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  • Exit Planning Exchange
Exit Planning Exchange
Apr
07

XPX DC Metro: Stepping Into Ownership – An Interview with a Second Generation Owner (Hybrid Meeting)

Details

Date & Time

Thu, Apr 7th, 2022 ⋅ 7:30am - 9:00am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members (In-Person)
$35.00
DC Metro Members (Virtual)
$20.00
DC Metro Sponsors (In-Person)
$0.00
DC Metro Sponsors (Virtual)
$0.00
Non-Members (In-Person)
$60.00
Non-Members (Virtual)
$20.00
Guests

Registrants

25 people attended
Dan Bernstein of The Raivax Group is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
MM
Steven Collins of XML Financial Group is a member of XPX DC Metro
+20
We have often heard that when company leaders step into ownership, the world changes. Matt Maynard joined Therrien Waddell, a commercial construction firm in Gaithersburg in 2004 as a project manager. After 18 years of learning and building the business, this past fall, be became one of the owners of the firm. As a “second generation” owner, he is experiencing first-hand the changes and challenges that go along with the responsibility of being an owner. Please join us for a conversation with Matt, as he invites us in to his journey.

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

Our Speaker:


Matt Maynard
President
Therrien Waddell 

35 years ago, Jerry Therrien and Donnie Waddell began to provide construction planning and management services to bring clients’ visions to reality. The TW team brings 154 years of experience to serve multiple industries in a wide variety of disciplines.

Matt joined TW as a Superintendent in 2004, grew into a project management role and gradually worked his way up to VP of Operations, where he led the company’s estimating and project management teams. Matt now serves as President, having succeeded TW’s founders, Jerry Therrien and Donnie Waddell, who retired earlier this year.

Outside of work, Matt enjoys spending as much time with as possible with his wife, daughter and their two dogs in Herndon, VA.


AGENDA:

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

Registration Fees for In-Person (Full breakfast is included)

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

Registration Fees for Hybrid Options:

XPX Members: $20.00
Non-Members: $20.00


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.

In-Person Registrants:  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.
Dan Bernstein of The Raivax Group is a member of XPX DC Metro
Dan Bernstein
The Raivax Group
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
MM
Matt Maynard
Therrein Waddell
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
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
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
CP
Cliff Peterson
Infinite Bridge
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
TJ
Tara Jabbari
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
KK
Kareen Kaveh
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
BP
Bill Passer
P3 Partners, Inc.
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
ZL
Zach Laurer
Gallagher
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Altman Associates
GK
Gordon Kimpel
Veritas Financial
MS
Mark Sheinkopf
Prudential Financial
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life