Bruce Wilson & Company

Thought Leaders Retreat: Are you ready for 2030?
2021-08-24 08:00 - 2021-08-26 17:00 (America/Halifax) | Omni Hilton Head Ocenfront Resort, 23 Ocean Lane, Hilton oHead Island, SC, 29928, United States
The Wilson & Co. leadership event you won’t want to miss!
Executive learning Networking. Having fun!
Benefit from data and insights impacting the way forward: what the rebound could look like and what mega-trends are opportunities for innovation. Join CEOs on the front lines of change and prepare your business for the next decade and beyond.
Registration is open!
Purchase tickets here.
Questions? Contact Joe Kujawa, Bruce Wilson & Co. senior practice leader @: joe.kujawa@brucewilsoncompany.com

Thought Leaders Retreat 2022 - Shift Happens!
2022-07-25 12:00 - 2022-07-27 21:00 UTC | Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL, 33140, United States
Spend three days outside your comfort zone with other elite executive peers. Learn from world-class speakers, share ideas, and recharge.
About this event
Join Us
The marquee Bruce Wilson & Company event: The 2022 Thought Leaders Retreat is an intimate conference that will foster relationships, collaboration, and big-picture thinking. It’s an event crafted to not only bring industry leaders together, but also to deliver a more personalized and relevant conference experience – one that elevates all attendees’ professional, and personal lives.
The conference will focus on three main objectives:

Foster relationships and meaningful connections in an intimate setting
Deliver a more inspiring and forward-thinking professional education and networking event
Provide a higher ROI than any other conference in the green industry

Key Speakers
Thom Singer
When you create a stronger inner circle, you get more opportunities.
Our speaker today is dedicated to the idea that all opportunities come from people. He has studied thousands of successful people to discover that nobody is really “self made”. When you build relationships based on trust and accountability, you have more success.
As the host of the popular “Making Waves at C-Level” podcast (as well as hosting several other podcasts for companies and associations) he has interviewed over 1000 business leaders about success. Through these in-depth conversations he has learned that there is no single thing that holds people back. Nor is there a single solution to reaching the top levels of business. But the common denominator is having a strong network and personal brand.
Our speaker has had an eclectic career in sales and marketing for Fortune 500 companies, Law Firms, and small companies. He has written 12 books and when he was 21-years-old he was a five day returning champion on the $25,000 Pyramid game show.

Scott Zimmer
Scott is a proud Gen Xer and BridgeWorks’ Director of Keynotes and Training. With over 20 years of professional speaking experience, he has delivered generational insights and solutions to companies all over the world. Scott is a firm believer that people are a company’s greatest asset. With every presentation, he works hard to make sure every generation feels valued, respected, and understood. He crafts presentations that clearly illustrate the tension that can occur between generations and provides straightforward solutions to help bridge gaps and encourage better understanding in the workplace.

Andrew Bray
Andrew is NALP’s Vice President of Government Affairs. NALP is the driving force behind protecting and advocating for the interests of landscapers. As we head into the mid-term elections, Andrew will provide an update on the political shift and policy changes and challenges that will directly impact your business. Issues covered will include H2B, pesticide regulations, noise issues, electric equipment and more. He will highlight what’s been done, the ongoing efforts and his understanding of the road ahead.
*image courtesy GIE Media.

Preliminary Schedule*
Monday, July 25, 2022
Early Arrivals – Golf, Relax, Enjoy San Antonio
12:00 Registration Opens
2:30 Opening Workshop – Gen POP!
4:30 Welcome and Key Note – Thom Singer – The Secret Weapon: Connecting with People in a Gadget Crazed World
6:30 Opening Reception and Dinner
9:30 After hours Meet-up
Tuesday, July 26, 2022
Optional – Group Morning Run7
:30 Power Breakfast Roundtables
9:00 Recruiting, Retaining, and Leading Across Generations
12:15 Networking Fun / Free Time
5:30 Networking Happy Hour
7:00 Dinner On Your Own or VIP Dinner (ticketed event)
9:30 After Hours Meet-up
Wednesday, July 27, 2022
Optional – Group Morning Run
7:30 Power Breakfast Roundtables
9:00 The Landscapers Political Landscape Heading into the Mid-terms
10:15 Think Tank for Action – Ideas for Facing Tomorrow’s Challenges
12:15 Networking Fun / Free Time
6:30 Closing Reception and Dinner
9:30 After Hours Meet-up
* Schedule Subject to Change

The Venue
JW MARRIOTT SAN ANTONIO HILL COUNTRY RESORT & SPA
Scenic views and unparalleled luxury in Texas Hill Country

Nestled amid 600 acres of oak-covered hills in Texas Hill Country, JW Marriott San Antonio Hill Country Resort & Spa is a luxury haven within a stunning landscape. Explore San Antonio’s most popular attractions near our hotel, including wineries, SeaWorld, Shops at La Cantera, Natural Bridge Caverns and Six Flags Fiesta Texas. Retreat to our hotel for a River Bluff Water Experience, a nine-acre water park featuring a 1,100-foot lazy river. After a full day of business or sightseeing in San Antonio, savor delectable fare at one of our six resort restaurants or rejuvenate in our luxury spa. Find your respite in upscale hotel accommodations with expansive floor plans, plush furnishings, premium amenities and breathtaking views of Texas Hill Country. An inspiring destination with something for everyone, our resort offers quiet luxury in the beautiful Texas Hill Country near San Antonio.Bruce Wilson & Company has secured a negotiated rate of $261/night for conference attendees.Click through to learn more about the resort.

This event is a family-friendly event with plenty for spouses and children to do including an onsite waterpark and spa. Nearby attractions include Sea World, Six Flags, The Alamo and more.

Purchase tickets here Thought Leaders Retreat 2022 – Shift Happens!
Questions? Contact Joe Kujawa, Bruce Wilson & Co. senior practice leader @: joe.kujawa@brucewilsoncompany.com

Cancellation Policy
All cancelation requests must be made in writing and emailed to Pam.Hill@BruceWilsonCompany.com Voice mails will not be accepted.
A full refund minus a 10% administrative fee will be provided if received by May 24, 2022. A 50% refund will be provided if the request is received up to July 1, 2022. No refunds will be issued after that day or for no shows. Attendees can notify conference staff at any time that another individual will attend the event in their place.
Hotel rooms must be cancelled directly with the JW Marriott in accordance with their terms.

Online Webinar: The Power of Financial Dashboarding
2023-03-09 13:00 (America/New_York)
Gone are the days when simply receiving a balance sheet and income statement 2 or 3 weeks after month-end is an effective management strategy. Today’s fast-paced environment demands accurate and timely access to data allowing real-time management of key production and cost factors, both internally and externally. Learn how good financial dashboard reporting can unlock critical insights into operating and financial performance and warn of potential issues before they occur.
Data volume does not equate to data value or even data validity.
Financial and production data are often provided in a seemingly endless series of spreadsheets or locked in different systems, never to be utilized. Data points must have verified validity and be given context to be meaningful and useful. The art of combining data from multiple systems results in a financial dashboard that provides key performance information in a usable, timely, and interactive format.
Clients should be expected to pay a fair price for a business’s services; they should not be expected to pay for its inefficiencies.
Finding efficiencies in internal and field operations can often add critical percentage points to net operating income. Using available accounting and production data, see how a good financial dashboard can expose inefficiencies more easily, both at a macro level, such as a selling division or branch, and a micro level, right down to crew leads and properties.”
About our Speaker
Steve Steele, Steele Dynamic Services, LLC., joined the Wilson team in July 2020. Formerly Vice President of Business Systems for Heartland, LLC, a private equity financed holding company that acquired Keesen Landscape Management in November 2016, Steve has deep expertise in corporate finance and administration, including mergers and acquisitions, performance improvement, business process redesign, technology implementation, and change management.
Steve brings a personalized approach and collaborative spirit to the Wilson team, ensuring that clients benefit over the long term. As financial practice leader, Steve will help clients identify and capture efficiency and effectiveness opportunities in their core operations, pursue and address unique challenges facing landscape services leaders, and evaluate opportunities to capitalize on emerging industry trends.
Steele earned an MBA, with honors, in Finance and Accounting from Regis University, Denver, Colorado. He graduated from Colorado Mesa University in Grand Junction, Colorado, receiving a BBA in Business Management.
Steve has served in leadership roles on GreenCo.’s legislative committee, was a member of the board of directors and an officer of the Associated Landscape Contractors of Colorado, and served as a board member and president of the Rocky Mountain Classic. In addition, Steve has been an active voice for the green industry’s H2B problem and led an advocacy delegation to Washington D.C., to speak on its behalf to the U.S. Congress.
A virtual native of Colorado, Steve is a lifelong travel adventurer and a passionate travel photographer and can be found on Instagram @WalksYourWay.

Register Here

Online Webinar: The Gap Between Setting Corporate Goals and Achieving Them
2023-04-13 13:00 (America/New_York)
“Great things in business are never done by one person. They’re done by a team of people.” —Steve Jobs
The journey from your annual strategic planning and fulfilling a corporate vision can be a very rocky road filled with many challenges. Many companies develop great strategic plans and a clear vision for the future, but the organization lacks a cohesive leadership team to execute the plan to achieve all its goals. Does your organization have the right team to maximize its results and thrive? Do they work in a collaborative manner? Did you achieve all your goals last year? On track for this year? This webinar will focus on four main areas to ensure you have a championship team. This includes building the right team, creating the environment for success, communicating with your team, and holding people accountable.
This webinar focuses on giving leaders some of the key foundations for building on the right mindset for success and closing the gap between plans and reality.
Topics Covered:
1. The Right Team
2. The Environment You Create
3. Communications
4. Accountability
Register Here

About our Speaker
My leadership path has taken me from president of my college fraternity to working at the White House. Along the way, I’ve seen the best and worst examples of leadership — and I’ve learned from both scenarios. I’ve achieved success, but I’ve also experienced failure. Having learned so much from my many successes — as well as from the hard knocks of business, and life — I’m now focused on sharing my expertise so that I can help others build their businesses, learn to lead others as well as grow and prosper in their personal and professional lives. The experience I bring to my coaching includes the following:

Currently CEO of two companies.
Worked for two Presidents of the United States in the Executive Office of the President
Staff appointee to two US Presidential Commissions. Also served as a US Congressional Staffer.
An Entrepreneur and CEO for over 25 years. Have started multiple companies including a marketing firm that has been in business for 25 years. I have also had several complete business failures.
Served on multiple Boards of Directors. Recently served as a global board chair for the Entrepreneurs Organization (EO). A Global community of over 17,000 entrepreneurs in 60+ countries.
Author of the book – Leadership is Not a Title
Business Coach – Marshall Goldsmith methodology
Father to two boys. Married for 27 years.
Traveled the world (approx. 50 different countries). Has brought me a very good understanding of navigating cultural differences throughout the world.

Register Here

Online Webinar: Financial Outlook & Wealth Protection with Marcel Summermatter & Jim Dew
2023-05-25 13:00 (America/New_York)
Join our expert panelists for an insightful discussion on the state of the banking industry, the impact of high Fed interest rates on growth, and creative strategies for building wealth during market downturns. The panelists will also share their expert analysis of industry trends and provide an outlook on the economic landscape for the next 12-24 months. This discussion will offer valuable guidance and advice from seasoned professionals in the finance industry, helping business leaders to make informed decisions about their financial future. Don’t miss out on this opportunity to stay informed and stay ahead of the curve in today’s ever-changing economic landscape.
Register Here
Topics Covered:

The Banking Industry
Inflation
Commercial Real Estate
The Recession
Fuel Prices
Protecting Your Wealth
The Political Scene
Opportunities to Build Your Wealth

About our Speakers:
Jim Dew is the CEO of Dew Wealth Management and the creator of The Entrepreneur’s Virtual Family Office®, an innovative and strategic approach designed to maximize time, money, and freedom. He has twenty-seven years of experience building high-functioning wealth management teams for entrepreneurs. He is also a sought-after speaker for stages and podcasts for elite entrepreneurs.
Matt Marcel Summermatter, Domestic & International Commercial Banker and Vice President / Senior Relationship Manager of Commercial/ Middle Market Banking with TD, will join us to share his expertise in helping businesses grow.
Register Here

Online Webinar: Your Business in a Changing Planet with Gary Adlen
2023-06-22 13:00 (America/New_York)
The world of business is facing challenges on many fronts, from uncertain energy costs to AI, recruitment of the right staff, and climate change. Whether you’re concerned about the latter or not, it will affect you, your bottom line, your brand, and how you sell. ‘Your Business in a Changing Planet’ will discuss what lies ahead, from a regulatory point of view, how your supply chain as a buyer or seller will change, and the positive impact on your brand.
Register Here
Topics Covered:

Join the “American Eco Revolution”.
Getting ahead of the curve and forthcoming reporting requirements.
The business benefits outweigh the effort.

About our Speaker:
Gary Adlen, Founder and Director of Carbon Happy World
Gary has a career that stretches across continents as well as sectors, from environmental services in Africa to work in the Middle East and South America, working with multinational and inter-governmental organizations such as UN FAO, World Bank, and WWF. His interest in the environment began as a graduate trainee at an international insurance company. Each graduate was asked to choose the issues that they thought would affect the sector in the future. It was 1990, and Gary had the foresight to choose global warming.
Register Here

Online Webinar: Make Water Make Money with Brodie Bruner
2023-07-13 13:00 UTC
Irrigation divisions are a largely untapped goldmine with existing customers and staff IF you solve labor capacity and process problems. Learn from Brodie Bruner how the nation’s landscape maintenance leaders “Make Water Make Money”. Reinvent your approach to take irrigation from a necessary evil to a strategic advantage representing 20% of maintenance revenue at a 60%+ margin.
Register Here
Topics Covered:

Water Management – “A Second Enhancement Division”
Irrigation Labor Challenges and Solutions
Growing and Scaling Irrigation Teams Without Hiring
Integrating Mobile Technology to Drive Growth, Profits

About our Speaker:
Brodie Bruner, Executive Vice President of Weathermatic
Brodie has dedicated his 28-year career exclusively to his passion for water, including developing award-winning irrigation sustainability programs for many Fortune 500s. Today, he focuses his time bringing mobile technology and process improvements to Green Industry leaders, so they can achieve profit growth and scalability in their irrigation divisions. He is a Board member and trip leader for water charities like the Weathermatic Foundation and Paper for Water that provide clean water to thirsty people in the developing world.
Register Here

Thought Leaders Retreat 2023 INSIGHT + IMPACT
2023-07-26 12:00 - 2023-07-28 12:00 UTC | Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL, 33140, United States
The Bruce Wilson & Company Thought Leaders Retreat is the only leadership event dedicated exclusively to innovation in the landscape C-Suite. With speakers and industry partners focused exclusively on a new era of leadership for CEOs, TLR23 is where landscape business owners, entrepreneurs and senior leaders convene for brainstorming and insights that drive results.
The landscape business is more fluid than ever. Join us to learn how to embed agility and a sense of urgency into your organization, find competitive advantage, and adopt North Star priorities that will shape your impact on the future of work.
Learn More About Thought Leaders Retreat 2023 – INSIGHT + IMPACT

Win In The War For Talent with Byron McFarland
2023-08-23 13:00 - 14:30 UTC
In our upcoming session, “Win in the War for Talent: Leveraging Business Value to Attract and Keep the People You Want,” we will equip you with strategies to build and retain a high-performing team. The session will delve into the three fronts in this talent war and assess the efficacy of traditional reward methods. The highlight will be a focus on leveraging business value as a protective barrier around your top performers, which includes a deep dive into equity incentive plans—both full and growth in value types. We will share the Motivational Force Formula, a proven method to inspire your team via a sound incentive plan supplemented with real-world success stories. The discussion will also focus on the use of performance-based criteria to stimulate business value growth. Emphasizing the mutual benefits of a well-designed equity incentive plan, we will guide you through the assessment of your business conditions for the plan’s optimal impact. Lastly, we will shed light on enhancing your “T” factor to increase business appeal, thereby attracting and retaining top talent. This session aims to provide you with the tools to leverage business value to secure the team members crucial for your success.
Unleash Your A-Team Potential – Reserve Your Spot – Click Here!
Topics Covered:

Leveraging business value as the ultimate A-player moat.
Demystify the two types of equity: full and growth.
Harness the Motivational Force Formula for team empowerment.
Boost business value with performance-based motivation.
Assess readiness for impactful equity incentive plans.

About our Speaker:
Byron McFarland, Managing Member of The McFarland Group
In 2005, with over 20 years of experience in financial services, owning his own business and working with hundreds of business owners across the United States, Byron established The McFarland Group, LLC.

Byron’s passion for providing strategic guidance to business owners began very early in his career. He watched as entrepreneurs—both his clients and his parents—faced the financial and emotional consequences that beset many business owners when business opportunities are off-line with capacity and when talented employees become competitors. He also watched owners struggle to convert their equity (sweat and capital) when they wanted to sell to the next generation. Finding his calling, Byron developed the skills to become a trusted advisor for entrepreneurs facing similar challenges. He now has over 30 years of experience guiding business owners and working with their other trusted advisors. Most recently, Byron wrote a white paper on the concepts of the Bankable Exit and the Bankable Buyer.
Byron is a master at simplifying complexities, collaborating with advisors, and providing unique solutions that allow his clients the clarity to act with confidence. And Byron, along with his team, make certain that plans get implemented!
In his free time, you can find Byron riding his Harley across the “blue line highways” or casting to rising trout in a mountain stream.

Win The Talent War – Register Today!
