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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 DC Metro: Building a Management Team

  • When
    May 06, 2021
  •  
    7:30 AM - 9:00 AM (EDT)
  • Location
    Virtual - Connection details sent upon registration
  • Registered
    12 registrants

  Register

  Building a Management Team
  A Key Value Driver to a Sellable Company
  
  

  When planning an exit, business value is dependent on a handful of key “value drivers” – the ingredients that make the business worth buying. While cash flow, is of course critical, the top “non-financial” ingredient is the Management Team. A stable, capable, motivated management team is the best assurance an acquirer has that the cash flow will continue after the acquisition. Many of us can make a plan to increase sales, build systems, expand our market, but building a team is an art. Caleb Nel is the Founder and President of Organizational Health Solutions - a company devoted to helping organizations boost their performance, growth & overall value. Please join us for an engaging discussion on how to build that team by answering the following:

  1. How do you identify a good manager?
  2. How do you then build a team?
  3. How do you make sure it’s a healthy team that has the ability to run /own the business?
  4. How do you identify a successor?

  Please join us!

  
  

  Our Speaker:

  
  
  Caleb Nel
  Founder & President
  Organizational Health Solutions

  Organizational Health Solutions is a company devoted to helping organizations boost their performance, growth & overall value. After spending nearly a decade leading in non-profit & for-profit organizations, Caleb knows that to grow an organization does not only entail great strategy, marketing and systems - instead it also entails great people, great leaders, and a great work-culture. Organizations rise and fall because of the people who manage and lead them. Caleb has become an expert in helping businesses develop excellent leadership/management teams and healthy work-cultures where employees embody the most sought after behavioral value: ownership. In addition to his extensive leadership expertise, Caleb is also a certified strengths coach.
  

  Agenda:

  Networking:  7:35 am - 7:55 am
  Networking is done in breakout rooms. You will be automatically placed in a breakout room if you join during the sessions.
  Announcements:  7:55- am - 8:00 am
  Program:  8:00 am – 9:00 am

  
  

  Virtual Event Pricing:

  Non-Members: $10.00
  XPX DC Metro Members & Sponsors in good standing are complimentary, so join Today!
  Connection details sent upon registration.

  
  

  
  

  
  

  
  

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