2023 Summit
Coming Soon
Location
Coming Soon
Date
Coming Soon
PROGRAM:
Keynote Speaker: Jason Feifer, Editor in Chief, Entrepreneur Magazine
Panel 1: Employees
Moderator: Terry Hannifin, Partner, Carter Morris Goodrich
Panelists:
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
Panelists:
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.
Panelists:
Nichole Radzely, Founder, Doddle & Co
Schedule:
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
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Tri-State Platinum Sponsors
There are state and local tax matters.
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Tri-State Bronze Sponsors
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.
You need a professional to discuss your business ownership exit planning options.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees