Past Events
Outdoor Cocktail Reception Along the Charles River, Thursday, August 26, 2010
[ August 26, 2010; 5:30 pm to 8:00 pm. ] Enjoy a pleasant evening outdoors networking with fellow professionals interested in the exit planning space.
Where: Marriott Newton, 2345 Commonwealth Avenue, Newton, MA
Time: 5:30 – 8:00 PM
Investment: Members: $25, Non-members: $45 (Registrations at the door an additional $15)
Cash bar and hors d’oeuvres will be served. In case of rain, we’ll move indoors. Attire is business casual dress for [...]
Content and Curriculum Roundtable – Building Successful Collaborative Relationships, Wednesday, August 11, 2010
[ August 11, 2010; 8:00 am to 10:00 am. ]
Click here to view the presentation materials from this event.
A successful exit plan requires a multi-disciplined approach. A partnership strategy can expand your offerings to clients and increase your potential earnings. Sometimes you have to work with the client’s existing advisors, while other times you can choose your own. This interactive session with Ellen Kaplan, Founder and President of Possibilities@Work will explore the success factors in selecting and managing the right partners among trusted colleagues.
Breakfast Meeting – How Information Technology Affects the Value of Your Business, Thursday, July 15, 2010
[ July 15, 2010; 7:15 am to 9:00 am. ]
Click here to view the presentation materials for this event.
Join Dan Adams, Founder and President of New England Network Solutions and Stephen Lipka, President, Avatar Strategic Partners for an engaging panel discussion on Information Technology and how it impacts the value of a business. Mike Maak, Founder and President, NorthEast Business Advisors will moderate.
XPX Boston Sponsoring a Cocktail Networking Event at BEI Boot Camp – May 25, 2010
[ May 25, 2010; 5:30 pm to 7:30 pm. ] XPX Boston Sponsoring a Cocktail Networking Event at the BEI Boot Camp
XPX Boston will be sponsoring a Cocktail Networking Event with an open bar at the BEI Boot Camp at 5:30 PM on Tuesday, May 25 at the Westin Hotel, Waltham, MA. The cost is $10 for members and nonmembers.
BEI is a national exit planning [...]
Breakfast Panel – Finding Financing in Difficult Times, Monday, June 14, 2010
[ June 14, 2010; 7:15 am to 9:00 am. ] Bob Baker, President, SBANE, Jamie Grant, Partner, Mirus Capital and Itamar Chalif, XPX member and Founder of Atlantic Capital Solutions, Inc. will be panelists at the June 14 breakfast entitled, “Finding Financing in Difficult Times.” Michael Oleksak will moderate.
Where: Babson College, Olin Hall Needham/Wellesley Room, Wellesley, MA (Park in the lot next to Knight Auditorium)
Time: 7:15 [...]
Content & Curriculum Roundtable – Human Capital and Business Value, Wednesday, May 19, 2010
[ May 19, 2010; 8:00 am to 10:00 am. ]
Click here to view the presentation material from this event.
The score card of business success is of course the balance sheet and income statement. However, that measures performance; it doesn’t drive it. The engine that drives performance is the people and how they interact to serve customers. An advisor will often come across dysfunctional and underperforming organizations. As exit is planned, these can critically affect value.
Breakfast Meeting – Thursday, April 29, 2010
[ April 29, 2010; 7:15 am to 9:00 am. ]
SOLD OUT
The Value of Boards in Exit Planning
Join us on Thursday, April 29 at the Babson Executive Conference Center in Wellesley, MA for a lively session with two veterans of the boards of private companies.
XPX Boston – MEMBER ONLY Celebration & Dinner
[ February 24, 2010; 5:30 pm to 9:00 pm. ]
On Wednesday evening, February 24, from 5:30 PM – 9:30 PM, please join us for a members-only celebration and buffet dinner and cash bar at Papa Razzi, 16 Washington St., Wellesley. The evening’s theme will be how XPX members can collaborate with one another on generating and executing business.
After you register (price only $10), please e-mail a two-sentence description of your business and target market to Donna Powell donna@XPXBoston.com. We will aggregate the descriptions and distribute the sheets at the door upon arrival. We will also have a facilitator for the evening’s discussions.
Feel free to come in business casual attire.
We thank Noel Anderson and Principal Financial Group for sponsoring this event.
SOLD OUT!!! Rescheduled Social Networking 201- April 7, 2010
[ April 7, 2010; 7:30 am to 10:00 am. ]
SOLD OUT!
As a follow up to Social Networking 101, which was presented in August 2009, we will concentrate on using LinkedIn as a resource to increase leads and referrals in this roundtable discussion.
Where: Babson College, Olin Hall Room 102, Wellesley, MA (Parking is available in the lot next to Knight Auditorium)
Time: 8:00 – 10:00 AM Coffee will be available. Registration begins at 7:30 AM.
Investment: Members: $20, Non-Members: $40 (Registrations at the door an additional $15)
XPX Sponsors:
Platinum Sponsor
Platinum Sponsor
Platinum / Founding Sponsor
Founding Sponsor
Founding Sponsor
Host Sponsor
