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  • Exit Planning Exchange
Exit Planning Exchange
Feb
03

XPX DC Metro: Alignment – The Essential Element of a Successful Company (Hybrid)

Details

Date & Time

Thu, Feb 3rd, 2022 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817 (and Zoom)

Tickets

DC Metro Members (In-Person)
$35.00
DC Metro Members (Virtual)
$35.00
DC Metro Sponsors (In-Person)
$0.00
DC Metro Sponsors (Virtual)
$0.00
Non-Members (In-Person)
$60.00
Non-Members (Virtual)
$60.00
Guests

Registrants

21 people attended
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Gary Altman of Altman Associates is a member of XPX DC Metro
TJ
Barry Weinbaum of New York Life is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
+16

A successful, healthy company is a “sellable” company. We often focus on the financials, the organizational structure and the product to assess a company’s health – and overlook an essential ingredient to future success – ALIGNMENT. An aligned company has the entire team, moving toward the same goals, using the same methods and processes and communicating the same message. Many companies label these ideas:  Mission, Vision, Values and Strategy – but there is more. Dave Ramos brings decades of experience working at all levels of businesses and organizations to bring Alignment. He’s just completed a book on the subject entitled “Drive One Direction”, so please join us to be equipped in understanding this often overlooked Value Driver!

This meeting will be a hybrid meeting – you may attend in person or via Zoom!  

Our Speaker:



Dave Ramos
CEO
ShiftPoints

Dave Ramos is an author, speaker, and CEO of SHIFTPOINTS, Inc., and has made a career of helping organizations achieve alignment. His career has included executive positions with large global corporations, venture-backed start-ups, and innovative nonprofits Nortel Networks, IBM And AnswerLogic, a venture-backed software company. He has won multiple awards for excellence in Sales and Marketing including the IBM Golden Circle. After AnswerLogic, Dave spent four years doing pro bono consulting, and eventually was asked to serve as the Director of Adult Ministries at McLean Bible Church (a 15,000 person megachurch). Dave has an MBA from the Harvard Business School, and a BS in accounting from Drexel University.

AGENDA:

Arrival/Check in – 7:30 AM (EDT)
Program starts at 8:00 AM (EDT)

Registration Fees for In-Person & Hybrid Options:

Non-Members – $60.00
Other XPX Chapter Members – $45.00
XPX DC Members in good standing – $35.00 so join Today!


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.

This is an in-person event environment for those who attend the live event. The XPX Board desires all attendees to feel as safe as possible in attending an in-person event, and to abide by local Covid guidelines.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Altman Associates
TJ
Tara Jabbari
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Mark McKaig of Centurion Wealth is a member of XPX DC Metro
Mark McKaig
Centurion Wealth
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
DR
David Ramos
ShiftPoints
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
SL
Sylvia Lagerquist
Haines & Lagerquist CPAs, LLC
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)