Events
Upcoming Events
November 17, 2023
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.
January 19, 2024
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.
Past Events
September 22, 2023
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.
July 21, 2023
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.
June 29, 2023
9:00a - 10:00a
On Line Webinar
2nd Chance Webinar with Dan "The ESOP Man" Zugell
Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.
June 29, 2023
9:00a - 10:00a
On Line Webinar
2nd Chance Webinar with Dan "The ESOP Man" Zugell
Daniel M. Zugell is the Director/Senior Vice President of BTA, Inc., with a wealth of hands-on and management experience spanning many financial service disciplines. Dan's expertise includes forming MetLife's ESOP program and being Director of MetLife's Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B. A from Grove City College has earned several advanced financial designations and is a member of The ESOP Association, the National Center for Employee Ownership, The Estate Planning Council, and the Society of Financial Service Professionals. Dan is also an Ambassador for the Pennsylvania Center for Employee Ownership.
June 3, 2023
11:00a - 3:00p
The Cedar Gate
May 19, 2023
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.
May 9, 2023
7:30a - 1:00p
The Cedar Gate
Cedar Gate Leadership Forum
Join us at The Cedar Gate for a powerful morning of leadership training with our featured speakers and enjoy conversations with like-minded leaders. This forum is free of charge, so please invite a guest! Keynote Speaker: Dr. Lew Sterrett, Leaders by Heart Keynote Business: Gary Bridwell, Ditch Witch Keynote Non-Profit Speaker: Nolan Peek, Museum of the Bible Speakers not associated with Legacy & Succession.
March 24, 2023
7:30a - 9:00a
Oklahoma City Golf and Country Club
Breakfast for Business Owners
Network with other business owners as we begin a series of educational content to help your company reach the next level of growth.