Join us at our 2020 Connecticut Virtual Summit!
Four Days at 4 PM!
Mon. July 27 - Thurs. July 30, 2020
Register Today!
Join us for this special event designed with business owners and their advisors 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. Additionally, an investment in a sponsor table will showcase the power of your vision, expertise and network as part of the XPX ecosystem.
There will be plenty of time for interaction with fellow attendees.
Come, learn, share and be seen at this exciting event.
July 27, 2020 4:00 – 5:00 pm: Panel 1 : Business Value Growth
Moderator: Steve Ronan, Citrin Cooperman
Panelists:
Paul Decelles, YardeZone Inc.
Brian Kerrigan, Whittlesey
Nicole Russo, Microboard Processing, Inc
July 28, 2020 4:00 – 5:00 pm: Panel 2: Business Value Transfer
Moderator: Steven Pappas, Touchstone Advisors
Panelists:
Capri Brighenti, Miller Farms
Tom Heide, Heide & Company
Michael Rocheleau, PTA Plastics
July 29, 2020 4:00 - 5:00 pm: Panel 3 : Owner Life and Legacy
Moderator: Michael Clear, Wiggin and Dana
Panelists:
Keith Michaelson, Lovins Group
Francois de Visscher, FODIS
Gavin Watson, Former Co-owner of Watson Inc.
July 30, 2020 4:00 - 6:00 pm: Keynote + Virtual Networking Reception
Introduction by: Ramsey Goodrich, Carter Morse & Goodrich
Keynote Fireside Chat: with Cindi Bigelow, President & CEO Bigelow Tea
Fire Chat Moderator: Dick Albu, Albu Consulting LLC
| REGISTRATION FEES: |
Early Bird(Through 7/22/20) |
Regular |
Same Day |
| Connecticut & Tri-State Members |
$175 |
$210 |
$250 |
Other Chapter Members
|
$190 |
$225 |
$265 |
| Non-Members |
$225 |
$265 |
$280 |
No refunds or credits will be given for cancellations.
Click here to visit our website.
THANK YOU TO OUR SUMMIT SPONSORS:
Summit Marquee Sponsor:
KPMG
Summit-Table Sponsors:
KeyBank
Touchstone Advisors
VR Business Sales
Wiggin & Dana
Summit-Half Table Sponsors:
Blum Shapiro
Carter Morse & Goodrich
Carmody Law
CFO Consulting Partners
Citrin Cooperman, LLC
Day Pitney
Hinckley Allen
PKF O'Connor Davies
Rockport Investment Partners
Wealthspire Advisors
Webster Bank
Whittlesey
