Register

Continuing Education

Complete the CE Forms for each session you attend.

Sunday, April 28, 2024

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7:30 am–

12:00 pm

Workshop

Women in Exit Planning Symposium

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Julie Keyes

Deb Meyer

Danielle Hayden

Kerry Siggins

Shina Culberson

7:30 am–

12:00 pm

Women in Exit Planning Symposium

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Julie Keyes

Deb Meyer

Danielle Hayden

Kerry Siggins

Shina Culberson

7:30 am–

11:30 am

Workshop

Mastering the Triggering Event Workshop

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Christopher Snider

7:30 am–

11:30 am

Mastering the Triggering Event Workshop

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Christopher Snider

9:00 am–

12:00 pm

Annual Chapter Presidents Circle Meeting

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9:00 am–

12:00 pm

Annual Chapter Presidents Circle Meeting

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12:00 pm–

12:50 pm

Summit 50 Fireside Chat

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12:00 pm–

12:50 pm

Summit 50 Fireside Chat

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1:00 pm–

5:00 pm

Exhibit Hall

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1:00 pm–

5:00 pm

Exhibit Hall

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1:00 pm–

1:20 pm

Learning Lab

REAG Learning Lab

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1:00 pm–

1:20 pm

REAG Learning Lab

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2:00 pm–

2:20 pm

Learning Lab

Maus Software, LLC Learning Lab

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2:00 pm–

2:20 pm

Maus Software, LLC Learning Lab

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2:00 pm–

2:20 pm

Learning Lab

Re-thinking Retirement: Creating A Tax-Free Income Stream

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Kevin Rex

2:00 pm–

2:20 pm

Re-thinking Retirement: Creating A Tax-Free Income Stream

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Kevin Rex

2:30 pm–

2:50 pm

Learning Lab

Paramax Learning Lab

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2:30 pm–

2:50 pm

Paramax Learning Lab

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3:00 pm–

3:20 pm

Learning Lab

Madison Insurance Group

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3:00 pm–

3:20 pm

Madison Insurance Group

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3:00 pm–

3:20 pm

Learning Lab

The Generous Business: How Families are Using their Business as an Engine for Generosity

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Michael King

3:00 pm–

3:20 pm

The Generous Business: How Families are Using their Business as an Engine for Generosity

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Michael King

3:30 pm–

3:50 pm

Learning Lab

CBRE Learning Lab

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3:30 pm–

3:50 pm

CBRE Learning Lab

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3:30 pm–

3:50 pm

Learning Lab

John Hancock Learning Lab

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3:30 pm–

3:50 pm

John Hancock Learning Lab

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4:00 pm–

4:20 pm

Learning Lab

Cultivate Advisors Learning Lab

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4:00 pm–

4:20 pm

Cultivate Advisors Learning Lab

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4:00 pm–

4:20 pm

Learning Lab

FocusCFO Learning Lab

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4:00 pm–

4:20 pm

FocusCFO Learning Lab

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4:30 pm–

6:00 pm

Welcome Social

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4:30 pm–

6:00 pm

Welcome Social

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Monday, April 29, 2024

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6:00 am–

7:15 pm

Exhibit Hall

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6:00 am–

7:15 pm

Exhibit Hall

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6:00 am–

7:30 am

Breakfast

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6:00 am–

7:30 am

Breakfast

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7:30 am–

8:00 am

Opening Remarks

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Scott Snider

7:30 am–

8:00 am

Opening Remarks

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Scott Snider

8:00 am–

8:45 am

Excellence in Exit Planning Awards

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8:00 am–

8:45 am

Excellence in Exit Planning Awards

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8:45 am–

10:00 am

Keynote

Opening Keynote

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8:45 am–

10:00 am

Opening Keynote

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10:00 am–

10:30 am

Relationship Building Break

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10:00 am–

10:30 am

Relationship Building Break

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10:30 am–

11:45 am

Breakout Session

So you’re a CEPA… Positioning Your Financial Advisory Practice for Working with Business Owners

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Kathleen Pritchard

10:30 am–

11:45 am

So you’re a CEPA… Positioning Your Financial Advisory Practice for Working with Business Owners

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Kathleen Pritchard

10:30 am–

11:45 am

Breakout Session

An Overview of the Value Acceleration Methodology

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Scott Snider

10:30 am–

11:45 am

An Overview of the Value Acceleration Methodology

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Scott Snider

10:30 am–

11:45 am

Breakout Session

Upping Your Question Game

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Meghaan Lurtz

10:30 am–

11:45 am

Upping Your Question Game

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Meghaan Lurtz

11:45 am–

1:00 pm

Lunch and Author Showcase

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11:45 am–

1:00 pm

Lunch and Author Showcase

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1:00 pm–

2:15 pm

Breakout Session

Building the Exit Planning Dream Team

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Julie Keyes

Joseph A. Seetoo

Joe Strazzeri

Christian Muntean

1:00 pm–

2:15 pm

Building the Exit Planning Dream Team

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Julie Keyes

Joseph A. Seetoo

Joe Strazzeri

Christian Muntean

1:00 pm–

2:15 pm

Breakout Session

Transition From A Family Business Into a Family Venture Capital Company

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Amy Wirtz

Christopher Harben

James Bly

Thomas C. Hoffman, II

1:00 pm–

2:15 pm

Transition From A Family Business Into a Family Venture Capital Company

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Amy Wirtz

Christopher Harben

James Bly

Thomas C. Hoffman, II

1:00 pm–

2:15 pm

Breakout Session

Demystify the Role of an Exit Planning Quarterback: Once and For All

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Sean Hutchinson

1:00 pm–

2:15 pm

Demystify the Role of an Exit Planning Quarterback: Once and For All

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Sean Hutchinson

2:15 pm–

2:30 pm

Break

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2:15 pm–

2:30 pm

Break

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2:30 pm–

3:45 pm

Breakout Session

Accelerating Value By Maximizing Intellectual Property

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Rich Goldstein

2:30 pm–

3:45 pm

Accelerating Value By Maximizing Intellectual Property

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Rich Goldstein

2:30 pm–

3:45 pm

Breakout Session

Unlocking the Secrets to Owner Readiness: Beyond the Financials

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Abby Donnelly

2:30 pm–

3:45 pm

Unlocking the Secrets to Owner Readiness: Beyond the Financials

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Abby Donnelly

2:30 pm–

3:45 pm

Breakout Session

Four Marketing and Business Development Tips to Turbocharge Growth

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Sharon Spooler

2:30 pm–

3:45 pm

Four Marketing and Business Development Tips to Turbocharge Growth

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Sharon Spooler

3:45 pm–

4:15 pm

Relationship Building Break

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3:45 pm–

4:15 pm

Relationship Building Break

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4:15 pm–

5:15 pm

Panelist

Best-in-Class Exit Planning Advisors Panel

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James Jack

Vincent Mastrovito

Mike Trabert

Melisa Silverman

Justin Goodbread

Craig West

4:15 pm–

5:15 pm

Best-in-Class Exit Planning Advisors Panel

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James Jack

Vincent Mastrovito

Mike Trabert

Melisa Silverman

Justin Goodbread

Craig West

5:15 pm–

7:15 pm

Charity Giveback Social

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5:15 pm–

7:15 pm

Charity Giveback Social

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Tuesday, April 30, 2024

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6:30 am–

8:00 am

Breakfast

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6:30 am–

8:00 am

Breakfast

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6:30 am–

2:30 pm

Exhibit Hall

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6:30 am–

2:30 pm

Exhibit Hall

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7:00 am–

7:45 am

Sunrise Table Talks with Thought Leaders

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7:00 am–

7:45 am

Sunrise Table Talks with Thought Leaders

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8:00 am–

9:30 am

Power Session

The Tribe Mentality – Winning is a Team Effort

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Skyler Stokes

8:00 am–

9:30 am

The Tribe Mentality – Winning is a Team Effort

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Skyler Stokes

8:00 am–

9:30 am

Power Session

The Day After

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Jessica Fialkovich

8:00 am–

9:30 am

The Day After

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Jessica Fialkovich

8:00 am–

9:30 am

Power Session

Ditch the Drama – Elevating Humanized Leaders

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Mary Pat Knight

8:00 am–

9:30 am

Ditch the Drama – Elevating Humanized Leaders

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Mary Pat Knight

8:00 am–

9:30 am

Power Session

Why Gifting a Family Business to the Next Generation is Destroying Family Wealth

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Tom Deans

8:00 am–

9:30 am

Why Gifting a Family Business to the Next Generation is Destroying Family Wealth

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Tom Deans

8:00 am–

9:30 am

Power Session

WOW Your Customers! 7 Ways to World-Class Service

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John D. Hanson

8:00 am–

9:30 am

WOW Your Customers! 7 Ways to World-Class Service

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John D. Hanson

9:30 am–

10:00 am

Relationship Building Break

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9:30 am–

10:00 am

Relationship Building Break

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10:00 am–

11:45 am

Interactive Case Study and Expert Discussion

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10:00 am–

11:45 am

Interactive Case Study and Expert Discussion

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11:45 am–

1:00 pm

Lunch

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11:45 am–

1:00 pm

Lunch

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1:00 pm–

2:00 pm

Main Stage

Overcome Uncertainty in The Workplace of The Future (Creating Transformational Leaders & Growth)

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Dan Negroni

1:00 pm–

2:00 pm

Overcome Uncertainty in The Workplace of The Future (Creating Transformational Leaders & Growth)

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Dan Negroni

2:00 pm–

2:30 pm

Relationship Building Break

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2:00 pm–

2:30 pm

Relationship Building Break

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2:30 pm–

3:30 pm

Panelist

The Stages of Exiting a Business: Business Owner Panel

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Scott Snider

Mike Fischer

Chris Ronzio

2:30 pm–

3:30 pm

The Stages of Exiting a Business: Business Owner Panel

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Scott Snider

Mike Fischer

Chris Ronzio

3:45 pm–

5:00 pm

Summit After Party Social

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3:45 pm–

5:00 pm

Summit After Party Social

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