The Exit Planning Summit 2023 | Exit Planning Institute | 21 May 2023 | The Phoenician Resort, 6000 E Camelback Rd, Scottsdale, AZ 85251, US
Venue
The Phoenician Resort
The Phoenician Resort, 6000 E Camelback Rd, Scottsdale, AZ 85251, US
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| Event Date |
Sun May 21 MST - Tue May 23 MST (over 1 year ago)
In your timezone (EST): Sun May 21 3:00am - Tue May 23 3:00am |
| Location |
The Phoenician Resort
6000 E Camelback Rd, Scottsdale, AZ 85251, US |
| Region | Americas |
Details
This event is the premier conference for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top CEPAs in the profession today.
Speakers
2023 Speakers
Marc Randolph
Co-Founder and First CEO, Netflix
Michael Kitces
Chief Financial Planning Nerd, Kitces.com, LLC
Christopher Snider
CEO, Exit Planning Institute
Scott Snider
President, Exit Planning Institute
Meghaan Lurtz
Senior Research Nerd, Kitces.com, LLC
Michael Sheppard
Group Vice President, Thrivent
Justin Castelli
Founder, Financial Advisor, RLS Wealth
Michael Schein
Head Hype Artist, MicroFame Media, LLC.
Ben Utecht
Chief Culture Officer, Super Bowl Champ
Casey Clark
CEO, Cultivate Advisors
Gary Stache
Vice Chairman, CBRE
Marshall Welch
EOS Professional Implementer, EOS Worldwide
Mark Sims
President, Madison Insurance Group
Terry Johnson
Chief Revenue and Strategy Officer, Generational Group
Harry W. Coleman III
Director of Structured Settlement Products, MetLife
Steve Alms
Managing Partner, More Than Money Family Office
Ken Sanginario
Founder, Corporate Value Metrics
Chris Martin
First Vice President, CBRE
Leslie Lauer
Managing Director, The ESOP Group, UBS Private Wealth Management
Laura Ferguson
Vice President, Sales and Business Development, The Value Builder System
Lee Small
Divisional Sales Manager, Senior Vice President, John Hancock Investment Management
Shina Culberson
President, Business Owner, Quist Valuation
Sam Messina
Director of Business Development, Paramax
Joe Strazzeri
Counselor, Attorney, Strazzeri Mancini LLP
Shelley Lightfoot
Executive Director, Strazzeri Mancini
Kathleen Pritchard
Director of Practice Management, John Hancock
Kiley Peters
Founder & Small Business Coach & Consultant, RAYNE IX
Jaclyn Ring
Vice President, REAG
Martha Sullivan
President, The Family Business Consulting Group
Shanda Mcfadden
Financial Advisor, Oberlander Timmerwilke Group
Jessica Fialkovich
President, Exit Factor
Bianca Benedetti-Fang
Director, Business Owner Segment Field Engagement Manager, UBS Financial Services, Inc.
Cindy Reid-Shelton
Partner, Ready for Next Global
Sean Hutchinson
Partner, Ready for Next Global
Keith Apton
Managing Director, UBS Financial Services, Inc.
Scott Mashuda
Founding Partner, REAG
Todd Torquato
Co-Founder, REAG
Mike Garrison
Founder, Can I Borrow Your Car
Wayne Bel
Managing Director, STS Capital Partners
Ron Pullar
Managing Director, STS Capital
Bobby Kingsbury
Principal, MCM Capital
Susan Danzig
Business Development Expert, Susan Danzig
Brian Trzcinski
Director of Business Market Development, MassMutual
Julie Broad
President, Book Launchers
Aaron Stine
CEO, Maus Software
Rich Christiansen
Board Member, Venture Capitalist, Legado Family
Paige Wysocki
Director of Marketing, Exit Planning Institute
Justin Goodbread
President, WealthSource
Colleen Kowalski
Content Strategist, Exit Planning Institute
Laura Queen
Founder, CEO, 29Bison.com
Judi Cunningham
Founder, Trella Advisory Group
Scott Bushkie
Managing Partner, Founder, Cornerstone Business Services
Dr. Craig West
Chairman, Capitaliz
Gal Kaufman
Partner, FisherBroyles
Paul Quast
Attorney, DeWitt LLP
Bradley Barros
President and CEO, Private Risk Capital Development Advisors
Sponsors & Partners
2023 Partners
TITLE PARTNER:
• REAG
GOLD PARTNER:
• Capitaliz
SILVER PARTNER:
• The Founders Group
• Strazzeri Mancini
BRONZE PARTNER:
• UBS
GENERAL PARTNERS:
• EOS Entrepreneurial Operation System
• Dunham Trust Company
• MPI
• CBRE
• MetLife Structured Settlements
• Generational Group
• Legado
• Edward Jones
• John Hancock Investment Management
• Sales XCELERATION
• Wealth Source
• Susan Danzig
• Biz Equity
• Black Cloak
• MTM 360
• The Family Business Consulting Group
• Madison Insurance Group
• CSG Partners
• Mass Mutual
• Telos
• STS Capital Partners
• Cultivate Advisors
• Corporate Value Metrics
• The Value Builder System
• My Biz Value
• Private Risk Capital Development Advisors
• Paramax Corporation
• Quist
• Focus CFO
• MAUS
• Exit Smarts
• Alliance Trust Company of Nevada
• The Exit Map Coaching Tools