Schedule
Check In & Networking Lunch
Welcome & Introductions
Session 1
Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors
Sharing Their Expertise:
- Tim Andersen, CEO of Vertical Mechanical Group
Session 2
“Tools & Tech for Better Engagement”
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
“Relationship Building Hacks”
Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group
Sharing Their Expertise:
- Greg Nanigian, President/CEO of Greg Nanigian and Associates (Sandler Sales Institute affiliate)
- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting
Session 4
“Building and Transitioning Your Practice”
Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish
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
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Summit Sponsors
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.