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2025 Conference Agenda

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FMS Financial Symposium

Feb 23, 2025
Alliance 301-304, 321
Shrink , Operations , Benchmarks

The grocery industry is facing a transformative period, shifting from unprecedented profitability during the COVID years to pre-pandemic norms amidst rising inflation and tightened consumer spending. This comprehensive session will provide critical insights and actionable strategies to help retailers navigate this evolving landscape effectively.

Part 1: Industry M&A Update
Matthew Morris from The Food Partners will explore key merger and acquisition (M&A) trends in the grocery sector, including how business owners are leveraging COVID-era gains to expand or sell. Gain insights into valuation trends, sales multiples, and practical advice for navigating the current M&A market.

Part 2: Banking Environment
Understanding the lending landscape is crucial for those planning to expand, remodel, or refinance. Learn about the latest trends in lending, interest rates, and loan underwriting to position your business for financial success.

Part 3: Protecting Your Bottom Line
Flat or negative sales growth, rising costs, and labor challenges demand effective cost management. This segment will provide strategies for optimizing labor expenses, boosting productivity, and managing health insurance costs without compromising employee satisfaction.

Whether you're exploring M&A opportunities, planning expansions, or seeking cost-control solutions, this session will equip you with the tools to protect your bottom line and achieve sustainable growth in today’s competitive market.

Speakers
Matthew Morris, Principal - The Food Partners
MIke Sowden, Chief Operating Officer - The Roberts Co.
Casey Fannon, Chief Executive Officer - National Cooperative Bank (NCB)
Jon Cline, Chief Relationship Officer - FMS Solutions, Inc.
Bryan Burgess, Employee Benefits Producer - Houchens Insurance Group
Wells Gunn, Consumer Staple & Retail Practice Leader - Houchens Insurance Group

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