XPX Tri-State Summit 2026 | Vision 2026: Future-Proofing the Middle Market Space - SOLD OUT

SOLD OUT!

We have reached full capacity for our upcoming event and are no longer accepting registrations due to venue limitations.

Please note that we cannot accept walk-ins on the day of the event. Due to strict building security, only guests on the pre-registered list will be granted access. If you are not registered, you will be unable to bypass security, so we kindly ask that you do not attend.

EVENT DETAILS:

Vision 2026: Future Proofing the Middle Market Space, brings together influential voices in M&A, private equity, banking, technology, and ownership transition to explore how market forces, AI, and shifting exit dynamics are reshaping the future‑ready enterprise. Attendees will gain strategic perspectives, practical tools, and actionable takeaways to help clients, and their own organizations, navigate uncertainty with confidence.

Agenda:

1:00 - 1:30 PM – Registration

1:30 PM – XPX Opening Remarks & Sponsor Introductions

Welcome: Purpose & Momentum

XPX Vice President, Terry Hannafin, Partner- Carter Morse & Goodrich

2:00 PM – Setting the Stage:

Current Markets & Macro Views: An Uncertain Landscape

How Business Owners are Reacting: UBS’s Insights from the Global Entrepreneur Report

Paul Hsiao, Asset Allocation Strategist, CIO Americas, UBS Financial Services Inc.

XPX President & Chair, Diane Johnston, Senior Vice President, Wealth Management, UBS Financial Services Inc.

2:30 PM - Interactive Networking:

Workshop: Certainty in Uncertain Times

Jackie and Mimi, Co-Founders, MGXW Consulting

2:45 PM - Private Equity & Banking:
 
The Dealmaker: Rewriting the Exit Playbook in 2026

Moderator: 
Paul Hsiao, Asset Allocation Strategist, CIO Americas, UBS Financial Services Inc.

Panelists:
Thomas Morrison, Senior Managing Director, President, Blackstone Private Equity Strategies (BXPE);
Terence Hannafin, Partner, Carter, Morse & Goodrich;
Martin Anderson, Regional President, Middle Market Banking, Webster Bank

3:30 PM – Break | Networking

4:00 PM – Keynote Speaker, Jacqueline O’Flanagan

Copilot in the Middle Market: Intelligent Growth, Smarter Diligence, Faster Deals

Jacqueline O'Flanagan, Americas Regional Business Lead, Worldwide Financial Services, for Microsoft leads Microsoft’s financial services industry strategy and execution for the Americas, focused on empowering financial institutions across the region with trusted tools and technology to deliver differentiated experiences, reduce costs and accelerate innovation for sustainable growth.

4:45 PM – Business Owners Panel

From Preparation to Payoff: Owner Lessons in an Accelerated Deal Cycle

Moderator: Steve Ramerini, Chief Visionary & Founder @ COMPEL CEOs

5:30 PM - Closing Remarks
Gratitude & The Advisor's New Mandate

5:35PM – Cocktail Hour 
Exit, Stage Right...Into Cocktails!

To view the Program description, speaker bios and sponsorship opportunities for the upcoming Summit, please visit the official website for details.

Registration Fees:

Regular Fees (2/2/26-3/23/26):

All Tri-State and Local Chapter Members: $150.00
XPX Chapter Network Member: $175.00
Non-Member: $215.00

Same Day Fees 3/24/26:

All Tri-State and Local Chapter Members Same Day Fee: $175.00
XPX Chapter Network Member Same Day Fee: $200.00
Non-Member Same Day Fee: $240.00

No refunds or credits will be given for cancellations.

Please click here for sponsorship opportunities.

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