Agenda

Wednesday, July 29, 2026

• 4:00pm - 5:30pm: Welcome, Introductions & Panel Discussions: Meet the Alumni
  • Speakers: 
    • Kristen Ferris, Director, Goulston & Storrs (Moderator)
    • Ryan Losco, Vice President, Private Banker, BNY Wealth
    • Carly Perkins, Corporate Associate, Goulston & Storrs
    • Callie Shanley, Client Advisor, Vice President, Bernstein Private Wealth Management
• 5:30pm - 7:00pm: Cocktail Reception & Networking
• 7:00pm - 8:30pm: Dinner

Thursday, July 30, 2026

• 8:30am - 9:00am: Breakfast
• 9:00am - 9:40am: Business Development Panel
  • Speakers:
    • Mike Alberts, Principal, Cohere Capital Partners
    • Brigid Morrissey, Partner, CohnReznick Advisory LLC
    • Erin O'Keefe, Vice President, Financial Sponsors Group, Citizens Capital Markets & Advisory
    • Greg Katz, Vice President of Business Development, New Heritage Capital 
• 9:40am - 9:50am: Break
• 9:50am - 10:50am: Perfecting Your Pitch with Kimberly Roy
  • Speaker:
    • Kimberly Roy, Founder, Pitch With Kim 
• 10:50am - 11:00am: Break
• 11:00am - 12:30pm: Intro to DealSource
• 12:30pm - 1:30pm: Lunch
• 1:30pm - 3:00pm: Stages of a Deal, Panel & Breakout Session
  • Speakers:
    • Kristen Ferris, Director, Goulston & Storrs (Moderator)
    • Todj Gozdeck, Partner, Cirtrin Cooperman
    • Karin Gregory, Managing Partner, Blue Highway Capital 
    • Brent Mathews, SVP Commercial Lender, Main Street Bank
    • Kristen Miale, Managing Director, Caswell Advisory Group 
• 3:00pm: Break
• 4:00pm: Group Engagement Activity
• 5:30pm: Networking Reception & Dinner

Friday, July 31, 2026

• 9:00am - 11:00am: Breakfast & Closing Session
  • Fireside Chat:
    • Kristen Ferris, Director, Goulston & Storrs (Moderator)
    • Andrew Worcester, Co-Founder, Worcester Solutions Group