Small Business Conference - MORNING AND LUNCH SESSION ONLY

MORNING AND LUNCH SESSION
9:00 AM TO 1:00 PM

6 Ingredients for a Successful Business Transition – Deborah Davis, Quest Executive Services
Entrepreneurs spend years of their personal energy and pooling resources to build a successful business that supports them, their families, their employees and the community. Unfortunately, the journey of transitioning out of the business doesn’t always include the same level of energy AND it is vitally important. The journey starts by internalizing that the decisions made today have a big impact on those we serve…both maximizing value and leaving your business well, no matter your timeline. During our time together, Deborah will share The 6 Ingredients for a Successful Business Transition.

The Oklahoma Tax Commission Re-envisioned and Business Tax Q&A – Doug Linehan and Dave Francis
Doug Linehan, Executive Director, will take a look back at where the agency was two years ago compared where it is today. It’s incredible to see how many improvements have been made from the inside out in that period of time. Dave Francis, Business Tax Manager, will also be available for Business Tax Q&A.
  
Deborah Davis
Ms. Davis is an entrepreneur at heart. She has co-founded a construction company and had a successful real estate career. She also has 20+ years of corporate experience as a strategic guide in leading organizational change.
In 2016, she founded Quest Executive Services where she guides leaders, teams, and organizations to better performance.
She holds a Professional Coach Certificate from International Coach Federation, Workplace Mediator, Masters and Executive Coach Certificate from UTD.
Ms. Davis became a Strategist and Transition Guide with The Transition Strategists in the spring of 2021.
Prioritizes relationships to create mutually enjoyable experiences and improve outcomes.

Doug Linehan
Mr. Linehan is the executive director of the OTC
Linehan came to the OTC with 30 years of global finance and accounting experience. He began his career with Deloitte. Subsequently, he was with ConAgra Foods and held a variety of positions with increasing levels of responsibility, including senior vice president, controller and senior vice president, finance. Linehan also served as the chief accounting officer at Molycop. Prior to joining the OTC, he led the accounting function, and later, the tax operations function at Paycom Software. 
Linehan is a CPA and received his bachelor’s degree in business administration from Oklahoma State University and is currently a member of the Oklahoma State University Accounting Advisory Board.
Doug and his wife, Madeline, have three children.