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• XPX Philadelphia: Behind the Numbers

  • When
    March 17, 2021
  •  
    7:45 AM - 9:30 AM (EDT)
  • Location
    Virtual - connection details sent upon registration
  • Registered
    22 registrants

  Register

  Behind the Numbers:
  Quality of Earnings in a Transaction

  
  

  Quality of Earnings Reports are becoming a key activity during the due diligence process. In this session we will take a deeper look at what a Q of E report is and why it is important.

  Our Speaker:

  Richard Izzi, Partner, Marcum

  Richard Izzi is a partner in the New York Advisory Group of Marcum, where he leads transaction services for the tri-state (NY/NJ/CT) area. He specializes in transaction advisory services to buy- and sell-side clients including private equity funds, strategic investors and lenders.

  Mr. Izzi’s experience includes quality of earnings analysis, profitability analysis, financial projections, cash flow modeling, and purchase agreement consultation. He is also experienced in dispute resolution and litigation matters.

  
  Agenda:

  7:45 AM Networking
  8:00 AM Announcements
  8:10 AM - 9:30 AM Program
  
  

  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 Orientation

  • When
    March 17, 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 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). Non-members welcome to listen in too!

  
  

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• XPX Philadelphia Members - April Session Power Networking

  • When
    April 01, 2021
  •  
    ? - 4:00 PM (EDT)
  • Location
    APRIL SESSION - DEADLINE TO SIGN UP: APRIL 1, 2021 4PM EST
  • Registered
    Be the first

  Register

  

  
  

  APRIL POWER NETWORKING

  THE PROGRAM RUNS ALL MONTH
  DEADLINE TO SIGN UP IS APRIL 1, 2020 AT 4:00 PM ET
  

  
  

  
  

  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 questions, please email me directly.
  

  Sean-Tamba Matthew, Power Networking Chair.

  
  

  Cross-Chapter Program also available for those who are interested

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