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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all Chapters.  Right now, all our events are virtual and most are open to any interested advisor. Join in and experience XPX live!


Upcoming events

    • October 20, 2020
    • 4:00 PM - 6:00 PM (EDT)
    • Virtual - connection details sent upon registration
    Register

    Fun, frivolity, fellowship, prizes and awards! Join XPX Atlanta for our Virtual Members Only SOCIAL.

    Festivities begin at 4pm on Tuesday, October 20.

    Be part of a scavenger hunt team. Win prizes and bragging rights. Along the way, you'll learn about your

    colleagues' favorite beverages and prized t-shirts.

    Please register by October 16th. More details will be provided as we get closer to XPX Party Time!

    • October 21, 2020
    • 7:50 AM - 9:00 AM (EDT)
    • Virtual - connection details sent upon registration
    Register

    PLEASE LOG IN EARLY TO BE READY FOR 8:00 AM START TIME
    (AND FEEL FREE TO STICK AROUND FOR NETWORKING AFTER THE PROGRAM)

    Uncertain times and economic upheaval mean that bankruptcy is more relevant than ever - and a new way of filing bankruptcy could help your business clients. Join us on October 21 at 8:00 AM to hear from two practitioners in the field, XPX member Nella Bloom, Esq. of Bloom & Bloom, LLC, and Natasha Songonuga, Esq. of Gibbons, a Subchapter V bankruptcy trustee.

    Our Speakers:

    Nella M. Bloom, Managing Member - Bloom & Bloom, LLC

    Nella focuses on representing corporate clients as outside general counsel, Nella helps small and new businesses. Her practice is unique, since her clients represent an eclectic mix of industries and sectors, in different parts of their life cycles. In addition to helping start new businesses, Nella specializes in buy/sell and mergers & acquisitions for mid- to small-sized companies. As a business owner, Nella understands entrepreneurship and the importance of marketing. Nella regularly presents on small and emerging business topics, and was selected to the 2018 and 2019 Pennsylvania Super Lawyers Rising Star list in the area of business law.


    Natasha M. Songonuga, Esq. - Gibbons P.C.

    Ms. Songonuga has extensive experience in business reorganization and restructuring matters, working across the full spectrum of chapter 11 cases, as well as counseling creditors in assignments for the benefit of creditors state court insolvency proceedings. She represents debtors, creditors, chapter 11 and chapter 7 trustees appointed under the Bankruptcy Code; landlords; bidders at bankruptcy sales; and trustees appointed pursuant to the Securities Investor Protection Act. In addition, Ms. Songonuga is a Subchapter V Trustee, appointed by the United States Department of Justice to administer Subchapter V cases in Delaware Bankruptcy Court. Among other accolades, Ms. Songonuga has been listed for her bankruptcy work and legal ability in Chambers USA, Lawdragon, Profiles in Diversity Law Journal, and Delaware Super Lawyers as a Rising Star.




    • October 21, 2020
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • October 23, 2020
    • 8:30 AM - 10:00 AM (EDT)
    • Virtual - connection details sent upon registration
    Register


    The heart of XPX is the inter-disciplinary nature of exit planning. As advisors to business owners we understand that it takes a team of experts working together to navigate a successful exit. Working in the middle and lower middle market, no matter our own discipline, we’ve heard tales of businesses in need of serious improvements to their financial management and reporting systems to appeal to buyers and to maximize value. Please join us as we dive below the surface with a case study that will deepen our knowledge of the roles of financial management and accounting in the exit process.

    • What issues can delay or scuttle a deal? What are the remedies?
    • What are the red flags to be on the lookout for?
    • “Before and After” a comparison of actions and results from a financial make-over
    • What exactly is a “quality of earnings report” and how does it benefit the exit process?
    • “Show me the money” – how can investing in good financial systems and reports impact the sale price?
    • When is an audit necessary? What is involved in that process?


    Our Panel:

    Kevin Donovan, CPA, Fiondella, Milone & LaSaracina, LLP

    Kevin has over 22 years of accounting experience, having served both in a national public accounting firm and in the financial leadership program at the Fortune 500 Corporation. Kevin has been with FML since the firm's inception and is responsible for overseeing assurance services provided to public and private technology and service industries. He also provides advisory services to public companies related to their Sarbanes-Oxley initiative, as well advisory services for both public and private companies regarding private equity and venture capital backed transactions, due diligence support and other areas of financial expertise.

    Robert Pravder, Robert Pravder Consulting, LLC

    Robert Pravder is an entrepreneurial, growth-oriented finance executive with a passion for managing change to position companies for long-term growth. As CFO, guided three high-potential middle-market companies, including a private equity portfolio company, through successful turnarounds. Proven track record blending finance with strategy and execution and applying a holistic view of business grounded in hands-on experience in operations, manufacturing, software development and online marketing. Unique blend of large corporate and entrepreneurial/middle market experience primarily in health & wellness, nutrition, healthy foods, eLearning and software/digital content markets.


    Agenda:

    8:30-9:30 program
    9:30-10:00 post program networking via breakout rooms

    • October 28, 2020
    • 11:50 AM - 1:00 PM (EDT)
    • Virtual - connection details sent upon registration
    Register

    What Does it All Mean?

    The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members participate in this interactive discussion. We welcome your attendance at our next meeting.

    The New Jersey chapter is ready to support our members and their guests as we continue to manage through the pandemic. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time. This month our discussion will address the upcoming election and its impact on the M&A market. What is the current state of the M&A market and will the election impact an acceleration of transactions before year end? What should advisors know to guide their clients properly during this time? How would the M&A environment change after an election or is it business as usual? Will there be an increase pickup in deal’s closing before year end in 2020 or will many buyers subscribe to the wait and see model? Our discussion will be led by industry leaders with insight to these questions and many more.

    This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights. We invite you to join us for this exciting event and for the entire series this year! Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered.

    • October 28, 2020
    • 3:00 PM - 4:30 PM (EDT)
    • Virtual - connection details sent upon registration
    Register





    The new XPX South Florida Chapter is excited to present a Fireside Chat with three seasoned business owners who will reflect upon their experiences exiting their well-established businesses and share the triumphs and pitfalls of their actual exits.

    We expect to gain special insights useful to professional advisers and prospective sellers of their own businesses.

    The event’s agenda consists of three professional advisers’ discussions with business owners, then allowing about 15mins for Q&A session.

    The time between 4:05pm and 4:30pm will be used for breakout sessions allowing attendees to continue the dialog in a small group setting.

    There is no registration fee for this event. Registration is required to attend this event.  Virtual - Connection details sent upon registration.


    Our Panel:

    Brad Tuckman
    Former Owner of Global Content Creation Network
    with Vincent DeLuca, Bank of America


    A photographer turned entrepreneur, Brad was classically trained to be a photographer at the Rochester Institute of Technology. Brad’s first internship was an accidental recommendation which turned out to launch his career. He went on to build the largest global content creation network by empowering creatives with integrated proprietary technology, and maximizing the creation and deployment process for global brands. Brad’s exit involved crafting a simultaneous merger and PE investment in 2015, with a final exit in August 2020 to Accenture.

    Geoff Mayfield
    Former Owner of an Insurance Agency
    with Dewayne Naylor, Valley Bank


    Geoff Mayfield is Co-President of Masters Coverage Corp., a full service insurance agency and wholly owned subsidiary of Valley National Bank. Geoff started an independent insurance agency early in his career and later joined forces with another local broker to build a highly successful agency. The agency provided business, personal and employee benefits insurance and risk management solutions. The agency was later sold to a large publicly traded broker. Geoff is a South Florida native and graduated from Florida State University.

    Phillip Knapp
    Former Owner/President Paper Brokerage and Distribution Company
    with Mike Sluka, B2B CFO


    A gifted, talented and roll up the sleeve entrepreneur, Phillip is known to focus on operations and finance, plus he performs turnarounds for small to mid-size businesses. A Purdue University business graduate, Phillip spent 20 years running SNEPCO Inc., a leading National Paper Brokerage/Distribution company. Philip grew revenues to $25 million and negotiated complex and lucrative outsourcing agreements with US, Canadian and Asian suppliers. Phillip’s focus is to streamline and improve operations, sales, overall growth, and profitability. Phillip is a current landowner of productive Natural Gas Wells in the State of Michigan.



    SOUTH FLORIDA FOUNDING SPONSORS:

            


                       



                        



             
     


    • October 29, 2020
    • 9:00 AM - 10:00 AM (EDT)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom October 29th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, October 29, 2020

    Time: 9:00 AM - 10:00 AM



    • October 29, 2020
    • 2:00 PM - 3:15 PM (CDT)
    • Virtual - connection details sent upon registration
    Register

    Please join us for an introductory XPX event. Our panel will each address key areas that business owners are utilizing their respective professions for during this unique period of history. They will cover the basic planning needs they are seeing, as well as some potential complex strategies on the horizon.

    Our Panel:

    Jay Mezera, Atchley & Associates, LLP






    Jordan Ware, Winstead PC





    Phil Seibel, Collaborative Planning Group





    Agenda:

    2:00pm Welcome and Chapter Update

    2:10pm Panel Presentations

    2:45pm Q&A

    3:00pm Networking in Breakout Sessions

    There is no registration fee for this event. Registration is required to attend this event.

    Virtual - Connection details sent upon registration.

    • October 29, 2020
    • 4:00 PM - 6:00 PM (EDT)
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    After months of virtual meetings, XPX Maryland is hosting an in-person networking event on October 29, 2020 from 4pm-6pm. Please join your Fellow XPX Members and Guests at Rolling Road Golf Club while we reconnect in a socially distanced outdoor setting. All attendees will be required to wear masks.

    2 drink tickets will be provided as well as heavy appetizers.

    WAIVER:

    Please note for your safety, waivers will be signed at the event. By signing, you agree to practice safe distancing measures and to wear a face covering during the indoor portions of the event. You acknowledge there are no measures which are completely safe with respect to COVID19 and there is a risk of possibly contracting COVID19 at the event. You voluntarily assume that risk by attending the event and in exchange for entry to the event agree to waive any claims you may have against XPX Maryland or any of its directors or officers if you believe you contact COVID19 at the event. Sample waiver form.

    We look forward to seeing you there!


    THANK YOU TO OUR EVENT SPONSOR!





    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    NOVEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS NOVEMBER 01, 2020 AT 4:00 PM ET


    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email me directly,

    Nkrumah Pierre, Power Networking Chair


    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    NOVEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS NOVEMBER 01, 2020 AT 4:00 PM ET


    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    NOVEMBER POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS NOVEMBER 01, 2020 AT 4:00 PM ET


    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around three fellow members of your XPX Chapter
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

    The Power of 3 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Charlie Faron, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly.

    Todd Feldman, Power Networking Chair


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question, please email me directly. 

    D. Michael Reid, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    David Shavzin, President


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.


    Let me know if you have any questions, please email me directly.

    Sean-Tamba Matthew, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Charlie Melita, Power Networking Chair


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Sign up for this virtual program by the first of the month
    Register



    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Steven Bankler, President


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Jeff Rogoff, Power Networking Chair


    Cross-Chapter Program also available for those who are interested
    • November 01, 2020
    • (EDT)
    • Virtual this month - coordinate details with your assigned group
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Questions?  Please contact us directly by clicking on our names listed below.

    See you soon!

    Stephen Ronan, XPX CT Fairfield Power of Five Chair

    Brian Fischer, XPX CT Hartford Power of Five Chair


    Cross-Chapter Program also available for those who are interested

    • November 01, 2020
    • 4:00 PM (EST)
    • Virtual this month - coordinate details with your assigned group
    Register


    november POWER NETWORKING

    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET

    This month's suggested discussion topic:

    Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client


    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any questions, please email me directly.

    Tom LeBlanc, Power Networking Chair


    Cross-Chapter Program also available for those who are interested

    • November 05, 2020
    • 7:45 AM - 9:00 AM (EST)
    • Virtual - connection details sent upon registration
    Register

    Uncertainty brings risk. So, it is no surprise that the landscape for financing an acquisition has changed as well. This month we’ll explore what has changed and what hasn’t, which industries are looked at favorably, impact on timing of funding and other pertinent questions. These issues affect the entire Exit Planning process, so please join us for this informative session!

    Our Panelists:


    Herb Ezrin – President, Potomac Business Group

    Herbert S. Ezrin is the owner CEO and President of Potomac Business Group, an investment banking firm that is in its twenty-sixth year of operation.

    Herb provides M&A advising for both buy- and sell-side clients. He advises clients on all areas of a transaction including pitch book preparation, valuations, EBITDA, the Offer and financing the acquisition.

    Herb also assists with capital raises, financing of all types and assisting with all needs of his clients. His years of experience brings tremendous “value add” to his clients. His motto is “where there is a will there is a way”.

    Herb started his career as a CPA, then an attorney and businessman before starting Potomac Business Group. Herb is a fourth generation Washingtonian; moved to Maryland when he married; and has three children and four grandchildren.


    Kevin Learned – Partner, McMahon, Welch and Learned, LLC

    Kevin Learned is a founding Partner with the law firm McMahon, Welch and Learned, PLLC in Reston, Virginia. Mr. Learned’s practice focuses on advising clients on general corporate and securities matters, including company formation and governance, buy-sell agreements, operating and stockholder agreements, mergers and acquisitions, private offerings of debt and equity securities (including friends and family, angel, venture capital and private equity investments), corporate divorces and other reorganizations, joint ventures, small business certifications (including 8(a), SDVO, WOSB, HUB Zone and MBE/DBE certifications), executive employment and equity matters, deferred compensation plans, franchise agreements, trademarks, and other commercial contracts and agreements.



    Michael DeVito - FVP SBA Lending, 44 Business Capital

    Mike began his SBA career in 1990 as a credit underwriter with The Money Store Investment Corporation in their Philadelphia Office, and in 1994 relocated to Maryland to open The Money Store’s Mid-Atlantic office. For the past 15 years Mike has served as Vice President for EagleBank, Susquehanna Bank and most recently First Bank Financial Centre, assisting small business owners obtain necessary financing through SBA’s various lending programs throughout the DMV. In addition to his banking experience, Mike co-founded MM&D Professional Transitions, a full-service dental practice brokerage firm, and founded Atlantic Coast Capital, which arranged financing options for small business acquisitions. Mike lives in Timonium, Maryland with his wife and two sons.

    • November 10, 2020
    • 10:30 AM - 12:00 PM (EST)
    • Virtual - connection details sent upon registration
    Register

    You thought money was difficult to raise BEFORE COVID-19?? What happened in 2020, what to expect in 2021? How are lenders and investors reassessing deals, risk, and ROI? What did 2020 look like and how will 2021 play out?


    Agenda:

    Log in early to be ready for 10:30 start time.

    Program: 10:30 AM - 12:00 PM EDT

    Optional - Post Meeting Q&A Session: 12:00 PM - 12:30 PM


    • November 10, 2020
    • 11:50 AM - 1:00 PM (CST)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    The final quarter of the year presents last minute opportunities for tax planning.

    We will focus on a few areas:

    • Purchase and expensing of equipment to be in service before year end.
    • Election to be a cash basis taxpayer.
    • Adoption of new or improved qualified retirement plans.
    • Employment of children in the business to reduce taxes and take advantage of the ROTH IRA.
    • How does PPP Loan forgiveness come into play.
    • Other year end items
    • November 17, 2020
    • 4:00 PM - 6:00 PM (EST)
    • Virtual - connection details sent upon registration
    Register

    The Exit Planning Exchange (“XPX”) Tri-State - covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey - is holding a regional Zoom event from 4-6PM on Tuesday, November 17, 2020. This is truly a “go to” meeting with core coverage areas including:

    The state of the economy and business environment, nationally and regionally.

    Wealth planning, the corresponding tax implications and how the specific factors play into the merger & acquisition environment as we close out 2020 and leading into 2021.

    Our Speaker

    Philip J. Lane is an associate professor of economics at Fairfield University

    Phil joined the University in 1981 as one two additions to the department to substitute for the retirement of Fr. William Hohmann, S.J. His undergraduate degree is from Providence College, his masters from Northeastern University and his Ph.D. from Tufts University, all in economics. Phil was the teacher of the year at Fairfield University and inducted into ASN in 1990. He was the chair of the department for 9 years. Phil has been a faculty member and mentor in the Ignatian Residential College for 15 years as well as serving as the academic director for 6 years. For the last 16 years, he has guided the University’s team in the College Fed Challenge at the Federal Reserve Bank of New York with the complete support of his department.

    The coverage areas will be followed by breakout sessions to facilitate interactive dialogue. And if that was not enough, we will close out the evening with a Zoom cocktail hour (unfortunately it is BYOB)!

    Please join our line-up of experts for this ‘rapid Fire” format:




    BRING A GUEST!!!

    Each member is encouraged to bring a guest (FREE) for this event. Guests can be registered at the time of the member registration.


    • November 18, 2020
    • 7:45 AM - 9:00 AM (EST)
    • Virtual - connection details sent upon registration
    Register

    Cover ways to calculate micro and small business value during times of increased risk and uncertainty. Covid-19’s effects on the economy has magnified risk and uncertainty for small business – making the job of valuators more difficult.

    The program will dive into problematic areas of actual small business valuation cases to review theory and tie it into the actual application of methods using best practices and professional judgment. This webinar will be hands on with audience questions and succinct opinions welcomed.
     

    Our Speaker:

    Gregory R. Caruso, JD, CPA,CVA (Partner at Harvest Business, LLC)

    Gregory R. Caruso, JD, CPA, CVA, is a Partner at Harvest Business, LLC. His unconventional career path gives him a unique perspective on, and expertise in, business valuation. Having served as a business valuator with 100’s of small business, a business broker responsible for 60+ transactions, a real estate broker for 30+ years, a transactional attorney, and a serial business owner, he understands the topic from a variety of viewpoints. He also serves as Editor-In-Chief of Around the Valuation World, the National Association of Certified Valuators and Analysts’ monthly business valuation continuing education webinar.

    Agenda:

    7:45 AM to 8:00 AM - Networking
    8:00 AM - 9:00 AM - Program

    • November 19, 2020
    • 9:00 AM - 10:00 AM (EST)
    • Virtual at 9:00 AM EDT - connection details sent upon registration
    Register
    • Are you wondering if there are other benefits to XPX Atlanta besides great monthly meetings?​
    • Are you a member, or thinking of becoming a member? ​
    • We want you to get the most out of your XPX Atlanta adventure. ​
    • We’ve got the answers for you. Join us on Zoom November 19th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, November 19, 2020

    Time: 9:00 AM - 10:00 AM



    • November 20, 2020
    • 8:00 AM - 10:00 AM (EST)
    • TBD

    Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the future.

    Founded in 1983 as Maryland Business for Responsive Government, the organization changed its name to The Maryland Free Enterprise Foundation (“Maryland Free”) in 2019. Maryland Free is a statewide, nonpartisan political research and education organization supported by corporations, trade associations, chambers of commerce, small businesses, and individuals, and is dedicated to improving the business climate and job creation in Maryland. Maryland Free’s members range from national corporations like McCormick and AT&T to regional concerns like Katz Abosch and Merritt Companies to small “mom-and-pop” businesses.

    Along with his leadership role at Maryland Free, Duane Carey is the owner and lead strategist of IMPACT Marketing & Public Relations, a 15-year old digital marketing company with clients from California to India. Duane holds an MBA in Corporate Finance from Johns Hopkins University and lives in Howard County with his wife and three teenagers.



    Agenda:

    8:00 AM – 8:30 AM – Networking
    8:30 AM – 9:00 AM– Breakfast
    9:00 AM – 10:00 AM – Presentation

    • December 08, 2020
    • 10:30 AM - 12:00 PM (EST)
    • Virtual - connection details sent upon registration
    Register

    2020 Wrap-Up & Preparing for 2021:
    Recession Depression and Expression

    An XPX Panel on the Economy, Stress and adjusting your Brand Messaging. Let’s get a non-political update on the economy, expert advice on business owner stress and best practices on messaging for 2021 realities. How to prepare your practice and guide your clients.

    Agenda:

    Log in early to be ready for 10:30 start time.

    Program: 10:30 AM - 12:00 PM EDT

    Optional - Post Meeting Q&A Session: 12:00 PM - 12:30 PM

    • December 08, 2020
    • 5:00 PM - 6:00 PM (CST)
    • Virtual - Connection details sent upon registration.
    Register