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XPX Member Videos

The videos here were produced by XPX Chapters, Members and Sponsors. 

Many of the Chapter videos also link to full-length programs for business owners and their advisors. For information on accessing the full-length programs click here.

Members: Have a video to share? Send the info to our Chapter Administrator, Angie Ellis, and we'll load it for you. Include a synopsis to increase the video search-ability!

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  • April 08, 2020 1:59 PM | Mary Adams (Administrator)

    The COVID 19 crisis will undoubtedly derail countless transactions. But, what if your client’s M&A transaction closed in the months leading up to the start of the pandemic? While you and your clients may rightly be pleased their deal closed, your clients are likely also worried. How can you help your clients now? What should you be thinking about? Where are the risks and what can be done to manage it?

    Here's a presentation organized by XPX Philadelphia from seasoned deal lawyer and XPX Philadelphia member, Michael E. Plunkett. Michael will help you understand what you should be thinking about with respect to those deals that are closed, including what to do about earnouts, financed purchase price, representation and warranty insurance, and business insurance.

    Video below. Slides here.

    Our Speaker:

    Michael Plunkett, Founder- Plunkett Law Group - Michael founded the Plunkett Law Group in 2016 after practicing law for 17 years with large law firms in Philadelphia and continues to focus on representing buyers and sellers in M&A transactions and other corporate and transactional matters.

  • April 05, 2020 7:16 PM | Mary Adams (Administrator)

    Video of brief but informative updates from our community:

  • April 02, 2019 8:52 AM | Angie Ellis (Administrator)

    Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® Founder & President of Omega Wealth Management, LLC in Arlington, VA was recently recognized at a gala luncheon in NYC as a 2018 Investment News “Women to Watch”. As one of 22 women selected from hundreds of nominations, Lisa has a been a leader in mentoring and encouraging women advisors to join the financial planning profession. She’s also a passionate mentor and advisor to a number of women-owned businesses. Check out her 90 second acceptance speech where she imagines a more diverse future for her profession.

  • February 01, 2019 1:06 PM | Angie Ellis (Administrator)

    How can we as business owners and leaders use our positional power in ways that benefit our businesses and others? Being Kind is closely related to power, recognizing the power we have over others, and wielding it in ways that contribute to the big picture of Being Relational, maximizing well-being for ourselves AND others.

  • July 09, 2018 2:54 PM | Mary Adams (Administrator)

    This Open House and Networking Event was hosted by XPX New England in April, 2018. Learn about the benefits of membership and sponsorship!

  • May 16, 2018 11:43 AM | Mary Adams (Administrator)


    XPX New England partnered with the world renowned Northeastern University Center for Family Business for an event guaranteed to spark thought and action, Finding the Right Advisors.

    Every business has its challenges, yet most private companies do not consider having an advisory board. Are you missing this opportunity to get an outside view and advice? And, if you have an advisory board, are the right people on it?

    XPX NE and The Northeastern University Center for Family Business both offer a structured approach to developing boards that they will share over this hour-long panel. Attendees will walk away with tangible steps they can take to build a stellar advisory board, along with hand-outs and valuable connections.

    Moderator: Jack Finning, Partner, AAFCPA


    Chip Johns, President & CEO, Butler Automatic, Inc.
    Ted Clark, Executive Director, Center for Family Business, Northeastern University
    Rudi Scheiber-Kurtz, Founder & CEO, Next Stage Solutions

    Members: View the full program here

  • March 12, 2018 10:53 AM | Anonymous

    This program was produced by XPX CONNECTICUT in April 2017

    In this session we focus on growing your business using both equity and debt. Our distinguished panel of bank lenders and private equity will describe what steps a business should—and should not—take to attract and qualify for bank loans and how to find the right equity partner. We will continue to use our case study as the basis for the discussion—private companies like HiTech often need outside capital to grow and to position themselves for a successful sale.


    Robert Polito, Senior Vice President of Government Guaranteed Lending (SBA)
    Webster Bank, N.A.

    Stephen F. Roche, Senior Vice President, Commercial Banking
    United Bank

    Nathan Elliott, Vice President
    Balance Point Capital

    XPX Members: Click to view the full program 

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