Claire is a personal assistant and organization consultant to busy professionals. As a Certified Personal Assistant from the prestigious Starkey International Institute for Household Management, Claire’s advice has been featured in daily newspapers, magazines, TV news programs and blogs around the nation from The Chicago Tribune to Organization.com and 11Alive in Atlanta.

Visit www.thewellorganizedwoman.com for more on Claire Kurtz.

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President and CEO of Integrative Logic John Gardner, is a strategic visionary with more than 17 years of experience in customer relationship management, database marketing and business intelligence. He is the driver and architect behind numerous multi-channel relationship marketing efforts, as well as an expert in measurable data-driven marketing initiatives and consumer segmentation, models and profiling.

Gardner specializes in blending technology, business intelligence and marketing into cohesive, measurable, results-oriented initiatives. His skill set also includes developing extensive multidimensional relational databases and managing closed-loop analytics, including statistical modeling, database reporting, web analytics and interactive reporting. In addition, Gardner is an expert at defining and ensuring the capture of Key Performance Indicators.Prior to co-founding Integrative Logic, Gardner was with Southern Progress Corporation, the largest regional magazine and book publisher in the country. He also served as director of business intelligence for imc2, a full-service interactive agency. Gardner received his undergraduate degree in political science and history from the University of Alabama and his MBA from The University of Alabama at Birmingham. He is a Microsoft Certified Professional, as well as a recognized speaker and consultant.

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Bill Mitchell is a founding partner of Cruser & Mitchell, LLP. Bill’s trial practice focuses on complex litigation matters from civil rights and employment to matters arising out of product defects, construction defects, food contamination, insurance policy interpretation and zoning disputes. Bill has been lead counsel on several class action matters including matters involving bank fraud, the delivery of medical services in jails, strip searches in jails, etc.

Topics:

• Mitchell Metrics: Managing and Controlling Legal Costs and Exposures
• Legal Project Management for Business Owners

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Patrick Ungashick is the president of White Horse Advisors. He specializes in financial planning for owners of successful closely-held businesses, helping them to achieve their major business and personal financial goals. He is the author of Dance in the End Zone: The Business Owner’s Exit Planning Playbook. With his colleagues at White Horse Advisors, LLC, Patrick advises clients in areas such as business exit strategies, estate planning, and tax-efficient compensation strategies. Patrick has worked extensively with business owners in general construction, subcontracting, manufacturing, and wholesale supplies.

Topics:

• Exit Planning
• Retirement Planning for Baby Boomer Business Owners
• Plan Sponsor Fiduciary Responsibilities Under Financial Reforms

Read more about Dance in the End Zone:

Explore White Horse Advisors’ groundbreaking research, America’s Entrepreneurialist Generation: Exit Planning and the Baby Boomer Age Wave.

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