XPX CT Fairfield (In-Person) - Retaining the Talent Through and Beyond the Exit

With virtually a fully employed workforce, 11 Million odd jobs open and per the polls, as many as 50% of a company's employees looking for another job it is already tough to retain employees. Add to the mix an impending merger and retaining key talent can be the ultimate challenge. And of course, a loss of key employees as the transaction approaches can be devasting to the business value and can sink a sale. Losing key employees after the sale can be equally devastating. So taking measures to retain employees and protect valuable knowledge about customers, trade secrets and other competitive information that these individuals possess is imperative. Join us at our first in-person program since Covid began as our panel discusses:

• Incentive plans to keep the talent from jumping ship
• Legal agreements to protect knowledge and customer relationships
• Talent retention from a buyer’s perspective

Moderator:

Christopher Martens
MarshMcLennan

Chris Martens, as a Business Development Executive with Marsh Private Client Services (PCS), Vice President Chris Martens is a true trusted personal risk management advisor to clients with complex lifestyles and insurance needs. He is dedicated to building relationships, problem solving, and providing expert insurance consultation to corporate executives, business owners, and other successful individuals and families in order to protect their tangible assets from loss and their personal wealth from liability risk.

Chris holds a bachelor’s degree in Political Science from the University of Massachusetts - Amherst and has earned the Certified Insurance Counselor (CIC) and Certified Private Risk and Insurance Advisor (CPRIA) designations.

Panelists:

Todd Robison
Cedar Point Financial Services, LLC

Todd Robison, CLU is the President and Founder of Cedar Point Financial Services LLC—a national, independent, life, disability, and long-term care insurance brokerage headquartered in Westport, CT. In practice since 1992, Todd specializes in wealth transfer and estate planning, life insurance policy review, life settlements, asset protection, executive benefits, and tax control strategies. He has been a member of the Million Dollar Round Table™ , an exclusive forum for successful life insurance and financial services professionals committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.

Todd is a graduate of the Wharton School of the University of Pennsylvania with a Bachelor's Degree in Economics.

Andy Cook
Southfield Capital

Andy joined Levison & Co., the predecessor of Southfield Capital, in November 2002. He has over 14 years of experience working as a principal with middle market companies. Since joining Southfield Capital, Andy has been involved in the sourcing, execution and management of the firm's direct investments and has developed extensive board-level experience. Prior to joining Levison & Co., he was an Analyst at CRT Capital Group, a boutique investment bank based in Stamford, CT. He also spent two years as an Analyst at General Electric in the company's Financial Management Program, with a majority of his time spent in General Electric Capital's private equity division.

Robert Brody
Brody and Associates, LLC

Robert G. Brody is a trusted legal strategist and court room litigator to businesses and senior executives who need counsel on all issues involving personnel and Human Resources. In 1997, Bob founded Brody and Associates, LLC, a Labor, Employment, and Benefits Law firm which represents management and senior executives. Before founding Brody and Associates, Bob was a Managing Partner for Jackson Lewis, one of the largest Management Labor and Employment law firms in the United States.

Bob graduated from Kenyon College in Ohio and Vanderbilt University School of Law in Nashville, Tennessee. He is licensed to practice law in Connecticut, New York, Michigan, Illinois, and the Mashantucket Pequot Tribe, as well as admitted to nine United States District and Circuit Courts of Appeal.

AGENDA:

8:00 – 8:30 am Registration & Networking
8:30 – 9:30 am Main Program
9:30 am – Conclusion & Networking

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 4/26) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee – $100.00

Other XPX Chapter Members Early Bird (through 4/26)– $55.00
Other XPX Chapter Members Regular Fee: $75.00
Other XPX Chapter Members Same Day/Walk-in: $90.00

Breakfast is included.

BRING A FIRST TIME GUEST TO XPX!

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

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.