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• XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know

  • When
    August 28, 2019
  •  
    8:00 AM - 9:30 AM
  • Location
    UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
  • Registered
    18 registrants

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  When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.

  Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.

  Our Speaker:

  Laura Kellers Queen,Ed.D. - Founder and CEO of 29Bison, Bio.
  

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• XPX Philadelphia - People Due Diligence

  • When
    September 18, 2019
  •  
    7:30 AM - 9:15 AM
  • Location
    The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
  • Registered
    20 registrants

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  During the due diligence process, endless hours are often spent focused on finances, legal issues and operations with limited emphasis on people. As a result, many M&A initiatives fail due to turnover and cultural misalignment. In this meeting, we will share best practices for talent assessment, which can be helpful for identifying the future leadership team, informing integration plans, and aiding in other personnel decisions.

  Our Speaker:

  Marc Prine of MIP Consulting, LLC

  Our speaker will be Dr. Marc Prine, who has extensive experience assisting private equity firms in their M&A talent assessment process.
  

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• XPX Philadelphia - Is an Employee Stock Ownership Plan (ESOP) Right for You?

  • When
    October 16, 2019
  •  
    7:30 AM - 9:15 AM
  • Location
    The Offices of ECKERT SEAMANS CHERIN & MELLOTT, LLC - Two Liberty Place 50 South 16th Street • 22nd Floor • Philadelphia, PA 19102
  • Registered
    2 registrants

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  Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin company, will provide information on Employee Stock Ownership Plans (ESOPs) and how these plans work. Mr. Matthew will also discuss the benefits and risks of ESOPs along with an overview of an ideal ESOP candidate.

  Mr. Matthew 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. Mr. Matthew’s work includes drafting and negotiating agreements and other documents for mergers and acquisitions, reorganizations and corporate governance and formation matters. He has a J.D. from Temple University Beasley School of Law and a B.A. in Political Science from the University of Pennsylvania.

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