Maximize the value of your company

As CEOs and founders scaling for growth, planning for a fundraising round, or exploring exit strategies, knowing the right levers to pull to maximize the value of your company is key.

Join us for coffee and breakfast. Network with your peers. Hear the lessons and confessions of successul entrepreneurs as they navigated their journey and learn from investors what they look for in growing companies.

Don’t miss this opportunity to get a jolt of insight that you can use to take your business to the next level.


7:30 am to 7:50 am – Networking and breakfast

7:50 am to 8:20 am – Introductions and Peer Discussion

8:20 am to 9:15 am – Fireside Chat and Q&A

9:15 am to 9:30 am – Wrap-up and Networking

Attendees will receive a copy of Alexa’s latest book “Financially Forward: How to Use Today’s Digital Tools to Earn More, Save Better, and Spend Smarter. Alexa will be available to sign copies at the end of the event.


Alexa Von Tobel, CFP®, Founder and Managing Partner at Inspired Capital

Alexa was previously the founder and CEO of LearnVest, a financial planning services company she started in 2008. After raising nearly $75 million in venture capital, LearnVest was acquired by Northwestern Mutual in May 2015 in one of the biggest fintech acquisitions of the decade. Alexa is a best-selling author and is featured in a wide variety of publications from The New York Times to Vogue. She served as a presidential ambassador for global entrepreneurship for the Obama White House, and has been named one of Fortune’s “Most Powerful Women,” appeared on Inc.’s 30 Under 30 and Forbes’ 40 Under 40 lists, received Elle’s Genius Award, and was of “18 Women Changing the World” by Marie Claire.

Kelly Ford Buckley, Partner, Edison Partners

At Edison Partners, Kelly leads investments across enterprise solutions and fintech sectors, and is the pioneer of the firm’s Edison Edge operating platform. She has deep experience setting go-to-market strategies and building high-performing organizations that grow and scale B2B Software-as-a-Service (SaaS) businesses from pre-revenue to $100M. Kelly currently serves on the boards of Billtrust, Blue Medora, Suuchi, ExecVision, Kinetiq, and New Jersey Tech Council. Prior to joining Edison, she spent 20 years starting up and scaling up high-growth B2B tech companies, creating roughly $1B in enterprise value. Kelly is regularly featured in business, investor and technology media, is an in-demand speaker at local and national events, and has been recognized as one of the Best 50 Women in Business by NJBIZ.

Space is limited. Reserve your spot today!

*Please note this event is designed for CEOs, founders and C-level entrepreneurs and executives.

Special thanks to our Sponsors


5 Logos


Go to Top