2023 Spring Summit Agenda
Evening Events
| Date | Time | Event |
| Monday, May 1 | 6:00 PM | Opening Reception at the Kemper Museum of Contemporary Art |
| Tuesday, May 2 | 6:00 PM – 9:00 PM | FOA KC Pickleball Tournament ‐ Chicken N Pickle, Overland Park |
| Wednesday, May 3 | 6:00 PM – 9:00 PM | Closing Dinner at Farina |
May 1 – Tuesday May 2, 2023
| Time | Session | Speaker |
| 7:45 AM ‐ 9:00 AM | Breakfast and Networking | |
| 9:00 AM ‐ 9:15 AM | Opening Remarks | Mike Packman, Jen Katrulya, Charles Smith, Rush Olney |
| 9:15 AM ‐ 9:45 AM | Keynote ‐ Fireside Chat with John Sherman, Majority Owner of the Kansas City Royals | John Sherman | Katie Fitzgerald |
| 9:45 AM ‐ 10:15 AM | Kansas City: An Emerging Tech Hub Which Builds Businesses with Discipline | Darcy Howe | Brian King | John Pendleton |
| 10:15 AM ‐ 10:30 AM | Break | |
| 10:30 AM ‐ 11:00 AM | Economic Development Update ‐ Kansas City Area Development Council | Jessica Palm | Jonathan Knecht |
| 11:00 AM ‐ 11:30 AM | Protecting Your Assets in the Changing Landscape | Quinn Damon |
| 11:30 AM ‐ 12:30 PM | Lunch and Networking | |
| 12:30 PM ‐ 1:00PM | Global Perspective ‐ Investing in Africa, Asia, and other Global Hot Topics | Charles Smith | J.P. Natkin | Michael Felman | Vik Magdani |
| 1:00 PM ‐ 1:30 PM | Why My Family Invests in Digital Media | Miles Spencer |
| 1:30 PM ‐ 2:00 PM | Investing in Art and the Talent Tree of Family Holdings | Karen Fenaroli | Bill Gautreaux |
| 2:00 PM – 2:15 PM | Break | |
| 2:15 PM ‐ 2:55 PM | Energy Private Equity Strategies: A Panel Discussion | Vik Magdani, Dan McCarthy, Sid Sinha, Ross Gage, SaLisa Berrien |
| 2:55 PM ‐ 3:20 PM | The Family Journey from Floundering Toward Flourishing |
Lonnie Gienger |
| 3:20 PM ‐ 3:45 PM | NextGen Family Office: Hot Topics, Challenges and Best Practices | Katie Dunn Fitzgerald, Nate Reichard, Lonnie Gienger, Marshall Lockton |
| 3:45 PM ‐ 4:15 PM | Media and Technology and the Impact on Culture and the Economy |
Daphna Edwards Ziman |
| 4:15 PM ‐ 4:30 PM | Day 1 Closing Remarks | Mike Packman, Jennifer Katrulya, Charles D. Smith, Rush Olney |
| 5:00 PM ‐ 6:00 PM | Travel to Chicken and Pickle ‐ Overland Park |
Day 2 – Wednesday May 3, 2023
| Time | Session | Speaker |
| 8:00 AM ‐ 9:00 AM | Breakfast and Networking | |
| 9:00 AM ‐ 9:15 AM | Opening Remarks | Mike Packman, Jennifer Katrulya |
| 9:15 AM ‐ 9:45 AM | Balancing Deal Maker Risk and Wealth Preservation | Peter Mallouk |
| 9:45 AM ‐ 10:15 AM | Fueling a New Generation of Home & Community Development for Adults with Autism & Disabilities | Denise Resnik |
| 10:15 AM ‐10:30 AM | Break | |
| 10:30 AM ‐ 11:00 AM | Emerging Technology and Potential Applications in Animal Health | Scott Nordstrom, Michael Roof |
| 11:00 AM ‐ 11:30 AM | Tax Mitigation Strategies, 1031 Exchanges and Beyond |
Michael Packman |
| 11:30 AM – 11:55 AM | Minding Mindset | Charles D. Smith, Kendall Gammon |
| 11:55 AM ‐ 12:45 PM | Lunch and Networking | |
| 12:45 PM ‐ 1:00 PM | CEO Funding and Deal Making Opportunities | Marshall Johnson |
| 1:00 PM ‐ 1:15 PM | Multifamily Real Estate: Falling Knife or Wave of Opportunity? |
Lonnie Gienger |
| 1:15 PM ‐ 1:30 PM | Pitch to the Pros Kick-off | Vik Magdani |
| 1:30 PM ‐ 1:45 PM | Balerion Space Program | Dan Kleinmann |
| 1:50 PM ‐ 2:05 PM | Neumetry Medical Inc | Paul Chen |
| 2:20 PM ‐ 2:35 PM | Reelay | Scott Carlin |
| 2:40 PM ‐ 2:55 PM | Accreditation Compliance Solutions | Jimmy Puccini |
| 3:00 PM ‐ 3:15 PM | Nuraxi Holdings, Inc. | Sparrow Rogers |
| 3:20 PM ‐ 3:35 PM | Agent, Inc | Mark Willingham |
| 3:40 PM ‐ 3:55 PM | BeyondView | Kul Wadhwa |
| 4:00 PM ‐ 4:15 PM | Pure Spectrum CBD | Dan Huerter |
| 4:20 PM – 4:35 PM | Platform Ventures | Kerry Scanlon |
| 4:35 PM ‐ 5:05 PM | Day 2 Closing Remarks | Mike Packman, Jennifer Katrulya, Charles D. Smith, Rush Olney |
| 5:05 PM – 6:00 PM | Travel to Farina for Closing Dinner |
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