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.
BREAKOUT
Brad Barros
Director
A Deeper Dive Into Advanced Tax Planning: Impacts on the Exit and Transition
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Brad Barros brings over 37 years of leadership experience in risk management to resolve complex issues and pioneer industry advancements.
As President of Specialty Assurance Group Ltd., a modern private placement life insurance company, and...
ABOUT BRAD
Brad Barros brings over 37 years of leadership experience in risk management to resolve complex issues and pioneer industry advancements.
As President of Specialty Assurance Group Ltd., a modern private placement life insurance company, and Director of both Specialty Wealth Advisory, LLC and Global Specialty Group, LLC, his extensive experience includes founding and steering various life and casualty insurance carriers that focus on developing curated solutions for complex challenges facing family offices, high-net-worth entrepreneurs, and professionals in entertainment and sports.
Brad is a faculty member at the Exit Planning Institute.
An alumnus of the University of Delaware, Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation in fighting childhood cancer.