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XPX New England 2021 Summit

  • March 09, 2021
  • 1:30 PM
  • March 10, 2021
  • Virtual event each day at 2PM - 6:30 PM ET: Virtual - Remo connection sent prior to the event


  • You and your guests will be at a table with eight seats. Includes a listing in the program and a banner in the meeting visible to all guests with a clickable logo for your firm. 10% rebate to NE annual sponsors.
  • You and your guests will be at a table with four seats. Your firm names will be in the program and on the table. NE annual sponsors will get 10% rebate.
  • Please contact Angie Ellis for the code

We are looking forward to a great virtual Summit, and don't forget a special offer for attendees will be announced at the event!

You won’t want to miss this great line-up of speakers, panels, networking and events:

DAY 1 – Tuesday, March 9, 2021:1:30 pm - Platform Setup and Table Networking
2:20 pm - Opening Remarks
2:30 pmOpening Keynote Speaker
Jeff Mortimer of BNY Mellon Wealth Management
3:40 pm - Panel #1: Preparing for a Deal
Featuring William Rodgers, Rena Clark, Grace Connelly, Andrew Horne, and David Schneider.
4:40 pm - Panel #2: During the Deal
Featuring Shannon Zollo, Raphael Mudge, David Vogel, Ph,D., Doyle Jensen, and Brian Phillips.
5:40 pm - Closing Remarks, Open Networking Until 6:30.

DAY 2 – Wednesday, March 10, 2021
1:30 pm - Platform Setup and Table Networking
2:00 pm - Opening Remarks
2:10 pm - Panel #3: After the Deal
Featuring Derek Mohamed, Bob Glazer, Phil Mason, Charlie Henry, and Ken Bettenhauser
3:20 pmClosing Keynote Speaker
Eric Lascelles of RBC Global Asset Management
4:30 pm - Wine Tasting Guided by Sommelier Chelsea Bell of Gordon's Fine Wine
5:40 pm - Closing Remarks, Open Networking Until 6:30.

Questions?, contact Angie Ellis at


Summit Annual Host Sponsor:
Nutter McClennen & Fish LLP

Summit Opening Keynote Sponsor:
BNY Mellon Wealth Management

Summit Closing Keynote Sponsor:
RBC Wealth Management & RBC Global Asset Management

Summit Communication Sponsor:
Dale Carnegie

Summit Success Kit Sponsor:
Dunn Rush & Co. LLC

Summit-Table Sponsors:
Centerpoint Avisors, LLC
Dunn Rush & Co. LLC
Middlesex Savings Bank

Summit-Half Table Sponsor:
Gray, Gray & Gray, LLP
Mirus Capital Advisors, Inc.
RBC Wealth Management
Washington Trust

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