AGENDA OVERVIEW

October 25

8:30 AM – 9:00 AM

Arrival and Networking Breakfast

9:00 AM – 10:15 AM

Welcome Message

Company Introductions:

9:15- DLX
9:25- Kompass Funding
9:35- LightSpeed
9:45- Moonshot Solutions
9:55- NavMD
10:05- PipeWrench

10:30 AM – 12:00 PM

Building a Last 8% Culture, Bill Benjamin

12:00 PM – 12:45 PM

Networking Lunch

1:00 PM – 1:30 PM

Macro Economic Update, Charlie Reinhard

1:30 PM – 2:15 PM

Functional Breakout Discussions

2:30 PM – 3:30 PM

Kompass Business Services Updates from Corporate Affairs, Systems, Legal, and Finance.

October 26

8:30 AM – 9:00 AM

Arrival and Networking Breakfast in the Pavilion

9:00 AM – 9:30 AM

Kompass Business Services Updates from HR and Marketing.

9:30 AM – 2:30 PM

Companies’ breakout to conference rooms on the 5th floor.

DLX (Opa)- KKM Meeting at 9:45
Funding (Belvedere)- KKM Meeting at 10:30
Moonshot (Prater)- KKM Meeting at 11:15
Nav MD (Founders)- KKM Meeting at 12:45
PipeWrench (Hofburg)- KKM Meeting at 1:30
KKM Exec in 1st Floor Training Room

Breakout Work Time

2024 Planning:

SWOT and VTO Review
Budget Planning
Accountability Charts
Review Organizational Checkup Results
Issue Solving

12:00 PM

Working Lunch (Mr. Gyros)

2:30 PM – 2:45 PM

Closing

2:45 PM – 3:00 PM

Drive to and Warm up at SERV

3:00 PM – 6:00 PM

Charity Pickleball Tournament @ SERV

Keynote Speakers

Bill Benjamin

Bill is an emotional intelligence keynote speaker who audiences praise for his honesty about leadership struggles early on in his career. Bill has over 30 years of business experience and has provided his expertise on performance and leadership with diverse groups in many high-pressure environments, including the U.S. Marines, NASA, Intel, Goldman Sachs, and surgeons.

Charlie Reinhard

Charlie Reinhard is Head of North America Investment Strategy at the Citi Private Bank. He is a member of the Office of the Global Chief Investment Strategist and is responsible for identifying investment opportunities and risks in North America across asset classes, as well as representing the Global Investment Committee’s views within the region. He is based in New York. Before joining the Private Bank in 2017, Charlie was the Chief Portfolio Strategist for New York Life’s MainStay Investments where he led the firm’s investment thought-leadership efforts. Previously, Charlie was the Deputy Chief Investment Officer for Morgan Stanley Wealth Management, focusing on investment opportunities and implementation strategies. Charlie previously headed portfolio strategy and was the Associate Director of Research at Neuberger Berman after being the Senior US Equity Strategist at Lehman Brothers. Charlie has appeared on CNBC, other news broadcasts and in print media. He earned an MBA from New York University’s Stern School of Business and a BS from Carnegie Mellon University.

Charity Pickleball Tournament

OCTOBER 26 ➜ 3 PM - 6 PM

SERV

9051 Metcalf Ave, Overland Park, KS 66212

$5,000, $2,500, and $1,000 prizes for winning teams.

Each OpCo was asked to pick a 501(c)(3) charity to represent for the tournament. The following organizations will receive a donation if their group places.

Dynamic Logistx

Kompass Funding

Moonshot Solutions

LightSpeed

NavMD

Kompass Kapital

Pipewrench

Attending OpCo Leadership

Dynamic Logistix is a third party provider of shipping and freight solutions, combining a world-class technology platform with stellar personal service.

Jason Yeager

Managing Partner

Ryan Koenig

Chief Executive Officer

Chad South

Chief Operating Officer

George Schergen

VP of Client Services

Michael Frazier

VP of Product

Troy Cook

Senior Director of TMS Sales and Marketing

Also in attendance from Dynamic Logistix: Abigail Jones, Mark Cox, Billie Rodriguez, Alex Wray, Johanna Carttar, Brandon Simmons, Nick Giuliani, Logan Delphon, Ryan Cavanaugh, Erik Woofter, Nolan DeBord

Kompass Funding provides diverse financial solutions to businesses looking to increase their working capital and strengthen their financial health. Our offerings include four custom funding programs: Kompass 24, Kompass Accelerate, Kompass Lend, and Kompass Access.

John Minnis

Chief Executive Officer

Rob McCaslin

Director of Business Development

Ben Hagenkord

Senior Account Executive

Also in attendance from Kompass Funding: Will Downey, Zac Demos

LightSpeed Broadband brings gigabit fast full fibre broadband to thousands of homes in the United Kingdom. Driven by a mission to connect people, they offer simple broadband plans at competitive prices.

Liam Hickey

Chief Financial Officer

Moonshot Solutions is a trusted and proven IT Solutions partner providing World Class IT Staffing and Service solutions. We offer contract and staff augmentation, contract to hire, and direct hire placement staffing services of IT professionals along with IT support, strategic managed services and more.

Russ Kozoil

President & Chief Executive Officer

Bill Marshall

Chief Technology Officer

Aaron Lafferty

VP of Professional Services

Matt Mangels

Director of Information Security & Compliance

Also in attendance from Moonshot Solutions: Dale Bowne, Allison Voss, Clint Utz, Tom Fraccascia

NavMD empowers benefit advisors with insights to make more informed decisions for employee insurance & benefits plans.

Glenn Fisher

Chief Executive Officer

Joe Bush

Chief Strategy Officer

Chad Ferguson

Director of Client Success

Also in attendance from NavMD: Eric Zaremba

Pipe Wrench offers world-class plumbing, heating and cooling services in the Knoxville, Tennessee area with well-trained and highly skilled plumbers and technicians focused on delivering excellent service and quality craftsmanship.

Gerry Short

Controller

Dave Anderson

General Manager

Kompass Kapital Management is a private equity group with a diversified investment portfolio of passive and active investments across varied industries and business sectors. Our mission is driven by our greatest investment – our people.

Jayson Kuti

Founding Partner

Bradley Berger