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• XPX Philadelphia: Stakeholder Capitalism

  • When
    May 19, 2021
  •  
    7:45 AM - 9:30 AM (EDT)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    32 registrants

  Register

  Stakeholder Capitalism

  New paths to long-term, sustainable corporate value 
  Part I – Stakeholder Capitalism:

  Implications for Exit Planning

  The Pennsylvania Bar News recently featured an article by XPX Philadelphia Member Sean-Tamba Matthew that explained an emerging shift in the understanding of a business’ role in our economy and how this influences exit planning:

  In 2019, the Business Roundtable’s Statement on the Purpose of a Corporation shifted away from its shareholder primacy orientation for a corporation to an approach that considered the effects of a corporation’s actions on all “stakeholders.” The 2019 statement provided that “[w]hile each of our individual companies serves its own corporate purpose, we share a fundamental commitment to all of our stakeholders… Each of our stakeholders is essential.” Furthermore, the statement provided that companies must be committed to delivering value to customers, investing in employees, dealing fairly and ethically with their suppliers, supporting the communities in which they operate and generating long-term value for shareholders.

  This program kicks off a two-part discussion about shifts in business and economics, and how this affects our clients. In this Part I of the discussion, we’ll discuss stakeholder capitalism including:

  • What it is
  • What it means
  • Why this is a viable option for some of your clients
  • Ways of implementing it for lower-middle market companies

  In Part II of the discussion, we’ll discuss how these shifts have lead to the rise of intangibles as a driver of corporate value.
  

  Our Speaker:

  
  

  Sean Tamba-Matthew
  Shareholder
  Stevens & Lee

  Sean Tamba-Matthew is a shareholder of Stevens & Lee and also works with its affiliated business, SES ESOP Strategies. He advises companies, business owners, boards of directors and employee stock ownership plan (ESOP) trustees on transactional, corporate governance and formation matters related to the design and implementation of ESOPs.

  Sean is also an Adjunct Professor at Temple University’s Beasley School of Law where he co-teaches a Stakeholder Capitalism course. In addition, he’s a member of the leadership council for the Business Law Section of the PA Bar Association and an advisory board member of Talley Management Group, an employee-owned company.

  
  

  Agenda:

  7:45 - 8:00 AM - Login & Networking
  8:00 AM – 9:00 AM – Presentation
  9:00 AM – 9:30 AM – Networking

  
  

  Virtual Event Pricing:

  Non-Members: $30.00
  Other XPX Chapter Members: $10.00
  XPX Philadelphia Members in good standing are complimentary, so join Today!
  
  Connection details sent upon registration.

  
  

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• XPX New Jersey & XPX Philadelphia Networking Joint Event!

  • When
    May 26, 2021
  •  
    8:00 AM - 9:15 AM (EDT)
  • Location
    Virtual - connection details will be sent upon registration
  • Registered
    36 registrants

  Register

  XPX PHILDELPHIA & NEW JERSEY JOINT EVENT:
  NETWORKING ON THE NORTHEAST CORRIDOR

  The New Jersey and Philadelphia chapters of XPX are excited this month to join forces for our members and their invited guests. Both our chapters are growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and decisions an owner needs to face, our members are welcomed to participate in our interactive discussions. We welcome your attendance at our next meeting.

  This month we will be joining forces allowing all members and their invited guests to expand their networks along the Northeast Corridor! The session will touch upon key networking tactics and suggestions for the remainder of 2021 combined with a packed opportunity to network with other professionals. We will be using a series of breakout rooms allowing all participants to engage, share and network! This will afford the opportunity to expand your network in areas for future growth.

  This highly interactive session will allow for participation by attendees in a collaborative format. As an association of experienced advisory professionals for business owners and their companies, we are all focused on delivering the highest level of subject matter expertise to our clients and we would value your expertise and insights. We invite you to join us for this exciting event and for future events this year! Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered.

  XPX NJ,  Tri-State & Philadelphia Members in good standing are complimentary.  Members are encouraged to invite a FIRST TIME guest at no charge.  Please contact angie@exitplanningexchange.com to sign up your guest.

  
  

  
  

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• XPX Orientation

  • When
    May 26, 2021
  •  
    10:50 AM - 11:30 AM (EDT)
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting at 11 AM ET

  
  

  Welcome to XPX!

  Please join us at this quick monthly web meeting with 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 content to increase your visibility in our community
  • 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 fourth 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). Non-members welcome to listen in too!

  
  

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• NEW! XPX Long Island & Philadelphia Members Joint Power Networking in June- Signup deadline for member power networking

  • When
    June 01, 2021
  •  
    ? - 4:00 PM (EDT)
  • Location
    Your Group Leader Will Reach Out to Set a Date / Time
  • Registered
    Be the first

  Register

  
  

  JUNE POWER NETWORKING

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS JUNE 1, 2021
  

  
  

  
  

  XPX Long Island & Philadelphia Members,

  New for June, your Power Networking Chairs are joining forces in this virtual environment and offering you an opportunity to broaden your network and get to know members in another chapter.  Please sign up for the June power networking today!

  If you have any questions, please feel free to reach out to your Power Networking Chairs:

  Nkrumah Pierre, Long Island Board Member, Power Networking Chair
  Phone: (212) 891- 4073
  nkrumah.pierre@eisneramper.com

  Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair Phone: (215) 508-7705
  stma@sesesop.com
  

  =============================================================

  XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

  Here's how the Power Networking works:

  • We'll match you with a group of around five fellow members of from other XPX Chapters
  • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
  • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
  • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

  The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!
  
  

  When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

  If you have any questions, please feel free to reach out to your Power Networking Chairs:

  Nkrumah Pierre, Long Island Board Member, Power Networking Chair
  Phone: (212) 891- 4073
  nkrumah.pierre@eisneramper.com

  Sean-Tamba Matthew, Philadelphia Board Member, Power Networking Chair
  Phone: (215) 508-7705
  stma@sesesop.com

  
  

  Cross-Chapter Program also available for those who are interested.
  

  Show details
• XPX Members - Cross-Chapter Signup deadline for member power networking

  • When
    June 02, 2021
  •  
    ? - 9:00 AM (EDT)
  • Location
    Your Group Leader Will Reach Out to Set a Date / Time
  • Registered
    17 registrants

  Register

  
  

  
  

  Your Group Leader Will Reach Out to Set a Date / Time
  
  JUNE POWER NETWORKING
  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS JUNE 01, 2021

  
  

  XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

  XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

  Here's how the Power Networking works:

  • We'll match you with a group of around five fellow members of from other XPX Chapters
  • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
  • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
  • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better

  The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!
  
  

  When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

  Let me know if you have any question please email us

  Show details
• XPX Philadelphia: Intangibles and Corporate Value

  • When
    June 16, 2021
  •  
    7:45 AM - 9:30 AM (EDT)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    1 registrant

  Register

  New paths to long-term, sustainable corporate value Part 2 – Intangibles as a Driver of Corporate Value

  
  This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles:

  • The two trends that have led to the dominance of intangibles in business
  • How intangibles influence valuation of companies in the lower middle market
  • How intangibles can be harnessed to drive the growth and performance of our clients’ businesses

  There will be plenty of time for questions and discussion.
  
  

  Meet Our Speakers:
  
  

  
  
  Mary Adams
  Consultant & Executive Director of XPX

  Mary Adams is a consultant, speaker and currently serves as the Executive Director of XPX.

  Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

  Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America.

  
  
  

  
  

  Shina Culberson
  President
  Quist Valuation
  
  

  Shina Culberson, President of Quist Valuation, brings +20 years of financial and valuation experience to her leadership of the firm.

  Shina’s passion is working with company owners to help them understand the value drivers of their business and to provide actionable insights in order to improve performance, valuation, and management decision making. Quist launched Quist Insights™, an online platform solution, in 2018 aimed at quantifying the intangible drivers of corporate value (i.e., customer value, employee value, organizational value, etc.) to maximize transferable value at exit.

  Shina graduated with a major in Economics from Claremont McKenna College and holds the CFA designation.

  
  

  
  

  Mike Hogan
  CEO
  Insights7

  Mike Hogan, founder and CEO of Insights7, has spent the last 25 years helping organizations optimize their operations to consistently drive meaningful customer and business value.

  Mike spent the first half of his career as a consultant leading the transformation of under-performing workgroups into peak-performing teams who deliver measurable company results.

  In 2008 he launched Insights7 with the mission to dramatically accelerate clients’ time to operational excellence and effective innovation through the use of Insights7’s Integrated Performance System.

  This system helps companies manage operations as a value chain that integrates performance, revenue, and cost. Now business leaders have the information they need to fast-track improvements that delight customers while maximizing long-term company value.

  Mike graduated from Boston College with a major in communications.

  
  

  Agenda:

  7:45 - 8:00 AM - Login & Networking
  8:00 AM – 9:00 AM – Presentation
  9:00 AM – 9:30 AM – Networking

  
  

  Virtual Event Pricing:

  Non-Members: $30.00
  Other XPX Chapter Members: $10.00
  XPX Philadelphia Members in good standing are complimentary, so join Today!
  
  Connection details sent upon registration.

  
  

  =====================================
  
  

  

  
  

  
  GOLD

  
  

  

  
  

  SILVER

  
  

  

  
  

  
  

  
  

  Show details
• XPX Philadelphia: M&A In The Age of COVID-19

  • When
    July 21, 2021
  •  
    7:45 AM - 9:30 AM (EDT)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    Be the first

  Register

  M&A In The Age of COVID-19

  
  

  Covid-19 has changed the M&A landscape in many respects, from the LOI stage to closing and beyond. Now that we are a year into the Covid-19 world, it is a good time to look back at the changes engendered by Covid-19 and to also look forward in terms of whether we expect these changes to have been temporary or whether they will have more of a long term impact. This program will focus on the key aspects of an M&A transaction, including pricing, due diligence, representations and warranties, interim covenants, closing conditions and indemnification (including representation and warranty insurance considerations), and examine the changes we have seen and what we anticipate the future will look like.

  
  

  Our Speakers:

  Steven Levin, Partner - Davies Ward Phillips & Vineberg LLP

  
  

  
  

  Steve counsels clients on mergers and acquisitions, commercial real estate and corporate matters. He offers clients business ¬minded advice on their international mergers and acquisitions transactions, investments in the U.S. and joint ventures. Steve develops close personal relationships with his clients – a result of his caring, thoughtful manner. Over his 35¬ year career, Steve’s excellent legal skills and ability to craft innovative solutions have earned the trust of leading real estate developers, pension funds and manufacturers.

  Steve is the pro¬bono general counsel and a board member of CLAL, the National Jewish Center for Learning and Leadership.

  
  

  Nir Servatka, Partner - Davies Ward Phillips & Vineberg LLP
  
  

  
  

  Nir acts for clients in matters related to corporate issues, capital markets, and mergers and acquisitions. He began his law career as an associate at a highly regarded Israeli firm, where he advised clients on private equity investments and general corporate matters.

  
  

  Paul Watkins, Partner - Davies Ward Phillips & Vineberg LLP
  
  

  
  

  Creative and practical, Paul achieves success for clients by providing business minded solutions. Paul advises on mergers, acquisitions, commercial real estate deals, joint venture agreements and corporate matters. His responsiveness and his thoughtful approach have earned the trust of pension funds, private equity firms and other companies in the U.S., Canada and internationally.

  
  

  Agenda:

  7:45 - 8:00 AM - Login & Networking
  8:00 AM – 9:00 AM – Presentation
  9:00 AM – 9:30 AM – Networking

  
  

  Virtual Event Pricing:

  Non-Members: $30.00
  Other XPX Chapter Members: $10.00
  XPX Philadelphia Members in good standing are complimentary, so join Today!
  
  Connection details sent upon registration.

  
  

  =====================================
  
  

  

  
  

  
  GOLD

  
  

  

  
  

  SILVER

  
  

  

  
  

  
  

  
  

  Show details