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• XPX Philadelphia Bucks County Location: IS AN EMPLOYEE STOCK OWNERSHIP PLAN (ESOP) RIGHT FOR YOU?

  • When
    February 26, 2020
  •  
    7:45 AM - 9:30 AM
  • Location
    The Corner Bakery - Community Room, 3 West Road, Newtown PA
  • Registered
    16 registrants

  Register

  What’s an Employer Stock Ownership Plan (ESOP)? It’s a powerful succession planning tool that can provide a business owner with the opportunity to sell or get liquidity from his or her business while delivering an incredible benefit to employees.

  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.

  Our Speaker:

  Sean-Tamba Matthew - SES ESOP Strategies, a Stevens & Lee/Griffin company

  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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• XPX Philadelphia: Stepping Into The Void: Option for Helping Clients

  • When
    March 18, 2020
  •  
    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 1910
  • Registered
    3 registrants

  Register

  Speaker: Laura Queen

  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.

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• XPX New Member Orientation

  • When
    March 18, 2020
  •  
    11:00 AM - 11:30 AM
  • Location
    Virtual - you'll receive call-in instructions upon registering

  Register

  Welcome to XPX!

  Please join us at this quick web meeting with other new 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 resources (especially our private video library) with your clients
  • 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 second 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)

  
  

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• XPX Philadelphia: Management’s Perspective - Before and after closing of a company sale

  • When
    April 15, 2020
  •  
    5:30 PM - 7:30 PM
  • Location
    The Offices of Baker Tilly - One Liberty Place, Suite 4500, 1650 Market Street, Philadelphia, PA
  • Registered
    Be the first

  Register

  Management’s Perspective:
  Before and after closing of a company sale. One Executive’s Experience

  
  We are delighted to have a conversation with Kelley Kendle about her experiences as a key executive of a founder owned company, which was sold to a portfolio company of a large private equity group. Kelley will share her experiences as the designated leader in preparing for sale, the sale process, and transitioning into the leadership team of the acquirer. Kelley is an executive with 20 years of experience driving, leading and growing regional and global businesses. As a key executive, she focused on strategic, global growth, taking the Company from a single office of 15 people to a multi-national organization with 14 offices globally and more than 200 full-time employees.

  Our Speaker:

  Kelley, Kendle

  
  

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