Webinar: Get a Grip on Your Business: The Six Key Components of EOS by ALFi

Presenters

Domenic Prinzivalli

Professional EOS Implementer®

I spent more than two decades in operations, including Amazon, where I led teams at hundreds of
facilities. I was gone a lot. Then my ten-year-old son asked me where I lived.
I left corporate and spent a decade leading founder-owned businesses as President or COO. Same
pattern every time: good people, no system to execute together.
I became an EOS Implementer because I know what a business can cost at home.
Using The Entrepreneurial Operating System’s (EOS) proven process that has been implemented in over
thirty thousand companies around the world, I help leadership teams crystallize their vision, gain
traction by instilling discipline and accountability, and function as a more healthy and cohesive team.

Justin Elanjian

Tax Managing Director

Justin Elanjian is a highly accomplished Managing Director at Frost Law. With over 15 years of experience as a consultant and accountant, Justin brings a wealth of knowledge and expertise to the firm.

Justin specializes in working with businesses of all types and sizes on government program-related economic assistance, including the CARES Act and other pandemic-related relief including, but not limited to, the Employee Retention Credit (ERC) and the Paycheck Protection Program (PPP). Specifically, he works with businesses to obtain and retain COVID relief funds they’re entitled to.

Thomas Sauvageau

Professional Implementer

Thomas is all about small business. Over his career he has owned or partnered in 33 small businesses from accounting and finance to real estate and hospitality industries. Thomas has gone through the struggles of being a small business owner. With over 20 years of owning, leading, and managing businesses he’s gained a wealth of knowledge both through the successes and failures of his own businesses.

Peter Haukebo

Partner

Peter Haukebo is a tax controversy attorney and Partner at Frost Law, where he represents clients in complex federal and state tax disputes. His practice includes handling IRS audits, appeals, and litigation with a particular focus on employment tax controversies and the Employee Retention Credit. Peter frequently presents to national audiences on tax procedure and controversy topics, blending technical insights with practical strategies. He is admitted to practice in Arizona and Maryland and before the United States Tax Court, Court of Federal Claims, Court of International Trade, and several District Courts. Peter previously taught in the Low Income Taxpayer Clinic at the University of Maryland School of Law and chaired the Taxation Section of the Maryland State Bar Association.

About

Program Field of Study: Management Services
Program Level: Basic
Who Should Attend: CPAs, Enrolled Agents, Attorneys, tax preparers, small-business owners
Credits: 1 CPE
Advanced Preparation: None
Prerequisite: None

Most entrepreneurs work hard and still feel like the business is running them. The same issues come back every quarter. The team isn't clear on where the company is headed. Meetings drag. Good people sit in the wrong seats.
This session is a practical introduction to EOS, the Entrepreneurial Operating System. You'll learn the six areas every business must get right: Vision, People, Data, Issues, Process, and Traction. You'll also get the simple tools leadership teams use to strengthen each one.
Come ready to work. You'll write your company's 10-Year Target, rate your own people against your core values, and leave with a short list of things you can start on Monday.

Agenda

Identify the Six Key Components and pick the one causing the most pain in their business today.
Discuss the eight questions of the Vision/Traction Organizer, starting with core values, core focus, and a 10-Year Target the whole leadership team agrees on.
Implement the People Analyzer and GWC (Gets it, Wants it, Capacity to do it) to tell a right person in the wrong seat from a wrong person in the right seat.
Understand how to run a weekly Level 10 Meeting that uses IDS (Identify, Discuss, Solve) to fix issues at the root.