Valencia Capital Annual Summit 2024 Program

Acor Orthopaedic

Acorwas founded in 1972 as a paent care facility specializing in Pedorthic, Orthoc and Prosthec care.

Today, the Cleveland, Ohio based company is a manufacturer, converter and distributor of Ethylene Vinyl Acetate, Polyethylene, Polyurethane, Neoprene, Texles and Microfibers, serving a variety of markets worldwide. As customer needs changed Acor evolved to also become a leader in the manufacture of Custom Ankle Foot Orthocs, proudly offering the ever expanding line of AXIS AFOs.

The Mission:

Acor offers the highest quality foam interface materials, conversion services and custom orthopedic devices while providing innovave soluons and partnership in new product development.

The Team:

Acor’s team is comprised of pedorthists, engineers, arsan crasmen and manufacturing specialists focused on delivering soluons for your business’s needs.

Welcome

The idea of hosng an annual meeng with all the Valencia company leaders has been on our collecve minds for quite some me. As our porolio and leadership teams have evolved and grown, it has become increasingly evident that we have some of the smartest, most experienced, and most talented people in posions of power in each of our companies. Now more than ever, we realize connecng these individuals within the Valencia porolio would result in something greater than the sum of all its parts.

What is that thing that we feel will result from this meeng of the minds? The truth is, on some level we don’t know, and that’s the excing part. What successes can we share? How can we encourage and inspire each other? What problems can we solve as a group? What technique have we not considered? What unique point of view might p the scale?

We all stand to learn something. More importantly, we already share some things; specifically, the desire for personal improvement, professional development, and the overall health and growth of our businesses.

With that in mind, we’d like to welcome you all to Cleveland, Ohio on August 12th and 13th for the First Annual Valencia Summit... “THE SHARED VISION.”

- Jessica Brack, Will Rose, and Walter Rose

Water Lilies (Agapanthus), Oil on canvas

c. 1915-26

Claude Monet (French, 1840-1926)

The Cleveland Museum of Art, John L. Severance Fund and an anonymous gi, 1960

Day 1 – 8/12/24

AGENDA

Morning

09:00am: Arrive at Acor

18530 S Miles Rd Cleveland, OH 44128

Acvity: Tour of Acor facility and introducons.

09:15 – 10:00am: Tour of the Acor facility, hosted by Tim Wenzel and Joe Merolla.

10:00 – 11:30am: Get to know aendees. Each aendee will give a brief intro and will have a chance to talk about who they are and how they got to their current posion.

11:30am: Depart Acor for KJK 1375 E 9th St 29th Floor Cleveland, OH 44114

12:00 – 1:00pm: Lunch at KJK

Lunch sponsored by Alex E. Jones and KJK.

Aernoon

Acvity:

analysis. The rest of the group will listen, take notes, and Day 1 - 8/12/24

Each company team will have 45 minutes to present their company's posioning statement & SWOT then have an addional 30 minutes to ask quesons, offer advice, or contribute ideas.

1:00 – 2:15pm: Acor posioning statement and SWOT analysis

Tim Wenzel & Joe Merolla

45 minute presentaon

30 minute Q&A

2:15 – 3:30pm: Dawson posioning statement and SWOT analysis

Carrie Botsford & Rachel Karfeld

45 minute presentaon

30 minute Q&A

3:30 – 4:45pm: SOS posioning statement and SWOT analysis

Doug Banks & Eric Keller

45 minute presentaon

30 minute Q&A

4:45 – 5:30pm: Valencia posioning statement and elevator pitch

Jessica Brack, Will Rose & Walter Rose

5:30pm: Depart KJK for refresh, dinner and evening acvity

AGENDA

Day 1 – 8/12/24 Evening

06:30pm: Pioneer Cleveland

2407 Lorain Ave

Cleveland, OH 44113

Aer Dinner: Pins Mechanical Co.

1880 W 25th St

Cleveland, OH 44113

Dinner and acvity hosted by Acor.

AGENDA

Day 2 – 8/13/24 Morning

08:30am:

Acvity:

9:00 – 10:15am:

10:15 –11:30pm:

Arrive at KJK

1375 E 9th St 29th Floor Cleveland, OH 44114

Each company team will have 45 minutes to present their growth statements. The rest of the group will listen, take notes, and then have an addional 30 minutes to ask quesons, offer advice, or contribute ideas.

SOS growth statement presentaon

Doug Banks & Eric Keller

45 minute presentaon

30 minute Q&A

Dawson growth statement presentaon

Carrie Botsford & Rachel Karfeld

45 minute presentaon

30 minute Q&A

11:30am: Lunch at KJK

This will be a working lunch, as presentaons connue.

11:30 – 12:45pm: Acor growth statement presentaon

Tim Wenzel & Joe Merolla

45 minute presentaon

30 minute Q&A

Lunch sponsored by Acor.

Day 2 - 8/13/24 Aernoon

Acvity:

1:00 – 2:00pm:

2:00 – 3:00pm:

3:00 – 4:00pm:

Each company team will have 20 minutes to present their company's Execuve Pitch. The rest of the group

minutes to ask quesons, offer advice, or contribute

Dawson Execuve Pitch

Carrie Botsford & Rachel Karfeld

20 minute presentaon

40 minute Q&A

Acor Execuve Pitch

Tim Wenzel & Joe Merolla

20 minute presentaon

40 minute Q&A

SOS Execuve Pitch

Doug Banks & Eric Keller

20 minute presentaon

40 minute Q&A

Closing thoughts will listen, take notes, and then have an addional 40

4:00 – 5:00pm: Valencia Capital ideas. This pitch will summarize the two days’ acvies.

HOW to PREPARE

Posioning Statement

HowTo WriteAPosioning Statement (With Examples)

Published April 22, 2022

So, you’ve been told by upper management that you have to write a posioning statement. But what is it? And why do you want one? Both good quesons.

Read More...

SWOT Analysis

What IsASWOTAnalysisAnd Why ShouldYou Use One?

University of Kansas Community Tool Box

Change is an inevitable part of community organizing. If you know how to take stock of the Strengths, Weaknesses, Opportunies, and Threats, you are more likely to plan and act effecvely. SWOT provides a tool to explore both internal and external factors that may influence your work.

Read More...

Growth Statement and Execuve Pitch

Brian Dunphy

Internal Communicaon

Brian Dunphy will reach out to each organizaon individually to set simple guidelines for this part of your presentaon, and provide a framework for the exercise.

NOTES and FAQ

T&E Expenses:

Each company will support their own T&E for this two-day meeng including hotel, airfare, ground transportaon, and breakfasts. Since Acor is hosng in Cleveland, they will provide dinner and an evening acvity on day one, lunch on day two, plus coffee and light refreshments during meengs. KJK is providing the meeng space and lunch for day one. Valencia is providing wearable SWAG to aendees.

Travel:

Two full days of meengs are scheduled for Monday, August 12th and Tuesday, August 13th. Plan travel accordingly. The following is suggested:

Ÿ Arrive aernoon/evening Sunday, August 11, 2024 at Cleveland Hopkins Internaonal

Ÿ Depart evening Tuesday, August 13, 2024 from Cleveland Hopkins Internaonal

Hotel:

TBD- Accommodaons are being made with more info to come soon.

2024 Aendees

Walter Rose

Jessica Brack

Will Rose

Chuck Walkovich

Brian Dunphy

Tim Wenzel

Joe Merolla

Carrie Botsford

Rachel Karfeld

Doug Banks

Eric Keller and Alex E. Jones