Event Information
Date & Time
Thu, May 19th, 2022
12:00pm - 2:00pm (EDT)
Location
Vesta Wealth Advisors- 4141 Parklake Avenue, Suite 450 | Raleigh, NC 27612
Status
XPX Registration Closed
Price
Non-Members $20.00
Triangle Members $10.00
Ted A Bachman
Bachman & AssociatesVan Daughtry
Van Daughtry Consulting, LLCLaird Hepburn
Business-owner Strategies Group, LLCNeal J. Isaacs
VR Business BrokersMike Leannah
Business Value StrategiesDiego Muñoz
KW Commercial / ThisPropertyAvailable.comMary T Norton
Vesta Wealth AdvisorsAlicia Parr
Performentor LLCCraig Poms
TowneBankClare Price
OctainThomas R Schaffer
Transitions Financial StrategiesRob Schneider
StancilJerry M Sledge
The Sledge Organization, LLC dba Supporting Strategies – RaleighErin Spencer
EdgeBrook Lane ConsultingDaniel Steyn
Sales XcelerationJoe Stiles
Sandler Training Sales Matters, IncArles A Taylor
Jenkins, Wilson, Taylor, & Hunt, PADave Thompson
SME BusinessAddressing 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.
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