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

Title Sponsor

Signature Sponsors

Pitch To The Pros Sponsor

Media Partner

Participating Resource Council Members

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