
Please note:Â This is an exclusive event for CEOs, presidents and business owners of second-stage companies.Â
Elevate your executive strategy. Join an exclusive cohort of CEOs, founders, and presidents for an intensive morning session engineered for the unique complexities of scaling a second-stage business.
Proudly sponsored by Northern Trust and Cultura HR, this program delivers high-impact, non-transactional insights into the critical regulatory shifts and human capital strategies essential for sustainable, high-level growth. Secure your seat for a morning of peer-to-peer exchange and elite-level technical expertise.
Part 1: Navigating the OBBBA – Tax Strategy for Growth
Speaker: Michael De Prima, Principal Federal Tax Strategies with CLA (CliftonLarsonAllen):   With the implementation of the “One Big Beautiful Bill” (OBBBA) Act, the tax landscape for growth-stage companies has shifted significantly. Michael De Prima will break down the complexities of this new legislation, focusing on the critical regulatory updates that impact your bottom line. From the preservation of key tax credit transferability to the nuances of Section 174 and bonus depreciation, this session provides the clarity needed to optimize your 2026 tax strategy and improve corporate cash flow.
Part 2: Unlocking Fractional HR – From Compliance to Strategy
Speaker: Rachel Glickman, Managing Director, Cultura HR:  HR shouldn’t just be a back-office function; it should be a leadership partner. Rachel Glickman presents a practical guide for leaders who need executive-level people strategy and hands-on execution without the overhead of a full-time hire. This session bridges the gap between tactical essentials, like compliance, policy, and process optimization, and long-term strategic impact. Whether you are scaling rapidly or stabilizing operations, you will discover how to use fractional expertise to drive culture, hiring, and performance.
Key Takeaways
- Decoding the OBBBA: Gain a clear understanding of the new tax provisions and how to capitalize on favorable marketplace conditions for tax credits.
- Demystifying Fractional HR: Understand exactly what fractional leadership is (and isn’t) and how it fits into a lean, high-growth organizational model.
- Strategic Execution:Â Learn when and how to leverage senior-level HR and tax expertise to transition from day-to-day firefighting to long-term leadership strategy.
Don’t miss this opportunity to gain expert insight, ask questions, and connect with other second-stage CEOs navigating similar challenges. A light breakfast will be provided. Space is limited—reserve your seat today.
The Series
- Friday, January 30, 2026, North Palm Beach featuring Robert Newland, Newland Growth Advisors
- Friday, May 1, 2026, Fort Lauderdale featuring Michael De Prima, CliftonLarsonAllen
- Friday, August 7, 2026, Stuart featuring Bill West, Acquisition Experts
- Friday, October 2, 2026, North Palm Beach featuring Kaustubh Kale, Aventusoft/Hemotag and Ellen Reid, Northern Trust
- Friday, November 6, 2026, Fort Lauderdale featuring David Obst, Northern Trust




