (Summa Cum Laude) from Ohio University in 1977. Member of Phi Kappa Phi honor society.   State Licensed... Read More →
avatar for Kori Manus

Kori Manus

Financial Advisor, Heartland Planning Associates
Kori Manus is a seasoned Financial Advisor with Heartland Planning Associates, a modern holistic financial planning and transactional guidance firm that focuses on establishing client’s goals and objectives first and then provides customized solutions to each client’s needs.   Kori... Read More →
avatar for Stephen Smith

Stephen Smith

Principal, Holbrook & Manter
Stephen C. Smith is a Principal with Holbrook & Manter. Stephen has been with H&M since 1998, primarily leading the Business Services and Solutions Team as well as the Management Advisory Service Areas, concentrating on the firm's Consulting and Business Development and Business Valuation... Read More →