Scaling Up+
Learning Series

3 Authors. New Content. 77 minutes.

Virtual | April 22nd, 2026 | 10:22am – 11:39am ET
April 22, 2026 countdown

3000+CXOs

77 Minutes

World-class Authors

Outlearn your competition! At no cost to you!

Leaders are readers. Read the equivalent of three 2025 business books selected from the thousands published this year on topics critical to scaling more easily and effectively. We’re hosting three 22-minute presentations by the authors of these books.

Broadcast over 77-minutes, join fellow CEOs, CXOs, and team members of scaleups from around the globe for our virtual Scaling Up+ Learning Series, from the comfort of your own chair or conference room.

Gather your team and learn together. Schedule an additional 30 minutes or hour after the Learning to decide on which ideas/tools/techniques you’ll implement.

About the Authors

Mike Goldman

Leadership team coach, author of USA Today Bestseller, The Strength of Talent

Jennifer Wallace

Founder, The Mattering Institute, author of Mattering: The Secret to a Life of Deep Connection and Purpose

Joe Caruso

World-renowned expert in the individual and collective mind, author of Narrative Wins! Learn to Tell the Right Story to the Right Person in the Right Way for the Right Reason at the Right Time

Bob Verdun - Learning Host

CEO, Scaling Up Coaches

Bob specializes in helping businesses with their go to market/growth strategies and effective ways to maximize shareholder value. He has been involved in dozens of M&A transactions, advising company owners on strategies for growth, acquisitions, mergers and capital raises.

Under Bob’s leadership, his company CFI won Inc. Magazine’s “Fastest Growing Private Companies” award for five consecutive years. He established partnerships with some of the leading companies in its industry and became IBM’s largest global partner for multiple product lines. CFI routinely won awards as an Employer of Choice, Companies to Watch, Best and Brightest, Great Place to Work, and more. When Bob sold CFI the ten-year average annual growth was 27% and 25% EBITDA!

As an active investor, Bob has participated in over 60 business transactions in recent years. This includes his role as a developer, general partner and limited partner for over 40 real estate projects. He has capabilities in all areas of business transactions including; structure, finance, legal and integration.

A lifetime learner, Bob has participated in numerous educational programs including the MIT Entrepreneurial Master’s Program, Entrepreneurial Operating System (EOS), ScaleUp, Strategic Coach, High Stakes Negotiating and many other executive education programs.

Professional Highlights:

  • Solyco Capital, Senior Partner, private equity firm w/ 26 portfolio companies
  • United Wholesale Mortgage, Board member, Chair Audit, Finance committees (NYSC: UWMC)
  • Ernst and Young Entrepreneur of the year award winner —2010 and 2014
  • Former national board member of the American Diabetes Association (ADA)
  • 15 years member (former) Entrepreneurs Organization
  • 15 years active YPO Member
    • 15 years active YPO Member
    • President YPO Ft. Lauderdale
    • Past President YPO Detroit
  • Former Deal Network Chair Young Presidents Organization (YPO)
  • Tiger 21 member

As CEO of Scaling Up Coaches, Bob is leveraging his experience and extensive network to expand partnerships, create new opportunities, and drive the continued growth of the organization. With a fresh perspective and a growth-oriented mindset, he is committed to enhancing the Scaling Up Coaches, Community and businesses they serve.

Gather your team and learn together.

Schedule an additional 30 minutes or hour after the Learning to decide on which ideas/tools/techniques you’ll implement.

Create a learning culture by supporting learning in your own organization.  Business professionals are the only professionals not required to get continuous education each year.  Imagine if doctors, lawyers, accountants, embalmers, and most importantly, commercial pilots, weren’t required to do the same.

Lead by example and invest the time.  Recorded so you can review later – but only if registered. Register you and your team now!

Agenda

10:22 - 10:26am ET

Bob Verdun - Opening Remarks

10:28 - 10:50am ET

Mike Goldman

10:52 - 11:14am ET

Jennifer Wallace

11:16-11:38am ET

Joe Caruso