XPX Tri-State 2026 Summit
Location
The Offices of CLA | One Grand Central Place
60 East 42nd Street | Suite 5100
New York, NY 10165
Date
Tuesday, March 24th, 2026
1:00 PM - 7:00 PM
Agenda
Registration
1:00pm
Setting the Stage
2:00pm
An Uncertain Landscape: Current Markets & Macro Views
How Business Owners are Reacting
UBS’s Insights from the Global Entrepreneur Report
Interactive Networking
2:30pm
Workshop
Certainty in Uncertain Times
Private Equity & Banking
2:45pm
The Dealmaker
Rewriting the Exit Playbook in 2026
+1
Break | Networking
3:30pm
Keynote
4:00pm
Copilot in the Middle Market
Intelligent Growth, Smarter Diligence, Faster Deals
Panelist
Jacqueline O’Flanagan
Americas Regional Business Lead, Worldwide Financial Services, for Microsoft leads Microsoft’s financial services industry strategy and execution for the Americas, focused on empowering financial institutions across the region with trusted tools and technology to deliver differentiated experiences, reduce costs and accelerate innovation for sustainable growth.
Business Owners Panel
4:45pm
From Preparation to Payoff
Owner Lessons in an Accelerated Deal Cycle
+1
Closing Remarks
5:30pm
Closing Remarks
Gratitude & The Advisor's New Mandate
Cocktail Hour
5:35pm
Exit, Stage Right...Into Cocktails!
Contact & Connect
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