Presenting Sponsor
Gold Sponsors
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 8:00 am - 9:00 am | Registration and Breakfast |
| 9:00 am - 9:30 am | State of the Industry: Economic & Industry Overview Kevin P. Donoghue, CFA, CPA, CIC, Managing Director, Mystic Capital Advisors Group, LLC |
| 9:30 am - 10:30 am | Valuation & Tax Considerations Kevin W. Smith, CPA (IL and CA), Director, Mystic Capital Advisors Group, LLC Gerard Bobal, CPA, Partner, WeiserMazars LLP |
| 10:30 am - 11:00 am | Networking Break |
| 11:00 am - 11:45 am | Deal Structuring for Success Mathew K. Klossner, Director, Mystic Capital Advisors Group, LLC |
| 11:45 pm - 12:30 pm | The Nuts & Bolts: Doing Your Due Diligence Lorna L. Gunnersen, CPA, CVA, CPCU, CIC, CRM (IL, TX and NY), Director, Mystic Capital Advisors Group, LLC |
| 12:30 pm - 1:30 pm | Networking Luncheon |
| 1:30 pm - 2:15 pm | Navigating 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. |
| 2:15 pm - 3:00 pm | Making 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 |
| 3:00 pm - 3:15 pm | Networking Break |
| 3:15 pm - 3:45 pm | Internal Perpetuation Strategies Kevin P. Donoghue, CFA, CPA, CIC, Managing Director, Mystic Capital Advisors Group, LLC |
| 3:45 pm - 5:00 pm | Perspectives 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 |
