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                GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Maryland Chapter holds events throughout the Greater Baltimore area. 

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. 

Upcoming events

    • April 08, 2020
    • 12:00 PM - 1:00 PM
    • 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. 



    • April 15, 2020
    • 11:00 AM - 11:30 AM
    • 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)


    • April 24, 2020
    • 8:00 AM - 10:00 AM
    • Virtual - connection details sent upon registration
    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


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

    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.

    • October 16, 2020
    • 8:00 AM - 10:00 AM
    • 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

Past events

April 01, 2020 XPX Advisor Exchange
March 25, 2020 XPX Advisor Forum
March 20, 2020 XPX Maryland - POSTPONED! High Risk – High Potential – High Healed Entrepreneurs
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
March 05, 2020 XPX Maryland Emerging Professionals Group
February 21, 2020 XPX Maryland - POWER NETWORKING
February 19, 2020 XPX New Member Orientation
January 17, 2020 XPX Maryland - The Power of an ESOP
January 15, 2020 XPX New Member Orientation
December 18, 2019 XPX New Member Orientation
December 05, 2019 XPX Maryland: Members Only Affinity Group - Fairness & the Windfall – ESOPs are for Everybody?
December 02, 2019 XPX Maryland Holiday Networking Event
November 15, 2019 XPX Maryland - Economic Outlook
November 13, 2019 XPX Maryland Emerging Professionals Group
November 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Maryland - Ransomware Threat Evolving: Employees are Largest Cyber Risk
September 20, 2019 XPX Maryland - Selling to a Strategic Buyer
September 05, 2019 XPX Maryland Members Only Affinity Group
August 07, 2019 XPX Maryland Summer Fun Networking Event
June 20, 2019 XPX Maryland Emerging Professionals Group
May 13, 2019 XPX Maryland Spring Networking Event
April 24, 2019 XPX Maryland Emerging Professionals Group
April 19, 2019 XPX Maryland - Breakfast Seminar
April 04, 2019 XPX Maryland: When Personalities Clash in Deal Negotiations - Members Only Affinity Group
March 15, 2019 XPX Maryland - POWER NETWORKING
February 15, 2019 XPX Maryland -A Tale of Two Firms: To Merge or Not To Merge
January 25, 2019 XPX Maryland Emerging Professionals Group
January 18, 2019 XPX Maryland - A New Way to Think of Brand Value: Experience Management
December 06, 2018 XPX Maryland Members Only Affinity Group Meeting: Better by the Half Dozen - A Family Exchange of Values
December 03, 2018 XPX Maryland Holiday Networking Event
November 29, 2018 XPX Maryland Emerging Professionals Group
November 16, 2018 XPX Maryland - Lessons Learned: Growing a Small Business through Culture and Acquisitions
October 19, 2018 XPX Maryland -A CEO's Perspective - Doing Deals and Service Providers
September 25, 2018 XPX Maryland Emerging Professionals Group
September 21, 2018 XPX MD -Conversational Intelligence (C-IQ)
September 06, 2018 XPX Maryland Members Only Affinity Group Meeting
August 08, 2018 XPX Maryland’s Summer Fun Networking Event
June 14, 2018 XPX Maryland Members Only Affinity Group Meeting
May 30, 2018 XPX Maryland Emerging Professionals Group
May 08, 2018 XPX MD -Spring Networking Event
April 20, 2018 XPX MD - Right People – Right Roles
April 05, 2018 XPX MD Members Only Affinity Group Meeting
March 16, 2018 XPX MD - Post-Acquisition Integration
February 16, 2018 XPX MD - Optimizing the Value of Transactions Through Leadership Engagement & Organizational Alignment
January 19, 2018 XPX MD - Power Networking
December 15, 2017 XPX MD - Building Brand Value Through the Business Life Cycle
December 04, 2017 XPX Maryland Holiday Networking Event
November 17, 2017 XPX MD - Human Capital and Its Impact on Transitioning Businesses
October 20, 2017 XPX MD - Lessons Learned Along the Way
September 15, 2017 XPX MD - Deal Killers
August 23, 2017 XPX Maryland’s Summer Fun Networking Event
August 03, 2017 XPX MD Members Only Affinity Group Meeting
June 07, 2017 XPX Maryland - New Member Lunch
May 31, 2017 Joint XPX DC Metro and XPX Maryland Meet-Up
May 04, 2017 XPX MD Members Only Affinity Group Meeting
April 21, 2017 XPX MD - Partnership through Spinoff
March 17, 2017 XPX MD - Power Networking
February 17, 2017 XPX MD-Getting UP! How to Find the Energy to Rebalance Your Life
February 02, 2017 XPX MD Members Only Affinity Group Meeting
January 20, 2017 XPX MD- Passing the Family Torch without Getting Burned
December 16, 2016 XPX MD - ESOPs: Characteristics of a Good Candidate
December 08, 2016 XPX MD December 8 Joint Holiday Networking Event
November 18, 2016 XPX MD - Valuation and Due Diligence for Government Contractors
November 03, 2016 XPX MD Members Only Affinity Group Meeting
October 21, 2016 XPX MD - Building Businesses That Sell Themselves!
September 16, 2016 XPX MD - Strategic Growth Challenge
August 23, 2016 XPX MD - 3rd Annual Brew & Networking Fest
May 25, 2016 XPX MD - May 25 Evening at the BSO Networking Event
May 05, 2016 XPX MD Members Only Affinity Group Meeting
April 15, 2016 XPX MD -April 15 Breakfast Networking Event
March 18, 2016 XPX MD -Power Networking
March 03, 2016 XPX MD Members Only Affinity Group Meeting
February 19, 2016 XPX MD -February 19 Breakfast Networking Event
January 15, 2016 XPX MD -Building Value
January 07, 2016 XPX MD Members Only Affinity Group Meeting
December 16, 2015 XPX MD December 16 Joint Holiday Networking Event
November 20, 2015 XPX MD November 20 Networking Breakfast - Rethinking Referrals
November 05, 2015 XPX MD Members Only Affinity Group Meeting
October 16, 2015 XPX MD October 16 Networking Breakfast - Being Relational
September 18, 2015 XPX MD - Breakfast Meeting
September 03, 2015 Affinity Group Meeting - Members Only

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