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              GROWTH. TRANSFER. LEGACY.

EVENTS

Exit Planning Exchange Atlanta holds monthly events, for now on Zoom. 

XPX Atlanta promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

Upcoming events

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

    The Economy, Stress, and your Brand / Messaging. 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. Join Moderator Roxann S. Smithers; panelists Jeff Armacost, Iris Grimm and Ioana Martin for a fascinating assessment of 2020 and practical ideas for you and your clients as we move into 2021.

    • Economy: What happened in 2020 and what to expect in 2021 to make business decisions.
    • Brand: Branding is always critical. How do owners address the realities of 2020 in their messaging in 2021 (COVID, shorter hours, health concerns, staff in and out with COVID…)?
    • Stress: COVID put dramatic pressure on all of us – business and personal. How can the owner reduce his or her stress and their team’s stress to improve productivity?


    Our Panel:

    Roxann Smithers  - Smithers + Ume-Nwagbo, LLC

    Roxann Smithers is a Founder and Managing Member of Smithers + Ume-Nwagbo, LLC. Roxann has a passion for working with entrepreneurs and small business commercial litigation, premise liability, construction, contract review/negotiation, and general counsel services, in various state/federal jurisdictions. A Super Lawyers Magazine 2012, 2014-2016 Georgia Rising Star, Roxann Smithers and S+U team with the Access to Captial for Entrepreneurs, SBA and Club E Alanta to educate entrepreneurs.

    Jeff Armacost - Whole Brain Brands

    For 20+ years I’ve guided successful, standout brand development for hundreds of companies and organizations of all kinds. I get in close with my clients, get up to speed fast, listen well, and distill the powerfully simple story and branding that presents them in the best possible way.



    Iris Grim - Master Performance, Inc.

    Iris Grimm is an internationally known professional coach, facilitator, and trainer. For over 20 years, she has supported leaders in various roles who want to get more out of themselves, their lives, and their teams.

    Her extensive knowledge, experience, and passion for self-mastery, optimal performance, and leadership allow her to create customized programs that fit tight schedules and various styles.

    Ioana S. Martin, CFA - Executive Director Investment Specialist

    Ioana Martin (pronounced “Yo-ah-na”) is an Investment Specialist with the J.P. Morgan Private Bank in Atlanta. In her role, she is responsible for the construction, implementation, and oversight of portfolios for institutional and ultra-high net worth clients throughout the Southeast.

    Most recently, she was co-Manager of the JPMorgan Ultra-Short Income ETF, an active fund focused on providing current income while seeking to maintain a low volatility of principal. Ms. Martin spent 10 years at J.P. Morgan Asset Management in New York as a fixed income portfolio manager, overseeing more than 7 billion in assets for clients. She started her career working part time for Watson Wyatt, an actuarial company in Atlanta.



    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


    Thank you to our Event Sponsor: 


    • December 16, 2020
    • 10:50 AM - 11:30 AM (EST)
    • 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!


    • December 17, 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 December 17th at 9:00am ET for Experience XPX Atlanta. ​




    Where: connection details sent upon registration

    When: Thursday, December 17, 2020

    Time: 9:00 AM - 10:00 AM



Past events

December 01, 2020 XPX Atlanta Members - December Session Power Networking
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 19, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
November 18, 2020 XPX Orientation
November 10, 2020 XPX ATLANTA - Seeking Capital: Debt and Equity Options
November 01, 2020 XPX Atlanta Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 20, 2020 XPX ATLANTA MEMBER ONLY SOCIAL: Creative, Convivial, Competitive Collaboration
October 01, 2020 XPX Atlanta Members - October Session Power Networking
September 17, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
September 16, 2020 XPX Orientation
September 08, 2020 XPX ATLANTA: If I Only Knew Then What I Know Now --
September 01, 2020 XPX Atlanta Members - September Session Power Networking
August 19, 2020 XPX Orientation
August 13, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
August 11, 2020 XPX ATLANTA: Harnessing Human Capital to Enhance Exit Value
August 01, 2020 XPX Atlanta Members - August Session Power Networking
July 15, 2020 XPX Orientation
July 14, 2020 XPX ATLANTA: ETHICS IN PLANNING FOR EXIT AND THE TRANSACTION - THE ADVISORY TEAM & THE CLIENT Y'all Play Nice Now: Meaningful Collaboration
July 01, 2020 XPX Atlanta Members - July Session Power Networking
June 17, 2020 XPX Orientation
June 11, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
June 09, 2020 XPX ATLANTA: EARLY, MID & LATE-STAGE PREPARATIONS FOR EXIT
May 20, 2020 XPX Orientation
May 12, 2020 XPX ATLANTA: Legal Requirements of Exits in an Uncertain Deal Environment
May 07, 2020 XPX ATLANTA - EXPERIENCE XPX FOR MEMBERS AND GUESTS
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 14, 2020 XPX ATLANTA: TECHNOLOGY & CYBER SECURITY COVID AND BEYOND
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 10, 2020 XPX Atlanta: BRAND & MARKETING – CONSIDERATIONS THROUGHOUT THE BUSINESS LIFE CYCLE AND LEADING UP TO SALE
February 27, 2020 XPX ATLANTA MEMBER FACILITATION TRAINING
February 27, 2020 XPX ATLANTA: NEW MEMBER ORIENTATION
February 19, 2020 XPX New Member Orientation
February 11, 2020 XPX ATLANTA: BRING VALUE TO YOUR CLIENTS WHILE BRINGING VALUE TO YOUR PRACTICE
January 15, 2020 XPX New Member Orientation
January 14, 2020 XPX Atlanta: Business Owners Who Have Sold – Lessons Learned and Advice
December 18, 2019 XPX New Member Orientation
December 10, 2019 XPX Atlanta: Business Transactions – A Reality Check
November 13, 2019 XPX New Member Orientation
November 12, 2019 XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction
October 10, 2019 XPX Atlanta: HAPPY HOUR SOCIAL MIXER – THIS IS FOR MEMBERS & SPONSORS ONLY!!
September 17, 2019 XPX Atlanta: Panel Discussion on “The Right Valuation for the Right Purpose: Realities and Myths”
August 13, 2019 XPX ATLANTA: FRANCHISING PANEL & ROUNDTABLE DISCUSSION
July 09, 2019 XPX Atlanta: When Is the Right Time to Refer You?
June 11, 2019 XPX Atlanta: Lunch Meeting - Client Case Study
May 14, 2019 XPX Atlanta: CHAPTER LAUNCH EVENT

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