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Wed, Sep 02


Zoom Webinar

Free Webinar | Manage the Unknown, Empower the Team, and PIVOT to Success

Uncertainty is unsettling. Unsure of next steps? Learn more from the Shepherd Advisors team and guests on how to best prepare your company for a shifting marketplace.

Free Webinar | Manage the Unknown, Empower the Team, and PIVOT to Success
Free Webinar | Manage the Unknown, Empower the Team, and PIVOT to Success

Time & Location

Sep 02, 2020, 1:00 PM – 2:00 PM EDT

Zoom Webinar

About the Event

CEOs and owners of growth-focused manufacturers who are concerned about ongoing uncertainties and recognize the need to PIVOT can get help through participating on this webinar.


In a recent survey[1] of middle market CEOs, two thirds (66%) said that ongoing uncertainty is one of the “most difficult aspects of running a business in today’s environment.”  Six months into this pandemic, COVID-19 continues to disrupt markets, scramble supply chains, and labor, spook customers, and increase overall risks. It’s a challenge when even the next 12 months are unclear!


Fortunately, companies can manage the unknown, empower their team and pivot to success using a powerful and proven process that is based on the core principles of scenario planning.  With the PIVOT2020 method and accompanying PIVOT20202 ebook, CEOs and management teams will have specific tools to quickly and effectively manage the unknown, empower their teams, and pivot to success.

[1] COVID-19 and the Middle Market: 2Q 2020. National Center for the Middle Market.


In this webinar, Shepherd Advisors will share a four-step method that will help your company:

  • Pivot proactively as markets shift
  • Rebound faster than others as the new normal emerges
  • Surface new opportunities and deploy resources
  • Build team clarity and confidence to tackle what ever the future brings.

Webinar participants will also receive a free interactive PIVOT2020 ebook every business can use immediately.

About the speakers:

Loch McCabe | STRATEGY

Creates robust foundations for growth through market-centric strategy and research.

Founding Shepherd Advisors in 2000, Loch focuses on methodical research, sound growth strategy development, and building robust foundations for successful and sustainable growth. Loch has a knack for understanding stories, recognizing opportunities, and developing pathways that allow clients to move forward with clarity and confidence. He augments his instincts and enthusiasm with proven methodologies, analysis, due diligence, and process facilitation that fosters clearer thinking and action.

Michael Holzworth | EXECUTION

Improves operations, marketing, and sales by helping teams execute their strategic vision.

Mike is an experienced business leader grounded in the science and the art of increasing marketing and sales effectiveness.  He has led branded sales growth at Fortune 100 companies, engineered two turnarounds, and has led revenue growth at small businesses by driving sales and marketing performance with tight resources. Holding a progression of sales, brand and top executive positions in his career, Mike has core skills in building teams that create and execute strategic vision within lean organizations.  Specialties also include sales management, direct sales, marketing, customer service, and operational improvement.


Commercializes manufacturing and product technologies by building innovation mindsets.

Merv brings more than 25 years of experience as a successful entrepreneur taking industry-leading manufacturing and product technologies from the lab to the marketplace. Simply put, Merv loves to commercialize interesting innovations.  He focuses on making commercialization happen, and works equally well with OEMs, suppliers, channels and startups. His education includes earning a Ph.D. in Mechanical Engineering at Queen’s University in Belfast, Ireland and advanced business and leadership training at INSEAD and Northwestern University’s Kellogg School of Management.

Ed Holinski | CULTURE

Resets culture to drive strategies and help leaders conduct transformative conversations.

Ed is a business and transformation leader who helps organizations accelerate and sustain growth. He specializes in growth strategy clarification, leadership development and culture change. As a transformation consultant who works across numerous industries, Ed uses organization development as a growth lever. He is purpose driven and gets great gratification from growing organizations and people simultaneously.

Soelberg, CEO of Jetoool

Joel is a passionate entrepreneur who builds companies.  Joel joined Jetool as CEO in early 2019,and set the company on solid ground for growth.  Before Jettool, Joel led growth initiatives at 4C Plastics, Jershon Inc. and Dart Container Corporation.    He also served eight years as an Executive Officer in the Michigan National Guard.


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