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  • Exit Planning Exchange
Exit Planning Exchange
Apr
22

XPX Hawaii (XPX HI): Integrating AI for Advisors

Details

Date & Time

Wed, Apr 22nd, 2026 â‹… 11:30am - 1:00pm (HST)

Location

Pacific Guardian Center Event Room | 733 Bishop St, Makai Tower | Honolulu, HI 96813

Tickets

Hawaii XPX Members
$0.00
Non-Members Early Bird (through 4/10)
$40.00
Non-Members Regular Fee
$50.00
Non-members Same Day
$60.00
Guests

Registrants

16 people attended
JF
CY
LL
DK
+11

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speakers for the event are Summer Kim, M.Sc. and our new speaker, Scott Taylor of Co-CEO Startwise AI.

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Our Speakers:


Summer Kim, M.Sc, StratMinds VC

Summer is a seasoned research, UX, and product leader. Currently, she serves as a UX partner at StratMinds VC, an SF-based firm specializing in Applied AI. Additionally, she heads the Acceleration program for early-stage AI startups. Summer excels at blending vision, research, design, and business acumen to create user-centric solutions and scale companies.

As the inaugural Head of Research at Google Comms, WhatsApp, Facebook, and Roblox, Summer built high-impact research organizations from the ground up. Her talent for understanding user needs, uncovering insights, and translating research into intuitive user experiences has contributed to over a billion users across these platforms.



Scott Taylor

Co-CEO
Startwise AI

Scott is a West Point-trained Systems Engineer turned revenue leader and AI builder, with a 20-year track record spanning startups, enterprise sales, and operational turnarounds. At Startwise AI, he serves as Co-CEO, driving business and go-to-market strategy, as well as leading the company's AI-first product initiatives.

As a founding or senior leader at Andela, Trusted Health, and Appsembler, Scott built and scaled revenue organizations from the ground up. His ability to engineer systems, lead high-performing teams, and translate strategy into measurable outcomes has contributed to hundreds of millions in ARR growth across B2B SaaS, marketplace, and services businesses.


Agenda:

11:30 am - 12:00 pm Networking
12:00 pm - 1:00 pm Lunch Presentation


Event Pricing:

XPX Members: Complimentary.  Online registration is required for food ordering
Non-members Early Bird (Through 4/10): $40
Non-members Regular Fee: $50
Non-members Same Day/Walk-in Fee: $60

Lunch and refreshments will be provided.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JF
Joan Fujita
Accuity Advisors LLC
CY
Clifton Yasutomi
Mission Financial Group
LL
Lucas Love
Accuity Advisors LLC
DK
Daniel Kaanana
American Savings Bank
DN
Darryl Nitta
Accuity LLP
EM
Erika Marquez
ACCUITY ADVISORS, LLC
KZ
Kelly Zane
Pacific Business Valuation Inc.
Geal Talbert of Morgan Stanley is a member of XPX Hawaii
Geal Talbert
Morgan Stanley
Brandon Park of N/A is a member of XPX Hawaii
Brandon Park
N/A
MB
Mark Bratton
Colliers
AG
Arlene Guerrero
Xcllusive Business Sales Ltd.
CG
Chintana Griffin
Prospera Succession Partners
SK
Summer Kim
StratMinds VC
LK
Liane Khim
American Savings Bank
DA
Diana Allen
EAS