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                GROWTH. TRANSFER. LEGACY.

National Calendar

This calendar includes all XPX events at all chapters. Here's a list of all our events from our founding in 2007 through August, 2015.

Upcoming events

    • October 17, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    PLEASE NOTE CHANGE IN LOCATION.  

    We will be alternating meeting location between The Offices of Eckert Seamans Cherin & Mellott, LLC & Offit Kurman in Philadelphia.

    The middle market M&A market is booming and private equity funds represent the most active buyers of our client companies. Last month we heard from a corporate buyer, so please come join us as we hear from three leaders in the Philadelphia private equity community.

    Speakers:

    Michael Donoghue, Partner, Spring Capital

    Michael Morrissey, Managing Principal, Inverness Graham

    Dan Ryan, Partner, Milestone Partners

    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    As professional advisors, having a good understanding of how exit planning professionals evaluate an owner's goals and objectives is critical to a building the strong relationship with your client as a "trusted advisor". The first step in the process is defining and clarifying the owners' personal situation and his/her vision of a successful exit. In this session we will explore.

    • Clearly defining objectives - financial, personal, professional and other
    • How can owners manage potentially conflicting objectives
    • What are the exit options that owners can consider when ready

    Speakers:

    Roy Johnson, M&A Advisor and Certified Exit Consultant - Touchstone Advisors

    Steven V. Prigionieri, CPA, CEPA, MSAT  and Managing Partner - Nicola Yester & Company

    • October 17, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    The New Jersey 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.

    As a company contemplates options for its long-term growth or entering the M/A market, the owners need to have a strong understanding of the current market environment and financing market. In this session, we will have senior lenders discuss with the group the state of the lending market and the variables owners need to be aware of. There has been a growth of alternative lenders competing with traditional banks, how has the changed the options available to owners? Interest rates have finally been rising over the past couple of years with signs that it will continue. How does higher interest rates change an owners time schedule for financing options? We will discuss multiples for mezzanine debt, financing combinations, and other less traditional financing opportunities that can assist in getting M&A deals closed.

    Please join us with a discussion led by Jon Wronski, Sr. Vice President with Bank of America and Peggy Murphy, Sr. Client Manager with Bank of America, as they share their professional experience with all of us. 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!

    To make it easy to remember, we’ll always meet on the 3rd Wednesday morning of each month through June 2019, so please set up a recurring calendar appointment now so you won’t miss an XPX breakfast!

    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • October 18, 2018
    • 7:30 AM - 9:30 AM
    • Tower Club, 8000 Towers Crescent, Suite 1700, Vienna, VA
    Register

    Have you ever worked with a client who was stuck or overwhelmed? Do you have a client who is fearful or anxious? Have you witnessed a “deer in the headlights” look? How do you handle the 'what's next’ stage? As advisors we need to be adept in helping our clients get “un-stuck” and have the courage to move ahead. Patient listening, understanding their "real" objectives and effective communications are key skills that help us help them!

    This presentation’s take-aways:

    • How to increase efficiency and improve your outcomes
    • Understanding how transition and change can impact decisions
    • Building trust and influencing skills
    • Communicating through awareness & listening
    • How to set value-driven goals
    • Creating a positive mindset and resilient attitude
    • Susan will also share tools for better personal and professional communication.


    Our Speaker:

    Susan Commander Samakow, PCC, CPCC

    Susan is an experienced, ICF award-winning Professional Certified Coach working with individuals, businesses, and the government. Susan supports and guides her clients to reach new levels of performance and satisfaction in their careers, relationships, and life.

    Susan uses her holistic approach to conduct individual coaching, team and group coaching, workshops, webinars, tele-classes, and retreats. She recently published her first book, Talk Yourself Into Success, and has co-authored leadership programs.

    A former President of the International Coach Federation DC Chapter, Susan is passionate about developing leaders and engaging them in meaningful conversations. Working with business, government agencies, and the intelligence community, Susan provides tools needed to build relationships through conversations that promote trust, respect, and relationship building. Through insightful conversations, individuals and teams thrive in a creative, collaborative culture and develop healthy communication patterns and a productive mindset.  Full bio.

    • October 19, 2018
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Planning for a success transition is critical to success. The first step in the process if defining and clarifying the owners’ vision of success. In this session we will explore:

    • What are the strategic options that owners can consider
    • Clearly defining objectives – financial, personal, corporate and community
    • How can owners manage potentially conflicting objectives
    Our Speakers:

    Andy Karlen of Karlen Law 
    Keith Michaelson of The Lovin's Group
    • October 19, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Bruce Zwicker, former CEO of J.J. Haines, a 145 year old $500 million sales privately held family owned Maryland company, shares his extensive acquisition related experience.

    Bruce will discuss how CEO’s think about acquisition deals and how they will typically behave towards service providers during the deal and integration stages. CEO’s have priorities and pressures when doing acquisition deals ranging from balancing the needs of stakeholders such as other owners, investors, banks, customers, suppliers, employees, and the community and the urgent and pressing need to drive towards the acquisition goal. Pursuit of the reason for the deal is all consuming. Issues facing the CEO include talent, staffing, technology, culture, sales and market share, competition, expenses, and margin. Lots of plans, tight deadlines, too many meetings and emails, and decision deluge are the typical deal situation.

    In a fast-paced situation with a lot at stake and many demands on the CEO’s time and attention, what are the keys to becoming the effective service provider the CEO needs. Bruce will describe ways to get the CEO’s attention and show what you can do for him or her and their company.



    Thank You to Our Event Sponsor!



    • October 23, 2018
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • November 06, 2018
    • 4:00 PM - 6:30 PM
    • McLane Middleton P.A, Trade Center 128, 7th Floor (Suite 7600), Woburn MA
    Register

    You have built the value of your business over many years, but how do you know when it is the right time to consider an M&A transaction? Now may be the time.

    On November 6, join XPX New England for a conversation with M&A experts who can help you identify key considerations, terms and pitfalls that can impact your ability to complete a successful transaction.

    During this roundtable discussion focused on Structuring a Deal: Common and Uncommon Issues in a M&A Transaction, our panel of experts will help define the right roadmap for you from strategy to structure. These advisors will ensure that you understand:
    • What’s the right exit strategy for you?
    • What are the Reps, Warranties and other legal issues that really matter?
    • When do you get the cash?
    • Your hands are tied post-closing, why?
    • It’s not the purchase price that matters, it’s what the IRS lets you keep!

    Moderator: Rudi Scheiber-Kurtz, Author of “Stop Compromising” and CEO of Next Stage Solutions, Inc.

    Panelists:

    Business Owners and M&A professionals will have the opportunity to explore different road maps for an exit strategy, engage in a Knowledge Exchange discussion around deal structure, and listen to experts who operate, invest or advise in the same industry verticals.

    Hosted by XPX New England Bronze sponsor McLane Middleton P.A., this event is the perfect opportunity for Business Owners and Professional Advisors who advise them. Refreshments and light appetizers to be served. Seating is limited, so register today!

    • November 08, 2018
    • 8:15 AM - 9:45 AM
    • TBD (NYC)
    Register

    The Smith Family Business Initiative at Cornell is dedicated to supporting and strengthening the network of owners, leaders and Cornell alumni that work in, with or for a family business. The program provides education, networking and new knowledge for family business owners, successors and students from across the globe. This session will focus on the particular dynamics of family businesses, best practices for governance and preparing the transfer to the next generation.

    • November 13, 2018
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • November 14, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
    Register

    Please join us for this unique opportunity - Put yourself in the driver’s seat as you watch legal teams simulate the real-world of negotiating the deal including the good bad and the ugly. Watch as counsel for each of the seller and the buyer “face-off” in this action packed negotiation. Learn some secrets of the legal negotiating process and what goes on behind the scenes.

    Moderator:  John Pauciulo, Member, Eckert Seamans

    Panelists:

    Representing the sellers: Herb Fineburg, Principal, Offit|Kurman

    Representing the buyer: Sandy Mozes, Partner, Fox Rothschild, LLP

    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • November 15, 2018
    • 7:30 AM - 9:30 AM (CST)
    • Hyatt Lodge At McDonald's Campus- 2815 Jorie Boulevard, Oak Brook, IL
    Register




    Thursday November 15, 2018

    7:30 am – 9:30 am

    SAVE THE DATE!

    Hyatt Lodge, Oak Brook, IL

    OWNERS ADVISING ADVISORS

    What Business Advisors Can Learn From Their Clients

    A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)

    and

    BUSINESS OWNERS

    THIS WILL BE THE ONLY CHICAGO CHAPTER XPX PROGRAM IN NOVEMBER

    We’re turning the tables. Literally. This time our panel of experts will be business owners. They join us to advise the advisors on how to bring more value to their clients. They will tell us what they look for when hiring accountants, lawyers, bankers, consultants, wealth advisors, and other professionals. And they will share their secrets for making sure they get the most out of their team.

    Please mark your calendar, and invite clients, prospects, or friends.

    Investment:

    XPX Member $50, Business Owner Guest, $35
    Non-Members: $75, Business Owner Guest, $50

    Non-Solicitation Policy

    Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward

    Thank you to our Event Sponsor!



    • November 15, 2018
    • 8:00 AM - 10:00 AM (CST)
    • The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX
    Register

    Transferring ownership from one generation to another involves more than just a transaction. Two owners, one a retiring Baby Boomer and the other Generation X, will discuss how they successfully structured their transition, and greatly increased their business along the way.

    Get the details of an exit plan with merger complexities of two simultaneous transactions and regulatory requirements from the buyer, Millennial(Xer) and the seller Baby Boomer, who is an Exit Planner.

    Click here for the Case Study.


    Our Speakers
    :

    Ben Gurwitz, CFP - Senior Wealth Manager, COO & Partner, Financial Wealth Advisors

    Ben Gurwitz is a 2002 Graduate of Trinity University. He majored in Business with a minor in Economics. Immediately after graduation Ben started in financial services and achieved the CERTIFIED FINANCIAL PLANNER credential in 2008. In the same year, he went to work at Financial Life Advisors where he is now a firm principal and in charge of all personal financial planning. Ben has been an active member in the Financial Planning Association of San Antonio & South Texas serving as President in 2014. He has also served on the Board of the San Antonio Estate Planner’s Council twice and is scheduled to be President in 2022.


    Kirk Francis, CFP, AIF - CEO, CCO & Partner, Financial Life Advisors

    Kirk Francis is a Texas Aggie, a Certified Financial Planner and a 44 year veteran of the financial services business. He was one of the youngest branch managers for Dean Witter (now under the Moran Stanley brand) at the age of 27. After spending another 13 years working in management for Wall Street firms he decided that there had to be a more objective and less conflicted way to serve clients. He founded Cross Financial Services, A Registered Investment Advisory firm that focused on Financial Planning. Over the next 23 years the firm grew and added 401(k) fiduciary consulting and Exit planning to its services. In January 2017 Kirk, concluded an exit plan on himself and merged his company into Financial Life Advisors where is a principal and the CEO. Kirk has been active in community and industry service throughout his career. He has previously served as Councilman and then Mayor of Hill Country Village, as a Commissioner on The Bexar County Sheriff’s Civil Service Commission, Chair of the National Committee on Tax and Retirement of the Financial Planning Association, and others. He currently serves as the Chairman of Zoning Commission for Hill Country Village and the Chairman of the Bexar County Housing Authority.

    • November 16, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • November 16, 2018
    • 8:00 AM - 10:00 AM
    • Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
    Register

    Presenter: Keith Miller, President and CEO at Strategic Factory

    Stay tuned for further information.

    • November 19, 2018
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT

         


                              


    KEYNOTE

    James C. Smith is the recently retired Chief Executive Officer and Chairman of Webster Bank. Bio


    PROGRAM

    Panel I: The State of the State

    Moderator:

    Kathryn A. Nantz, Ph.D., Associate Dean, Professor & Chair of the Economics Department, Fairfield University. Bio

    Panelists:

    Philip J. Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio

    John S. Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Global Economic Trends

    Featured Speaker:

    James Glassman, Managing Director & Head Economist for Commercial Banking, JPMorgan Chase Commercial Banking, Bio

    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Global Economic Trends
    5:45pm Keynote: James C. Smith, CT's Fiscal Stability & Economic Growth
    6:30pm Cocktail Reception | Buffet Dinner

    CERTIFICATION

    CTP (Certified Turnaround Professional): 3.6 Credits

    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/16/18
    Early Bird (now -11/2/18): All $100, Students/See note below
    Regular (11/3/18 - 11/16/18 Noon EST): All $130, Students/See note below
    OnSite (if available on 11/19/18): All $160, Students/See note below

    Student Registration Fee:
    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24
    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above
    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/16/18
    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/16/18

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/16/18: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


    • December 06, 2018
    • 7:30 AM - 9:30 AM
    • Rolling Road Golf Club 814 Hilltop Avenue Catonsville, MD 21228
    Register

    As a benefit for XPX Maryland members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.

    At this meeting we will be breaking into groups to discuss case studies and inviting each participant's individual feedback and ideas.


    Kind regards,

    Greg Boucher
    President
    StrataSource Consulting
    410.799.2053 - direct
    443.623.5587 – mobile
    GBoucher@StrataSourceConsulting.com

    • December 11, 2018
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • December 12, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • December 13, 2018
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Business owners commonly face a dilemma of whether to hold on to their business, continuing to enjoy its financial rewards and the sense of fulfillment and purpose it gives, or cashing in to secure their future and lower their risk profile. Oftentimes, a need for liquidity, either for oneself or for a passive shareholder, may drive the owner to sell before he or she is ready. Adding to the anxiety, the question of when to sell can arouse all sorts of fears that had been suppressed or ignored over the years, such as:

    • What will I do with myself after the sale?
    • Will I have enough proceeds to support my lifestyle and philanthropic objectives?
    • Will the market for companies in my industry get even better than it is now?
    • And for some, will my being around the house jeopardize my marital status?

    There is a path that a surprising number of entrepreneurs are not aware of, one that lies in that middle zone and lets them keep the cake while taking an outsized slice for themselves – a partial recapitalization. Rather than agonize over whether they are selling too soon, owners should give serious consideration to a recap because it allows them to continue to own and control their company while still addressing any liquidity needs or securing their personal finances.


    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • December 20, 2018
    • 7:30 AM - 9:15 AM
    • The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC, Two Liberty Place, 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102

    Stay Tuned!



    • January 08, 2019
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • January 10, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    In this session, we will hear from an owner who has sold his business. The discussion will cover the good and the bad, the emotional rollercoaster owners experience, his experience with his advisors, and what pitfalls to avoid.


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    Register

    Stay tuned!


    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Stay Tuned!


    • February 12, 2019
    • 2:00 PM - 2:45 PM
    • Webinar details forwarded upon registration
    Register


    STORIES FROM THE FRONT LINES 

    Over one hundred leaders ensure the success of local XPX Chapters. Like XPX Members in general, these leaders represent diverse professions and have deep experience working with privately-held businesses and their owners.  

    Each month in this program, we'll be featuring a few of these Chapter leaders. They will explain their role in the exit planning ecosystem, describe what they get out of XPX and share a story about their work.

    After the 30-minute web discussion, Mary and Paul be available to review the basics of starting an XPX Chapter.


    Moderators: 


    Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 




    Paul Cronin, Director of Business Development, XPX Global - Paul is a leader of the Successful Transition Planning Institute and a long-time XPX member. He recently joined us to help manage the accelerating growth of our Chapter network.   


    • February 14, 2019
    • 8:15 AM - 9:45 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    Several organizations exist for business owners who have sold their business and come into life changing wealth. Tiger 21 is a peer membership organization for high-net-worth wealth creators. The organization currently has more than 500 Members across North America and London, collectively managing approximately $51 billion in assets. The group holds monthly meetings that provide its members with a confidential peer forum in which to explore a range of critical issues including investment strategies, wealth preservation, philanthropy, estate planning, health issues, and family governance.


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register