Speaker Lineup
The 2024 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
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Gerry O’Brion
Author,
What Big Brands Know
Keynote
Christopher Snider
CEPA, CEO,
Exit Planning Institute
Author,
Walking to Destiny
Workshop
Scott Snider
President,
Exit Planning Institute
Breakout
Dan Negroni
C-Suite Advisor,
launchbox
Main Stage
Julie Keyes
CEPA, Founder & President,
KeyeStrategies
Workshop
Breakout
Deb Meyer
CEPA, Founder,
WorthyNest®
Workshop
Kerry Siggins
CEO,
StoneAge Holdings
Workshop
Panelist
Shina Culberson
CEPA, President,
Quist Valuation
Workshop
Tom Deans
Author & Professional Speaker,
Détente Financial Press Ltd.
Power Session
Skyler Stokes
CEPA, Founder & President,
Aloha Wealth Partners
Power Session
Mary Pat Knight
CEO & Founder,
Leaders Inspired
Power Session
John D. Hanson
Speaker, Business Coach, Trainer, & Author,
John D. Hanson
Power Session
Jessica Fialkovich
CEPA, Founder & President,
Exit Factor
Power Session
Michael King
VP, Charitable Gift Planning Attorney, Charitable Wealth Strategist,
National Christian Foundation
Learning Lab
Keith Apton
Managing Director,
The Capital ESOP Group
CEPA,
Learning Lab
Kevin Rex
Director of Sales,
The Stream Protection Plan
Learning Lab
Amy Wirtz
CEPA, Senior Family Business Advisor,
The Family Business Consulting Group
Breakout
Todd Torquato
Founding Partner,
REAG
Learning Lab
Jaclyn Ring
Vice President,
REAG
Learning Lab
Scott Mashuda
Founding Partner,
REAG
Learning Lab
Terry Johnson
Chief Revenue and Strategy Officer,
Generational
Learning Lab
John Huss
Principal,
AQR Capital Management
Learning Lab
Michael Brady
Director of Sales,
Maus Software
Learning Lab
Sam Messina
Director of Business Development,
Paramax Corporation
Learning Lab
Dan Gramann
Co-Founder, Cultivate Advisors,
Learning Lab
Lee Small
Senior Vice President, Divisional Sales Manager,
John Hancock
Learning Lab
Stuart Haker
Principal and Risk Management Growth Leader,
TrueNorth Companies
Learning Lab
Kyle Mertz
Executive Vice President, Benefits & Financial Strategies,
TrueNorth Companies
Learning Lab
Jeff Ditsworth
Financial Strategies Advisor,
TrueNorth Companies
Learning Lab
Mark Sims
President,
Madison Insurance Group
Learning Lab
Shelley Lightfoot
Partner,
The Founders Group
Learning Lab
Joseph A. Seetoo
CEPA, Wealth Advisor, Senior Vice President,
Morton Wealth
Breakout
Joe Strazzeri
CEPA, Attorney & Counselor,
Strazzeri Mancini LLP
Breakout
Christian Muntean
CEPA, Business Strategist,
Christian Muntean
Breakout
Christopher Harben
CEPA, Associate Teaching Professor,
Penn State Erie, The Behrend College
Breakout
James Bly
Managing Director, National Practice Leader,
EY Family Enterprise Business Services
Breakout
Thomas C. Hoffman, II
Shareholder Attorney,
Knox McLaughlin Gornall & Sennett, P.C.
Breakout
Sean Hutchinson
CEPA, Partner,
Ready for Next Global
Breakout
Rich Goldstein
CEPA, Registered Patent Attorney,
Goldstein Patent Law
Breakout
Kathleen Pritchard
CEPA, Director of Practice Management,
John Hancock Investment Management
Breakout
Abby Donnelly
CEO Coach,
The Leadership & Legacy Group
Breakout
Sharon Spooler
Managing Partner and CMO,
Chief Outsiders
Breakout
Meghaan Lurtz
Senior Research Nerd,
Kitces.com, LLC
Breakout
James Jack
CEPA, Executive Director, Head of Business Owner Client Segment,
UBS
Panelist
Vincent Mastrovito
CEPA, Exit Planning Specialist,
Prometis Partners
Panelist
Mike Trabert
CEPA, Partner,
Marcum LLP
Panelist
Mike Fischer
Owner,
WillCo Tech Inc
Owner,
MilitaryHire
Panelist
Melisa Silverman
CEPA, Managing Partner,
The Founders Group
President,
Avenue M Advisors, Inc.
Panelist
Justin Goodbread
CEPA, President,
WealthSource
Panelist
Craig West
CEPA, Founder,
Capitaliz
Panelist
Chris Ronzio
Founder & CEO,
Trainual
Panelist
Jeff Sheridan
Vice President,
Ahaus Tool and Engineering, Inc.
Panelist
Kevin Ahaus
President,
Ahaus Tool and Engineering, Inc.