XPX Triangle: Specialty Exit Topics – Intellectual Property Due Diligence, Salesforce Retention and Banking Issues

Addressing the challenges of exit planning by understanding how to protect IP, retain key sales staff and expand banking relationships.

Our Speakers:

Craig Poms
Sr VP
Townebank

Craig is a Commercial Banking Officer with TowneBank specializing in providing working capital lines of credit and term loans for operating companies and financing both owner occupied real estate and real estate investments. A native of Maryland, he lives in Chapel Hill and works in Cary.

Joe Stiles
Senior Facilitator
Enterprise Division, Sandler Training

Sandler Training is a world leader in innovative sales, leadership and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

Arles A. Taylor, Jr.
Patent Attorney
Jenkins, Wilson, Taylor & Hunt

Arles Taylor leads the Biotechnology and Chemistry Practice Group at Jenkins, Wilson, Taylor, & Hunt, a specialized intellectual property law firm located in the Triangle. Arles has extensive experience in managing domestic and foreign patent portfolios for clients, in such areas as medical and agricultural biotechnology, medical devices, and pharmaceuticals.

Agenda:

12:00 to 12:15 Networking & lunch
12:15 to 12:20 Opening Remarks
12:20 to 1:00 Presentation
1:00 to 1:30 Breakouts
1:30 to 1:40 Guest Speaker Guenevere Abernathy
Executive Director, NC Employee Ownership Center
1:40 to 1:45 Sponsor Spotlight
1:45 to 2:00 Closing/Networking

Registration Fees:

XPX Triangle Members:  $10
Non-Members: $20

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.