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

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 Tri-State Opening Remarks & Sponsors Spotlight:

Welcome: Purpose & Momentum

XPX Chairperson, Diane Johnston, Senior Vice President–Wealth Management, UBS Financial Services Inc.

2:00 PM - Setting the Stage:

M&A Outlook 2026: UBS's Insights from the Global Entrepreneur Report

James Jack, Managing Director, Head of the Business Owners Client Segment, 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