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Directory & Learning Calendar


Content Welcome Who We Are Core Values Boldly Go About EO Birmingham Trust & Respect Membership Benefits Forums Members Directory Thirst for Learning Strategic Partners Event Calendar Make a Mark EO Chapter Locations Cool


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Welcome Entrepreneurs’ Organization (EO) is a dynamic, global network of more than 9,500 business owners in 40 countries. Founded in 1987 by a group of young entrepreneurs, EO is the catalyst that enables entrepreneurs to learn and grow from each other, leading to greater business success and an enriched personal life. Membership in one of EO’s 131 chapters is by invitation only; the average member is 42 years old with annual revenues of $59.7 million.




Our Membership EO chapters focus on delivering local value to you through events, growth opportunities and shared experiences. Potential candidates for membership must be approved by the local chapter board. All applicants must show that they meet the following criteria: • Be the founder, co-founder, owner or controlling shareholder of a business. • Your business must gross a minimum of US $1 million annually. Our Impact • Worldwide Membership: More than 9,500 • Countries Represented: 40 • Chapters Worldwide: 131 • Total Sales of All Members Worldwide: More than US $565 billion • Average Member Sales: US $59.7 million • Number of Workers Employed: 2.2 million • Average Member Employees: 232 • Average Member Age: 42

Our Vision To build the world’s most influential community of entrepreneurs. Our Mission Engage leading entrepreneurs to learn and grow. Supporting the Complete Entrepreneur At the start of every fiscal year, EO picks a theme that best embodies the organization’s upcoming goals and initiatives. This year, in alignment with our strategic imperatives, we are focusing our efforts on supporting the totality of the entrepreneur, a mission that will drive our “myEO” theme is a platform for members to connect and collaborate; to unite their unique passions and create their own personalized EO experience.

Our Value Proposition The Entrepreneurs’ organization enriches members’ lives by providing benefits drawn from three dynamic areas:

• Direct Peer-to-Peer Learning • Once-in-a-Lifetime Experiences • Connection to Experts Personalize your EO experience through MyEO … the possibilities are endless!



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Boldly Go This is what we’ve done all of our lives. It’s what allows us to grow and take risks. It inspires us to never give up, celebrating failures as well as successes. It’s an innate instinct born out of courage, creativity and eternal optimism.



About EO Birmingham Our members come from all walks of life and run companies in every industry, manufacturing to advertising to software. Famous or not, with a staff of 2 or 2000, our members possess a common desire to grow their businesses by learning from their peers. All business owners struggle against challenges. Our members face these challenges with the strength of our network behind them.

EO is the catalyst that enables entrepreneurs to learn from each other, leading to a greater business success and an enriched personal life. If you are interested in having fun and learning from your peers, then read on. In the process, you will learn about our incredible organization and how it has helped other entrepreneurs like yourself. EO makes a mark in members’ lives.


Total Member Sales Average Member Sales

USD $381.22 million USD $13.62 million


Total Employees Average # Employees

2682 95


Average Member Age:


Birmingham Chapter Industries: Food & Beverage, Environmental, Real Estate, Advertising/ Publication, Apparel, Automotive, Manufacturing, Distributing, Security & Investigation, Human Resources/ Personnel, Health/Medical, Management Services, Computer Software, Retail, Telecommunication Services, Furniture and Restaurant.


About EO Global


Trust & Respect In business, as in life, integrity is everything. Within our organization, integrity goes deeper than just a game rule it is in our code of conduct. Confidence, respect, and inclusiveness are imperatives. Non-judgement and non-solitcitation are non-negotiable.



Membership Benefits Chapter Events LOCAL INSIGHTS AND CONNECTIONS As an EO member, you’re not only a part of the global organization- you’re a part of a thriving chapter! As a member of this local community of entrepreneurs, you get to participate in regular chapter learning and social events, all of which help you grow as a business, family and community leader. What’s more, the peer interaction and educational opportunities at these events will help you become a well-rounded entrepreneur by expanding your network and improving your business knowledge. Questions? Contact

Mentorship Program EXPERIENCED PERSPECTIVES FROM TRUSTED LEADERS A EO Mentorship engages members in goaldriven relationships that accelerate your personal and professional growth. In an intimate “experience share” setting, mentoring relationships empower the mentee to drive his or her own development, while receiving support from a mentor’s insight and perspective. EO’s Mentorship programs are chapter-based.

Path to Leadership TAKE THE NEXT STEP IN YOUR LEADERSHIP Since EO is member-led, you can play an integral role in the continued success of the organization. You have the opportunity to shape your own membership experience and the experience of others by pursuing EO’s Path to Leadership. By becoming an EO leader, you can make a mark at the local, regional, and global levels. Questions? Contact

Questions? Contact

EO Press Pass EXPOSURE FOR YOUR BUSINESS When the press looks for an entrepreneurial viewpoint, they come to EO. To help you gain exposure for your business, we share these opportunities with you via EO PressPass, our media alert service. Reporters have come to rely on EO because they get the quotes, examples and thoughts for leadership when they need to write their stories. Questions? Contact


Global Events EXTRAORDINARY EXPERIENCES, LEARNING AND NETWORKING EO Global events combine provocative learning programs with unique resources and memorable social venues. Our biggest events, called Universities, bring hundreds of members together for a once-in-a-lifetime experience at exciting locations around the world each year. Universities, as well as smaller events like our EO Colleges, enable you to learn from business experts and build relationships with members outside of your chapter. Questions? Contact

Discover our Partners BIG BRANDS. BIG EVENTS. Our members boost their bottom lines every year by taking advantage of discounts and special offerings from our partner organizations. As an EO member, you will gain access to tremendous benefits that will enhance your EO experience and drive growth and excellence in your business. Questions? Contact

EO Access EXCLUSIVE ACCESS TO OUR GLOBAL COMMUNITY ONLINE Our members-only website connects you to EO’s global community, 24 hours a day, seven days a week. As a member, you can log into www. and search our online member directory, register for events, access EO benefits

Member Exchange THE EXPERIENCE OF 28,000 BUSINESS LEADERS AT YOUR FINGERTIPS Membership Exchange is a powerful database that offers you the collective experience of more than 28,000 members of EO, the Young Presidents’ Organization ( YPO-WPO) and the Chief Executives’ Organization (CEO). When you want other members’ feedback on your most pressing business, health and personal issues, Member Exchange connects you with the business leaders who possess the most relevant experience to your question in a secure, confidential and timely manner. Questions? Contact

and much more. Questions? Contact


Membership Benefits Executive Education LEARNING FROM THE WORLD’S EXPERTS EO offers you the opportunity to learn at a

Multi- Chapter Events LEARNING ON ANOTHER LEVEL As an EO member, you have access to multichapter events that offer inventive opportuni-

higher level by connecting you with leading business minds through intensive executive education programs. We partner with leading business schools like MIT to help you reach new levels of leadership, growth, and success in your business, community and family life.

ties for personal and professional development, including networking with local peers, accessing renowned speakers and experiencing memorable off-site activities. Questions? Contact

Questions? Contact

EO Healthnetwork YOUR DIRECT CONNECTION TO THE BEST HOSPITALS IN AMERICA EO Healthnetwork is part of the EO Value. EO members can call Healthnetwork for unparalleled VIP access to over 30 of the most highly ranked hospitals in the U.S. Hospitals like Mayo Clinic, Johns Hopkins Hospital, Cedars-Sinai Medical Center and MD Anderson just to name a few. One Call Starts It All…+1-866-968-2467 or +1-440-893-0830 Healthnetwork provides EO members with: Initial medical diagnosis Expert second opinions Chronic condition management Executive physicals/Wellness services Mental health and addiction treatment Customized medical research Unique services for international members EO members can call Healthnetwork for any health question or concern, from the common to the complex. Healthnetwork’s Medical Coordinators promptly connect you with the right specialists at the best hospitals. This compassionate care is available for members, their spouses, parents and children.


Healthnetwork Foundation is a non-profit 501(c) (3) organization whose mission is to make medicine better for all by connecting CEOs with leading hospitals and their doctors to provide the best access to world class care and increase philanthropic funding for medical research. EO Healthnetwork Resources: VIP medical referrals Map of Healthnetwork hospitals Executive health referrals Mental health and addiction referrals Pediatric care referrals International Services Healthnetwork Medical Director Susan Locke, M.D., “Prescription for a Better Life”

Forums Your Own Personal Board Of Advisors What would you give for the ability to tap into a group of 7-10 fellow business owners who can offer you direction based on their experiences? Your Forum acts as your personal board of advisors on the situations you choose to discuss. Monthly Forum meetings allow you to explore the deepest decisions you face in a safe and non-judegmental environment. Moderator-trained EO members guide the sessions, which emphasize confidentiality, personal responsibility and your own conclusions on how to best proceed. Upon joining EO, your chapter’s Forum Chair will work to get you in a Forum, and will ensure you are placed with the right number and mix of business owners to avoid sharing the room with competitors. Questions? Contact



‘13-’14 Officers

President: Chuck Gault of Max Coating President-Elect: Scott Walton of S. Andrew Walton Investment Planning Communications Chair: William White of Gabby Learning Chair: James Robinson of P & R Metals Membership Chair: Davies Hood of Induron Protective Coatings Forum Chair: Dan Pahos of Home Instead Birmingham Finance Chair: Chris Wilder of SEPCO Integration Chair: Bart Crawford of the Title Group Strategic Alliance Chair: Blan Marriott of Galactic At Large: Wally Evans of Cahaba Media Group



2013 Directory Walter E. Berry- Southern Foodservice Mngt.

William W Cooch- Highland Technical Services, Inc.

Bart Crawford- The Title Group Inc.

Dudley Dickerson III- Enviro Management Company, Inc.

Walter B. Evans Jr.- Cahaba Media Group, Inc.

Joe Farley- Oversize Outfitters LLC

Chuck Gault- Max Coating, Inc.

Fred W Henry- Robert F. Henry Tile


Members Davies Hood- Induron Coatings

James Howell- Advantage Payroll Services

Peyton King- Elegant Earth

Barry Komisar- Vision Southeast

Blanchard S. Marriott- Galactic Inc

Betsy U McAtee- Dreamland Bar B Que

Kevin McClendon- Telegraph

Andrew Meehan: Southeastern Financial Group, LLC

Daniel P Pahos- Home Instead Senior Care

Steve Pak- Clairmont Dental

Brian Pitts- ITAC Solutions, LLC


James M Robinson- P & R Metals, Inc

Ranson Roussel- The Distribution Point, LLC

John T. Sciarabba- Alden Systems, Inc

Steven Sikora Red Wing Shoes

David L Surber- Cellular Sales

Scott A. Walton- S. Andrew Walton Investment Planning

William B White IV- Gabby

Chris Wilder- SEPCO

Ralph H Yarbrough Jr.- Crestline Bagel Co


Thirst For Learning Our most valuable asset is wisdom gained through our appetite for knowledge and the transformational experiences that we share with open peers. A thirst for learning leads to an open mind an open mind leads to greater opportunity.



Strategic Partners “The Entrepreneurs’ Organization’s vision is to build the world’s most influential community of entrepreneurs.” EO strategic partners have unfetted access to the best entrepreneurial talent in the state of Alabama. Moreover, not just any entrepreneurs but those that will continue to grow their business and strive for continued success. An investment in this segment is a deposit on a great business relationship moving forward. In return, strategic partners are offered the opportunity to develop relationships with Birmingham’s top entrepreneurial leaders and business owners. As a prominent supporter of these industry leaders, Strategic Partners can invest a fraction of the cost of traditional advertising and develop long-term relationships with key decision makers of firms that can benefit from their expertise, products or services. Due to EO’s membership criteria, most strategic partners see the EO audience they are reaching as a highly targeted opportunity. Our strategic partners relationships grow way beyond a banner and a logo on an email. EO Birmingham’s relationships with some of Alabama’s great companies have ensured partnerships that have fostered personal relationships, trust, mutual growth, and, of course, a return on investment. Our four current strategic partners, Bradley Arant Boult Cummings LLP, Buzz 12, First Commercial Bank and Warren Averett LLC, have developed individual programs that will continue well past their first partnership.


Strategic Partners Bradley Arant Boult Cummings LLP is a regional law firm with a global perspective. The firm has more than 440 attorneys serving individuals, emerging businesses, and established regional, national and international companies. Clients rely on us for innovative legal services that reflect a deep understanding of their business realities. We are one of the largest firms in the Southeast, with offices strategically located in Alabama, Mississippi, North Carolina, Tennessee and the District of Columbia. These offices provide an extensive geographic base from which to serve clients on a regional basis, as well as clients located elsewhere in the country and the world. We frequently serve as national coordinating counsel, regional counsel, and statewide counsel for clients in various industries. Our lawyers work for major construction companies in Europe and Asia, for multinational pharmaceutical companies in New York and California, for major insurance and financial clients in Texas, Indiana, and Alabama and for national tire manufacturers in Tennessee and Georgia.

As a mid-sized, full service financial institution in Birmingham, Alabama, our immediate strength lies in both our asset size and our bank rating. Currently, First Commercial Bank boasts assets in excess of one billion dollars. First Commercial Bank opened in 1985 with an $11.5 million capital base. Since then, we have grown to over $2 billion in assets. In the history of de novo banks, few have experienced First Commercial’s growth in asset size. At the foundation of this growth are First Commercial Bank’s founders, Richard E. Anthony and John T. Oliver, Jr. They saw an opportunity to capitalize on an increasingly impersonal and frustrating Birmingham banking industry.

Buzz12 is a Birmingham Alabama advertising agency serving small to medium-sized businesses and organizations looking for PR, social media, or blogging assistance. David Sher and Phyllis Neill have a track record of being the first agency in Birmingham to specialize in Social Media Marketing. Since that time, we’ve expanded to offer even more services that help “move the needle” for our clients.

Warren Averett, along with combined predecessor firms, has served clients across the U.S. and beyond for over 50 years, consistently leading the markets in which we practice. Our Firm has strengthened its presence in the Southeast over the last few years by joining successful firms together across Alabama, Florida and Georgia, becoming the Top Pacesetter in Growth among U.S. accounting firms in 2013.



In the Boardroom/Ballpark (Regions Park Homerun Deck) Location: Regions Park- Birmingham, AL

Time: 5:30 PM

Hosted by James Robinson

Join us as we hear about the idea that has come to fruition of building a new stadium downtown and getting everybody on board to pull it off!

Speakers will be: Jeff Logan, co-owner Robert Simon, developer of the project Admission will be free to EO members and their family and potential EO prospects. Includes meeting, Home Run Porch area, game tickets, meal, soft drinks/cold beer. Members are asked to bring prospective members in attempt to have a relaxing night at the ballpark and a chance to see events that EO puts on.



Dine Around with Celeb Chef Location: The Home of Scott & Kelly Walton

Time: Cocktails: 6PM, Dinner 8PM

Hosted by Scott & Kelly Walton

Members & Spouses are invited to attend this very special evening of live music, fabulous food & drink as only EO Birmingham can provide!

Mauricio Papapietro


Mauricio Papapietro, owner and chef at brick & tin, worked in fine dining for years before venturing out on his own in 2010. A self taught chef, he earned his culinary education working as Chef de Cuisine under Frank Stitt at Highlands Bar & Grill, as well as Chris Hastings at The Hot & Hot Fish Club. In opening a primarily lunchtime restaurant in historic downtown Birmingham, Papapietro sought to bring the techniques, ingredients and philosophy of his fine dining mentors into a fast-casual restaurant setting. Everything at brick & tin, from vinaigrette and sauces to fresh baked breads, is made in house, from scratch. Produce is sourced from local farmers who share an uncompromising passion for their products. Meats are sourced from all natural, certified humane operations.

The Jason Baily Band will entertain us while we enjoy cocktails & hors d’ oeuvres followed by dinner featuring local chef Mauricio Papapietro of the exciting new restaurant Brick and Tin.

In its short three years, brick & tin has seen great success and will bring into fruition plans for expansion in 2014.



Healthcare Summit with Focus on Obamacare Location: Warren Averett- Birmingham, AL

Time: 11:30am - 1pm

Hosted by James Robinson Join us for a round-table discussion with our hosts, Warren Averett LLC, for an in depth discussion about Obamacare and the upcoming ramifications for businesses.


Maddox Casey, CPA and healthcare consultant with Warren Averett, LLC, will be the featured speaker. Maddox is the Manager of the firm’s Healthcare Consulting Group. He’s been one of the featured speakers at the Birmingham Business Journal “Healthcare + Reform Panel Breakfast” from earlier this year. This meeting will cover the current and future changes of the Affordable Care Act and how it will affect our businesses. Lunch will be provided at this event. This event is limited to 20 members.



1st Annual EO Birmingham- Mini University Session 1

Location: Bradley Arant- Birmingham, AL Time: 2pm - 5pm Hosted by James Robinson Join us for the 1st ever EO Birmingham Mini-University. This is an excellent opportunity to hear from the experts on legal, accounting, banking and marketing, as it reflects to our businesses. This will be a 4-session event held once per quarter with all four sponsors facilitating the meeting with a moderator (EO member). Registration is limited to 20 members.


Session #1: Building( or Ensuring You Already Have) a Rock Solid Foundation For Your Business. A. B.

C. D. E. F. G.

Choice of entity and Foundational Agreements (including buy sell agreements) Financials (financial projections; revenue recognition; audit vs. review; common issues; banking/funding assessment (are current leverage levels okay, any opportunities for rate reductions, additional working capital, lockbox, purchasing cards, etc.); internal controls) Taxes (Including state taxes and sales/use taxes) Intellectual Property (creation and protection) Restrictive Covenants and Other Employment Related Documents and Laws Cyber Security (best practices; insurance) Customer contracts 27


Test Drive

Location: Birmingham Country Club- Birmingham, AL Time: 4pm - 6pm Hosted by Davies Hood Join EO Birmingham at the Birmingham Country Club to learn more about becoming a member of the local chapter of Entrepreneurs’ Organization.

We will explain the specifics of becoming a member of EO Birmingham, including benefits, expectations and next steps. Whatever your goals are for 2013, EO is a great way to get the support you need to work through them. The deadline to submit an application for membership is Tuesday, September 25th. To submit an application, go to and click on “Apply for Membership.” Nothing is charged on your credit card until after your membership is approved. If you’re interested in EO, please apply now, as we do not plan to accept more members until next Spring.



2013 EO Buenos Aires University Location: Buenos Aires, Argentina Time: 1pm Hosted by EO Global

Welcome! Bienvenidos al 2013 EO Buenos Aires University! Estamos agradecidos a tí por tu interés y apoyo. Welcome to the 2013 EO Buenos Aires University! We are grateful for your interest and support! In business and in life, unforeseen surprises are a foregone conclusion. We invite you to “Tango with the Unexpected” as we uncover ways to equip your business and your family life to take on surprising successes and challenges. New at this University, we have created a full learning program for EO spouses. So bring your partner to share in the wealth of learning so that you can both return equipped with shared takeaways for improving your home life. As the benefits of EO’s incredible learning programs extend further into your home life, you’ll appreciate even more the true meaning of EO360°. EO Universities are about surprise, value, amazing experiences and making a mark. The 2013 EO Buenos Aires University was designed by some of our most experienced EO University Junkies to provide you with the tools, values and experiences to help you and your spouse to engage the world, even when the world is full of surprises. Welcome to Buenos Aires, known for its beauty and passion as “the Paris of the south”. Here’s to an experience full of surprises! Together, let’s learn to seize the moment and find a new ritmo (rhythm) in order to truly Tango with the Unexpected. Sincerely,

Matt Stewart

Michael Ross

Gilberto Crombe

EO Orange County 2013 EO Buenos Aires University Co-Chair

EO Orange County 2013 EO Buenos Aires University Co-Chair

EO Monterrey 2013 EO Buenos Aires University Co-Chair



1st Annual EO Birmingham- Mini University Session 2

Location: Bradley Arant- Birmingham, AL Time: 2pm-5pm Hosted by James Robinson Join us for the 1st ever EO Birmingham Mini-University. This is an excellent opportunity to hear from the experts on legal, accounting, banking and marketing, as it reflects to our businesses. This will be a 4-session event held once per quarter with all four sponsors facilitating the meeting with a moderator (EO member). Registration is limited to 20 members.


Session #2: Ramp Up Your Business A. B. C. D. E. F. G.

Sources of capital (from debt to equity) Strategic collaborations (distribution; sales agent vs. resellers; etc.) Tax incentives New products and services Pricing strategies Sales cycles Operating strategies and strategic plans (short, medium and long term)



Economic Forecast for 2014 with Dr. Albert W. Niemi, Jr. Location: The Club- Birmingham, AL Time: 7am- 9am Breakfast Included. Hosted by James Robinson Dr. Niemi speaks annually to First Commercial and gives them great insight into economic planning for the coming year and we are fortunate that he has extended this event to EO Birmingham.


Albert W. Niemi, Jr.


Dr. Niemi is the dean of the Edwin L. Cox School of Business at Southern Methodist University (SMU) and holds the Tolleson Chair in Business Leadership. His areas of expertise are economic growth, economic forecasting, and American business history. Dr. Niemi is an active teacher and scholar. He has taught more than 15,000 students and consistently has been recognized for distinguished teaching. Dr. Niemi has written six books and more than 200 articles for leading academic journals and business periodicals. Since arriving at the Cox School of Business, Dr. Niemi has increased the school’s national and international visibility.

Cox’s BBA, MBA, Professional MBA, and Executive MBA programs are ranked among the best in the world by Business Week, Wall Street Journal, U.S. News & World Report, Forbes, Financial Times, and the Economist. Dr. Niemi is active in the business community and speaks to numerous civic and business groups across the nation. He served as economics editor and wrote a monthly column for Georgia Trend magazine from 1985 to 1996. In 1992, he was named the best regular feature writer in the nation by the Association of Area Business Publications. Recently, Dr. Niemi was named to the Associated Press’ Board of Economists.



EO Birmingham Rockstar Achievement Award Christmas Party Extravaganza Location: TBD Time: 6:30pm- Till Hosted by Chuck Gault Come celebrate EO Birmingham’s 2nd Rockstar Achievement Award ceremony and also spread a little Holiday cheer. Last year’s theme was James Bond. This year’s theme will be announce in the coming weeks. The Rockstar Event is intended to a be a good time for all EO Birmingham Members and their spouses for us to celebrate the achievement in receiving EO’s Rockstar Achievement Award for the 2nd year in a row. Make your plans now. Formal attire.


Jan. 3&4.14 In the Boardroom with ESPN

Location: Legion Field- Birmingham, AL Time: Jan 3rd- 11:30am- 1pm, Jan 4th- TBD Hosted by Davies Hood You’ll get to meet ESPN executives and get a behind the scenes look at what’s involved in putting bowl game together for television. There will be a luncheon on Friday.


You’ll get to meet ESPN official and view what goes on behind the scenes with an insider’s look at what it takes to run this event. This will be a luncheon on the Friday prior to the bowl game with ESPN and followed by VIP tickets to the game on Saturday. Space will be limited for this event, especially the Friday luncheon. Additional VIP tickets for family will be available for a charge. More information to follow.



Learning Event

Location: TBD Time: 8am- 9:30am Hosted by James Robinson Come hear from an inspiring speaker, Dave Sanderson, the last survivor to get off the plane that crashed into the Hudson River in 2009. Dave will recount that story and tell us the valuable lessons he learned from his experience. You don’t want to miss this event!

Dave Sanderson


On January 15, 2009, returning home from a routine business trip, Dave Sanderson survived “The Miracle on the Hudson.” When a bird strike hit US Airways Flight 1549, there was no choice for the crew but to ditch the plane into the Hudson River. Sitting on the plane, in what many would consider to be the wrong place and the wrong time, Dave knew he was exactly where he was supposed to be. Thinking only of helping others in the crisis, Dave Sanderson became the last person off of the back of the plane that day, and was largely responsible for making sure so many others made it out safely. Exposed to frigid water and freezing temperatures, doctors feared that he would suffer a heart attack or stroke from the dangerous conditions. Miraculously, he returned to his job as a sales manager that following Monday, and has since become the face of an everyday American hero. To Dave however, doing the right thing came naturally.


When confronting potential tragedy, he remembered the words of his mother, “If you do the right thing, you will be taken care of ” and summoned the inner strength to persevere. An inspiring survivor, Dave Sanderson was an ordinary person in an extraordinary situation. Sharing the lessons of that day with audiences around the world, he shows that in any circumstance, managing your state of mind and leading with certainty can turn anyone into a hero.


1st Annual EO Birmingham- Mini University Location: Bradley Arant- Birmingham, AL Time: 2pm - 5pm Hosted by James Robinson

Join us for the 1st ever EO Birmingham Mini-University. This is an excellent opportunity to hear from the experts on legal, accounting, banking and marketing, as it reflects to our businesses. This will be a 4-session event held once per quarter with all four sponsors facilitating the meeting with a moderator (EO member). Registration is limited to 20 members.


Session #3: Managing Your Business A. B. C. D. E. F.

Company culture Getting the right people on the bus; identifying, recruiting, hiring and firing Employee incentives Effective communications Timely, accurate financial data Financial dashboards, especially geared towards cash flow monitoring (how to read your financials as a banker would)



Beyond Success

Location: TBD Time: 8:00 - 9:30am Hosted by James Robinson If you’re ready for more inner fulfillment and life satisfaction then join international entrepreneur Michael Anderson, M.B.A., M.A., and have a few laughs, learn some new skills and get ready to enjoy life’s thrills. Buckle up; the session is fast moving, interactive (you will both learn and practice the skills) and packs a lot in a short amount of time. What have you got to lose? A little grouchiness, a little boredom, a little anxiety, a little emptiness, and a little discontent? Time to start investing in the relationship that matters most in life; the one with yourself.

Michael Anderson M.B.A,M.A


Michael Anderson has a life scoreboard which reflects great achievement in both athletics and business: professional basketball, founder of three successful software companies, and extensive world traveler. While he could count his wins on the scoreboard, there was still this inner voice that would not let him be completely happy. After many years of study in the field of spiritual psychology and then applying that learning to himself and others, Michael is able to show you a way to experience joy, happiness and peace in all areas of your life, even during your most difficult moments. Michael Anderson founded Executive Joy! to teach competitive, driven, highachieving business people (like him!) how to become more happy, authentic, and fulfilled, all while becoming even more successful.


This session will be very confidential and will only be open to members (no guests). In addition to the members only meeting, Michael has agreed to also have a spousal forum the same day from 12 noon to 1:30pm. The spousal forum will also be confidential and for the spouses only and will center around the same topics.


Test Drive

Location: Barber Motorsports Park Time: 1:30 - 3:30pm Hosted by Davies Hood Join EO Birmingham at the Barber Motorsports to learn more about becoming a member of the local chapter of Entrepreneurs’ Organization.

We will explain the specifics of becoming a member of EO Birmingham, including benefits, expectations and next steps. Whatever your goals are for 2013, EO is a great way to get the support you need to work through them. The deadline to submit an application for membership is Tuesday, September 25th. To submit an application, go to and click on “Apply for Membership.” Nothing is charged on your credit card until after your membership is approved. If you’re interested in EO, please apply now, as we do not plan to accept more members until next Spring.



Spring Fling

Location: Ross Bridge, Hoover, AL Time: Cocktails: 6:00 - 8:00 PM Dinner: 8:00 - 10:00 PM Hosted by James Robinson Join us for a day of golf for the guys and a spa day for the gals!

We’ll have an opportunity to get the kids off to Grandma’s and take our spouses out for the night at Ross Bridge. We’ll have a dinner that night that will be included for members. You can just come for cocktails and dinner or make a weekend of it. Cocktails: 6:00 - 8:00 PM Dinner: 8:00 - 10:00 PM Dinner will be included. Rooms, golf and spa treatments will be available at a special rate.



2014 EO Global Leadership Conference Location: Athens, Greece Time: 1pm Hosted by EO Global Join EO for a Global Leadership Conference in Greece!



1st Annual EO Birmingham- Mini University Session 4

Location: Bradley Arant- Birmingham, AL Time: 2 pm - 5pm Hosted by James Robinson Join us for the 1st ever EO Birmingham Mini-University. This is an excellent opportunity to hear from the experts on legal, accounting, banking and marketing, as it reflects to our businesses. This will be a 4-session event held once per quarter with all four sponsors facilitating the meeting with a moderator (EO member). Registration is limited to 20 members.


Session #4: Succession Planning and Harvesting the Value You Have Created A. Targeting and building towards a sale to a financial or strategic buyer (including basic structures) B. Targeting and building towards transitioning ownership to a child or employees (including development of a formal plan for identifying and developing future leaders) C. Basics of valuations


6.11-14.14 Nerve

Location: Loews Hotel Philadelphia Time: 5pm 12pm Hosted by EO Philadelphia Please visit official Nerve 2014 site ( for all details and to register.

With a Ben Franklin-inspired theme of “The Original Entrepreneur,” this regional conference will get you thinking differently about your business, personal life and family life. Hear from renowned speakers, build your network and adopt new tools that will help you innovate, be remarkable and view your entrepreneurial journey through a new lens. Registration is now open! Take advantage of the “early bird” special— save US$50 off your registration by using the code GETSTHEWORM during checkout. Contact us for more information!


Make A Mark We are not afraid to challenge convention. We are in control of our own destiny and with that comes a great responsibility. To build value. To make a difference. To leave a legacy. We are willing to put in the effort to transform any experience into a positive one for all.



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