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• XPX Advisor Exchange - How to have difficult conversations

  • When
    April 08, 2020
  •  
    12:00 PM - 1:00 PM
  • Location
    Virtual event at Noon EDT. Login details forwarded upon registration.

  Register

  
  

  CHALLENGING TIMES - CHALLENGING CONVERSATIONS 

  Our monthly advisor discussions are deep dives into the business and work of the advisors in our network. Last month, as the covid crisis was emerging, the group decided that it would be helpful to talk about how to have difficult conversations. 

  When you register, please share your favorite resources/inspirations on this topic. We'll tee them up in the discussion and learn from each other. 

  We invite XPX Members and Leaders, and anyone looking to learn and share with us

  Video participation not required but highly encouraged 

  
  

  MODERATOR: 

  
  

  Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches. 

  
  

  
  

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• XPX New Member Orientation

  • When
    April 15, 2020
  •  
    11:00 AM - 11:30 AM
  • Location
    Virtual - you'll receive call-in instructions upon registering

  Register

  Welcome to XPX!

  Please join us at this quick monthly web meeting with other new 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 resources (especially our private video library) with your clients
  • 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)

  
  

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• XPX Maryland Members Only COVID-19 Free Virtual Webinar

  • When
    April 24, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    Virtual - connection details sent upon registration
  • Registered
    Be the first

  Register

  Please join XPX Maryland for a webinar a panel discussion on COVID-19 issues. We will focus on the next wave of questions/issues (i.e., after initial employment decisions have been made and stimulus loans/grants have been applied for – what’s next? Or, if things start to look better (let’s hope!), we will pivot and focus on tips for re-opening/ramping up).

  Please submit your questions in advance on the registration form.

  Our Panel:

  Daniel Bottner, CPA- KatzAbosch

  Karen Brogan, CFA, Chief Financial Officer - Capital Services 

  Moderated by Eric Rosenberg,  First Vice President - SunTrust Bank

  
  

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• XPX Maryland - Doing Business in Maryland

  • When
    May 15, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228
  • Registered
    1 registrant

  Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the recently-concluded 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the future.

  Founded in 1983 as Maryland Business for Responsive Government, the organization changed its name to The Maryland Free Enterprise Foundation (“Maryland Free”) in 2019. Maryland Free is a statewide, nonpartisan political research and education organization supported by corporations, trade associations, chambers of commerce, small businesses, and individuals, and is dedicated to improving the business climate and job creation in Maryland. Maryland Free’s members range from national corporations like McCormick and AT&T to regional concerns like Katz Abosch and Merritt Companies to small “mom-and-pop” businesses.

  Along with his leadership role at Maryland Free, Duane Carey is the owner and lead strategist of IMPACT Marketing & Public Relations, a 15-year old digital marketing company with clients from Colorado to India. Duane holds an MBA in Corporate Finance from Johns Hopkins University and lives in Howard County with his wife and three high-schoolers.

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• XPX Maryland - Breakfast Meeting - Save the date

  • When
    October 16, 2020
  •  
    8:00 AM - 10:00 AM
  • Location
    Rolling Road Golf Club 814 Hilltop Ave, Catonsville, MD 21228

  XPX Maryland Chapter hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

  At this meeting, you can expect to:

  • Learn how to better serve your clients
  • Meet new contacts in the private company market
  • Get visibility with your existing network of contacts
  • Gain an appreciation of the power of the XPX Advisor Principles

  Hope you'll join us!

  
  

  Agenda:
  

  8:00 AM – 8:30 AM – Networking
  8:30 AM – 9:00 AM– Breakfast
  9:00 AM – 10:00 AM – Presentation

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