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owners' academy 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 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 

  • February 26, 2018 9:21 AM | Mary Adams (Administrator)


    Whether you are an advisor or business owner, join us to learn how some of the city’s best business minds have leveraged marketing and innovation concepts to drive growth in their companies.

    • Keith Boudreau (Moderator) - Partner, Newport Board Group
    • John Donlon, Founder & CEO,Gold Coast Mortgage
    • Jacob Harrison Long, Founder & CEO,American Woolen Co
    • Stacy DeBroff, Founder & CEO, Influence Central

    Hosted by XPX New England Bronze sponsor Sullivan & Worcester LLP

  • February 26, 2018 9:10 AM | Mary Adams (Administrator)

    This program was produced by XPX New England in November 2017. 

    Learn from Boston’s top exit planning experts on how you can best prepare your business and avoid unpleasant surprises. 

    Meet The Experts:

    • Warren J. Rutherford (Moderator)- President, The Executive Suite
    • Jeffrey P. Hart - Partner, Tarlow Breed Hart & Rodgers P.C.
    • Dave Poulin, CIMA, CPWA - Senior Vice President – Financial Advisor, RBC Wealth Management
    • Greg Rush - Partner, Dunn Rush & Co. LLC
    Click here to read speaker bios.

    Attendees will learn what owners and advisors need to know about the risks, obstacles, and challenges to a successful sale, what owners need from the sale, and why beginning with the end in mind is so important to maximizing business value.

    Hosted by XPX New England Silver Sponsor McLane Middleton P.A.

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