Agenda
8:30 A.M.
Morning Keynote
The Future of Fort Worth: Growth, Opportunity and Community
Presented by Mayor Mattie Parker, Fort Worth, Texas
Breakout Session #1
Opportunity At Risk – What you Don’t See Can Cost You Everything
Tax Management Strategies for Before & After Selling
Insights into Aviation Ownership
Welcome Remarks
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Breakout Session #1
Opportunity At Risk – What you Don’t See Can Cost You Everything
Speaker:
Warren E. Barhorst Managing Partner, Higginbotham
Opportunity at Risk offers a groundbreaking approach to preserving family wealth across generations by integrating proactive risk management with traditional asset planning.
At the heart of this strategy is the Total Family Balance Sheet by Higginbotham™, a comprehensive framework that evaluates risk across six key asset silos: Investment Portfolios, Real Estate, Family Operating Businesses, Private Equity, Personal Assets, and Family Human Capital.
This concept challenges the siloed, asset-only focus of traditional planning by exposing off-balance sheet liabilities, the hidden threats most families never see coming. This practical guide empowers families to align their emotional and financial risk tolerance, coordinate across advisors, and protect their legacy with intention. For those who have built wealth and want to preserve it, Opportunity at Risk is a roadmap to financial resilience and generational continuity.
Key Takeaways:
Opportunity at Risk integrates proactive risk management with traditional asset planning to preserve family wealth across generations.
The Total Family Balance Sheet by Higginbotham™ exposes hidden off balance sheet liabilities across six asset silos, revealing the full picture of a family’s financial risk.
By aligning emotional and financial risk tolerance, families can intentionally protect and sustain their legacy for generations to come.
8:35 - 9:00 A.M.
Welcome Remarks
Presented by Mattie Parker,
Mayor, Fort Worth, Texas
8:35 - 9:00 A.M.
Welcome Remarks
Presented by Mattie Parker,
Mayor, Fort Worth, Texas
9:00 - 9:45 A.M.
10:00 - 10:45 A.M.
Breakout Session #2
Protect
11:00 - 11:45 A.M.
Breakout Session #3
Protect
The Total Family Balance Sheet, A Wholistic Approach to Wealth & Risk Management
9:00 A.M.
General Session
Run Your Body Like You Run Your Business. The KPI's That Really Matter
10:00 A.M.
Breakout Session #2
Deal Makers Forum
Lead with Heart, Scale with AI: A Blueprint for Smarter Service in Your Business
Success to Significance: Effective Charitable Giving Structures
11:00 A.M.
Networking Lunch
11:45 A.M.
Speakers:
Join real estate investor John Goff and Texas A&M - Fort Worth's Chief Operating Officer Bobby Ahdieh as they sit down for a candid Fireside Chat on the city’s growth, investment, and long-term vision. If you’re serious about the future of Fort Worth, you’ll want to be in this room.
Afternoon Keynote
Breakout Session #1
12:00 - 12:45 P.M.
Fireside Chat: Lessons in Entrepreneurship
12:45 - 1:00 P.M.
Closing Remarks
Selling your business is a monumental achievement, but it’s only the beginning of your financial journey. Now it’s time to ensure your hard-earned wealth is preserved, managed, and grows for years to come. This session will help you navigate the post-sale process with expert advice tailored to the unique needs of business owners.
Discover strategies to effectively manage the proceeds from your sale, focusing on smart investing and risk management to safeguard your wealth with actionable tips to ensure your future financial security.
Breakout Session #3
7:30 - 8:00 A.M.
Networking Breakfast
Afternoon Keynote
12:00 P.M.
Closing Remarks
1:00 P.M.
12:15 - 12:55 P.M.
Fireside Chat
Speaker:
Mattie Parker Mayor, Fort Worth, TX
Join Fort Worth Mayor Mattie Parker as she sets the stage for the day with an inspiring look at the city’s momentum and vision for the future. From economic growth and innovation to community investment and collaboration, Mayor Parker will share insights on how Fort Worth continues to thrive as one of the fastest-growing cities in the nation—while staying true to its strong sense of community and opportunity for all.
Morning Keynote
Speakers:
Jim Bergeron Managing Director, Advisor Education
Nuveen
This panel of leaders will discuss how to prepare for the tax consequences of selling a business. Participants in this session will gain insights into successful strategies to use both before and after the sale of a business to offset tax liabilities.
Key Takeaways:
Steps to take for tax advantages prior to selling a business.
Ways to structure gifting to family and charities.
Estate planning insurance strategies,
Tax Management Strategies for Before & After Selling
Brett Longnecker
Managing Partner, Higginbotham
Brad Bruce
Founder & CEO, mFORCE Capital
Speakers:
Zach Heffley Owner & President, Heffley Aviation
Jonathan Robinett
President, Aircraft Finance Specialists
Jon Aninolfi
Tax Partner, RSM Family Office Enterprise
John Springrose
Managing Director, Higginbotham
Industry experts will provide insights into the world of private aviation ownership. Why top business leaders are investing in jets, the real costs and returns, and insider tips on chartering versus buying.
Key Takeaways:
Financing alternatives
Outsourcing options for management
Tax benefits
Risk management for owning an airplane
Insights into Aviation Ownership
Speaker:
Dan Miller
CEO & Founder, Eternum Longevity Center
Most American’s only focus on a single number on their health journey; weight. During this session Dan will not only show you why that number does’t matter at all, but what to measure instead.
We will also explore how to move all metrics in a positive direction and what we are missing in modern society to make these shifts permanent while still enjoying life along the way.
Key Takeaways:
You already know how to be healthy and fit. You’ll be reminded of the foundations and the number one secret of making the good habits stick.
You will learn the true, objective measurements of health, wellness, and longevity and how to measure them.
General Session
Run Your Body Like You Run Your Business. The KPI's That Really Matter
This session will explore questions you always wanted answered about how to structure the buying or selling of a private company. This panel of experienced professionals will share what they have learned, what the would make sure to do again and what they would do differently in making a deal.
Key Takeaways:
Decision making process for selling or buying a business
Lessons learned from those who have recently done it
What to look for and what to avoid in selling or buying a business
Deal Makers Forum
Speaker:
Andrew Bartolotta
Director of Digital Media, cityCURRENT
In a world where technology moves faster than trust, the businesses that win are the ones that use AI not to replace people—but to amplify purpose. In this session, digital media strategist Andrew Bartolotta shares how forward-thinking leaders are embedding AI across their organizations to scale service, deepen customer relationships, and accelerate growth without losing their humanity. You’ll discover practical ways to balance innovation with intention, so your team can lead with heart and deliver measurable results powered by smart automation.
Key Takeaways:
Learn a proven framework for integrating AI into your customer experience and operations without sacrificing authenticity.
Discover real-world examples of businesses using AI to unlock efficiency and elevate service.
Leave with actionable strategies to future-proof your organization through human-centered innovation.
Lead with Heart, Scale with AI: A Blueprint for Smarter Service in Your Business
Speaker:
Rose Bradshaw President & CEO, North Texas Community Foundation
Discover how business leaders can move from success to significance in their careers by leveraging effective charitable giving structures during major business transitions.
Key Takeaways:
Explore strategic charitable giving structures that align with succession planning and capital events.
Learn from real-world experiences and legal insights shared by experts in their fields.
Understand how intentional planning can maximize community impact while optimizing tax benefits.
Success to Significance: Effective Charitable Giving Structures
Breakout Session #2
Speakers:
Tom Kidd
CEO, Structured Foundation Repair
Roe Patterson
Managing Partner, Marauder Capital
Alem Boukadoum
Founder, ADG Venture Group
Brad Bruce
Founder & Private Wealth Strategist, mForce Capital
Presented by Macy Hill, City Councilmember, District 7
Speakers:
Jamey Ice
Entrepreneur & Founder
6th Ave, LLC
An intimate conversation between host Jamey Ice and guest Larry Brogdon on their unconventional backgrounds, their paths through entrepreneurship, and the lessons they've taken from years of experience.
Fireside Chat
The Total Family Balance Sheet, A Wholistic Approach to Wealth & Risk Management
Speaker: Warren E. Barhorst, Managing Partner, Higginbotham
Opportunity at Risk offers a groundbreaking approach to preserving family wealth across generations by integrating proactive risk management with traditional asset planning.
At the heart of this strategy is the Total Family Balance Sheet by Higginbotham™, a comprehensive framework that evaluates risk across six key asset silos: Investment Portfolios, Real Estate, Family Operating Businesses, Private Equity, Personal Assets, and Family Human Capital.
This concept challenges the siloed, asset-only focus of traditional planning by exposing off-balance sheet liabilities, the hidden threats most families never see coming. This practical guide empowers families to align their emotional and financial risk tolerance, coordinate across advisors, and protect their legacy with intention. For those who have built wealth and want to preserve it, Opportunity at Risk is a roadmap to financial resilience and generational continuity.
Key Takeaways:
Opportunity at Risk integrates proactive risk management with traditional asset planning to preserve family wealth across generations.
The Total Family Balance Sheet by Higginbotham™ exposes hidden off balance sheet liabilities across six asset silos, revealing the full picture of a family’s financial risk.
By aligning emotional and financial risk tolerance, families can intentionally protect and sustain their legacy for generations to come.
Tax Management Strategies for Before & After Selling
Speakers: Jim Bergeron, Managing Director, Advisor Education, Nuveen, Rose Bradshaw, CEO, North Texas Community Foundatoin, Brett Longnecker, Managing Partner, Higginbotham, Brad Bruce, Founder & CEO, mFORCE Capital
This panel of leaders will discuss how to prepare for the tax consequences of selling a business. Participants in this session will gain insights into successful strategies to use both before and after the sale of a business to offset tax liabilities.
Key Takeaways:
Steps to take for tax advantages prior to selling a business
Ways to structure gifting to family and charities
Estate planning insurance strategies
The Total Family Balance Sheet, A Wholistic Approach to Wealth & Risk Management
Speaker: Warren E. Barhorst, Managing Partner, Higginbotham
Opportunity at Risk offers a groundbreaking approach to preserving family wealth across generations by integrating proactive risk management with traditional asset planning.
At the heart of this strategy is the Total Family Balance Sheet by Higginbotham™, a comprehensive framework that evaluates risk across six key asset silos: Investment Portfolios, Real Estate, Family Operating Businesses, Private Equity, Personal Assets, and Family Human Capital.
This concept challenges the siloed, asset-only focus of traditional planning by exposing off-balance sheet liabilities, the hidden threats most families never see coming. This practical guide empowers families to align their emotional and financial risk tolerance, coordinate across advisors, and protect their legacy with intention. For those who have built wealth and want to preserve it, Opportunity at Risk is a roadmap to financial resilience and generational continuity.
Key Takeaways:
Opportunity at Risk integrates proactive risk management with traditional asset planning to preserve family wealth across generations.
The Total Family Balance Sheet by Higginbotham™ exposes hidden off balance sheet liabilities across six asset silos, revealing the full picture of a family’s financial risk.
By aligning emotional and financial risk tolerance, families can intentionally protect and sustain their legacy for generations to come.
Breakout Session #1
The Total Family Balance Sheet, A Wholistic Approach to Wealth & Risk Management
Speaker: Warren E. Barhorst, Managing Partner, Higginbotham
Opportunity at Risk offers a groundbreaking approach to preserving family wealth across generations by integrating proactive risk management with traditional asset planning.
At the heart of this strategy is the Total Family Balance Sheet by Higginbotham™, a comprehensive framework that evaluates risk across six key asset silos: Investment Portfolios, Real Estate, Family Operating Businesses, Private Equity, Personal Assets, and Family Human Capital.
This concept challenges the siloed, asset-only focus of traditional planning by exposing off-balance sheet liabilities, the hidden threats most families never see coming. This practical guide empowers families to align their emotional and financial risk tolerance, coordinate across advisors, and protect their legacy with intention. For those who have built wealth and want to preserve it, Opportunity at Risk is a roadmap to financial resilience and generational continuity.
Key Takeaways:
Opportunity at Risk integrates proactive risk management with traditional asset planning to preserve family wealth across generations.
The Total Family Balance Sheet by Higginbotham™ exposes hidden off balance sheet liabilities across six asset silos, revealing the full picture of a family’s financial risk.
By aligning emotional and financial risk tolerance, families can intentionally protect and sustain their legacy for generations to come.
Breakout Session #1
Deal Makers Forum
Speaker: Tom Kidd, CEO, Structured Foundation Repair, Roe Patterson, Managing Partner, Marauder Capital, James Rainbolt, Former President, Tarrant Conrete, Alem Boukadoum, Founder, ADG Venture Group, Brad Bruce, Founder & Private Wealth Strategist, mFORCE Capital
This session will explore questions you always wanted answered about how to structure the buying or selling of a private company. This panel of experienced professionals will share what they have learned, what the would make sure to do again and what they would do differently in making a deal.
Key Takeaways:
Decision making process for selling or buying a business
Lessons learned from those who have recently done it
What to look for and what to avoid in selling or buying a business
Lead with Heart, Scale with AI: A Blueprint for Smarter Service in Your Business
Speaker: Andrew Bartolotta, Director of Digital Media, cityCURRENT
In a world where technology moves faster than trust, the businesses that win are the ones that use AI not to replace people—but to amplify purpose. In this session, digital media strategist Andrew Bartolotta shares how forward-thinking leaders are embedding AI across their organizations to scale service, deepen customer relationships, and accelerate growth without losing their humanity. You’ll discover practical ways to balance innovation with intention, so your team can lead with heart and deliver measurable results powered by smart automation.
Key Takeaways:
Learn a proven framework for integrating AI into your customer experience and operations without sacrificing authenticity.
Discover real-world examples of businesses using AI to unlock efficiency and elevate service.
Leave with actionable strategies to future-proof your organization through human-centered innovation.
Chris Huckabee
Founder, Executive Officer, MOREgroup
Jeff Myers
Shareholder, Bourland, Wall & Wenzel P.C.
John Goff
Chairman, Crescent Real Estate
Interviewed By:
Bobby Ahdieh
COO, Texas A&M Fort Worth
Speaker: Rose Bradshaw, President & CEO, North Texas Community Foundation, Chris Huckabee, Founder, Executive Officer, MOREgroup, Jeff Myers, Shareholder, Bourland, Wall & Wenzel P.C.
Joe Taylor
Chairman, Board of Managers, JTaylor
David Minor
Founder & Chairman, The Greener Good
Capitalizing on Innovation
The Total Family Balance Sheet, A Wholistic Approach to Wealth & Risk Management
8:00 - 8:30 A.M.
Opening Remarks
7:30 A.M.
Networking Breakfast