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  • Exit Planning Exchange
Exit Planning Exchange
Jun
02

XPX DC Metro: What Exit Planning Professionals Need to Know about DEI (Diversity, Equity and Inclusion) and Revenue Loss

Details

Date & Time

Thu, Jun 2nd, 2022 ⋅ 7:30am - 9:00am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Guests

Registrants

20 people attended
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
CT
Steven Collins of XML Financial Group is a member of XPX DC Metro
TJ
RC
+15
As Exit Planning Professionals, we strive to help our clients grow and sell healthy, well-run companies. In the past few years, corporations have become increasingly aware that DEI (Diversity, Equity and Inclusion) is crucial for the organization's health, productivity, and success. Yet, many companies struggle with how and why they should develop effective, impactful policies and trainings. C.Marie Taylor is an entrepreneur, executive coach, and the President of Equity Through Action – a local corporation helping companies raise revenue, reduce turnover and improve workplace culture by aligning their work with practical DEI policies and practices. You don't want to miss this dynamic and engaging conversation about helping our clients understand the connection to DEI and their bottom line.


Our Speaker:



C Marie Taylor

President
Equity Through Action

C. Marie is a leadership, diversity, and race equity consultant with more than 25 years of expertise in guiding organizations to establish safe, equitable, inclusive, and people-centered work environments. In her immediate past role as the President & Chief Executive Officer of Leadership Montgomery, she served as the organization's main thought leader - creating racial equity training and technical assistance programming. Past roles include Executive Director of the Greater Washington Community Foundation of Montgomery County where she was instrumental in the creation of the Children's Opportunity Fund, and as an Executive Coach to Adventist HealthCare helping them integrate a race equity focus into their work. Ms. Taylor holds a B.A. in human relations and an M.B.A. in nonprofit management from Trinity Washington University.


AGENDA:

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

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

Full breakfast is included.

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
CT
C Marie Taylor
Equity Through Action
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
TJ
Tara Jabbari
RC
Richard Chisholm
WardChisholm, LLP
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
CH
Cheryl Heusser
Snyder Cohn PC
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
RR
Richard Rosenblatt
The Law Offices of Richard B. Rosenblatt, PC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
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
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell/Gaithersburg