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  • Exit Planning Exchange
Exit Planning Exchange
Jan
11

XPX Atlanta – DIVERSITY IS A VALUE DRIVER: Building Value with the Right Approach to Diversity, Equity and Inclusion (Virtual Meeting)

Details

Date & Time

Tue, Jan 11th, 2022 ⋅ 11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration

Tickets

Atlanta Members
$30.00
Atlanta Sponsor
$0.00
Non-Member
$45.00
Other Chapter XPX Member
$35.00
Sponsor Guest
$0.00
Guests

Registrants

37 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
ED
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Emma Foulkes of Collective Wealth Partners is a member of XPX Atlanta
+32

The XPX Atlanta January Meeting

DIVERSITY IS A VALUE DRIVER

(Virtual -Only Meeting)

As exit advisors, we all know that the value of a business is very dependent on the team the owner has developed. Can “Diversity, Equity and Inclusion” (DEI) initiatives and programs help improve a business owner’s team?

Join us for our virtual January meeting where we will have an engaging, collaborative XPX-style discussion of this important issue for our business owner clients, featuring guest speaker Dave Daniels.

You’ll learn how DEI can:

  • Improve employee retention
  • Increase engagement
  • Drive leadership
  • Enhance the value of a business

We’ll discuss the state of DEI in Lower Middle Market companies and how they can fully integrate and optimize diversity and inclusion to drive business results – all followed by an open question and answer session with our presenter, Dave Daniels, moderated by Tiffany Wright.

Why Join Us?

  • Meet and truly engage with a broad range of professionals.
  • Keep up to date on all things DEI.
  • Identify resources and pathways to help your clients.
  • Gain an appreciation of the power of the XPX Advisor Principles!


Moderator:


Tiffany C. Wright
President
The Resourceful CEO, LLC

Tiffany C. Wright is the author of The Funding Is Out There! Access the Cash You Need to Impact Your Business a business writer. She is a serial entrepreneur and a former CFO and COO. Her firm, The Resourceful CEO®, helps B2B companies restructure their operations and finances to generate stronger cash flow, higher profits and greater owner freedom.


Meet Our Speaker:


Dave Daniels
Owner
Dave Daniels Consulting

Dave Daniels is the founder of Dave Daniels Consulting, which provides leadership development through a diversity, equity and inclusion lens to SMBs. He is a certified coach and accomplished facilitator who has helped over 300 executives. He also spent several years on McDonald’s corporate diversity team as well as six as a business owner.


Registration Fees:

Atlanta Member: $30
Atlanta Sponsor: Free
Other Chapter XPX Member: $35
Non-Member : $45

Connection details sent upon registration.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Emma Foulkes of Collective Wealth Partners is a member of XPX Atlanta
Emma Foulkes
Altruist Wealth Partners
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Todd Callen of AcSellerate Sales Advisors, LLC is a member of XPX Atlanta
Todd Callen
AcSellerate Sales Advisors, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara Burden
Walden Businesses, Inc.
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
LW
Lewis Walker
Life Transitions Advisors, LLC.
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
PE
Paul Evans
CRI Capital Advisors
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Andrei Tsygankov of Founders Legal | Bekiares Eliezer LLP is a member of XPX Atlanta
Andrei Tsygankov
Founders Legal | Bekiares Eliezer LLP
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Esther "Essie" Escobedo of Office Angels is a member of XPX Austin
Esther "essie" Escobedo
Office Angels
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael Rosenthal
Taylor English Duma
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
F. Rimer of Initiating Protection Law Group LLC is a member of XPX Atlanta
F. Rimer
Initiating Protection Law Group LLC
Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
Jeffrey Leonard of Cohen Pollock Merlin Turner P.C. is a member of XPX Atlanta
Jeffrey Leonard
Cohen Pollock Merlin Turner P.C.
Samuel Richmond of Nvestfit, LLC/ LPL Financial is a member of XPX Atlanta
Samuel Richmond
Nvestfit, LLC/ LPL Financial