2026 ACG ASA February 11th Lunch

Event Details

When:

February 11, 2026 11:15 AM - 1 PM CST

Where:

Location Name

Westwood Country Club

Location Address

3808 West 35th Street
Austin, TX 78703
United States

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Overview

Body

We're holding a joint lunch in Austin with Exit Planning Institute (EPI) on Wednesday, February 11th at Westwood Country Club. The topic is “Profiling Owners in Growth & Exiting” and our speakers will be Joe Calao from Morgan Stanley, Sisi Provost of Venturi Private Wealth, and Colin Heller & Kevin Jones, Founders of SimpleBills. This event is being sponsored by Partners.

To accommodate more networking time, we’ll be starting this event @ 11:15AM. Networking will be from 11:15AM-12Noon, and the lunch program will be from 12Noon-1PM. You are welcome to stay and continue networking from 1PM-1:30PM.

Early Bird Reg. Rates available through Wednesday, February 4th: ACG Members @ $60./Non-Members @ $95. Late Registration Rates begin on Thursday, February 5th until 5PM on Tue. Feb. 10th or until we sell out: ACG Members @ $70./Non-Members @ $105. ACG Members save $35 on a ticket for themselves & their guests! Click here to become a member today!

Location: Westwood Country Club, located @ 3808 West 35th Street, Austin, 78703.

Attire: Business or Business Casual.

Dietary Restrictions - While some dietary restrictions are based on medical conditions, allergies, or religious convictions that must be strictly observed, others may be based on personal preferences. It's important to differentiate between the two to ensure we address everyone's needs appropriately. Please ensure any dietary requests that are submitted are based on restrictions and not preferences. Dietary restrictions must be received by close of business on Wednesday, February 4th.

Cancellation Policy – Cancellations received in writing to acgasa@acg.org by Wednesday, February 4th will receive a full refund. There are no refunds for cancellations received after Wed. Feb. 4th. If you are an ACG Member unable to attend, you can transfer your registration to another person for this same event. If the person attending in your place is not an ACG Member, they will need to pay an additional fee to bring them up to the non-member rate to attend.  

ACG Austin/San Antonio reserves the right to fill open seats at the respective event venues once the networking period has passed and the official event programming has begun. In rare instances this could mean that registered attendees arriving late will not have a seat readily available upon their arrival. In these instances ACG Austin/San Antonio will work to accommodate the attendee, and if not able to do so to the attendee's satisfaction, ACG Austin/San Antonio will refund their registration fee.

Your registration for this event acts as an audio/video release and includes your permission for ACG Austin/San Antonio to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes.

A 3% payment processing fee will be added to credit card transactions. This fee covers non-refundable costs charged by our payment processor and does not represent surplus for ACG. To avoid the 3% payment processing fee, registrants have the option to pay by check, ACH, debit, or prepaid gift cards.

If you have questions or need last minute assistance, please email Sara Singer, ACG Austin/San Antonio Chapter Executive @ acgasa@acg.org or send a text to 512-970-0417.

Speakers

Kevin Jones

SimpleBills

Co-Founder

Kevin is a seasoned entrepreneur and strategist who spent a decade co-founding and scaling SimpleBills into a market leader. After ten years of growth, he successfully navigated the company through its acquisition by a publicly traded firm, marking a significant milestone in his professional career. Following the exit, he transitioned into the investment space, fueling local business growth through several strategic ventures in Waco, Texas. Currently, Kevin leads Development and Innovation for Granite Management, where he applies his experience to drive modernization and growth across the Midwest.

Colin Heller

SimpleBills

Co-founder & CEO

Colin Heller was the co-founder & CEO of SimpleBills, a technology-enabled service business that helped operators and residents manage utility bills in Purpose-Built Student Housing communities. The company was bootstrapped in 2008 and ultimately sold to RealPage, a publicly traded property technology firm in Dallas in 2019. Colin worked for RealPage for 4 years while they achieved their earn-outs and left in 2023. Colin’s primary focus at SimpleBills was Operations, Customer Support, and Product Development (software). Colin is married with 3 children and is based in Woodway, Texas. His passions include technology, hunting, and spending time at his lake house in Conroe, Texas.

Sisi Provost

Venturi Private Wealth

Director of Family Office Services and Family Education

Bringing 20 years of experience in the ultra-high net worth space, Sisi Provost consults with families having multigenerational wealth on estate planning, advanced wealth transfer strategies, and facilitates family meetings to achieve NexGen education and stewardship, business and family enterprise succession, and formal family governance. In 2020, she co-founded Succession Advisors, a technology media company providing access to credible educational content on a variety of topics addressing the complexities and challenges of family legacy wealth. In 2023 the company launched The Education Initiative, a program partnering with university professors and recognized industry experts to develop and distribute NextGen financial education courses.
Sisi began her career as a tax attorney specializing in wealth transfer taxes where she practiced at law firms with a national footprint. She later transitioned into wealth management where she held executive and senior management positions at various RIAs, banks, and multifamily offices, acting as subject matter expert for wealth strategies, wealth education, and family office services.

Joe Calao

Morgan Stanley

SVP | Sr. Institutional Consultant | Corporate Retirement Director

Joe Calao is a financial professional with over 27 years of experience, guided by values of integrity, respect, proactive service, and excellence. He provides comprehensive wealth management for individuals and families, combining investment guidance with advanced planning, education, and personalized support. Joe also helps business owners maximize and transition their businesses, leveraging his perspective as a business owner and his CEPA designation. Additionally, he serves organizations as a fiduciary and institutional consultant, helping them meet investment goals and support long-term missions.

Hosted by: ACG

Chapter

Austin/San Antonio