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  • Exit Planning Exchange
Exit Planning Exchange
Dec
17

XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Owner’s Sounding Board

Details

Date & Time

Fri, Dec 17th, 2021 ⋅ 8:30am - 10:00am (EDT)

Location

Virtual - connection details sent upon registration

Tickets

Connecticut & Tri-State Members
$0.00
Non-members Early Bird (through 12/14/21)
$25.00
Non-Members Regular Rate
$35.00
Non-Members Same Day Fee
$45.00
Other XPX Chapter Members
$10.00
Guests

Registrants

41 people attended
SC
SN
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
+36

Being a CEO or owner can be a lonely role. This is especially true when facing big strategic decisions such as how to take their business to the next level, or when and how to prepare for a future exit. Having access to individuals outside the day-to-day business who can listen, counsel, challenge, and hold the leader accountable can make an enormous impact on the quality of the decisions and the ultimate execution of the steps necessary for success.  Join us in a conversation with Brad Scheller, Founder PivotPoint Leaders and Leslie McIntyre-Tavella, Culpeo HR as we explore approaches to, and the benefits of having a sounding board for the boss.

Meet our Speakers:


Brad Scheller, PivotPointLeaders

Brad Scheller is an executive coach and professional facilitator of CEO Peer Groups. Based in Wilton CT, Brad has been an advisor to business owners in the region since 2009. With prior experiences in senior management positions and entrepreneurial start-ups, Brad provides his clients with a seasoned perspective and best practices expertise on how to scale a business and build enterprise value. A typical CEO client for Brad wants to expand the strategic, leadership, and accountability capacity in the organization and get better at executing the vision.



Leslie McIntyre-Tavella, Culpeo HR

Leslie McIntyre-Tavella has devoted her career to building and strengthening businesses and creating environments where talented people can excel. Leslie launched her first start-up organization, The McIntyre Group, thirty years ago and bootstrapped it into a $20 million-dollar award-winning company. After selling her firm and stepping away from the staffing industry, she spent the next year writing a book Framing Success; a blueprint on how to build a solid foundation for a sustainable successful business, achieving five best-seller categories. Framing Success served as a road map for the launch of her new company, Culpeo HR, a Woman-Owned business, helping businesses become highly sought-after employers.


AGENDA:

8:30 - 9:30 AM - Program
9:30 - 10: AM - Networkig

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 12/14) – $25.00
Non-members Regular Fee – $35.00 
Same Day Registration Fee – $45.00

Other XPX Chapter Members – $10.00

Virtual - connection details sent upon registration

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
SC
Steven Crowley
CFO Consulting Partners, LLC
SN
Scott Nevins
Bernstein Private Wealth Management
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
ND
Nora Debellis
Key Bank
JS
Joshua Shoshan
Wealthspire
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
AB
Ariail Barker
7 Mile Advisors
RA
Rick Allen
Great Hill Advisors
John Gover of ACBI Insurance is a member of XPX Fairfield County
John Gover
ACBI Insurance
WW
Wiktor Wozniak
UBS Financial Services, Inc.
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consulting LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Kevin Donovan of FML is a member of XPX Hartford
Kevin Donovan
FML
Chuck Presbury of Presbury & Associates is a member of XPX Fairfield County
Chuck Presbury
Presbury & Associates
MN
Mark Nuelle
B2B CFO
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
BH
Bradley Hardy
KeyBank
TR
Ted Rosen
Akerman LLP
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Edward Banks of Banks Wealth Management is a member of XPX
Edward Banks
Banks Wealth Management
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony Macaluso
Belden Hill Partners
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Jacquelyn Galligan of CBIZ is a member of XPX
Jacquelyn Galligan
CBIZ
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Roy Johnson of Touchstone Advisors, LLC is a member of XPX Fairfield County
Roy Johnson
Touchstone Advisors, LLC
LC
Linda Crothers
Monroe Credit Advisors
RK
Robert Krist
Albu Consulting
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen