agenda

  • The Omni Hotel
  • October 15, 2019
 
12:00 pm - 12:30 pm
Pre-Conference Lunch/Networking
 
12:30 pm - 1:00 pm
Registration
 
1:00 pm - 2:00 pm
Panel Discussion: Is Your Business Prepared? Litigation Risks As a Business Owner

Speakers:
  Thomas D. Colin Superior Court Judge (Ret.), Schoonmaker, George & Blomberg, PC
  David Ball, Attorney, Cohen & Wolf
  Joseph DeCusati, CPA, ABV, ASA, CFE,  Financial Litigation Specialist, Marcum LLP

Moderator:
  Kenneth J. Pia, Jr., CPA, ABV, ASA, MCBA, Partner, Marcum LLP

 
2:00 pm - 3:00 pm
Breakout Sessions 1 and 2
Does an ESOP Make Sense for My Succession Plan?

Speakers:
  Mary McCooe, Attorney, Maselan & Jones P.C
  Patrice Radogna, ASA, CPA, ABAR, Director, Marcum LLP

Selling Your Business- from the Perspective of an Investment Banker
Speaker:
  Martin Magida, CFA, Berkery Noyes

 
3:00 pm - 4:00 pm
Breakout Sessions 3 and 4

Cyber Security and Fraud - Untold Stories
Speaker:
  Detective Mark Solomon, Greenwich, CT Police Department

Succession Planning: A Roadmap for the Future
Speakers:
  Greta Solomon, Attorney, Cohen & Wolf
  Carla Glass, CFA, FASA, Managing Director, Marcum LLP

 
4:00 pm - 5:00 pm
Keynote Presentation: Narrative Economics - How Stories Go Viral and Drive Major Economic Events

From Nobel Prize–winning economist and New York Times bestselling author Robert Shiller, a new way to think about how popular stories help drive economic events.

 
5:00 PM - 6:30 PM
Cocktail Networking Reception