We are excited to host the Asia Pacific Semi-Annual Conference on December 9, 2025! We hope you will join us for informative sessions and new connections.
Agenda
Click on each item below to expand the agenda and read session descriptions.
Navigating M&A: Insights, Strategy, and Client Readiness | 10:00 - 10:45 a.m.
Mergers and acquisitions can be pivotal moments for business owners—but navigating the process requires both technical understanding and trusted relationships. In this session, Nick Olsen of Cornerstone International Alliance will share practical insights and real-world experience to help advisors confidently guide clients through every stage of the M&A journey.
You’ll learn how to identify when a client is ready to discuss succession, growth, or exit strategies; how to approach these sensitive topics with empathy; and how to position yourself as a strategic advisor throughout the process. Nick will also walk through the key phases of an M&A deal—from early preparation and valuation to negotiation, closing, and post-deal integration—while offering actionable tips for preparing clients for market.
YP Working Group Session | 10:45 - 11:20 a.m.
Additional details to come!
Unlocking New Opportunities Through Evolving Free Trade Agreements | 11:20 a.m. - Noon
As global economic and geopolitical dynamics shift, Free Trade Agreements (FTAs) continue to evolve. This session will examine the growing momentum behind FTA negotiations, unpack current trends through illustrative examples, and spotlight emerging opportunities for cross-border collaboration. Participants will gain practical insights into how businesses and advisory firms can navigate the evolving FTA landscape.
