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Here you can see all the events we host across the Tri-State area in New York, New Jersey, Hartford CT and Fairfield County CT. 

Upcoming events

    • November 09, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    Register

    What makes the most sense?

    Entrepreneurs oftentimes are not aware of the various options they may have to solve their capital needs. While an outright sale to a competitor is an obvious option, other paths may be available, including a partial recapitalization, debt financing or instituting an employee stock ownership plan (ESOP). Our panel will consist of 3 professionals providing their investment banking, legal and personal financial advisory perspectives to the family business in our case study.

    Click here for the Case Study.


    Our panel comprises:

    Stephen Berman – Managing Director, CSG Partners 

    Steve was formerly a Managing Director of Prudential-Bache Interfunding, Inc., the merchant-banking arm of Prudential Securities Incorporated. He co-managed an $800 million fund that made private equity and debt investments in leveraged transactions, which closed transactions with aggregate investments and commitments of $1.4 billion. Steve was also the co-founder of Seaport Capital Inc., a merchant banking operation formed to manage the private equity portfolio of Prudential-Bache Capital Partners I and II, L.P. 

    Jim Abbott – Partner, Seward & Kissel 

    James E. Abbott is a partner in the Business Transactions Group within the Corporate Finance Department at Seward & Kissel.  Jim has practiced law since 1984.  He joined Seward & Kissel as a partner in 2007. 

    Jim represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financings and general corporate matters.  Representative transactions include mergers and acquisitions, private equity, debt and venture capital transactions, seed capital arrangements, joint ventures, strategic alliances, PIPEs and other public and private securities offerings. 

     Tara Thompson Popernik, CFA, CFP®, Director of Research—Wealth Strategies Group, Alliance Bernstein 

    Tara Thompson Popernik was named the Director of Research for the Wealth Strategies Group in 2011 and is responsible for leading research initiatives on investment planning and asset allocation issues facing high-net-worth families, family offices, and endowments and foundations. Previously, she was a wealth management specialist, and before that she was a senior investment planning analyst. Prior to joining the firm in 2003, Tara was a paralegal in the Capital Markets Group of Cadwalader, Wickersham & Taft. Tara is a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

    Moderator: Martin Magida, CFA- Berkery Noyes

    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    What makes the most sense?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    What makes the most sense?


    Stay tuned! 

    Click here for the Case Study.


    • November 17, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    What makes the most sense?


    Stay Tuned!


    Click here for the Case Study.


    • November 20, 2017
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT
    Register

         

                              


    KEYNOTE

    James Glassman is the Managing Director and Head Economist for JPMorgan Chase Commercial Banking. From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

    Jim's work with the firm combined with his independent research on the principal forces shaping the economy and financial markets have earned him regular features in the media and as an economic commentator. He is also a long standing participant in the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters and the National Association of Business Economists' (NABE) panel of macroeconomic forecasters.

    From 1979 through 1988, Jim served as a Senior Economist in both the Research & Statistics and the Monetary Affairs departments at the Federal Reserve Board in Washington, DC. While there, he analyzed and forecasted inflation, labor market developments, the Federal Reserve's operating strategies and interest rate markets, and he developed monetary and reserves projections. He joined Morgan Guaranty in 1988 and Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co.

    KEYNOTE

    James Glassman is the Managing Director and Head Economist for JPMorgan Chase Commercial Banking. From regulations and technology to globalization and consumer habits, Jim's insights are used by companies and industries to help them better understand the changing economy and its impact on their businesses.

    Jim's work with the firm combined with his independent research on the principal forces shaping the economy and financial markets have earned him regular features in the media and as an economic commentator. He is also a long standing participant in the Federal Reserve Bank of Philadelphia's Survey of Professional Forecasters and the National Association of Business Economists' (NABE) panel of macroeconomic forecasters.

    From 1979 through 1988, Jim served as a Senior Economist in both the Research & Statistics and the Monetary Affairs departments at the Federal Reserve Board in Washington, DC. While there, he analyzed and forecasted inflation, labor market developments, the Federal Reserve's operating strategies and interest rate markets, and he developed monetary and reserves projections. He joined Morgan Guaranty in 1988 and Chemical Bank in 1993, which, through a combination of mergers, became JPMorgan Chase & Co.

    PROGRAM

    Panel I: The State of the State

    Moderator:

    Mark Ligas, Ph.D., Interim Dean & Associate Professor Marketing, Fairfield University, Bio

    Panelists:

    Philip Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio
    John Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Connecticut as Analyzed by IBIS World

    Moderator:

    Robert Miles, Lead Analyst, IBIS World, Bio

    Panelists:

    Dmitry Diment, Research Manager, IBIS World, Bio
    Andrew Cuello, Business Development Manager, IBIS World, Bio


    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Connecticut as Analyzed by IBIS World
    5:45pm Keynote: James Glassman, CT's Economic Condition & Outlook, Q&A
    6:30pm Cocktail Reception | Buffet Dinner


    CERTIFICATION

    CTP (Certified Turnaround Professional): 3 credits pending


    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/17/17

    Early Bird (now -11/3/17): All $100, Students/See note below

    Regular (11/4/16 - 11/17/17 Noon EST): All $130, Students/See note below

    OnSite (if available on 11/20/17): 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 11/17/17

    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 11/17/17

    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 11/17/17: 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 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    What could the business be worth…and why?


    Stay tuned!


    Click here for the Case Study.



    • December 15, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    What could the business be worth...and why?


    Stay Tuned!


    Click here for the Case Study.


    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    What could the business be worth…and why?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    What could the business be worth...and why?


    Stay tuned! 

    Click here for the Case Study.


    • January 04, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    Stat tuned!



    • January 11, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How can I maximize value in the short term?


    Stay tuned!


    Click here for the Case Study.



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

    How can I maximize value in the short term?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • January 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    How can I maximize value in the short term?


    Stay tuned! 

    Click here for the Case Study.


    • January 19, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    How can I maximize value in the short term?


    Stay Tuned!


    Click here for the Case Study.


    • February 02, 2018
    • 7:30 AM - 9:30 AM
    • TBD, Stamford,CT
    Successful Exit Stories


    stay tuned!


    • February 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    As told by Owner(s) with Experience


    Stay tuned!


    Click here for the Case Study.



    • February 21, 2018
    • 5:00 PM - 7:00 PM
    • TBD
    • February 21, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    Successful Exit Stories

    Stay tuned!

    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Hire Family Members or Professional Managers


    Stay tuned!


    Click here for the Case Study.



    • March 16, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    Hire Family Members or Professional Managers


    Stay Tuned!


    Click here for the Case Study.


    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Hire Family Members or Professional Managers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Hire Family Members or Professional Managers


    Stay tuned! 

    Click here for the Case Study.


    • April 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    How Can Owners Keep What They Have Earned?

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    How Can Owners Keep What They Have Earned?


    Stay tuned! 

    Click here for the Case Study.


    • April 20, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    How Can Owners Keep What They Have Earned


    Stay Tuned!


    Click here for the Case Study.


    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Tricks of the Trade from Investment Bankers

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Tricks of the Trade from Investment Bankers


    Stay tuned! 

    Click here for the Case Study.


    • May 18, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Tricks of the Trade from Investment Bankers


    Stay Tuned!


    Click here for the Case Study.


    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    • June 15, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Perspectives from a Private Equity Investors


    Stay Tuned!


    Click here for the Case Study.


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ

    Perspectives from a Private Equity Investor

    Stay tuned!

    Click here for the Case Study.



    Parking Suggestions:

    Ann Bank Parking Garage
    41 Bank Street, Morristown, NJ

    OR

    DeHart Street Parking Garage
    14 Maple Ave, Morristown, NJ


    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Perspectives from a Private Equity Investor


    Stay tuned! 

    Click here for the Case Study.


    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX


    Stay tuned!





    • July 18, 2018
    • 5:00 PM - 7:30 PM
    • TBD

    A celebration of a great year at XPX

    Stay tuned!


    • July 18, 2018
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    A celebration of a great year at XPX


    Stay Tuned!


    • July 26, 2018
    • 5:00 PM - 7:00 PM
    • TBD

    A Celebration of a great year at XPX

    Stay tuned! 

    Click here for the Case Study.


Past events

October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
October 18, 2017 XPX Tri-State: New Jersey - Managing Family Dynamics – The Good, The Bad and The Ugly
October 12, 2017 XPX Tri-State: New York - Managing Family Dynamics - The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
September 20, 2017 XPX Tri-State: New Jersey Case Study Series & Breakfast
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
September 14, 2017 XPX Tri-State: New York Case Study Series & Breakfast
July 27, 2017 XPX Tri-State CT Hartford Year End Party
July 26, 2017 XPX New Jersey – Summer Celebration
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 27, 2017 XPX NJ & ACG NJ Announce Joint Event, June 27th at LPS Industries - Register Today!
June 21, 2017 XPX Tri-State New York - Assessing Strategic Options:
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State New York-Good Fences Make Good Neighbors
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
May 03, 2017 XPX New Jersey Inauguration! Newly Launched Chapter of the Exit Planning Exchange
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
April 19, 2017 XPX Tri-State New York: Defining Success
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
March 15, 2017 XPX Tri-State New York: Defining Success
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State New York: Operations
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations
December 21, 2016 XPX Tri-State New York: Focus on Growth
December 16, 2016 XPX Tri-State CT: Focus on Growth
November 18, 2016 XPX Tri-State CT: Managing Management
November 17, 2016 XPX Tri-State New York: Managing Management
October 21, 2016 XPX Tri-State CT: Creating a Strategic Plan to Maximize Value
October 19, 2016 XPX Tri-State New York: Creating a Strategic Plan to Maximize Value
September 16, 2016 XPX Tri-State CT: Case Study
September 13, 2016 XPX Tri-State New York: Case Study Series & Luncheon
July 20, 2016 XPX CT: Closing Cocktail Party!
June 23, 2016 XPX CT: Deepening Your Referral Connections
June 17, 2016 XPX CT: Legal Documents
May 20, 2016 XPX CT: Due Diligence Preparation and Pitfalls
April 28, 2016 XPX NY Metro - The Private Capital Ecosystem
April 22, 2016 XPX CT: The Next Big Idea
March 18, 2016 XPX CT: Investment Banking Process
February 25, 2016 XPX NY Metro - The Importance of Revisiting The Benefits of ESOP’s To Business Owners
February 16, 2016 XPX NY Metro - Part 2: Our Advisor Network Matrix
February 05, 2016 XPX CT: Successful Exit Stories - Joint Meeting with ACG CT
January 22, 2016 XPX CT: Business Valuations
December 18, 2015 XPX CT: Estate Planning Options
November 20, 2015 XPX CT: Wealth Management Planning
November 11, 2015 XPX NY Metro - Save the Date!
October 16, 2015 XPX CT: Managing Family Dynamics – How can the family prepare for success?
September 18, 2015 XPX CT - Breakfast Meeting

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TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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