The Seller-Doer Paradox: How to balance serving clients while also making time to bring in new ones (presented by YACG Atlanta)

Event Details

When:

June 18, 2019 5 PM - 8 PM EDT

Where:

Location Name

Greenberg Traurig

Location Address

3333 Piedmont Road Northeast
Atlanta, GA 30305
United States

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Overview

Body

The Seller/Doer Paradox

How to balance effectively serving current clients while also making time to bring in new ones

Tuesday June 18, 2019

5:00pm-8:00pm

Greenberg Traurig

Terminus 200

Please join us for a panel discussion about changing the way you think about your role
as you advance your career. We have assembled an esteemed panel who have successfully navigated the transition from creating great work product to creating their own book of business.

ACG Atlanta will have a photographer onsite before the panel to update or take your professional headshot. Make sure to select the option for event+headshot to take advantage of this opportunity.

Speakers

Mo Bunnell

Bunnell Idea Group

Founder & President

Mo Bunnell is the Founder and CEO of Bunnell Idea Group, who has taught business development (BD) skills to over 10,000 professionals. You can learn Mo’s methods for learning modern, authentic, practical BD skills in his award-winning book, THE SNOWBALL SYSTEM: How to Win More Business and Turn Clients into Raving Fans, at snowballsystem.com and get a gratis video training on creating demand at createdemandcourse.com.

Brett Moskowitz

Greenberg Traurig

Associate

Brett E. Moskowitz focuses his practice on representing banks and other financial institutions, private equity sponsors and corporate borrowers in a variety of complex financing transactions, including secured and unsecured credit facilities, asset-based loans, investment grade financings, domestic and cross-border syndicated financings, first and second lien credit facilities and acquisition financings. Additionally, Brett is experienced handling real estate matters, particularly real estate finance transactions.

Represented an international bank as administrative agent and lead arranger in a $1.1 billion syndicated senior secured credit facility to a leading poultry and agricultural company and certain of its subsidiaries.
Represented an international bank as administrative agent and joint lead arranger in a $2.65 billion senior unsecured investment grade credit facility to a confectionary company and certain of its subsidiaries.
Represented an international bank as administrative agent, joint lead arranger and bookrunner in a $1.15 billion senior unsecured investment grade cross-border multicurrency credit facility to a global manufacturer of agricultural equipment and certain of its U.S., U.K. and Dutch subsidiaries.
Represented Gentiva Health Services, Inc., as borrower, in a $925 million syndicated senior secured credit facility to fund Gentiva’s $408.8 million acquisition of Harden Healthcare Holdings.
Represented Amaya Gaming Group, Inc. in the financing of the $4.9 billion acquisition of The Oldford Group Limited (Pokerstars and Full Tilt Poker). The representation won the 2014 Debt Financing Deal of the Year at the M&A Advisor's 13th Annual Advisor Awards for the senior secured financing.
Represented an international bank as administrative agent, lead arranger and bookrunner in the U.S. equivalent of approximately $450 million syndicated senior secured multicurrency cross-border credit facility to a sugar processing and manufacturing company and certain of its U.S., Canadian, Luxembourg and U.K. subsidiaries.
Represented an international bank as administrative agent and lead arranger in a $637.5 million syndicated senior secured first-lien and $80 million senior secured second-lien credit facility to a leading grain and flour producer and certain of its subsidiaries to finance an acquisition of other grain and flour companies.
Represented the Mexico representative office of an international bank, as administrative agent, joint bookrunner and joint lead arranger, in the U.S. equivalent of approximately $650 million multicurrency senior secured credit facility provided by a syndicate of U.S. and Mexican financial institutions to a group of Mexican companies in the meat processing industry.
Represented an international bank as administrative agent and joint lead arranger in a $900 million syndicated senior secured multicurrency cross-border credit facility to a leading food services company and certain of its U.K., Dutch and Luxembourg subsidiaries.
Represented a national bank as administrative agent and lead arranger in a $80 million syndicated senior secured credit facility to a global music publishing company and certain of its U.S., U.K., Anguillan and Luxembourg subsidiaries.
Represented a major data center development and design company, as borrower, in connection with a $600 million syndicated senior secured credit facility.
Represented an international bank, as administrative agent, co-arranger and co-bookrunner, in a $375 million syndicated senior secured credit facility to one of the top branded coffee companies in the United States.
Represented a portfolio company of a private equity sponsor in a $125 million syndicated senior secured credit facility.

Education

J.D., cum laude, Georgetown University Law Center, 2011
- Administrative Editor, The Georgetown Law Journal
B.A., Political Science, Emory University, 2007

Katie Stapleton

SunTrust Bank

Vice President - Relationship Manager

Katie is a Vice President and Relationship Manager in SunTrust’s Commercial Bank. She is responsible for forming and maintaining relationships with middle market companies and providing business owners with creative and tailored banking solutions to meet their specific needs. She primarily covers restaurants and food / beverage companies in Atlanta and is also working to expand SunTrust’s presence in Birmingham across industry verticals.

Prior to joining SunTrust in 2017, Katie spent five years at Prudential Capital Group, the private debt investment arm of Prudential Financial, Inc. At Prudential, Katie was part of a team responsible for originating, underwriting, and managing private senior debt, mezzanine, and equity investments throughout the Southeast.

Katie received a BBA in Finance from the University of Georgia, and holds her Chartered Financial Analyst certification.

Matt Urbizo

Cherry Bekaert

Partner - Assurance Services

As a member of Cherry Bekaert’s Assurance practice, Matt has led audit and consulting engagements with public and private middle-market companies, with a focus on technology, health and life sciences and industrial manufacturing companies. Clients consist of multi-national
and international companies including publicly traded SEC registrants along with private equity backed and closely held companies.

Matt also has experience as a Controller and Director of Financial Planning & Analysis at a biotechnology company performing monthly financial reporting, the annual budget, ongoing forecasting activities and process implementation which further enables him to quickly understand his clients’ challenges and perspectives.

He serves as a technical resource in complex accounting matters and SEC regulations. In addition, he has extensive experience with revenue recognition, business combinations, consolidations, debt and equity transactions, income tax provisions, financial reporting including SEC
reporting and Sarbanes-Oxley requirements to help guide and advise his clients and their businesses.

Hosted by: ACG

Chapter

Atlanta

Event Materials

Event Schedule:

5:00pm - Headshots Begin

5:30pm - Registration opens for Event Only registrants

6:15pm - Panel to begin

**Additional Networking following the Panel**