2023 Summit

Coming Soon


Coming Soon


Coming Soon


Keynote Speaker: Jason Feifer, Editor in Chief, Entrepreneur Magazine

Panel 1: Employees
Moderator: Terry Hannifin, Partner, Carter Morris Goodrich
David Lewis, CEO, Operations Inc.
Michael J. Monahan, Esq., MPS, CHRO, Grant Thornton

Panel 2: ESG
Moderator: Diane Johnston, Senior Vice President – Wealth Management Institutional Consultant | Financial Advisor, UBS
Soledad Matteozzi, Co-founder of Thinking Beyond Business
Amantia Muhedini, Sustainable Investing Strategist, UBS Global Wealth Management

Panel 3: Leadership
Moderator: Kevin Kettell, Managing Director, Appraisal Economics Inc.
Nichole Radzely, Founder, Doddle & Co


12:00 – 12:30pm  Check-In | Networking | Light Refreshments
12:30 – 1:30pm    Lunch, Welcome Remarks & Keynote Speaker
  1:30 – 2:30pm    Panel 1: Employees
  2:30 – 2:45pm    Refreshment Break
  2:45 – 3:45pm    Panel 2: ESG
  3:45 – 4:00pm    Break
  4:00 – 5:00pm    Panel 3: Leadership
  5:00 – 6:30pm    Network Reception

Interested in becoming an Event Sponsor?

Click here to learn more about Sponsorship opprtunities.

Tri-State Platinum Sponsors

Tri-State Silver Sponsors

Tri-State Bronze Sponsors