Schedule
Tuesday
14
Check In & Networking Lunch
Welcome & Introductions
Session 1
“Why I Hired You, Why I Fired You”
Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors
Sharing Their Expertise:
- Tim Anderson, CEO of Vertical Mechanical Group
Session 2
“AI and Business Strategy: A Masterclass for Advisors”
Introduction: Paul Schmid, Partner at ArentFox Schiff LLP
“Ted-Talk” Speaker:
- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur
Networking Break
Session 3
"Building Better Client Relationships"
Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group
Sharing Their Expertise:
- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting
- Ken Foraste, Chief Executive Officer of The Coyle Company
Session 4
“Keeping Clients Happy While You Transition Your Practice”
Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish
Sharing Their Expertise:
- Sarah Grossman, Principal and Owner of BayState Business Brokers
Closing Speaker
“State of the Economy”
Sponsor Introductions:
- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)
Sharing Their Expertise:
- Stephen Jury, Senior Strategist at JP Morgan
Networking Reception
Summit Venue Host
Summit Sponsors
