Continuing Education

Complete the CE Forms for each session you attend.

Sunday, May 21, 2023

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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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1:30 pm–

1:50 pm

Learning Lab

How to Effectively Work With an M&A Advisory Firm

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Sam Messina

1:30 pm–

1:50 pm

How to Effectively Work With an M&A Advisory Firm

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Sam Messina

1:30 pm–

1:50 pm

Learning Lab

How to Gain Tremendous Traction – Create more value Now AND at Exit

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Marshall Welch

1:30 pm–

1:50 pm

How to Gain Tremendous Traction – Create more value Now AND at Exit

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Marshall Welch

2:00 pm–

2:20 pm

Learning Lab

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

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Steve Alms

2:00 pm–

2:20 pm

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

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Steve Alms

2:00 pm–

2:20 pm

Learning Lab

How To Use Real Estate To Maximize Sales Proceeds and Minimize Taxes

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Gary Stache

Chris Martin

2:00 pm–

2:20 pm

How To Use Real Estate To Maximize Sales Proceeds and Minimize Taxes

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Gary Stache

Chris Martin

2:30 pm–

2:50 pm

Learning Lab

Adding Strategic Planning to Your Client Services

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Ken Sanginario

2:30 pm–

2:50 pm

Adding Strategic Planning to Your Client Services

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Ken Sanginario

2:30 pm–

2:50 pm

Learning Lab

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

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Harry W. Coleman III

2:30 pm–

2:50 pm

Business Exit Planning: Help Clients Keep More of their Sale Proceeds

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Harry W. Coleman III

3:00 pm–

3:20 pm

Learning Lab

5 Content Marketing Tips to Get Owners to Think Exit

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Laura Ferguson

3:00 pm–

3:20 pm

5 Content Marketing Tips to Get Owners to Think Exit

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Laura Ferguson

3:00 pm–

3:20 pm

Learning Lab

2023 M&A Market Update – Balancing Risk and Reward

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Terry Johnson

3:00 pm–

3:20 pm

2023 M&A Market Update – Balancing Risk and Reward

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Terry Johnson

3:30 pm–

3:50 pm

Learning Lab

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

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Lee Small

3:30 pm–

3:50 pm

Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

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Lee Small

3:30 pm–

3:50 pm

Learning Lab

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

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Shina Culberson

3:30 pm–

3:50 pm

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

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Shina Culberson

4:00 pm–

4:20 pm

Learning Lab

Mitigate Against Catastrophic Risk While Creating a Profit Center

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Mark Sims

4:00 pm–

4:20 pm

Mitigate Against Catastrophic Risk While Creating a Profit Center

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Mark Sims

4:00 pm–

4:20 pm

Learning Lab

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

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Joe Strazzeri

Shelley Lightfoot

4:00 pm–

4:20 pm

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

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Joe Strazzeri

Shelley Lightfoot

4:30 pm–

4:50 pm

Learning Lab

Where Are All The Value Advisors?

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Casey Clark

4:30 pm–

4:50 pm

Where Are All The Value Advisors?

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Casey Clark

4:30 pm–

4:50 pm

Learning Lab

Why is Everyone Talking About ESOPs?

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Leslie Lauer

4:30 pm–

4:50 pm

Why is Everyone Talking About ESOPs?

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Leslie Lauer

5:00 pm–

6:30 pm

Welcome Social

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5:00 pm–

6:30 pm

Welcome Social

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Monday, May 22, 2023

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6:30 am–

7:30 am

Breakfast

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6:30 am–

7:30 am

Breakfast

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6:30 am–

5:00 pm

Exhibit Hall

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6:30 am–

5:00 pm

Exhibit Hall

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7:45 am–

8:00 am

State of the Institute Address

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Scott Snider

7:45 am–

8:00 am

State of the Institute Address

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Scott Snider

8:00 am–

9:00 am

Keynote

That Will Never Work: The Birth of Netflix and The Amazing Life of an Idea

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Marc Randolph

8:00 am–

9:00 am

That Will Never Work: The Birth of Netflix and The Amazing Life of an Idea

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Marc Randolph

9:00 am–

9:30 am

Networking Break

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9:00 am–

9:30 am

Networking Break

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9:30 am–

10:30 am

Breakout Session

Maximizing the Value of Human Capital

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Laura Queen

9:30 am–

10:30 am

Maximizing the Value of Human Capital

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Laura Queen

9:30 am–

10:30 am

Breakout Session

Overview of the Value Acceleration Methodology

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Scott Snider

9:30 am–

10:30 am

Overview of the Value Acceleration Methodology

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Scott Snider

9:30 am–

10:30 am

Breakout Session

A Proven System to Accelerate Revenues with a CEPA Credential

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Susan Danzig

9:30 am–

10:30 am

A Proven System to Accelerate Revenues with a CEPA Credential

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Susan Danzig

9:30 am–

10:30 am

Breakout Session

Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories

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Jaclyn Ring

Scott Mashuda

Todd Torquato

9:30 am–

10:30 am

Mergers & Acquisitions: Deal Terms, Deal Killers and War Stories

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Jaclyn Ring

Scott Mashuda

Todd Torquato

10:30 am–

10:45 am

Break

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10:30 am–

10:45 am

Break

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10:45 am–

11:45 am

Breakout Session

Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales

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Scott Bushkie

10:45 am–

11:45 am

Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales

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Scott Bushkie

10:45 am–

11:45 am

Breakout Session

Building Strong Family Values to Integrate into Exit Planning

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Rich Christiansen

10:45 am–

11:45 am

Building Strong Family Values to Integrate into Exit Planning

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Rich Christiansen

10:45 am–

11:45 am

Breakout Session

Unlock the Value of the CEPA Membership within Your Marketing

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Paige Wysocki

Colleen Kowalski

10:45 am–

11:45 am

Unlock the Value of the CEPA Membership within Your Marketing

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Paige Wysocki

Colleen Kowalski

10:45 am–

11:45 am

Breakout Session

Capitaliz On Our 21-Step Exit Planning Process Used With Over 700 Clients Over 10 Years

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Dr. Craig West

10:45 am–

11:45 am

Capitaliz On Our 21-Step Exit Planning Process Used With Over 700 Clients Over 10 Years

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Dr. Craig West

11:45 am–

1:15 pm

Lunch and Author Showcase

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11:45 am–

1:15 pm

Lunch and Author Showcase

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1:15 pm–

2:15 pm

Breakout Session

Inbound Advisory – Automating Your Engagements

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Aaron Stine

1:15 pm–

2:15 pm

Inbound Advisory – Automating Your Engagements

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Aaron Stine

1:15 pm–

2:15 pm

Breakout Session

Self-Publish and Succeed – Book Writing for Business Growth

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Julie Broad

1:15 pm–

2:15 pm

Self-Publish and Succeed – Book Writing for Business Growth

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Julie Broad

1:15 pm–

2:15 pm

Breakout Session

An Expert Panel Analyzes Exit Options

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Scott Snider

Keith Apton

Scott Mashuda

Bobby Kingsbury

Judi Cunningham

1:15 pm–

2:15 pm

An Expert Panel Analyzes Exit Options

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Scott Snider

Keith Apton

Scott Mashuda

Bobby Kingsbury

Judi Cunningham

1:15 pm–

2:15 pm

Breakout Session

Business Succession & Tax Planning – Helping Your Clients Retain More

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Gal Kaufman

Paul Quast

Bradley Barros

1:15 pm–

2:15 pm

Business Succession & Tax Planning – Helping Your Clients Retain More

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Gal Kaufman

Paul Quast

Bradley Barros

2:15 pm–

2:45 pm

Networking Break

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2:15 pm–

2:45 pm

Networking Break

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2:45 pm–

3:45 pm

Main Stage

The Evolution of Exit Planning

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Christopher Snider

2:45 pm–

3:45 pm

The Evolution of Exit Planning

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Christopher Snider

3:45 pm–

5:00 pm

Excellence in Exit Planning Awards

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3:45 pm–

5:00 pm

Excellence in Exit Planning Awards

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5:00 pm–

7:00 pm

Charity Giveback Social

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5:00 pm–

7:00 pm

Charity Giveback Social

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Tuesday, May 23, 2023

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6:30 am–

3:30 pm

Exhibit Hall

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6:30 am–

3:30 pm

Exhibit Hall

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6:45 am–

8:00 am

Breakfast

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6:45 am–

8:00 am

Breakfast

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8:00 am–

9:30 am

Power Session

The Power of Hype: Become a Celebrity in Your Field (Without Selling Your Soul)

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Michael Schein

8:00 am–

9:30 am

The Power of Hype: Become a Celebrity in Your Field (Without Selling Your Soul)

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Michael Schein

8:00 am–

9:30 am

Power Session

Leveraging Your Personal Brand

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Justin Castelli

8:00 am–

9:30 am

Leveraging Your Personal Brand

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Justin Castelli

8:00 am–

9:30 am

Power Session

Building A Brand with Impact

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Michael Sheppard

8:00 am–

9:30 am

Building A Brand with Impact

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Michael Sheppard

8:00 am–

9:30 am

Power Session

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

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Meghaan Lurtz

8:00 am–

9:30 am

Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

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Meghaan Lurtz

8:00 am–

9:30 am

Power Session

The Champions Way: Culture Is the Key In Business Transition & Exit Planning

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Ben Utecht

8:00 am–

9:30 am

The Champions Way: Culture Is the Key In Business Transition & Exit Planning

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Ben Utecht

9:30 am–

10:00 am

Networking Break

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9:30 am–

10:00 am

Networking Break

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10:00 am–

11:00 am

Breakout Session

Business Value Growth & Maximization

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Justin Goodbread

10:00 am–

11:00 am

Business Value Growth & Maximization

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Justin Goodbread

10:00 am–

11:00 am

Breakout Session

Minimize Risk, Maximize Value

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Brian Trzcinski

10:00 am–

11:00 am

Minimize Risk, Maximize Value

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Brian Trzcinski

10:00 am–

11:00 am

Breakout Session

How to Navigate the Buyer Landscape

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Wayne Bell

Ron Pullar

10:00 am–

11:00 am

How to Navigate the Buyer Landscape

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Wayne Bell

Ron Pullar

10:00 am–

11:00 am

Breakout Session

Can I Borrow Your Car? How to Minimize Risk and Maximize Return in Your Referral System

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Mike Garrison

10:00 am–

11:00 am

Can I Borrow Your Car? How to Minimize Risk and Maximize Return in Your Referral System

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Mike Garrison

11:00 am–

11:15 am

Break

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11:00 am–

11:15 am

Break

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11:15 am–

12:45 pm

Main Stage

Case Study Group Work

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Christopher Snider

11:15 am–

12:45 pm

Case Study Group Work

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Christopher Snider

12:45 pm–

2:00 pm

Main Stage

Lunch and Case Study Panel

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12:45 pm–

2:00 pm

Lunch and Case Study Panel

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2:00 pm–

3:30 pm

Main Stage

At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want

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Michael Kitces

2:00 pm–

3:30 pm

At the Capacity Crossroads: 3 Visions for Scaling the Advisory Firm You Want

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Michael Kitces

3:30 pm–

5:00 pm

Summit After Party Social

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3:30 pm–

5:00 pm

Summit After Party Social

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Wednesday, May 24, 2023

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8:00 am–

3:00 pm

Workshop

Value Acceleration Revealed: How Value Growth Advisors Do the Work and What Business Owners, and You, Should Expect

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Sean Hutchinson

Cindy Reid-Shelton

8:00 am–

3:00 pm

Value Acceleration Revealed: How Value Growth Advisors Do the Work and What Business Owners, and You, Should Expect

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Sean Hutchinson

Cindy Reid-Shelton

8:00 am–

3:30 pm

Workshop

Women in Exit Planning Symposium

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Shelley Lightfoot

Bianca Benedetti-Fang

Jessica Fialkovich

Shanda McFadden

Martha Sullivan

Jaclyn Ring

Kiley Peters

Kathleen Pritchard

8:00 am–

3:30 pm

Women in Exit Planning Symposium

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Shelley Lightfoot

Bianca Benedetti-Fang

Jessica Fialkovich

Shanda McFadden

Martha Sullivan

Jaclyn Ring

Kiley Peters

Kathleen Pritchard

8:00 am–

5:00 pm

Workshop

Behind the Conversation

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Joe Strazzeri

Shelley Lightfoot

8:00 am–

5:00 pm

Behind the Conversation

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Joe Strazzeri

Shelley Lightfoot

Thursday, May 25, 2023

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8:00 am–

5:00 pm

Workshop

Behind the Conversation

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Joe Strazzeri

Shelley Lightfoot

8:00 am–

5:00 pm

Behind the Conversation

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Joe Strazzeri

Shelley Lightfoot