[Advanced Workshop] Human Capital Advisory (HCA) Workout Workshop with Dr. Curtis Odom

Room: Morrison

8:00 am - 4:00 pm


Meet Your Presenter

Getting Strategic About Managing Your Human Capital

Having a human capital strategy at the start allows for everything from quick advice, to navigating more complex issues. Our clients’ needs change over time as different growth milestones are hit. From our experience, planning in advance for any upcoming operational human capital needs will ensure that you have the right people, in the right roles, with the right skills to execute your business strategy.

Cost to Attend: +$1,500
(not included in Summit registration)




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Who Should Attend

Certified Exit Planners
Business Owners
M&A Advisors
Strategic Consultants
Human Resource Consultants



Meet the Presenter


Meet Dr. Curtis Odom: Dr. Curtis Odom is Principal and Managing Partner of Prescient Strategists. Prescient Strategists is a Boston based, management consulting practice to Fortune 100 companies, colleges, and universities focused on developing and delivering change management, organizational culture, executive coaching, and leadership development solutions to clients during mergers and acquisitions, and strategic business transformation initiatives. Curtis is a leading certified merger and acquisition advisor, certified value growth advisor, and certified professional business coach who specializes in M&A post-transaction integration. His expertise is most often sought before an M&A deal closes to discuss integration strategy, planning, capability, and partners with clients from due diligence to optimization as the deal lead for successful integration strategy execution.

In the related area of business exit planning, Curtis partners with clients to identify successors within their business, providing them with an opportunity to develop their skills and experience as future leaders of the business at a future date. Curtis has proven expertise in the transfer of leadership and/or management from one generation to the next within a middle- market or family office business. Curtis is an expert in developing a human capital strategy aligned to the organizational strategy, implementing strategic workforce planning, employing targeted executive coaching to drive cultural integration, creating key employee engagement, and retention strategies.

Learn more about Dr. Curtis Odom by visiting his speaker profile.



Continuing Education (CE) Credits

CPE: 7 hours
CFP®: 0 units
CEPA: 7 credits


Cost to Attend: +$1,500
(Workshop is not included in two-day Summit registration)



Attendees will learn the following key takeaways:

  • Identify why Human Capital is a major factor for competitive advantage in the marketplace.
  • Define the business drivers for effective Human Capital practices.
  • Interpret the financial impacts of Human Capital practices.
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