XPX ATLANTA 2020 Wrap-Up & Preparing for 2021

The Economy, Stress, and your Brand / Messaging. A non-political update on the economy, expert advice on business owner stress and best practices on messaging for 2021 realities. How to prepare your practice and guide your clients. Join Moderator Roxann S. Smithers; panelists Jeff Armacost, Iris Grimm and Ioana Martin for a fascinating assessment of 2020 and practical ideas for you and your clients as we move into 2021.

• Economy: What happened in 2020 and what to expect in 2021 to make business decisions.
• Brand: Branding is always critical. How do owners address the realities of 2020 in their messaging in 2021 (COVID, shorter hours, health concerns, staff in and out with COVID…)?
• Stress: COVID put dramatic pressure on all of us – business and personal. How can the owner reduce his or her stress and their team’s stress to improve productivity?

Our Panel:

Roxann Smithers  - Smithers + Ume-Nwagbo, LLC

Roxann Smithers is a Founder and Managing Member of Smithers + Ume-Nwagbo, LLC. Roxann has a passion for working with entrepreneurs and small business commercial litigation, premise liability, construction, contract review/negotiation, and general counsel services, in various state/federal jurisdictions. A Super Lawyers Magazine 2012, 2014-2016 Georgia Rising Star, Roxann Smithers and S+U team with the Access to Captial for Entrepreneurs, SBA and Club E Alanta to educate entrepreneurs.

Jeff Armacost - Whole Brain Brands

For 20+ years I’ve guided successful, standout brand development for hundreds of companies and organizations of all kinds. I get in close with my clients, get up to speed fast, listen well, and distill the powerfully simple story and branding that presents them in the best possible way.

Iris Grim - Master Performance, Inc.

Iris Grimm is an internationally known professional coach, facilitator, and trainer. For over 20 years, she has supported leaders in various roles who want to get more out of themselves, their lives, and their teams.

Her extensive knowledge, experience, and passion for self-mastery, optimal performance, and leadership allow her to create customized programs that fit tight schedules and various styles.

Ioana S. Martin, CFA - Executive Director Investment Specialist

Ioana Martin (pronounced “Yo-ah-na”) is an Investment Specialist with the J.P. Morgan Private Bank in Atlanta. In her role, she is responsible for the construction, implementation, and oversight of portfolios for institutional and ultra-high net worth clients throughout the Southeast.

Most recently, she was co-Manager of the JPMorgan Ultra-Short Income ETF, an active fund focused on providing current income while seeking to maintain a low volatility of principal. Ms. Martin spent 10 years at J.P. Morgan Asset Management in New York as a fixed income portfolio manager, overseeing more than 7 billion in assets for clients. She started her career working part time for Watson Wyatt, an actuarial company in Atlanta.

Agenda:

Log in early to be ready for 10:30 start time.

Program: 10:30 AM - 12:00 PM EDT

Optional - Post Meeting Q&A Session: 12:00 PM - 12:30 PM

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