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  • Exit Planning Exchange
Exit Planning Exchange
Sep
10

XPX Long Island: The XPX Experience and Program Year Kickoff (Virtual)

Details

Date & Time

Fri, Sep 10th, 2021 ⋅ 8:35am - 10:15am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 9/7/21)
$25.00
Non-members Regular Fee
$35.00
Non-members Same Day/Walk-in Fee
$45.00
Other XPX Chapter Members
$10.00
Guests

Registrants

18 people attended
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Diana Hopkins of Ernst & Young is a member of XPX Long Island
+13

When we enthusiastically announced our return to an in-person meeting for this first September meeting – the world was continuing to open up, our membership was preparing to head back into the office full time and we envisioned gathering again in-person to discuss the program year kick-off.

Unfortunately, given the renewed uncertainty around Covid and its new variants, the XPX Long Island leadership team decided to convert this back to a virtual event. (We’ll eventually be back together in-person!!)

Come hear from the Long Island XPX Leadership team on what they intend to bring to the table and how it impacts your XPX Experience for the 2021/2022 program year. We are stronger than ever and really digging into our local business community!

-Diane”

Quotes:

“I’m a proud Long Islander embracing the chance to make a positive and lasting impact in the community, and seek to drive our membership forward by 30%+ with industry leaders who do the right thing!”

-Nkrumah

“I love that Investment in our business community is our chief goal. My aim is to help put greater focus on investment in our young professionals by giving them a seat at the table! We can all learn, grow and invest in our community together.”

-Diana

“XPX LI is a collaborative! We are not only likeminded professionals seeking to enhance our client relationships, but here to provide inclusive opportunities for the broader Long Island business community. This is my goal!”

-Jeff

“I believe XPX LI is a fine organization for meeting quality professionals who have the knowledge and experience in assisting and counseling business owners plan, implement and successfully sell their business. We can make an impact together!”

-George



Our Panel:

Jeffrey L. Bass
M.A., M.P.A.
Executive Strategies Group LLC

Terry P. Hannafin
Managing Director
Carter Morse & Goodrich

Diana Hopkins
Director, Valuation & Business Analytics
BDO

Diane Johnston
Financial Advisor
Bernstein Private Wealth Management

Nkrumah Pierre
Director, Business Development & Head of Friends of the Firm Program
EisnerAmper

Virtual Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 9/7/21) – $25.00
Non-members Regular Fee – $35.00
Non-members Same Day - $45.00

Other XPX Chapter Members Regular Fee - $10.00

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
Bernstein
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island
Roy Ryniker
Reorganization Alternatives Group. Ltd.
DS
Daniel Shulman
BNY Mellon Wealth Management
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
JA
Jeffrey Appleman
CFO Consulting Partners LLC
CR
Caitlyn Ryan
Moritt Hock & Hamroff LLP
TR
Ted Rosen
Akerman LLP
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Outsourced CFOs and Advisors
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
Greiner Maltz Co of Long Island