TAB Level Up Business Conference

Presented by The Alternative Board of Central New Jersey

Grow Your Business Today & Plan Your Future For Tomorrow

June 1, 2023 8:00 am - 4:30 pm | DoubleTree by Hilton | 390 Forsgate Drive | Monroe Township, New Jersey 08831

Inspiring Knowledge

Meet Our Keynote Speakers

Scott Martin

Chief Investment Officer of Kingsview Wealth Management

Scott D. Martin is Chief Investment Officer of Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. He also serves as Contributor to the Fox News Channel and is also an Index Specialist with Monarch Funds.

Prior to Kingsview, Mr. Martin was Chief Market Strategist at United Advisors, LLC, a wealth management firm based in New York City, where he was co-chairman of the firm’s investment committee and was responsible for portfolio strategy that was utilized with both firm and third-party clients. Mr. Martin began his highly regarded career at Astor Asset Management in Chicago, where he was co-portfolio manager on all of Astor’s ETF-based separate account programs as well as on Astor’s mutual fund complex, which was launched in 2009.

At the company, he and his team were named one of the “Best ETF managers” of 2008 by Forbes, and he was the author of the weekly “Astor Long/Short Balanced Update” newsletter, which received the NAAIM President’s Award for excellence in financial newsletter writing. A frequent speaker and lecturer, Mr. Martin has been featured in print and broadcast media such as The Wall Street Journal, Investor’s Business Daily, The Washington Post, and Vanity Fair. He is a former columnist with TheStreet.com and volunteers with The Anti-Cruelty Society of Chicago.

Mr. Martin earned his Certified Investment Management Analyst® designation offered through the Investments & Wealth Institute™ and was named one of Chicago’s Notable Financial Advisers by Crain’s Chicago Business magazine. Mr. Martin is a recognized graduate of Denison University, where he completed a double major in Economics and French and spent months abroad studying the introduction of the Euro currency and its impact on global markets.

Dave "Mr. Accountability" Anderson

LearnToLead, President & CEO

Dave "Mr. Accountability" Anderson is a leading international speaker and author on personal and corporate performance improvement. After an extensive career in the automotive retail business Dave, along with his wife Rhonda, began LearnToLead - entering its third decade - with the goal of helping individuals and organizations reach their personal and corporate potential.

The author of 15 books (his 16th, Elevate Your Excellence: The Power of Doing Ordinary Things Extraordinarily Well, upcoming in 2024) and host of the wildly popular podcast, "The Game Changer Life," Dave's no-nonsense messages impact readers and listeners in over 174 countries. Dave has spoken in twenty-one countries and presents 100+ times annually to various businesses, athletic teams, and nonprofits.

His immediately applicable messages, energized and dynamic presentation style, and unmatched content positively focus, equip, and inspire teams to do better - and the principles he shares resonate with audiences from a broad spectrum of industries. His direct, often humorous, and somewhat politically incorrect approach has earned him the nickname "Mr. Accountability." His in-the-trenches background of starting and running world-class businesses and his relatable non-academic approach create an unmatched connection that resonates with his audiences and moves them to action.

Meet Our Outside Panelists

Co-Founding Partner
MidCap Advisors

Founding Partner
Cove Hill Consulting

Featuring the Success Stories and Key Learning from TAB Members

Former Owner and Founder
Fusion Employer Services

Former Owner and Founder
Cosmolex

Former owner and Founder
C&M Automotive

Former Owner and Founder
Martin Insurance

Unlock New Opportunities with Real World Advice

An Agenda Packed with Strategies to Help You Manage Your Business at Every Stage

8:00 am: Check-in/Registration

Morning Session | 8:30am to Noon

KEYNOTE: Scott Martin, Chief Investment Officer of Kingsview Asset Management

“How to Pivot & Prepare: Economic Trends And Your Business”

Business owners always look for creative ways to set their businesses apart from the competition. While it can be tempting to focus efforts on immediately recognizable areas, such as marketing and product development, there's another area that should be top of mind: economic trends. 

Understanding changes in consumer behavior, spending patterns, interest rates, and other market forces over time—and how they interact with each other— helps business owners make more informed decisions about areas like pricing strategy and risk management that are essential for keeping up with the competition. 

Scott will share his view on noteworthy economic trends now visible on the horizon so you can better understand their implications for your business initiatives. He will also provide his sought-after knowledge of lagging, coincident, and leading indicators and how they shape the economic landscape.

Networking Break

Harnessing the Power of Technology for Your Business

Session One: Boost Productivity and Efficiency with Practical and Accessible Technology Tools

No matter the size or type of business, one thing unites all successful entrepreneurs: efficiency. Staying ahead in the ever-changing market can be challenging, but having access to up-to-date technology tools is key. From organizing critical business processes to streamlining communication between departments, you can implement a range of practical solutions today to help boost productivity and gain an edge over competitors.

Session Two: A Look at the Future Tech Curve: Understanding Generative AI

The tech industry constantly evolves, with cutting-edge tools and technologies launching daily. As small business owners, it’s essential to remain informed on how these changes impact business operations – now and into the future. This session dives into technology developments coming down the pipeline, including artificial intelligence (AI) and chatbot technology (Chat GBT). Learn why these emerging trends could significantly affect communication between customers and employees, as well as insights on how you can prepare for them today. 

12:00 pm – 1:00 pm: Networking Lunch

Afternoon Session | 1 pm - 4:30pm

Secure Your Future: Planning A Successful Business Exit

For many small business owners, planning an exit strategy can be intimidating. After all, you've poured your heart and soul into your business for so long - why worry about winding things down? 

Thinking about selling or passing on a business isn't always easy, but an effective exit plan is essential for securing peace of mind and financial security. It’s never too early to plan and contemplate how you will eventually transfer business ownership; a solid exit strategy is imperative whether you choose to sell, scale for a potential acquisition, or prepare for family succession. 

This panel discussion features TAB members who have successfully sold their businesses. These seasoned veterans will share their insight and exit strategy experiences. Questions encouraged!

Networking Break

KEYNOTE: Dave Anderson, President & CEO, Learn To Lead
“Overcoming the Six Temptations of Successful Organizations”

Increasing one’s success after becoming successful is often more challenging than achieving success in the first place.

When leaders think they’ve reached success, they begin to coast but remember, you can only coast downhill. When a leader thinks they’ve climbed a mountain and “arrived,” they unconsciously decide to build a fence around what they have rather than keep climbing. Their mentality shifts their business from a growth to a maintenance mindset and trades in innovation for optimization.

Can you survive success?

You certainly can and will if you are aware of, and work to overcome the six temptations of successful people and organizations. Dave "Mr. Accountability" Anderson is a leading international speaker and author on personal and corporate performance improvement.

A Ticket to Success

The Alternative Board of Central New Jersey invites current TAB members and interested business executives to attend this full-day event packed with industry expertise, networking opportunities, and proven strategies to help you manage your business at every stage. Tickets for the full-day conference are $250. Please invite business owners that would find this conference useful.