Moderators & Panelists
Kelly O. Finnell, J.D. CLU, AIF®
Kelly Finnell is one of the nation's premier ESOP consultants and one of the most sought-after speakers on this subject. He has spoken at more than 300 conferences throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of one of the most highly-acclaimed books on the subject, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based Executive Financial Services, Inc. Kelly graduated magna cum laude from the University of Memphis and from its law school.
Learn more about Kelly at: https://www.execfin.com
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First Annual
EXIT XPO Call for Speakers!
We’re looking for engaging, top-notch speakers and content to create an excellent lineup of EXIT XPO sessions that advances our XPX mission of better serving our business owner clients.
If you’re interested in submitting a Session Proposal, read on to learn more about our EXIT XPO audience and the kind of content we’re looking for.
Or you can go right to the EXIT XPO Session Proposal submission form by clicking on the link below.
**PROPOSAL SUBMISSION DEADLINE is August 15th, 2024**
Who Will Your Audience be?
Our membership and EXIT XPO audience are professional advisors to business owners. These include the professionals around the deal (attorneys, financial advisors, bankers, CPAs) and the consultants and coaches working with clients throughout the life cycle of their businesses. These include experts in exit planning, marketing, finance, supply chain, human capital, IT, and more.
What Kind of Content Are We Looking For?
We will present three tracks of content throughout the day. Each topic will be presented twice (although we may add additional topics that are presented only once).
The format will be a panel discussion or a single presenter.
What’s going on in the World of Exit?
What is happening outside the walls of our client companies, yet impacting their business exit planning, value and more. This may be the state of the economy, the state of M&A activity at the time, company value issues, legislative, latest M&A trends.
Value Building and Successful Exits
These sessions will address specific areas of the company and how they can be improved to positively impact the day-to-day as well as to prepare for exit and value growth. This is a wide-open list of everything a company should be addressing: marketing, financial management, human capital, technology, insurance, etc.
Best Practices for the Professional Advisor
This track covers subject areas that are critical to the success of advisory and professional service firms in their growth and for the success of their clients. Again, a broad category that may include marketing and business development, practice development, building collaborative advisory teams, speaking, etc.
What Kind of Content Are We Looking For?
If you’re interested in submitting an EXIT XPO Session Proposal, please fill out the form below, or pass it along to someone you feel would be a good fit for EXIT XPO 2024.
We expect more session proposals than open slots. We will thoroughly review all session proposals and may reach out for further information. There is also a field in the form to indicate your interest in speaking at a subsequent XPX event, should a conference slot not be available this year. In any case, we will let you know of our decision.
**PROPOSAL SUBMISSION DEADLINE is August 15th, 2024**
EXIT XPO 2024 Sponsors
Exit Planning 2024 Sponsors
XPX ATL Annual Sponsors
Gold Sponsors
Silver Sponsors
