2023 Speaker Lineup
Stay tuned for 2024 speakers!
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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