Agenda At A Glance
Subject to change
Sunday, October 26
6:00 – 8:00 pm: Welcome Reception
Monday, October 27
7:30 am – 8:30 am: Networking Breakfast
8:30 am – 9:00 am: Welcome and Introductions
9:00 am – 9:50 am: EPI CA State of Union
Speakers: Joe Seetoo and Joseph Strazzeri
9:50 am – 10:40 am: Panel Discussion: M&A Deal Drivers and Deal Killers
Speakers: Channing Hamlet, Jenny Tran and Laurie Sanders
10:40 am – 11:00 am: Break
11:00 am – 11:50 pm: Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation
Speakers: Gregory R. Banner and Ann Rosevear
11:50 am – 12:40 pm: Counseling: Awareness of Motive and Misunderstanding
Speakers: Shelley Lightfoot and Joseph Strazzeri
12:40 pm – 1:10 pm: Lunch
1:10 pm – 2:00 pm: Integrated Legal/Tax/Business Planning Strategies: Timing, Combining, and Sequencing
Speakers: Stephen Mancini and Peter Myers
2:00 pm – 2:30 pm: Trends in Business Planning and How to Guide the Conversations with Your Clients (AI Integration, Sustainability, Flexible Work Models, Salary Increases, Data Security, and More)
Speakers: Melisa Silverman, Kari Vorhees and Peter Myers
2:30 pm – 3:20 pm: Business Transition Tools to Attract, Engage, and Work with $20mil+ Revenue Businesses
Speakers: Jeffrey Kates and Shelley Lightfoot
3:20 pm – 3:40 pm: Break
3:40 pm – 4:30 pm: Perspectives from Exited Business Owners
Joe Strazzeri and his clients
4:30 pm – 5:20 pm: It’s Not Religion. It’s Just Math
Speakers: Brad Barros and Jason Giorgio
5:20 pm – 5:30 pm: Closing Remarks
5:30 pm – 7:30 pm: Fireside Chat
* agenda subject to change
Fox Rothschild LLP is an Accredited Provider of Continuing Legal Education in California and Nevada. This program is eligible for a maximum of 200 minutes of CLE instruction in these states. Attorneys seeking credit in other jurisdictions may apply individually for accreditation. We will provide a uniform certificate of attendance and timed agenda upon request.