Thursday November 15, 2018
7:30 am – 9:30 am
Hyatt Lodge, Oak Brook, IL
OWNERS ADVISING ADVISORS
What Business Advisors Can Learn From Their Clients
A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)
We’re turning the tables. Literally. This time our panel of experts will be business owners. They join us to advise the advisors on how to bring more value to their clients. They will tell us what they look for when hiring accountants, lawyers, bankers, consultants, wealth advisors, and other professionals. And they will share their secrets for making sure they get the most out of their team.
7:30-8:00 Registration and breakfast
8:00-8:10 Welcome and About the Exit Planning Exchange
Ray Palys – President Chicago Chapter Board of Directors
8:10-8:15 Introduction to Owners’ Academy Program
Bob Greisman – Co-Chairman Owners’ Academy Committee
8:15-9:15 Panel Discussion – Moderated by Bob Greisman, RKG Consulting Group, Inc.
Aaron Wiegel, President, Wiegel Tool Works
Jim Critchfield, Executive Vice President, Accurate Biometrics
Peggy Critchfield, CEO, Accurate Biometrics
Brian Davis, Owner, Home Helpers
Glen Hampton, Owner, EQ IT Solutions
9:15-9:30 Wrap up and Concluding Remarks and Networking
XPX Member $50, Business Owner Guest, $35
Non-Members: $75, Business Owner Guest, $50
Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward
Thank you to our Event Sponsor!