Agenda - DealSchool 2026

Tuesday, June 16th

• 11:00 AM – 11:30 AM
  • Registration 
• 11:30 AM – 12:30 PM
  • Deal Ecosystem Overview & Working Lunch
    • Jonathan Brabrand, CEO – Professional Resoration Services
• 12:30 PM – 1:30 PM
  • Sourcing & Strategic Opportunities
    • Will Elkins, Associate Director – Markel Group
• 1:30 PM – 1:45 PM
  • BREAK 
• 1:45 PM – 2:45 PM
  • Valuation 
    • Asif Charania, Partner – Keiter
    • Robert Richardson, Vice President – Dickinson Williams & Company
    • Scott Zickefoose, Partner – Keiter
• 2:45 PM – 3:00 PM
  • BREAK 
• 3:00 PM – 4:00 PM
  • Diligence
    • Connor Hill, Insurance Consultant – Marsh McLennan Agency
    • Stacey Zeller, Managing Director – BDO
• 4:00 PM – 4:15 PM
  • BREAK 
• 4:15 PM – 5:15 PM
  • Financing
    • Drew McNulty, Senior VP – M&T Bank
    • Kyle Anderson – Falcon Affiliates
• 6:15 PM
  • RVA on Wheels Trolley Tour and Dinner

Wednesday, June 17th

• 8:00 AM – 8:30 AM
  • Breakfast
• 8:30 AM – 9:30 AM
  • Reps, Warranties, and other Insurance concerns
    • Lisa Hedrick, Partners – Hirschler
    • Andrew Lohmann, EVP and Partner – Hirschler
• 9:30 AM – 9:45 AM
  • BREAK
• 9:45 AM – 11:00 AM
  • Legal, HR, and other considerations
    • Tyler Johnson, Senior Associate – Williams Mullen
    • John Lewis, Managing Director – Rockefeller Global Family Office
• 11:00 AM – 12:00 PM
  • Post-Closing Integration
    • Chris Wornom, CFO – Evergreen Enterprises
    • Terrye Enslow, CEO – Threadline Consulting
• 12:00 PM – 1:00 PM
  • Lunch
• 1:00 PM – 2:00 PM
  • Client Perspectives: What makes a good deal team?
    • Michael Borreca, CFO – Empower Brands
    • Jenni Lee Crocker, EVP – Alliant