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  • Exit Planning Exchange
Exit Planning Exchange
Jan
14

XPX Long Island: Interrupting the Status Quo of Networking and Business Development (Virtual Event)

Details

Date & Time

Fri, Jan 14th, 2022 ⋅ 8:45am - 10:15am (EST)

Location

Virtual – Connection details sent upon registration

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 01/11/22 )
$25.00
Non-members Regular Fee
$35.00
Non-members Same Day/Walk-in Fee
$45.00
Other XPX Chapter Members Regular Fee
$10.00
Guests

Registrants

37 people attended
Anthony Citrolo of The NYBB Group 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
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
AH
+32
“I hate networking, I wish I never had to do it…”… Ever said that to yourself? Or think that thought? All seriousness, do you enjoy the networking you do, or just do it to do it? Time is our most valuable currency, if we don’t like doing something, do we do it anyway, if so, why? This interactive keynote will help you understand why Adam is passionately interrupting the status quo of networking, business development and enjoying the way he does business. The end of mind of this keynote is to interrupt the patterns you and your relationships are “used” to in building relationships and doing business.


Keynote Speaker


Adam Holtzer

Chief whogggi Officer
whoggga LLC.

Adam Holtzer is an emerging entrepreneur interrupting the “traditional” world of networking and business development. Adam is the founder of Connections4Hire, a business development consulting firm, as well, Adam is also the co-founder of whoggga, LLC., an exclusive invitation only business lifestyle community that is alternative to traditional networking. Adam lives in Dix Hills NY with his wife Lara, daughter Mollie and son Jaxson. Outside of work, you will likely find Adam dressed up in a superhero costume of his kids choice at a local playground running around and playing with Mollie and Jaxson.


Program Host


Jeff Stern
CEO Whisperer, Business Growth and Value Strategies

Jeff Stern is a CPA, a Master Black Belt, and an Eagle Scout. His career spanned 30 years in Corporate America with Banks like JP Morgan Chase (nee Chemical Bank, nee Manufacturers Hanover Trust), Coopers & Lybrand, and Deloitte. He has led teams from 2 to 300 in operations, product development and strategy and, for the past 15 years, he has been providing practical advice to business leaders and companies, in all industry segments, focusing on growth and transition strategies. EBS is committed to help clients emphasize their strengths, understand their shortfalls, and to work closely with them to improve and excel.


AGENDA:

Networking - 8:45 am to 9:00 am
Program - 9:00 am to 10:15 am


Virtual Registration Fees:

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

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

Non-Members Early Bird (through 1/11/22) – $25.00
Non-members Regular Fee – $35.00
Non-members Same Day - $45.00

Other XPX Chapter Members Regular Fee - $10.00

Virtual – 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.
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
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
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs
AH
Adam Holtzer
whoggga LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
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
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Capital One Bank
TR
Ted Rosen
Akerman LLP
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
DR
David Rodgrigues
GOTTLIEB, RACKMAN & REISMAN, P.C.
JJ
Josephine Jacob
Asure - New York
BC
Brian Califano
AcceleratingCFO LLC
VG
Vincent Garritano
SB
Steve Barak
Manage IT NY
TK
Tristan Keeffe
SW
Sean Wilsusen
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
DS
Daniel Shulman
BNY Mellon Wealth Management
TH
Tran Huynh
MM
Marc Miller
Marc Miller Coaching
KR
Kelly Rohrs
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
Mike Mausteller of Buckeye Business Performance is a member of XPX Ohio
Mike Mausteller
Buckeye Business Performance
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
RT
Richard Tavarez
SF
Sharon Frank
Merrill Lynch
NC
Nicole Craveiro
CraveHRO LLC
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
USI Insurance
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
DL
Donna Lobete
BDO
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
JN
Jeff Nagel