Course Outline

    1. Watch Now

    2. What we discuss:

    3. Resources

    4. Discuss What Matters

About this course

  • Free
  • 4 lessons
  • 0 hours of video content

Instructor(s)

Partner, Strategic Development and Partnerships (USA) Sean Hutchinson,

CEPA, CMAA

Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle. Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.

Senior Advisor Rob Johannigman,

MBA, CEPA

For nearly four decades, Robert’s overarching focus has been on impactful strategic planning and merger and acquisition initiatives, with specific attention given to driving successful execution at the corporate level to accelerate sales growth and profitability. Over the course of his career, he has become particularly adept at building and leading sales and marketing teams and developing their capabilities to successive levels of excellence.

Partner, Strategic Development and Partnerships (Canada) Cindy Reid-Shelton,

CFP, ChFC, CLU, TEP, CEPA, CBA

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).

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