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There’s still time to complete our 2022 XPX Member Survey and we’d love to hear from you! Your input and responses will give us valuable insight into your member experience and help us make improvements that could impact our community’s success. It will only take a few minutes of your time, but your feedback is highly valued….
Meet one of the world’s top tech investors Guy Pelermuter author of “Present Future” Click here to speak to the author: https://www.eventbrite.com/e/meet-guy-perelmuter-author-of-present-future-business-science-tickets-364523227787
A major theme of this edition of ProfitSense was accounting, as host Bill McDermott welcomed two CPAs, Bradley Carroll, CFO of Progressive Lighting, and Gary Clayton, CFO of Superior Business Management. Bradley discussed his move from a CPA firm to in-house practitioner, the significant problems associated with logistics and sourcing products internationally, and more. Topics Gary addressed…
By Robert J. Brody and Luis A. Torres California passed two laws that require diversity for certain corporate boards. The first required diversity based on gender and the second for “underrepresented communities.” The effective date and required amount of representation varies based on board size. In two separate actions, each law was found unconstitutional….
I have created a campaign to support feeding Ukraine’s Refugee’s through the World Central Kitchen (WCK). I wish to express my solidarity with the people of Ukraine and especially my friends and colleagues. To stand with them and offer support in whatever way I can in their time of need. Having access to food and…
FREE CEO Book Club – “Turn the Ship Around” (David Marquet) on Wednesday, September 7 at Noon EST on Zoom. During the CEO Book Club we will discuss with fellow CEOs about giving up control to grow your business faster and with less pain: How to turn followers into leaders in your company. How to recognize that…
Program produced by XPX South Florida. Please join XPX South Florida for the third installment of our 2022 exciting, in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers will discuss the exit planning strategies to be employed by a model middle market software development company with $50 million in annual revenues. In this…
As a business owner, have you ever thought about whether you should own or rent your company building? It’s likely you have since it’s one of the top most-Googled financial questions in the U.S. Every business has a big dream for their business and wants to make it happen. But, along the way many business owners…
Date: June 10, 2022 Sign on Time: 11:45 a.m. Start Time: 12 p.m. End Time: 1 p.m. Questions: Chat Click Here for a free ticket: Jeff Hahn Brands don’t handle crisis situations every day. At the same time, unexpected situations, malicious events and head-scratching screw ups happen all the time. Food and beverage brands are especially vulnerable to reputation-damaging issues…
May 20, 2022 By Robert G. Brody and Luis A. Torres As of July 14, 2022, New York will be launching a statewide toll-free confidential hotline that will provide counsel and assistance to individuals with concerns about workplace sexual harassment. Employers will be required to include the hotline number in any sexual harassment postings and…
By Rob Milrod Traditional banks must actively plan for change as the digital divide grows.The marketplace has evolved, and traditional, legacy-driven banks need to follow suit by upgrading technology through partnerships. One in 10 banks are in the process of developing a banking-as-a-service (BaaS) strategy and another 20% are considering one. Why? Embedded finance, which…
Video marketing may be the best way to convey member benefits and engage prospective and new members. Running an association or other membership-based organization right now certainly has its challenges. In-person events have taken a significant hit and members are distracted by labor and supply chain shortages, lingering impacts from Covid, inflation, and more. Breaking…
Date: June 3, 2022 Sign on Time: 10:50 a.m. Start Time: 11 a.m. End Time: 12 p.m. Questions: Chat Click Here for a free ticket: Donato Tramuto Compassionate leadership isn’t about being nice; when practiced effectively, it’s a strong leadership style that can elevate your spirits and profits. Compassionate leaders are not weak. They are tough leaders who understand that…
These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with these for…
FREE CEO Workshop – How to Build a Culture of Accountability on Tuesday, June 7th at Noon EST on Zoom. By the end of this CEO Workshop you will: Know the three pillars of accountability. Understand how to build a system to hold your team (and yourself) accountable. Have a first draft plan to increase accountability, and…
Date: May 27, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link: Tracy Enos Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and Services with Ease, About this event Unlock the Countless Opportunities for Your Business Publishing on LinkedIn. Brand Your Business, Sell Your Products and…
Here we go again…supply chain challenges continue to cause shortages driving costs up; tightening labor markets are pushing wages higher; global energy prices are at new highs due to geopolitical disputes; and these external factors threaten to push the economy toward a recession. We are in another challenging business cycle that demands changes to how…
A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…
Our legal experts simulate a negotiation on the behalf of buyers and sellers in an M&A deal and share their strategies and tactics. You can read the case study by clicking on the link below. XPX Philadelphia case study
This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more. Our Speaker: Steven HoltPartnerMandelbaum Barrett Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable…
Starting a business can be hard. From managing your supply chain to hiring staff, it is not cheap or easy. And it’s important for small business owners to have the support they need. Wallace Capital Funding, LLC serves this role as we ensure businesses get the support they need through financing and guidance. This is…
Are you looking to broaden your reach in the community? Whether you’re new to XPX or a loyal veteran, volunteering is a great way to increase your visibility and strengthen relationships with fellow members. Our local chapters are always looking for experts like you to step into leadership roles and showcase your background. Each committee…
Date: May 19, 2022 (Thursday) Start Time: 12 p.m. EST End Time: 1 p.m. EST Question: Chat Zoom Link: Bobby KlinckOnly 20% of emails are read according to the Email Marketing Benchmarks Report, so learn how to double it. About this event Email marketing sucks…at least the way most marketers do it. Conventional advice tells you to always be selling—or…
Program produced by XPX South Florida. This is the second installment of our 2022 in-depth seven-part “Lunch and Learn” series, where our Chapter’s professional advisers discuss the exit planning strategies to be employed by a middle market software development company with $50 million in annual revenues. In this second session, we focus on calculation and enhancement of…
One of the topics I talk about most with business owners is accountability. Each situation is different, but rarely do I have a client that doesn’t struggle with accountability at some point over the course of owning their business. One client right now has run a very successful company for over 48 years. But when I…