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   GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Fairfield County Chapter holds events throughout the Fairfield County. 

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. 

View our full Tri-State Calendar for additional events in Hartford CT as well as New York and New Jersey.

Upcoming events

    • October 19, 2018
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Planning for a success transition is critical to success. The first step in the process if defining and clarifying the owners’ vision of success. In this session we will explore:

    • What are the strategic options that owners can consider
    • Clearly defining objectives – financial, personal, corporate and community
    • How can owners manage potentially conflicting objectives
    Our Speakers:

    Andy Karlen of Karlen Law 
    Keith Michaelson of The Lovin's Group
    • November 16, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • November 19, 2018
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT

         


                              


    KEYNOTE

    James C. Smith is the recently retired Chief Executive Officer and Chairman of Webster Bank. Bio


    PROGRAM

    Panel I: The State of the State

    Moderator:

    Kathryn A. Nantz, Ph.D., Associate Dean, Professor & Chair of the Economics Department, Fairfield University. Bio

    Panelists:

    Philip J. Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio

    John S. Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Global Economic Trends

    Featured Speaker:

    James Glassman, Managing Director & Head Economist for Commercial Banking, JPMorgan Chase Commercial Banking, Bio

    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Global Economic Trends
    5:45pm Keynote: James C. Smith, CT's Fiscal Stability & Economic Growth
    6:30pm Cocktail Reception | Buffet Dinner

    CERTIFICATION

    CTP (Certified Turnaround Professional): 3.6 Credits

    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/16/18
    Early Bird (now -11/2/18): All $100, Students/See note below
    Regular (11/3/18 - 11/16/18 Noon EST): All $130, Students/See note below
    OnSite (if available on 11/19/18): All $160, Students/See note below

    Student Registration Fee:
    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24
    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above
    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/16/18
    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/16/18

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/16/18: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


    • December 14, 2018
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • January 18, 2019
    • 7:30 AM - 9:30 AM
    • The Patterson Club, Fairfield, CT 1118 Cross Hwy, Fairfield, CT 06824
    Register

    Stay Tuned!


    • March 15, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • April 12, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • May 17, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • June 21, 2019
    • 7:30 AM - 9:30 AM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk
    Register

    Stay Tuned!


    • July 17, 2019
    • 5:30 PM - 7:30 PM
    • The Shore and Country Club, 220 Gregory Boulevard, Norwalk, CT
    A CELEBRATION - XPX FAIRFIELD CLOSING COCKTAIL PARTY!


    Join us for our annual summer evening of outdoor summer networking with fellow professionals interested in the exit planning space. Invite a colleague who would benefit from learning about XPX Fairfield.

    We will have an open bar, appetizers and a hot dinner buffet.

    If it rains we have space inside the club.



    View from the Outdoor Patio!

Chapter Events

CONNECTICUT SPONSORS

We could not have quality programming without our sponsors!

TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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