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EVENTS

The Exit Planning Exchange Chicago Chapter holds events throughout the Greater Chicago area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 


Upcoming events

    • May 20, 2021
    • 7:30 AM - 9:30 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    • 10
    Register

    In Person, Outdoor Networking Breakfast with XPX Chicago

    We invite members and guests XPX Chicago to reconnect in person for an outdoor networking breakfast. We are excited for the opportunity to be able to meet face-to-face…from 6 feet away! During this meeting, attendees will also be able to network and develop relationships with like-minded professionals. Our guests’ health and safety come first, and we will be following the guidelines of the Butterfield Club:

    • Event will be on the outdoor terrace.
    • Temperatures will not be checked by club staff upon guest arrival, but please make sure you feel well the morning of the event.
    • Guests are required to wear masks until they enter into their meeting room/designated space and when utilizing the restrooms.
    • Food/drink service will take place indoors, but the event (and dining) will be outdoors. Food is on buffet and guests can take select their own items and place them on their individual plates.


    We look forward to seeing you there!


    Maximum Capacity is limited to 30 people.

    Registration Fees:

    XPX Chicago Members: $30.00

    XPX Chicago Annual Sponsors: Free, Please contact angie@exitplanningexchange.com to register at no charge.

    Non-Members: $45.00

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.







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    • May 25, 2021
    • 5:00 PM - 6:30 PM (EDT)
    • Virtual at 4:00PM CT/5:00PM ET - connection details sent upon registration
    Register


    In her ground-breaking work, Caste: The Origins of Our Discontent, Isabel Wilkerson reframes the problem of racism in America as a caste system. The author won a Pulitzer for her previous book and the writing in this one is beautiful and compelling. Having said that, the book clocks in at over 500 pages. In order to give it justice, our book group will break up our discussion in two parts. For each, we also recommend a synopsis that you can read. And we welcome people who haven’t read/digested the material but would like to participate and learn.

    Discussion I (May 25): The American Caste System

    Our first discussion will revolve around the explanation of caste systems and the comparisons that Wilkerson makes between the systems in the United States, India and Nazi Germany. These comparisons help us see our own society in a new light. The discussion will focus on Parts 1-4 of the book.

    Want to get a quick feel for this argument Including the eight pillars of caste outlined by Wilkerson? Please see the short synopsis of the book here https://www.getstoryshots.com/books/caste-summary/

    Discussion II (June 23): Leaving the Caste System Behind

    The second discussion will focus on how the United States can move beyond our caste system. The analogies with the Nazis and India are helpful here too but there is much to discuss about the unique moment in American history. The discussion will focus on Parts 5-7 of the book.

    Want to get a quick feel for the way forward? We recommend reading the book’s epilogue: A World Without Caste.


    The Book Club leaders  are Laura Liss and John Weber from XPX’s Chicago chapter. More Book Club leaders, especially those who self-identify as diverse, are strongly encouraged to email Laura Liss if they have an interest in getting involved (laura@lisslamar.com) or you may volunteer live during the Zoom meeting. Please also contact Laura Liss with any other questions about the Book Club.

    Can't make this meeting? Be sure to sign up for the Informed Inclusion email list in your profile so you get future notices about Book Club meetings.  Our intention is to hold these meetings on the fourth Tuesday of each month.

    View the full list of books we'll be reading in future meetings:

    XPX Informed Inclusion Book Club

    • May 26, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • 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 fourth 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!


    • June 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    JUNE POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS JUNE 01, 2021


    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 three fellow members of your XPX Chapter
    • 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 3 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 me directly.

    Laura Liss, Power Networking Chair.


    Cross-Chapter Program also available for those who are interested.
    • June 02, 2021
    • ? - 9:00 AM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    JUNE POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS JUNE 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

    • June 24, 2021
    • 11:50 AM - 1:00 PM (CDT)
    • Virtual - (Lunch and Learn) Connection details sent upon registration.
    Register

    Please check back for program information.




    Agenda:

    12:00 - 12:10 PM CDT:  Announcements/Intro
    12:10 - 12:50 PM CDT:  Programming
    12:50 – 1:00 PM CDT:   Q&A 

    Virtual Event Pricing:

    Non-Members: $25.00
    Other XPX Chapter Members: $10.00
    XPX Chicago Members & Sponsors in good standing are complimentary, so join Today!

    Connection details sent upon registration.




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    • July 15, 2021
    • 5:00 PM - 7:00 PM (CDT)
    • Impact Field, 9850 Balmoral Ave, Rosemont, IL 60018 - in Stadium Leinie Lodge
    • 72
    Register

     XPX Chicago Summer Social Event:
    Chicago Dogs Baseball Game


          



    Please join XPX Chicago for a Summer social event at a Chicago Dogs baseball game in Rosemont. We are excited to be able to gather safely outdoors! The event will take place at Impact Field in the private Leinie Lodge area. This is a private partially covered open aired space with lounge style furniture, drink rail seating, etc. Entry to the event includes a box meal for each person (due to covid restrictions) and a drink ticket. During the event, attendees will be able to take in a fun baseball game, network and develop relationships with like-minded professionals.

    This event will be free to members! Additionally, if you have been waiting to invite a friend or colleague to a Chicago event, this is the perfect opportunity!

    We look forward to seeing you there!


    Event begins at 5:00 PM

    Game Time: 6:05 PM


    Registration Fees:

    XPX Chicago Members: FREE

    XPX Chicago Annual Sponsors: Free + ONE guest at no charge. Please contact angie@exitplanningexchange.com get your sponsor code.

    Non-Members: $50.00

    Capacity: Registrations will be limited to 75 people. Once 75 people sign up, registration will close

    Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.







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Past events

May 12, 2021 XPX Chicago: Franchise Readiness
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
May 01, 2021 XPX Chicago Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 27, 2021 Informed Inclusion Book Club - White Fragility
April 20, 2021 XPX Chicago: The Legal Basics of an M&A Transaction
April 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 01, 2021 XPX Chicago Signup deadline for member power networking
March 30, 2021 Informed Inclusion Book Club - The Good Immigrant
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 23, 2021 XPX Chicago: Owners' Academy - Post-COVID-19 Thinking About Sale Readiness and Exit Planning
March 17, 2021 XPX Chicago: St. Patrick’s Day Social
March 17, 2021 XPX Orientation
March 05, 2021 XPX Members - March Cross-Chapter Power Networking
March 01, 2021 XPX Chicago Members - March Session Power Networking
February 23, 2021 Informed Inclusion Book Club - How to Be an Antiracist
February 17, 2021 XPX Orientation
February 11, 2021 XPX Chicago: Emerging Professional Social Happy Hour
February 01, 2021 XPX Chicago Members - February Session Power Networking
January 28, 2021 XPX Chicago: Retirement Readiness
January 27, 2021 XPX Chicago Emerging Professionals: Elements of an Elevator Pitch!
January 20, 2021 XPX Orientation
January 19, 2021 Informed Inclusion Book Club - Inaugural Meeting
January 14, 2021 XPX Chicago: The M&A Market – A Look Forward and a Look Back
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX Chicago Members - January Session Power Networking
December 16, 2020 XPX Orientation
December 08, 2020 XPX Chicago Holiday Event
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
December 01, 2020 XPX Chicago Members - December Session Power Networking
November 23, 2020 XPX Chicago: Emerging Professionals Final Social Happy Hour of 2020!
November 18, 2020 XPX Orientation
November 10, 2020 XPX Chicago: Year-End Tax Planning
November 01, 2020 XPX Chicago Members - November Session Power Networking
October 21, 2020 XPX Orientation
October 13, 2020 XPX Chicago: In Person, Outdoor Social Networking Networking Event
October 07, 2020 XPX Chicago: Emerging Professionals Managing Your Career During the Pandemic
October 01, 2020 XPX Chicago Members - October Session Power Networking
September 23, 2020 XPX Chicago: Emerging Professionals Social Happy Hour
September 22, 2020 XPX Chicago: Navigating Business Interruption— Why Change is Necessary
September 16, 2020 XPX Orientation
September 01, 2020 XPX Chicago Members - September Session Power Networking
August 26, 2020 XPX Chicago: In Person, Outdoor Networking Breakfast
August 19, 2020 XPX Orientation
August 11, 2020 XPX Chicago: Gaining Traction® In Your Business
August 01, 2020 XPX Chicago Members - August Session Power Networking
July 22, 2020 XPX Chicago: Venturing out of the Pandemic
July 16, 2020 XPX Chicago - Virtual Happy Hour Social Event & Power Networking Sign-Up
July 15, 2020 XPX Orientation
July 01, 2020 XPX Chicago Members - July Session Power Networking
June 23, 2020 XPX Chicago: The Psychology of Leading Through the Pandemic -
June 17, 2020 XPX Orientation
June 11, 2020 XPX Chicago: Owners Academy
May 21, 2020 XPX CHICAGO –VIRTUAL NETWORKING HAPPY HOUR
May 20, 2020 XPX Orientation
May 11, 2020 XPX Chicago: How to Maximize Your Paycheck Protection Program (PPP) Loan Funds
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 09, 2020 XPX Chicago: POSTPONED 2020 CASE STUDY DISCUSSION
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 26, 2020 XPX Chicago - Happy Hour Social Event - POSTPONED
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 12, 2020 XPX Chicago: Panel Discussion - Update on Current Tax Landscape with KRD and Sassetti
February 27, 2020 XPX Chicago - Happy Hour Social Event
February 19, 2020 XPX New Member Orientation
February 13, 2020 XPX Chicago: 2020 Case Study Kick-Off
February 05, 2020 XPX Chicago - Emerging Professional Top Golf Event
January 16, 2020 XPX Chicago - Emerging Professional Gathering
January 15, 2020 XPX New Member Orientation
January 09, 2020 XPX Chicago: Annual Kickoff Meeting - Planning for 2020 with XPX Chicago
December 18, 2019 XPX New Member Orientation
December 05, 2019 XPX Chicago Holiday Networking Event
November 14, 2019 XPX Chicago - Emerging Professional Gathering
November 13, 2019 XPX New Member Orientation
November 07, 2019 XPX Chicago Owners' Academy: Succession Well-Planned: View from the next Gen Owner
October 10, 2019 XPX Chicago: 3 year anniversary breakfast
September 26, 2019 XPX Chicago: Joint Networking Event with the Alliance of Merger and Acquisition Advisors (AM&AA)
September 06, 2019 XPX Chicago - 2nd Annual Fall Social/Networking Event - Day at the Races
August 08, 2019 XPX Chicago - Emerging Professional Gathering
August 08, 2019 XPX Chicago: “Why Doesn’t a Business Sell”
July 18, 2019 XPX Chicago: So now you are selling – How to live a fulfilling life after the transaction
June 26, 2019 XPX Chicago Social
June 13, 2019 XPX Chicago: Who is your buyer?
June 06, 2019 XPX Chicago - Emerging Professional Gathering
May 09, 2019 XPX Chicago Owners' Academy: HOW AND WHY OWNERS DO BUSINESS PLANNING – - OR NOT
April 30, 2019 XPX Chicago Social Gathering
April 11, 2019 XPX Chicago: Different types of funding methods for transferring a business.
April 04, 2019 XPX Chicago XPX March Social in April
March 14, 2019 XPX Chicago: How advisors handle shareholder disputes.
February 21, 2019 XPX Chicago - Young Professional Gathering
February 19, 2019 XPX Chicago Social Gathering
February 12, 2019 XPX Chicago: More Thoughts on How To Prepare your Business For the Future
January 17, 2019 XPX Chicago Social Gathering
January 10, 2019 XPX Chicago: How To Prepare your Business For the Future
December 04, 2018 XPX Chicago Holiday Networking Event
November 15, 2018 XPX Chicago Owners' Academy: Owners Advising Advisors
October 11, 2018 XPX Chicago - Year-end tax planning for business owners - taking into consideration tax reform.
September 14, 2018 XPX Chicago - Inaugural Fall Social/Networking Event - Day at the Races
August 09, 2018 XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale
June 20, 2018 XPX Chicago - What legal structure works for you? In today’s tax environment, how should a business owner think about the legal structure of their firm?
June 01, 2018 XPX Chicago Social
May 23, 2018 XPX Chicago - Young Professional Gathering
May 15, 2018 XPX Chicago Owners' Academy
April 27, 2018 XPX Chicago Social Get-Together
April 26, 2018 XPX Chicago - The current state of capital markets and financing for small- to mid-size businesses, including any opportunities as a result of recent tax reform.
April 13, 2018 XPX Chicago - Insperity Sponsor XPX Member Appreciation Event
March 20, 2018 XPX Chicago - The Current Market for Mergers & Acquisitions, and its impact on the Small Business Owner
February 28, 2018 XPX Chicago Gathering
February 22, 2018 XPX Chicago - Impact of Tax Reform on Business Owners
January 18, 2018 XPX Chicago - Collaborative XPX Planning for 2018
January 16, 2018 XPX Chicago - Young Professional Gathering
January 11, 2018 XPX Chicago - Collaborative XPX Planning for 2018
December 12, 2017 XPX Chicago Holiday Gathering
December 05, 2017 XPX Chicago Owners' Academy Business Value Creation
November 30, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
November 14, 2017 XPX Chicago - Case Study and Discussion: Exit Plan
October 26, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
October 19, 2017 XPX Chicago - Case Study and Discussion: Strategic Planning for Growth
August 24, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
August 16, 2017 XPX Chicago - Case Study and Discussion: Owner Wealth
July 27, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
July 18, 2017 XPX Chicago - Case Study and Discussion: Banking and Finance
June 20, 2017 XPX Chicago Inaugural Owner’s Academy Seminar
June 13, 2017 XPX Chicago Spring Social Event
May 11, 2017 XPX Chicago - Case Study and Discussion: Legal
May 04, 2017 XPX Chicago - Case Study and Discussion: Legal
April 19, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
April 06, 2017 XPX Chicago - Case Study and Discussion: Accounting and Valuation
March 15, 2017 XPX Chicago - Quarterly City/Suburbs Combined Networking
February 23, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
February 15, 2017 XPX Chicago - Case Study Introduction and Discussion to Identify Six Core Issues that are Challenging HiTech Service Co.
January 11, 2017 XPX Chicago - 2017- A Facilitated Member Discussion on the Owner Transition Process
December 14, 2016 XPX Chicago Holiday Networking Event
November 09, 2016 XPX Chicago - Business Coaching
October 05, 2016 XPX Chicago- New Regulations on Valuation Discounts & Family Business
September 14, 2016 XPX Chicago Chapter Launch Event

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