Register

Continuing Education

Complete the CE Forms for each session you attend.

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

Leveraging 5th Dimensional Customer Experience

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John D. Hanson

8:00 am–

9:30 am

Leveraging 5th Dimensional Customer Experience

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John D. Hanson

8:00 am–

9:30 am

Power Sessions

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8:00 am–

9:30 am

Power Sessions

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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

6-Step Platform to Unstick Businesses to BRIDGE the Gap to Successful Transitions to Next-Generation Leaders

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Dan Negroni

1:00 pm–

2:00 pm

6-Step Platform to Unstick Businesses to BRIDGE the Gap to Successful Transitions to Next-Generation Leaders

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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

Kerry Siggins

Mike Fischer

Chris Ronzio

Jeff Sheridan

Kevin Ahaus

2:30 pm–

3:30 pm

The Stages of Exiting a Business: Business Owner Panel

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Scott Snider

Kerry Siggins

Mike Fischer

Chris Ronzio

Jeff Sheridan

Kevin Ahaus

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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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

Kerry Siggins

Shina Culberson

Amy Wirtz

Tina Corner Stolz

7:30 am–

12:00 pm

Women in Exit Planning Symposium

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Julie Keyes

Deb Meyer

Kerry Siggins

Shina Culberson

Amy Wirtz

Tina Corner Stolz

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

Keeping More Money at Work After the Exit: Investing with AQR’s Flex SMAs

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John Huss

1:00 pm–

1:20 pm

Keeping More Money at Work After the Exit: Investing with AQR’s Flex SMAs

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John Huss

1:00 pm–

1:20 pm

Learning Lab

Tax Free Retirement Income for Business Owners

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Nick Cirbo

Nicole Rex

1:00 pm–

1:20 pm

Tax Free Retirement Income for Business Owners

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Nick Cirbo

Nicole Rex

1:30 pm–

1:50 pm

Learning Lab

How an M&A Advisory Firm Adds Value to the Deal-Making Process

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Sam Messina

1:30 pm–

1:50 pm

How an M&A Advisory Firm Adds Value to the Deal-Making Process

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Sam Messina

1:30 pm–

1:50 pm

Learning Lab

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

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Michael King

1:30 pm–

1:50 pm

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

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Michael King

2:00 pm–

2:20 pm

Learning Lab

A Look Under The Hood of Value Acceleration with FocusCFO – Embedded CFOs / CEPAs in Action

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Michael Stier

Darren Cherry

2:00 pm–

2:20 pm

A Look Under The Hood of Value Acceleration with FocusCFO – Embedded CFOs / CEPAs in Action

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Michael Stier

Darren Cherry

2:00 pm–

2:20 pm

Learning Lab

Alone at the Discovery Gate – Attracting New Clients

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Michael Brady

2:00 pm–

2:20 pm

Alone at the Discovery Gate – Attracting New Clients

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Michael Brady

2:30 pm–

2:50 pm

Learning Lab

Make Insurance Work for You

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Mark Sims

2:30 pm–

2:50 pm

Make Insurance Work for You

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Mark Sims

2:30 pm–

2:50 pm

Learning Lab

2024 M&A Market Update – Balancing Risk and Reward

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Terry Johnson

2:30 pm–

2:50 pm

2024 M&A Market Update – Balancing Risk and Reward

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Terry Johnson

3:00 pm–

3:20 pm

Learning Lab

Making M&A Your Superpower

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Scott Mashuda

Jaclyn Ring

Todd Torquato

3:00 pm–

3:20 pm

Making M&A Your Superpower

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Scott Mashuda

Jaclyn Ring

Todd Torquato

3:00 pm–

3:20 pm

Learning Lab

Enhancing Business Value Through Strategic Risk Management: A TrueNorth Companies Learning Lab for CEPAs

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Jeff Ditsworth

Kyle Mertz

3:00 pm–

3:20 pm

Enhancing Business Value Through Strategic Risk Management: A TrueNorth Companies Learning Lab for CEPAs

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Jeff Ditsworth

Kyle Mertz

3:30 pm–

3:50 pm

Learning Lab

Work With $20-$200 Million Clients – Learn it, Hire it, Buy it, or Partner it

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Shelley Lightfoot

Joe Strazzeri

3:30 pm–

3:50 pm

Work With $20-$200 Million Clients – Learn it, Hire it, Buy it, or Partner it

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Shelley Lightfoot

Joe Strazzeri

3:30 pm–

3:50 pm

Learning Lab

Client Value Acceleration Case Study

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Craig West

3:30 pm–

3:50 pm

Client Value Acceleration Case Study

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Craig West

4:00 pm–

4:20 pm

Learning Lab

The Conversation You Aren’t Having – Commercial Real Estate

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4:00 pm–

4:20 pm

The Conversation You Aren’t Having – Commercial Real Estate

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4:00 pm–

4:20 pm

Learning Lab

Taking Your Company (and Your Life) From Successful to Significant

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Lee Small

4:00 pm–

4:20 pm

Taking Your Company (and Your Life) From Successful to Significant

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Lee Small

4:30 pm–

4:50 pm

Learning Lab

ESOPs and The Benefit to Business Owners

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Keith Apton

4:30 pm–

4:50 pm

ESOPs and The Benefit to Business Owners

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Keith Apton

4:30 pm–

4:50 pm

Learning Lab

How to Leverage a Value Advisor

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Dan Gramann

4:30 pm–

4:50 pm

How to Leverage a Value Advisor

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Dan Gramann

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, 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

They Buy Your BECAUSE

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Gerry O’Brion

8:45 am–

10:00 am

They Buy Your BECAUSE

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Gerry O’Brion

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

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

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

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

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

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

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

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

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

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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