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Join Us At Our 2020 Summit!


New Haven Lawn Club

193 Whiteny Ave, New Haven, CT


Wednesday, July 29th, 2020


1:30 PM - 7:00 PM


1:30 pm - Registration & Opening Remarks 

Introduction by: Ramsey Goodrich, Carter Morse & Goodrich

2:00 pm - Keynote Fireside Chat: with Cindi Bigelow, President & CEO Bigelow Tea

Hosted by: Dick Albu, Albu Consulting LLC

2:45 – 3:30 pm: Panel 1 : Business Value Growth
Moderator: Steve Ronan, Citrin Cooperman
Paul Decelles, YardZone Inc. 
Brian Kerrigan, Whittlesey
Nicole Russo, Microboard Processing, Inc

3:30 – 3:50 pm: Break/Networking

4:00 – 4:45 pm: Panel 2: Business Value Transfer
Moderator: Steven Pappas, Touchstone Advisors
Capri Brighenti, Miller Farms
Tom Heide, Heide & Company
Michael Rocheleau, PTA Plastics

4:45 - 5:30 pm: Panel 3 : Owner Life and Legacy
Moderator: Michael Clear, Wiggin and Dana
Keith Michaelson, Lovins Group
Francois de Visscher, FODIS
Gavin Watson, Former Co-owner of Watson Inc.

5:30 - 7:00 pm: Networking Reception

Mix and mingle with business owners and their advisors in a casual environment.

Limited opportunities for table sponsorship – Connecticut Summit 2020

Reserve your table now for XPX Connecticut Summit 2020.

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.

Registration is currently open for full- or half-table sponsorships. Your sponsorship provides the following benefits:

  • Your own full/half table (with logo table sign) for 8/4 attendees
  • Your company’s logo on the Summit website and emails
  • Featured full/half page ad in our program

Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business. 

 CategoryPricing  Current XPX CT/Tri-State Sponsors Receive a Discount
 Full Table (8 People) $1,800.00 $1,500.00 ($300.00 Savings)
 Half Table (4 People) $900.00 $750.00 ($150.00 Savings)

*XPX CT/Tri-State Sponsors does not equal membership.

Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event. Individual seats will not be sold. No refunds or credits will be given for cancellations. Reserve your table now to make sure you start the year off right with for your clients and for your business.




Summit Table


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