Business Owners’ Summit – The Fort Worth Edition

Featuring

Panel: Business Leadership and Ownership Succession Planning
Clay Trantham, Junction Industries
Sunny Vanderbeck, Satori Capital
David K. Sargent, Stripe-A-Zone
Michael Rasa, Rasa Floors
Debbie Rasa, Rasa Floors and Debbie Rasa Coaching and Consulting

2024 Fort Worth Business Owner’s Summit
Tuesday, May 21, 2024
Ridglea Country Club

NAVIGATING THE FUTURE

7:15‐8:00 Breakfast Buffet

8:00‐8:05 Opening Prayer and Welcome: Ryan Solt, Director of Client Relations, The Capital Chart Room, and Ron Bartoo, Executive Director of Operations, Marketplace Chaplains

8:05‐8:10 Program Begins: Cami Miller, VP of Stakeholder Experience, Satori Capital, as Master of Ceremonies

8:10-8:40 Artificial Intelligence, Kim Garst

8:40‐9:00 Next Gen Leadership, Amber Fletcher

9:00–9:10 Q&A with Amber Fletcher

9:10‐9:25 Networking Break #1

9:25 ‐9:55 What will 2050 Look Like for the Fort Worth-Dallas Metroplex?, Isaac Manning, Trinity Works

9:55‐10:25 Panel: Business Leadership and Ownership Succession Planning

10:25-10:40 Networking Break #2

10:40 ‐10:50 Medal of Honor Museum Impact Update, Chris Cassidy, CEO

10:50‐11:15  US Economy and Markets in 2023, Scott Clemons, Brown Brothers Harriman

11:15-11:25  Q&A with Scott Clemons

11:25-11:30  Closing Comments, Cami Miller, Master of Ceremonies

Noon – 1:30 Artificial Intelligence Workshop (paid ticketed event)

Sponsors

Business Owners’ Summit FAQ

What is the Business Owners’ Summit, and who founded it? 

The Business Owners’ Summit was started by Jeff Holler, Founder and CEO of The Capital Chart Room. Jeff wanted to bring business owners together in a meaningful, value-added event, thus the Business Owners’ Summit.  

Who is The Capital Chart Room?

The Capital Chart Room is a Fort Worth-based firm that comes alongside owners of successful private businesses who are experiencing increasing complexity to help them achieve their short- and long-term legacy goals. Their primary focus is to integrate their clients’ business and personal planning to ensure that together they will achieve the desired legacy outcomes. The Capital Chart Room specializes in creating clarity out of complexity so clients can spend more time focusing on the things they love to do and less time worrying about what comes next.

Who is this event for?

 The Business Owners’ Summit was created by business owners FOR business owners, and the content and topics are designed to address the needs and concerns of business owners today, as well as to provide a sales-free networking and idea exchange environment.

“Fantastic event, blending to-tier speakers with valuable local networking opportunities with fellow business owners. The topics discussed were highly relevant to today’s business environment, providing actionable insights. The event was well-organized, allowing attendees to fully engage with the content and each other. Highly recommend for business owners looking to stay ahead in a dynamic economic landscape.” – Bran Krafft, Topographic

What is the attire?

Business professional or business casual. 

Will there be time to network with other business owners at the Summit?

Yes, we will have two networking breaks. We also encourage you to arrive at 7:15 am so you can get breakfast and network before the event begins. Many attendees linger after the event concludes to visit with colleagues.

Can I just attend the AI workshop after the Summit?

The AI workshop after the Business Owners’ Summit is open to Summit attendees only. It is a paid event. 

How do I become an event sponsor?

Contact Ryan Solt at rsolt@thecapitalchartroom.com or 817-801-6455.

When are signups due?

Due to the popularity of this event and the capacity of the venue, registration closes May 10, 2024. 

What does it cost?

The Business Owners Summit is an invitation-only, exclusive event presented by The Capital Chart Room and trusted sponsors. Business owners invited by a sponsor do not pay to attend the Summit.

The AI Workshop after the Summit is a paid event.

Featured Speakers:

Scott Clemons, Partner, Chief Investment Strategist & Economist, Private Banking Business, Brown Brothers Harriman

Scott is one of the firm’s primary writers and speakers on topics related to the economy, financial markets and investing. He is a frequent contributor to print and broadcast media, appearing frequently in the pages of the NY Times, The Wall Street Journal, as well as CNBC and Bloomberg TV. Scott’s keen sense of humor and ability to explain high concepts in everyday terms makes his presentations engaging, informative, and easy to understand.

More detailed bio available at:

https://www.bbh.com/us/en/bbh-who-we-are/our-team/scott-clemons.html

Isaac Manning, Trinity Works

Isaac Manning is the President of Trinity Works. Trinity Works provides servant leadership to families and institutions through real estate development. Isaac Manning has over 37 years of experience in real estate as an architect, and developer. Mr. Manning’s experience is both domestic and international and has been focused on publicprivate partnerships which have become economic development success stories.

More detailed bio available at:

https://www.trinityworks.net/about1

Listen to Isaac’s Bigger Than Business Podcast Interview!

Kim Garst

Kim Garst is an internationally recognized marketing strategist and speaker pioneering the use of artificial intelligence in digital marketing.

With an eye on innovation, Kim fearlessly embraces change, constantly exploring new opportunities. Her relatable, actionable advice guides entrepreneurs to harness AI, simplifying complex technology to drive growth.

Named by Forbes as a Top 10 Social Media Power Influencer, Kim leads the way in combining human creativity and AI.

With over 32 years of experience as a digital entrepreneur, Kim helps entrepreneurs grow their business and authority online by leveraging the power of artificial intelligence.

Amber Fletcher, Co-Owner,Fletcher’s Corny Dogs

Amber Fletcher is the third generation co-owner of the iconic Texas brand, Fletcher’s Original Corny Dogs. Her Grandfather and Great Uncle invented the meal-on-a-stick in 1938 and introduced it to fairgoers at the 1942 State Fair of Texas. 82 years later, Fletcher’s remains the undisputed top-selling food product at the State Fair of Texas selling over 550K corny dogs annually throughout the Fair’s 24-day run. Since moving into an ownership role in 2017 Amber, alongside her mother Glenda and brother Aaron, have expanded the brand’s influence in Texas and increased revenues for the family-owned company through catering, events, concessions partnerships, and a food truck with a permanent location at Klyde Warren Park in Dallas. Amber assumes a dual focus: preserving her family’s deep legacy in the state, while also expanding Fletcher’s reach nationally through events operations, a strong digital footprint and most importantly, top-notch quality control.

Clay Trantham, Panel Moderator, CEO of Junction Industries

Clay served our country for 10 years in the US Navy.  While serving as a Surface Warfare Officer, Clay was instrumental in developing the first shipboard database for training planning, damage control assignments, and personnel administration; and while in the Pentagon was also the co-developer of the current Navy College Program.  After accomplishing so much in the Navy, Clay became a well-respected national leader in heavy steel construction, then eventually becoming an industrialist in his own right and a founder of nine companies in the construction , tech, logistics, and real estate industries. He has been involved in the construction of numerous professional stadiums, power plants, rail yards, convention centers, and even the Amundson-Scott Research Facility in the South Pole! Currently, Clay is the CEO/Owner/Founder of Junction Industries, a holding company with portfolio subsidiaries that focus on infrastructure, technology, and industrial services. The mission of Junction Industries is building great companies and developing extraordinary leaders that honor God through clarity of purpose, passion, people, and process. Clay also manages his real estate holding company and his investment company. Clay serves as a Board Director for Coaches Outreach, a nationwide ministry for high school and college coaches and their wives. Clay and his wife, Holly, are high school sweethearts and natives of Hot Springs, Arkansas, and currently live in Fort Worth, Texas. They have five children, and their family supports missionary efforts around the world and at home in Tarrant County.

Listen to Clay’s Bigger Than Business Podcast Interview!

Sunny Vanderbeck, Founder, Satori Capital

Sunny Vanderbeck is an investor, entrepreneur, best-selling author, and former military leader focused on accelerating the growth of mid-market companies and creating best-in-class, built-to-last businesses.

Sunny is co-founder of Satori Capital, a multi-strategy investment firm founded on the principles of conscious capitalism. By providing real-world insights from its experienced team and long-term funding with no fixed time constraints, Satori acts as a true partner for its portfolio companies as it challenges them to pursue extraordinary outcomes for all stakeholder groups.

His experiences with building, selling, buying back, and re-selling Data Return, along with his subsequent involvement with dozens of private businesses at Satori, led Sunny to publish his first book, Selling Without Selling Out: How to Sell Your Business Without Selling Your Soul. The book serves as a roadmap for business leaders who face the unique challenges and quandaries involved in selling a business or taking on a financial partner. 

Listen to Sunny’s Bigger Than Business Podcast Interview!

Michael Rasa, Founder, Rasa Floors

Michael founded Rasa Floors in 1994 and has led its growth to region-wide dominance in the flooring industry with eleven Service Centers serving Texas, Oklahoma, Louisiana, and Arkansas. Michael, his wife Debbie, and their team revolutionized the multifamily flooring industry. Rasa Floors has won awards including the prestigious “Dallas 100 Award” for five consecutive years from 1997 – 2001. Rasa Floors was also featured in the January 2000 issue of D Magazine and the March 2002 issue of the Dallas Morning News.

Having grown up in a difficult family environment, Michael was forced to quit school at the age of fourteen and worked fulltime to support himself. At seventeen and 3/4, he joined the U.S. Army under the “Delayed Entry Program.” Three years later he was honorably discharged with a Service Ribbon, Overseas Service Ribbon, U.S. Army Achievement and Commendation Medals, Expert Rifle and Hand Grenade Medals, and the Good Conduct Medal. Following his discharge, Michael earned numerous awards as a professional salesperson in the multifamily industry and was an Honored Professional in the 1999 and 2000 editions of Who’s Who Executive & Professionals.

Michael served as a member of the Apartment Association of Greater Dallas Legislative Committee from 1998 to 2000 and as a member of the Board of Directors for the Apartment Association of Tarrant County in 1999 and 2000. Then, on a more personal note, in 2017 he created the “Weekly Word with Michael Rasa,” a video podcast to connect with people on a deeper level by sharing many of his own life experiences.

Michael is an avid accomplished pilot who, in addition to his ATP rating, has earned ratings for Private, Instrument, Multiengine, Commercial and seven Jet-Type ratings. Michael’s wife, Debbie, has also earned her Commercial, Multiengine, Instrument and four jet type ratings during her flying career.

Michael and Debbie both enjoy contributing to and leading their company, as well as flying together often. They are happily married and have three grown daughters, three sons-in-law and six grandchildren.

Michael and Debbie Rasa are featured in the book Bigger Than Business: Real-World Stories of Business Owners Living Their Purpose.

Debbie Rasa, Partner, Rasa Floors, and Debbie Rasa Coaching and Consulting

Debbie currently serves as Partner at Rasa Floors which operates in twenty-one Service Centers, for more than twenty-eight years. She has made considerable contributions that have greatly impacted the dynamic growth and success of the company. Today, Debbie’s deepest desire is to enthusiastically help others through her coaching and consulting company at www.debbierasa.com.

Debbie’s passion for philanthropic pursuits are shown in part, by serving on the board of two 501c3, non-profit organizations. Debbie is a Commercial, Instrument, Multi-Engine, jet-rated pilot who has flown for more than 14 years. Her ultimate hope is to glorify the Lord and point others to Him through her many accomplishments and contributions. Debbie and Michael enjoy spending time together through flying, skiing, biking and traveling. They also share a heart for continuing self-education and together they have a desire to grow and serve in the areas of marriage ministry, blended families and relationships in general. Debbie and Michael are happily married and have three grown daughters, three sons-in-law and six grandchildren who they adore spending time with. Their family is their greatest most enduring blessing, the ones they strive to leave a lasting legacy through.

Debbie and Michael Rasa are featured in the book Bigger Than Business: Real-World Stories of Business Owners Living Their Purpose.

David K. Sargent, President, Stripe-A-Zone

David K. Sargent started investing in stocks when he was 13 years old, which, combined with his excellent work ethic shaped by watching and working alongside his father, allowed David to buy into a business with his family while in his late teens.  He worked for the company, Stripe-A-Zone, during summers and Spring Breaks, starting at the bottom. After high school, he chose to work full-time there, despite his parents’ wish that he go to college instead. Grabbing an opportunity to work in sales for the company, David took only eight months to bring in more work than the company could handle! Over the next 24 years, he advanced his position from sales, to production, to operations, and to the executive level, and he was integral in helping his family grow the company 50 times larger than when they originally purchased it.  David helped accomplish the consistent, rapid growth through innovation, improved quality, and efficiency. When his family sold Stripe-A-Zone in 2020, the new owners convinced David to stay with the new entity to help make additional acquisitions and run the company as its President.

David serves as Director of the Sargent Family Charitable Foundation, and a Director of the Arlington Margarita Society. He has served in the past in community organizations such as the Rotary Board, National Floor Safety Institute, and Young Men for Arlington. David lives in Arlington, Texas, with his wife Kari and their son, Kyle.

Listen to David’s Bigger Than Business Podcast interview!

Chris Cassidy, CEO, Medal of Honor Museum,
Captain, U.S. Navy (ret), former SEAL, former NASA Chief Astronaut

Chris Cassidy is a decorated combat veteran who graduated from the U.S. Naval Academy and earned a master’s degree from the Massachusetts Institute of Technology. He has received several awards and honors, including the Bronze Star with combat “V,” a second Bronze Star for combat leadership during Operation Enduring Freedom, the Great American Patriot Award, and the NASA Exceptional Achievement Medal. As an astronaut, Chris has been on multiple spaceflight missions and completed multiple spacewalks. His last two years as an an astronaut were featured as the central focus of the Disney+ docuseries, Among the Stars. He has also been active on the boards of directors for several non-profits, including the Navy SEAL Foundation and the John F. Kennedy Library Foundation.

Cami Miller, Master of Ceremonies, Vice President, Satori Capital

As vice president of stakeholder experience, Cami Miller focuses on delivering the highest quality of service and support to Satori’s stakeholder groups, including investors, team members, and the broader community. She leads the investor experience team, which aims to provide the highest quality assistance to Satori’s investors by responding to requests and inquiries, providing reports and analyses, and ensuring seamless execution of investment plans, among other responsibilities. She also oversees team-focused initiatives such as recruiting, employee on-boarding, performance development, and perks and benefits, while acting as a liaison to Satori’s leadership team for certain strategic firmwide initiatives.

Prior to joining Satori, Cami was an audit associate for KPMG, LLP, where she assisted with audit engagement activities for private equity clients. She went on to pursue her passion for health and fitness as an assistant manager for lululemon athletica in Fort Worth, where she learned to appreciate the importance of an empowering organizational culture.

Cami is a magna cum laude graduate from The Neeley School of Business at Texas Christian University. She received her B.B.A. in finance and accounting, then continued her education at TCU, earning her Graduate Master of Accounting Degree. Cami is an inaugural member of the TCU Neeley Fellows Honors Program and currently serves as the Coaching Chair of the Neeley Fellows Alumni Board.

She has served on the Membership Committee for SteerFW, on the Networking Committee for Texas Wall Street Women, and as the co-chair for the Blue Zones Project Implementation Committee. She is actively involved in the Fort Worth fitness community and is an advocate for wellness initiatives in both the community and the corporate workplace.

The podcast for business owners by business owners!

Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face.

Available on your favorite podcast providers!