Check In & Networking Lunch

11:30am - 12:30pm

Welcome & Introductions

12:30pm - 1:00pm

Session 1

"Why I Hired You, Why I Fired You"
Host/Moderator: Gaby Jenkins, Co-Founder,

Waypoint Growth Advisors

Sharing Their Expertise:
- Tim Andersen, CEO of Vertical Mechanical Group

Session 2

1:45pm - 2:30pm

“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

2:30pm - 3:00pm

Session 3

3:00pm - 3:45pm

"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

3:45pm - 4:30pm

“Building and Transitioning 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

4:30pm - 5:00pm

“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

5:00pm - 7:00pm
Greater Boston Summit 2024

Sponsorship Opportunities

Summit Venue Host

Summit Sponsors