System Notice: Our system is currently experiencing issues.Learn more
Loading...

We are currently working on improvements to loading speeds and overall site appearance. You may notice temporary changes as we roll out updates, but these adjustments are intended to enhance your experience.
Fri, September 19, 2025
If you experience any difficulties registering for an event, please contact us right away so we can assist you with a manual registration. Contact our Chapter Operations Lead
Wed, September 24, 2025

  • Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Fairfield County
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jul
27

XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020

Details

Date & Time

Mon, Jul 27th, 2020 ⋅ 12:00am (EDT)
Thu, Jul 30th, 2020 ⋅ 12:00am (EDT)

Location

Virtual Meeting -You will receive unique call-in information for each Summit day

Tickets

Connecticut & TriState Members Early Bird (through 7/22)
$175.00
Connecticut & TriState Members Same Day Registration
$250.00
Non-Members - Early Bird (through 7/22)
$225.00
Non-Members Regular Rate
$250.00
Non-Members Same Day Registration
$280.00
Other XPX Chapter Members Early Bird (through 7/22)
$190.00
Other XPX Chapter Members Regular Rate
$225.00
Other XPX Chapter Members Same Day Registration
$265.00


Join us at our 2020 Connecticut Virtual Summit!

Four Days at 4 PM!

Mon. July 27 - Thurs. July 30, 2020


Register Today!

Join us for this special event designed with business owners and their advisors 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.

There will be plenty of time for interaction with fellow attendees.

Come, learn, share and be seen at this exciting event. 


July 27, 2020  4:00 – 5:00 pm: Panel 1 : Business Value Growth

Moderator:  Steve Ronan, Citrin Cooperman

Panelists:

Paul Decelles, YardeZone Inc.

Brian Kerrigan, Whittlesey

Nicole Russo, Microboard Processing, Inc

July 28, 2020  4:00 – 5:00 pm: Panel 2: Business Value Transfer

Moderator: Steven Pappas, Touchstone Advisors

Panelists:

Capri Brighenti, Miller Farms

Tom Heide, Heide & Company

Michael Rocheleau, PTA Plastics


July 29, 2020  4:00 - 5:00 pm: Panel 3 : Owner Life and Legacy

Moderator: Michael Clear, Wiggin and Dana

Panelists:

Keith Michaelson, Lovins Group

Francois de Visscher, FODIS

Gavin Watson, Former Co-owner of Watson Inc.

July 30, 2020  4:00 - 6:00 pm: Keynote + Virtual Networking Reception

Introduction by: Ramsey Goodrich, Carter Morse & Goodrich

Keynote Fireside Chat: with Cindi Bigelow, President & CEO Bigelow Tea












Fire Chat Moderator: Dick Albu, Albu Consulting LLC



REGISTRATION FEES:  Early Bird(Through 7/22/20)  Regular  Same Day
Connecticut & Tri-State Members  $175  $210  $250
Other Chapter Members
 $190  $225  $265
Non-Members  $225  $265  $280

No refunds or credits will be given for cancellations.


Click here to visit our website.

THANK YOU TO OUR SUMMIT SPONSORS:

Summit Marquee Sponsor:
KPMG

Summit-Table Sponsors:
KeyBank 
Touchstone Advisors
VR Business Sales 
Wiggin & Dana

Summit-Half Table Sponsors:
Blum Shapiro
Carter Morse & Goodrich
Carmody Law
CFO Consulting Partners 
Citrin Cooperman, LLC
Day Pitney 
Hinckley Allen
PKF O'Connor Davies
Rockport Investment Partners
Wealthspire Advisors 
Webster Bank
Whittlesey


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.