2023 Summit
Coming Soon
Location
Coming Soon
Date
Coming Soon
March 16, 2023
(March 23, 2023 inclement weather date)
Grant Thornton LLP
757 Third Avenue, 9th Floor
NY, NY 10017
SUMMIT CHAIR
John Weidner – Tri-State Chairman
SUMMIT COMMITTEE
Deborah Agrafojo – Hartford President
Carrie DiLauro – Fairfield County Member
Angie Ellis – XPX Global LLC, Association Management Administrator
David Fasi – Hartford Member
Terry Hannafin – Long Island Member
Gail Harris – Fairfield County President
Diane Johnston – Tri-State Director of DEI
Kevin Kettell – New York President
Jo-ann Maude – Tri-State Director of Administration
Steve Pappas – Tri-State Vice President
Nkrumah Pierre – Long Island President
Mike Richmond – New Jersey President
Steve Ronan – Tri-State Member
Rosie Rudd – Tri-State Administrator
Allan Tepper – Tri-State Director at Large
Ken Zinghini – Fairfield County Member
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
You need help navigating complexity and want to pre-experience wealth creation decisions.
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Tri-State Bronze Sponsors
your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.