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• XPX Orientation

  • When
    October 21, 2020
  •  
    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 DC Metro Members -November Session Power Networking

  • When
    November 01, 2020
  •  
    (EDT)
  • Location
    Virtual this month - coordinate details with your assigned group
  • Registered
    1 registrant

  Register

  
  

  
  

  november POWER NETWORKING
  

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS november 1, 2020 AT 4:00 PM ET
  

  This month's suggested discussion topic:

  Share a collaboration story where you've worked successfully with advisor(s) to deliver better outcomes for your client

  
  

  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 me directly.

  Todd Feldman, Power Networking Chair

  
  

  Cross-Chapter Program also available for those who are interested

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• XPX DC Metro - Financing and M&A in the Current Pandemic

  • When
    November 05, 2020
  •  
    7:45 AM - 9:00 AM (EST)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    Be the first

  Register

  Uncertainty brings risk. So, it is no surprise that the landscape for financing an acquisition has changed as well. This month we’ll explore what has changed and what hasn’t, which industries are looked at favorably, impact on timing of funding and other pertinent questions. These issues affect the entire Exit Planning process, so please join us for this informative session!
  
  

  Our Panelists:

  
  Herb Ezrin – President, Potomac Business Group

  Herbert S. Ezrin is the owner CEO and President of Potomac Business Group, an investment banking firm that is in its twenty-sixth year of operation.

  Herb provides M&A advising for both buy- and sell-side clients. He advises clients on all areas of a transaction including pitch book preparation, valuations, EBITDA, the Offer and financing the acquisition.

  Herb also assists with capital raises, financing of all types and assisting with all needs of his clients. His years of experience brings tremendous “value add” to his clients. His motto is “where there is a will there is a way”.

  Herb started his career as a CPA, then an attorney and businessman before starting Potomac Business Group. Herb is a fourth generation Washingtonian; moved to Maryland when he married; and has three children and four grandchildren.

  
  Kevin Learned – Partner, McMahon, Welch and Learned, LLC
  

  Kevin Learned is a founding Partner with the law firm McMahon, Welch and Learned, PLLC in Reston, Virginia. Mr. Learned’s practice focuses on advising clients on general corporate and securities matters, including company formation and governance, buy-sell agreements, operating and stockholder agreements, mergers and acquisitions, private offerings of debt and equity securities (including friends and family, angel, venture capital and private equity investments), corporate divorces and other reorganizations, joint ventures, small business certifications (including 8(a), SDVO, WOSB, HUB Zone and MBE/DBE certifications), executive employment and equity matters, deferred compensation plans, franchise agreements, trademarks, and other commercial contracts and agreements.
  

  
  
  

  Michael DeVito - FVP SBA Lending, 44 Business Capital

  Mike began his SBA career in 1990 as a credit underwriter with The Money Store Investment Corporation in their Philadelphia Office, and in 1994 relocated to Maryland to open The Money Store’s Mid-Atlantic office. For the past 15 years Mike has served as Vice President for EagleBank, Susquehanna Bank and most recently First Bank Financial Centre, assisting small business owners obtain necessary financing through SBA’s various lending programs throughout the DMV. In addition to his banking experience, Mike co-founded MM&D Professional Transitions, a full-service dental practice brokerage firm, and founded Atlantic Coast Capital, which arranged financing options for small business acquisitions. Mike lives in Timonium, Maryland with his wife and two sons.
  

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• XPX DC METRO HOLIDAY HAPPY HOUR CELEBRATION

  • When
    December 10, 2020
  •  
    5:30 PM - 7:00 PM (EST)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    14 registrants

  Register

  
  

  
  

  XPX DC METRO HOLIDAY HAPPY HOUR CELEBRATION
  

  Dear XPX team,

  We are all probably rejoicing to see 2020 come to an end. It’s been a great thing to be able to share this journey together (at least once per month). Even though we can’t do our usual End of Year gathering, we do want to celebrate together and cheer to new beginnings in 2021.

  Please join us for a:

  Virtual XPX DC Metro Holiday Happy Hour Celebration

  Date: Thursday, December 10th, 2020

  Time: 5:30pm – 7:00pm

  To celebrate, we’ll send you a $25 gift card to purchase a bottle of wine or other preferred beverage at one of the following locations:

  A. Total Wine
  B. Downtown Crown Beer
  C. Montgomery County Liquor Store

  
  So please enter the following questions on the registration form.

  • Which location is best for you (unfortunately we can’t hand deliver!)
  • Your preferred mailing address to send you the gift certificate.
    
    

  Please be sure to register. You’ll receive a Zoom Link shortly thereafter.

  Thank you and we look forward to hearing from you by November 10th, 2020

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