XPX CONNECTICUT SUMMIT 2020
July 29, 2020 1:30 PM - 7:00 PM
New Haven Lawn Club - 193 Whitney Ave, New Haven, CT 06511
Join us at our 2020 Connecticut Summit!
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. Additionally, an investment in a sponsor table will showcase the power of your vision, expertise and network as part of the XPX ecosystem.
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
Fire Chat Moderator: 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.
|| Early Bird(Through 7/22/20)
|| At the door
|Connecticut & Tri-State Members
|Other Chapter Members
No refunds or credits will be given for cancellations.
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THANK YOU TO OUR SUMMIT SPONSORS:
Summit Marquee Sponsor:
VR Business Sales
Wiggin & Dana
Summit-Half Table Sponsors:
Carmody Torrance Sandak & Hennessey LLP
Carter Morse & Goodrich
CFO Consulting Partners
Citrin Cooperman, LLC
PKF O'Connor Davies
Rockport Investment Partners