SCHEDULE:

DAY 1 - March 9th, 1:30pm-6:30pm EST

1:30 pm - Platform Setup and Table Networking

2:20 pm - Opening Remarks

2:30 pm - 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 - March 10th, 1:30pm-6:30pm EST

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 pm - Keynote Speaker, Eric Lascelles of RBC

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.

SUCCESS KIT SPONSOR

Dunn Rush & Co

  Centerpoint Advisors, LLC

AFF CPAs

KahnLitwin

Mirus Captial Advisors

Washington Trust

RBC Wealth Management