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

Event Information

Date & Time

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

Location

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

Status

Registration Now Closed

Price

Connecticut & TriState Members Early Bird (through 7/22) $175.00
Connecticut & TriState Members Same Day Registration $250.00
Full Table for 8 $1.00
Full Table for 8 - CT & Tri-State Annual Sponsors $1.00
Half Table for 4 $900.00
Half Table for 4 - CT & Tr-State Annual Sponsors $750.00
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
Speaker Guest $0.00


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


Menu