CLE Mastermind Summit - A Come & Go Virtual Summit

Unlike traditional conferences, this summit is built for flexibility—drop in for the sessions that matter most to you, network with like-minded peers,
and walk away with actionable takeaways to fuel your next big move. What to Expect: Expert-Led Sessions – Hear from top voices across multiple industries on topics ranging from leadership, growth strategies, and innovation to wellness, productivity, and beyond. Come & Go Format– Join at your convenience; stay for a session or spend the day—your schedule, your choice. Networking Opportunities – Connect with a community of forward-thinkers and changemakers. Actionable Insights – Leave with practical tools and strategies to elevate your business and career. Whether you’re an entrepreneur, professional, or lifelong learner, the Mastermind Virtual Summit is your opportunity to gain inspiration, make connections, and invest in your future. Schedule/Speakers/Topics: 8:45AM - 9:00AM Dan FitzGerald - Cyber Security Expert Topic: How a cyber-attacks happens Walks attendees step-by-step through a real-world cyberattack — from the attacker’s initial reconnaissance and phishing or
vulnerability exploitation, to establish... 9:00AM - 9:45AM Dexter Sykes - Fort Worth Business Development Topic: Introducing the Fort Worth Small Business Development Program Highlights the City of Fort Worth’s Small Business Development Program, a resource designed to help local entrepreneurs and small business owners thrive. Attend... 10:00AM -10:45AM Kristin Getz - Forensic Accountant Topic: Common fraud in small business Explores the most frequent types of fraud that impact small businesses, including invoice schemes, payroll manipulation, expense reimbursement fraud, and misuse... 11:00AM - 11:45AM Chris Smith - Business Banker Topic: How to make your business lending ready Focuses on the essential steps small business owners should take to prepare for securing financing. From building a solid business plan and maintaining accurate... 12:00PM - 12:45PM <Suprise Speaker> Topic: Lunch & Learn Presentation Grab a bite to eat and sit down to a powerful lunch & learn presentation on ... <Suprise Topic> You will not want to miss this! 1:00PM - 1:45PM Jill Howard - Real Estate Agent Clint Hopson- Mortgage Leader Topic: Partnering for Success: Real Estate & Lending Strategies Explores how collaboration between real estate professionals and lenders can open doors to greater opportunities for clients and businesses alike. Attendees will... 2:00PM - 2:45PM Kevin Fortner - CPA Business Development Interviews Owner of CPA Firm George Valentine & Associates Topic: Tax Planning For 2026 Provides a forward-looking perspective on tax planning strategies as businesses prepare for the changes anticipated in 2026, including the expiration of
provisions... 3:00PM - 3:45PM Erika Hersh Small Business Lender Topic: Solving the small business loan puzzle Dives into the challenges many entrepreneurs face when traditional banks deny loan applications—and the alternative pathways that can still lead to funding succ... 4:00PM - 4:45PM Andrew Lamis - Financial & Wealth Advisor Topic: Business Owner Exit Planning: Start with the End in Mind Focuses on one of the most important yet often overlooked aspects of entrepreneurship—planning a successful exit strategy. Attendees will learn how starting wit...