We're excited to announce that our Tri-State 2020 Summit is officially SOLD OUT. Due to full capacity, onsite registration will not be available.
This is a special half-day event designed with business owners in mind. The program covers the full life cycle of the privately-held business:
-
Business Value Growth
-
Business Value Transfer
-
Owner Life and Legacy
Panelists will include personal stories and examples from business owners, different types of buyers and selected experts. Your invitation to colleagues and clients will help them learn about the challenges and opportunities across the business life cycle. And it will showcase the power of your vision, expertise and network as part of the XPX ecosystem.
PROGRAM:
Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management
Panel 1 : Growth
Moderator: Ramsey Goodrich, Carter, Morse & Goodrich
Panelists:
Andrew Bonanno, Kohlberg & Company
Cyrus Lam, KPMG
Polly Mack, Riverside Partners
Richard P. Prestegaard, High Road Capital Partners
Panel 2: Transfer
Moderator: Tara Thompson Popernik, Wealth Strategies Group of AB Bernstein
Panelists:
Robert Gerstel, AG Adjustments (TriVest)
Terry Hannafin, Carter Morse & Goodrich
Eilis Meagher, Finn Dixon & Herling LLP
Panel 3 : Life and Legacy
Moderator: Warren Abkowitz, KPMG
Panelists:
Allan Grafman, CEO, All Media Ventures
Thomas Livaccari, UBS
Mike Minihan, BX3 Capital
AGENDA:
1:30pm Check-In | Networking | Light Refreshments
2:00pm Keynote Speaker
2:45pm Panel 1: Growth
3:30pm Break|Networking
4:00pm Panel 2: Transfer
4:45pm Panel 3: Life & Legacy
5:30pm Network Reception
For further information, please visit Tri-State 2020 Summit.
THANK YOU TO OUR SUMMIT SPONSORS:
Summit Host Sponsor:
KPMG
Summit-Table Sponsors:
AB Bernstein
CFO Consulting Partners
William Blair
Summit-Half Table Sponsors:
BDO
blumshapiro
Carter Deluca & Farrell
CFO Consulting Partners
Citrin Cooperman, LLC
Gerber Finance Inc.
Osage Advisors, LLC
Preservation Capital Partners
Rockport Investment Partners
Touchstone
