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2027 SPEAKER LINEUP

The 2027 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

Christopher Snider
CEPA®
Chairman, Exit Planning Institute
Scott Snider
 
President, Exit Planning Institute
MAIN STAGE
EMCEE
Renee Russo
CEPA®
2026 Exit Planner of the Year | Founder & CEO, Rise Up Business Coaching Ltd
EMCEE
Casey Clark
 
CEO & Co-Founder, Cultivate Advisors
KEYNOTE
WORKSHOP
Scott Bushkie
CBI , CM&AP , M&AMI , CEPA®
Managing Director, Founder, Cornerstone Business Services
KEYNOTE
WORKSHOP
Alison McQuillan
CEPA® , MBA , PMP
Founder and CEO, The Streamliners
BREAKOUT
Amy Wirtz
CEPA® , JD
Family Business Consultant, Family and Business Success LLC
BREAKOUT
Ben Hammer
CFA
Head of Client Development, Vanguard Personalized Indexing, Vanguard
GROWTH AND IMPACT STAGE
Cara Gray
CEPA®
Third Act Consultant, Good Morning Freedom
MAIN STAGE
PANELIST
Dan Finn
CEPA® , RICP
Structured Installment Sale Facilitator, Finn Financial Group
BREAKOUT
Dan Gramann
 
Co-Founder, Cultivate Advisors
MAIN STAGE
PANELIST
Doug Himmel
 
Managing Partner, Melville Capital, LLC
GROWTH AND IMPACT STAGE
Greg Maddox
 
Senior Business & Exit Advisor, Cultivate Advisors
MAIN STAGE
PANELIST
Jason Kimball
CFA , ASA
Senior Managing Director, Corporate Evaluations, Generational Group
MAIN STAGE
PANELIST
Jerome Myers
CEPA®
Founder, Exit to Excellence
BREAKOUT
Joe Seetoo
CFA , CEPA, CFP
Wealth Advisor and Partner, Morton Wealth
BREAKOUT
Joe Strazzeri
CEPA® , Esq
Attorney & Counselor at Law - Partner, Strazzeri Mancini LLP
MAIN STAGE
BREAKOUT
WORKSHOP
Jonny Holsten
 
Founder/Author, BridgeSelling
BREAKOUT
Julie Keyes
CEPA®
Founder/President, KeyeStrategies, LLC
BREAKOUT
Ken Sanginario
CEPA® , CVGA , CVA,CMAA , CTP , MSF
Founder, CVM: The Value Growth Company
MAIN STAGE
PANELIST
Leslie Lauer
CEPA® , ChFC
Managing Director, RBC Wealth Management
BREAKOUT
Mark Sims
 
CEO, ARCA
MAIN STAGE
PANELIST
Matthew Kerzner
 
CEO, New England Center for Family Business Excellence / Kerzner Advisory Group
BREAKOUT
Melisa Silverman
CEPA® , CMEA , CVA , JD , SBA
Managing Partner, The Founders Group; Avenue M Advisors, Inc.
BREAKOUT
Mike Garrison
CEPA®
Founder, Strategic Referral Team
BREAKOUT
Neil McPeak
CEPA® , CFP-2
Managing Partner, McPeak Wealth Management Group, Wells Fargo Advisors Financial Network
BREAKOUT
Nick Francia
CEPA®
Managing Director - Wealth Management, UBS Financial Services, Inc – The Capital ESOP Group
MAIN STAGE
PANELIST
Rick Krebs
CEPA® , CPA
M&A Advisor, Business Sales Group
BREAKOUT
Rob Odishoo
CEPA® , AWMA , CPFA
Financial Advisor | Senior Portfolio Advisor, Merrill Lynch Wealth Management
BREAKOUT
Roger Silk
CFA , PhD
CEO, Founder, Sterling Foundations & Trusts
MAIN STAGE
PANELIST
GROWTH AND IMPACT STAGE
Simon Leroux
 
Founder & CEO, Optionality
BREAKOUT
Tiffany House
CAP , CEPA®
Tax, Estate, & Charitable Strategist, Gift Planning Institute
BREAKOUT
Wally Waldron
CEPA®
President, Exitology
BREAKOUT

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