Joe Karns
- EPI San Diego- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- EPI San Diego- Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot
- EPI San Diego-When Planning Meets Reality: A Company Sale Through Governance, Succession, and Tragedy; presented by Channing Hamlet, Michael Umansky, and Aaron Malardino
- EPI San Diego-Surviving to Thriving: Which AI Tools Are Essential for Your Practice; presented by Michael Sikorsky, Walter O’Brien, and Strazzeri Mancini Team
- EPI San Diego- Speed Dating: Always Know Who to Call!
- EPI San Diego-Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
Lomas Santa Fe Country Club
SCI Academy
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