GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jason Miller
Jason has over 20 years of experience in financial services, mainly as a commercial lender with a focus on strategic and exit planning. He is currently the Director of Succession Planning for Berman Hopkins. He has previously served the ESOP...
ABOUT JASON
Jason has over 20 years of experience in financial services, mainly as a commercial lender with a focus on strategic and exit planning. He is currently the Director of Succession Planning for Berman Hopkins. He has previously served the ESOP community as Bank of America's National Executive and Co-Founder of their ESOP Advisory & Finance practice. Jason has served on executive committee roles for various non-profits related to bettering the lives of individuals with disabilities. He holds multiple professional certifications (CTP, CRC, & CEPA), and is a member of the NCEO.
