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              GROWTH. TRANSFER. LEGACY.

XPX New England 2021

Summit Schedule

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.



SUMMIT 2021
“Navigating the Detours on the Road to Success”
March 9th and 10th

Program and Networking: 1:30pm-6:30pm EST

REGISTER NOW!


Registration Fees:

Sponsor Tables
Full Tables: $1500
Half-Tables: $850

Individual Tickets
New England Members: $150
New England Annual Sponsor/leadership/invited EPs: $125 - Registration code required for this level.
Please contact Angie Ellis for the code

Other XPX Members – $175
Non-members: $200

2021 Summit Sponsors


Annual Summit Host

Opening Keynote

Closing Keynote



RBC Wealth Management & RBC Global Asset Management


Communication Sponsor


SUCCESS KIT SPONSOR


Dunn Rush & Co



Full Table

  Centerpoint Advisors, LLC

Half Table


AFF CPAs


KahnLitwin


Mirus Captial Advisors


Washington Trust

RBC Wealth Management

  Annual Sponsors

Gold

Silver

Bronze


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