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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

  • XPX Tri-State: New York - Strategic Options Review:

    • November 09, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody
    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

    Show details

  • XPX Tri-State: New Jersey - Strategic Options Review:

    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Strategic Options Review:

    • November 15, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    What makes the most sense?


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: Fairfield County - Strategic Options Review:

    • November 17, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    What makes the most sense?


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT

    • November 20, 2017
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT
    • Nobody
    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


    Show details

  • XPX Tri-State: New York - Valuation:

    • December 14, 2017
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    What could the business be worth…and why?


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: Fairfield County - Valuation:

    • December 15, 2017
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    What could the business be worth...and why?


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: New Jersey - Valuation:

    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Valuation:

    • December 20, 2017
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    What could the business be worth...and why?


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: New York - Evening Networking Event

    • January 04, 2018
    • 5:30 PM - 7:30 PM
    • TBD
    • Nobody

    Stat tuned!



    Show details

  • XPX Tri-State: New York - Operational Efficiencies

    • January 11, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    How can I maximize value in the short term?


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: New Jersey - Operational Efficiencies:

    • January 17, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Operational Efficiencies -

    • January 17, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    How can I maximize value in the short term?


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: Fairfield County - Operational Efficiencies:

    • January 19, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    • Nobody
    How can I maximize value in the short term?


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: Fairfield County - Joint Event with ACG:

    • February 02, 2018
    • 7:30 AM - 9:30 AM
    • TBD, Stamford,CT
    • Nobody
    Successful Exit Stories


    stay tuned!


    Show details

  • XPX Tri-State: New York - Successful Exit Stories:

    • February 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    As told by Owner(s) with Experience


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: Hartford Joint Event with ACG

    • February 21, 2018
    • 5:00 PM - 7:00 PM
    • TBD
    • Nobody


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: New Jersey - Joint Event with ACG

    • February 21, 2018
    • 5:00 PM - 7:30 PM
    • TBD
    • Nobody

    Successful Exit Stories

    Stay tuned!

    Show details

  • XPX Tri-State: New York - Management Review:

    • March 08, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    Hire Family Members or Professional Managers


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: Fairfield County - Management Review:

    • March 16, 2018
    • 7:30 AM - 9:30 AM
    • Westport Inn, 1595 Post Road East, Westport, CT
    • Nobody
    Hire Family Members or Professional Managers


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: New Jersey - Management Review:

    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Management Review:

    • March 21, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Hire Family Members or Professional Managers


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: New York - Trust and Estate Planning:

    • April 12, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    How Can Owners Keep What They Have Earned


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: New Jersey - Trust and Estate Planning:

    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Trust and Estate Planning:

    • April 18, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    How Can Owners Keep What They Have Earned?


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: Fairfield County - Trust and Estate Planning:

    • April 20, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    How Can Owners Keep What They Have Earned


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: New York - Transaction Process:

    • May 10, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    Tricks of the Trade from Investment Bankers


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: New Jersey - Transaction Process:

    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Transaction Process:

    • May 16, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Tricks of the Trade from Investment Bankers


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: Fairfield County - Transaction Process:

    • May 18, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    Tricks of the Trade from Investment Bankers


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: New York - How Will The Company Be Valued:

    • June 14, 2018
    • 8:00 AM - 9:30 AM
    • Bernstein, 1345 Avenue of the Americas, New York, NY, (Between 54th and 55th Streets)
    • Nobody

    Perspectives from a Private Equity Investor


    Stay tuned!


    Click here for the Case Study.



    Show details

  • XPX Tri-State: Fairfield County - How Will The Company Be Valued:

    • June 15, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    Perspectives from a Private Equity Investors


    Stay Tuned!


    Click here for the Case Study.


    Show details

  • XPX Tri-State: New Jersey - How Will The Company Be Valued?

    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The offices of Fox Rothschild LLP - 49 Market Street, Morristown, NJ
    • Nobody

    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


    Show details

  • XPX Tri-State: Hartford Tricks of the Trade from Investment Bankers

    • June 20, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    • Nobody
    Perspectives from a Private Equity Investor


    Stay tuned! 

    Click here for the Case Study.


    Show details

  • XPX Tri-State: New York - Closing Cocktail Party:

    • July 12, 2018
    • 5:30 PM - 7:30 PM
    • TBD
    • Nobody

    A celebration of a great year at XPX


    Stay tuned!





    Show details

  • XPX Tri-State: New Jersey - Closing Cocktail Party

    • July 18, 2018
    • 5:00 PM - 7:30 PM
    • TBD
    • Nobody

    A celebration of a great year at XPX

    Stay tuned!


    Show details

  • XPX Tri-State: Fairfield County - Closing Cocktail Party:

    • July 18, 2018
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    • Nobody
    A celebration of a great year at XPX


    Stay Tuned!


    Show details

  • XPX Tri-State: Hartford Evening Closing Party

    • July 26, 2018
    • 5:00 PM - 7:00 PM
    • TBD
    • Nobody

    A Celebration of a great year at XPX

    Stay tuned! 

    Click here for the Case Study.


    Show details

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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