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• XPX CT: Fairfield & Hartford Chapter Joint Event: Avoiding Last-Minute Blow-ups: How to Emotionally Prepare Key Stakeholders for a Successful Transition

  • When
    April 23, 2021
  •  
    8:20 AM - 10:00 AM (EDT)
  • Location
    Virtual - Connection details sent upon registration.
  • Registered
    47 registrants

  Register

  People always have mixed feelings about change. When negative feelings are not surfaced and addressed in a systematic way, they often assert themselves exactly when they stand to do the most damage, at the closing.

  Thoughtful exit planners do well to find ways to address the needs and concerns of all individuals and groups affected by an exit or business transition.

  Our panelists will explore with us how to:

  • Anticipate common hopes, concerns, feelings, and cognitive biases associated with exits
  • Prepare the owner/s early on, so things go smoothly later
  • Support the family, the leadership team, and the rest of the workforce
  • Collaborate with experts in change management

  Join us for this insightful conversation.

  
  

  Our Moderator:
  
  

  
  

  John Weidner
  Managing Partner
  Cornell Global LLC

  John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting firm. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.

  John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.

  
  

  Our Panel:

  
  

  Paul Edelman, PhD
  Executive Coach and Family Wealth Consultant
  Edelman & Associates

  Paul works with exit-planning professionals and business owners to prepare the owners, their companies, and their families to navigate challenging business, family, and wealth transitions. Advisors and their clients benefit from higher valuations, smoother deal-making, and better post-deal outcomes.

  
  

  
  

  Charles “Chuck” Presbury 
  Executive Coach & Business Advisor
  Presbury & Associates 

  Chuck has served as an expert internal and external executive coach/ business advisor for more than 30 years. He solves performance problems by bringing the clarity and alignment between the business strategy, leadership practices and organizational culture needed to drive it. His firm provides services such as talent assessments, succession planning, executive coaching, team coaching and conflict resolution.   

  Chuck received his BA from Holy Cross College and his MS from Columbia University.

  
  

  
  

  Agenda:

  8:20 - 8:30 AM EST – Pre-program Networking
  8:30 - 9:30 AM EST - Programing
  9:30 - 10:00 AM EST - Networking

  Registration Fees:

  CT and Tri-State Members- No Charge
  Non-members Early Bird (through 4/20) – $25.00
  Non-Members Regular Rate – $30.00
  Non-Members Same Day Fee – $45.00
  Other XPX Chapter Members – $10.00

  Virtual - Connection details sent upon registration.
  

  
  

  
  

  
  

  

  TRI-STATE SILVER SPONSOR:
  
  
  

  
  

  TRI-STATE BRONZE SPONSORS:
  

   
  
  

    
  
  

   

  
  

  CONNECTICUT GOLD

  

  
  

  
  

  CONNECTICUT SILVER

  

  
  
  

  
  

  
  

  CONNECTICUT BRONZE

  
  
  

  
  
  

  
  
  

  
  

  
  

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• XPX Orientation

  • When
    April 28, 2021
  •  
    10:50 AM - 11:30 AM (EDT)
  • Location
    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!

  
  

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• XPX Members - Cross-Chapter Signup deadline for member power networking

  • When
    May 01, 2021
  •  
    ? - 11:00 PM (EDT)
  • Location
    Your Group Leader Will Reach Out to Set a Date / Time
  • Registered
    15 registrants

  Register

  
  

  
  

  Your Group Leader Will Reach Out to Set a Date / Time
  
  MAY POWER NETWORKING
  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS MAY 01, 2021

  
  

  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

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• XPX CT: Fairfield & Hartford Chapter Joint Event: Save the date

  • When
    May 21, 2021
  •  
    8:20 AM - 10:00 AM (EDT)
  • Location
    Virtual - Connection details sent upon registration.

  Registration will open 30 days before the event date.
  Please check back for program details!

  
  

  
  

  Agenda:

  8:20 - 8:30 AM EST – Pre-program Networking
  8:30 - 9:30 AM EST - Programing
  9:30 - 10:00 AM EST - Networking

  Registration Fees:

  CT and Tri-State Members- No Charge
  Non-members Early Bird (through 5/18) – $25.00
  Non-Members Regular Rate – $30.00
  Non-Members Same Day Fee – $45.00
  Other XPX Chapter Members – $10.00

  Virtual - Connection details sent upon registration.
  

  
  

  
  

  
  

  

  TRI-STATE SILVER SPONSOR:
  
  
  

  
  

  TRI-STATE BRONZE SPONSORS:
  

   
  
  

    
  
  

   

  
  

  CONNECTICUT GOLD

  

  
  

  
  

  CONNECTICUT SILVER

  

  
  
  

  
  

  
  

  CONNECTICUT BRONZE

  
  
  

  
  
  

  
  
  

  
  

  
  

  Show details
• XPX CT: Fairfield & Hartford Chapter Joint Event: Save the date

  • When
    June 18, 2021
  •  
    8:20 AM - 10:00 AM (EDT)
  • Location
    Virtual - Connection details sent upon registration.

  Registration will open 30 days before the event date.
  Please check back for program details!

  
  

  
  

  Agenda:

  8:20 - 8:30 AM EST – Pre-program Networking
  8:30 - 9:30 AM EST - Programing
  9:30 - 10:00 AM EST - Networking

  Registration Fees:

  CT and Tri-State Members- No Charge
  Non-members Early Bird (through 6/15) – $25.00
  Non-Members Regular Rate – $30.00
  Non-Members Same Day Fee – $45.00
  Other XPX Chapter Members – $10.00

  Virtual - Connection details sent upon registration.
  

  
  

  
  

  
  

  

  TRI-STATE SILVER SPONSOR:
  
  
  

  
  

  TRI-STATE BRONZE SPONSORS:
  

   
  
  

    
  
  

   

  
  

  CONNECTICUT GOLD

  

  
  

  
  

  CONNECTICUT SILVER

  

  
  
  

  
  

  
  

  CONNECTICUT BRONZE

  
  
  

  
  
  

  
  
  

  
  

  
  

  Show details