2023 Speaker Lineup
Stay tuned for 2024 speakers!
Marc Randolph
Co-Founder and First CEO,
Netflix
Keynote
Michael Kitces
Chief Financial Planning Nerd,
Kitces.com, LLC
Main Stage
Christopher Snider
CEO,
Exit Planning Institute
Main Stage
Scott Snider
President,
Exit Planning Institute
Breakout
Meghaan Lurtz
Senior Research Nerd,
Kitces.com, LLC
Power Session
Michael Sheppard
Group Vice President,
Thrivent
Power Session
Justin Castelli
Founder, Financial Advisor,
RLS Wealth
Founder,
PRST
Power Session
Michael Schein
Head Hype Artist,
MicroFame Media, LLC.
Power Session
Ben Utecht
Chief Culture Officer,
Super Bowl Champ
Power Session
Casey Clark
CEO,
Cultivate Advisors
Learning Lab
Gary Stache
Vice Chairman,
CBRE
Learning Lab
Marshall Welch
EOS Professional Implementer ,
EOS Worldwide
Learning Lab
Mark Sims
President,
Madison Insurance Group
Learning Lab
Terry Johnson
Chief Revenue and Strategy Officer,
Generational Group
Learning Lab
Harry W. Coleman III
Director of Structured Settlement Products ,
MetLife
Learning Lab
Steve Alms
Managing Partner,
More Than Money Family Office
Learning Lab
Ken Sanginario
Founder,
Corporate Value Metrics
Learning Lab
Chris Martin
First Vice President,
CBRE
Learning Lab
Leslie Lauer
Managing Director,
The ESOP Group, UBS Private Wealth Management
Learning Lab
Laura Ferguson
Vice President, Sales and Business Development,
The Value Builder System
Learning Lab
Lee Small
Divisional Sales Manager, Senior Vice President,
John Hancock Investment Management
Learning Lab
Shina Culberson
President, Business Owner,
Quist Valuation
Learning Lab
Sam Messina
Director of Business Development,
Paramax
Learning Lab
Joe Strazzeri
Counselor, Attorney,
Strazzeri Mancini LLP
Partner,
The Founders Group
Learning Lab
Workshop
Shelley Lightfoot
Executive Director,
Strazzeri Mancini
Executive Director,
The Founders Group
Learning Lab
Workshop
Kathleen Pritchard
Director of Practice Management,
John Hancock
Workshop
Kiley Peters
Founder & Small Business Coach & Consultant,
RAYNE IX
Workshop
Jaclyn Ring
Vice President,
REAG
Workshop
Martha Sullivan
President,
The Family Business Consulting Group
Workshop
Shanda McFadden
Financial Advisor,
Oberlander Timmerwilke Group
Workshop
Jessica Fialkovich
President,
Exit Factor
Workshop
Bianca Benedetti-Fang
Director, Business Owner Segment Field Engagement Manager,
UBS Financial Services, Inc.
Workshop
Cindy Reid-Shelton
Partner,
Ready for Next Global
Workshop
Sean Hutchinson
Partner,
Ready for Next Global
Workshop
Keith Apton
Managing Director,
UBS Financial Services, Inc.
Breakout
Scott Mashuda
Founding Partner,
REAG
Breakout
Todd Torquato
Co-Founder,
REAG
Breakout
Mike Garrison
Founder,
Can I Borrow Your Car
Breakout
Wayne Bell
Managing Director,
STS Capital Partners
Breakout
Ron Pullar
Managing Director,
STS Capital
Breakout
Bobby Kingsbury
Principal,
MCM Capital
Breakout
Susan Danzig
Business Development Expert,
Susan Danzig
Breakout
Brian Trzcinski
Director of Business Market Development,
MassMutual
Breakout
Julie Broad
President,
Book Launchers
Breakout
Aaron Stine
CEO,
Maus Software
Breakout
Rich Christiansen
Board Member, Venture Capitalist,
Legado Family
Breakout
Paige Wysocki
Director of Marketing,
Exit Planning Institute
Breakout
Justin Goodbread
President,
WealthSource
Breakout
Colleen Kowalski
Content Strategist,
Exit Planning Institute
Breakout
Laura Queen
Founder, CEO,
29Bison.com
Breakout
Judi Cunningham
Founder,
Trella Advisory Group
Breakout
Scott Bushkie
Managing Partner, Founder,
Cornerstone Business Services
Breakout
Dr. Craig West
Chairman,
Capitaliz
Succession Plus
Breakout
Gal Kaufman
Partner,
FisherBroyles
Breakout
Paul Quast
Attorney,
DeWitt LLP
Breakout
Bradley Barros
President and CEO,
Private Risk Capital Development Advisors