Dallas

October 30, 2014

8:00 am - 9:00 amRegistration and Breakfast
9:00 am - 9:45 amState of the Industry: Economic & Industry Overview
Kevin P. Donoghue, CFA, CPA, CIC, Managing Director, Mystic Capital Advisors Group, LLC
9:45 am - 10:30 amValuation & Tax Considerations
Kevin W. Smith, CPA (IL and CA), Director, Mystic Capital Advisors Group, LLC
10:30 am - 11:00 amNetworking Break
11:00 am - 11:30 amInternal Perpetuation Strategies
Kevin P. Donoghue, CFA, CPA, CIC, Managing Director, Mystic Capital Advisors Group, LLC
11:30 am - 12:15 pmDeal Structuring for Success
Mathew K. Klossner, Director, Mystic Capital Advisors Group, LLC
12:15 pm - 1:15 pmNetworking Luncheon
1:15 pm - 2:00 pmThe Nuts & Bolts: Doing Your Due Diligence
Lorna L. Gunnersen, CPA, CVA, CPCU, CIC, CRM (IL, TX and NY), Director, Mystic Capital Advisors Group, LLC
2:00 pm - 2:45 pmNavigating the Legal Process
John P. Corrigan, JD, MBA, CPA (TX and NY), Partner, Corrigan & Baker, LLC
Stan Kinnett II (IL, CA, NY), Chief Corporate Counsel, AssuredPartners, Inc.
2:45 pm - 3:00 pmNetworking Break
3:00 pm - 3:45 pmMaking It Work: M&A Funding
Matt Sprang, Senior Vice President and Agency Banking Leader, Westfield Bank
Rick Dennen, Founder, President, and Chief Executive Officer, Oak Street Funding
Kirsten Petras (TX and NY), Strategic Markets Operations Manager, Oak Street Funding
3:45 pm - 5:00 pmPerspectives on M&A: Bringing It All Together
Paul Vredenburg, CPA, AAI (IL, TX, and NY), Executive Vice President & Chief Acquisition Officer, AssuredPartners, Inc.
John P. Corrigan, JD, MBA, CPA (TX and NY), Partner, Corrigan & Baker, LLC
Benjamin Newman (NY), Senior vice President, Corporate Development, Marsh & McLennan Agency