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  • Exit Planning Exchange
Exit Planning Exchange
Jun
28

XPX Dallas - Managing Family Dynamics: How Can the Family Prepare for Success.- MEMBERS ONLY

Details

Date & Time

Tue, Jun 28th, 2022 ⋅ 7:30am - 9:30am (CDT)

Location

Park Cities Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Tickets

XPX Dallas Members
$0.00
Guests

Registrants

45 people attended
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jeff Laceky of Frost Bank is a member of XPX Dallas
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Keren Shamay of Insperity is a member of XPX Dallas
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
+40


Moderator:


Chris Goade
Founder and Programs Committee Co-Chairman of our Dallas XPX Chapter

Chris Goade has a history of building world-class sales organizations. With over 25 years of real-world experience, Chris developed the ability to establish sales organizations that deliver revenue and profit growth for small and large companies.

Prior to co-founding 360 Consulting, Chris held sales leadership roles with Dr. Pepper/7-Up, 3M and Cott Beverages, along with time in startups and SMBs, giving him a unique skill set for setting strategies and tactics with laser execution.

Chris possesses keen insight and expertise in sales, business development, sales management, marketing, mergers and acquisitions, product development, distribution, training, P&L management, budgeting and team building.


Our Speakers:


Jill B. Louis
Office Managing Partner
Perkins Coie

Jill Louis focuses her practice on advising companies with growth-oriented, liquidity-creating, and transformational strategies. Her experience includes leading strategic transactions for entrepreneurs, private equity sponsors, portfolio companies, and members of the Fortune 50® with emphasis in infrastructure, retail, transportation, and manufacturing.

Jill previously served as the general counsel for a private equity portfolio company with over $1 billion in annual revenue. She also served as general counsel for a multinational company with $600 million in revenue. For more than 10 years she also led the transactions group for a retail operating company of a global delivery service.



Travis Richards
CEO
Catco

I'm Travis Richards, owner and CEO of Catco, a multi-million dollar manufacturing company near Dallas. I'm also the proud husband to my beautiful wife Crystal, dog father to my charming mutt Stella, an Air Force veteran, and Texas A&M alumnus twice over. As an entrepreneur and business enthusiast, I host a podcast, Get Better at Business, where I and my fellow listeners learn how to "get better at business". I'm an advocate for abundant, resilient energy and mediocre golfer.


Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest) 

Registration must be completed by June 25th for headcount purposes.


Registration includes  a full buffet breakfast plus coffee and juice.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
Jeff Laceky of Frost Bank is a member of XPX Dallas
Jeff Laceky
Frost Bank
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
Keren Shamay of Insperity is a member of XPX Dallas
Keren Shamay
Insperity
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Perkins Coie
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
Kent Barner of CIO Suite is a member of XPX Dallas
Kent Barner
CIO Suite
GM
George Mayfield
MA
Mark Avery
Hajjar Peters, LLP
Justin Krebbs of First United Bank is a member of XPX Dallas
Justin Krebbs
First United Bank
Emily Ackerman of Lane Gorman Trubitt is a member of XPX Dallas
Emily Ackerman
Lane Gorman Trubitt
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners, LLC
Jake Pollack of Shackelford Bowen McKinley & Norton LLP is a member of XPX Dallas
Jake Pollack
Shackelford Bowen McKinley & Norton LLP
TK
Tim Kiernan
360 Consulting
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
JK
Jonathan King
System & Soul
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
The Macro Advisors
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
HA
Harsh Agarwal
Bernstein
CD
Christine Dino
Island Wealth Strategies & Insurance Solutions LLC
CH
Curtis Harrison
Stillwater Creek Advisors
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
BC
Burt Copeland
New Life CFO Services
Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas
Melanie Shaffer
Talent Suite LLC
Doug Janowski of Lazear Capital Partners is a member of XPX Dallas
Doug Janowski
Lazear Capital Partners
AV
Alex Vantarakis
CM
Chris McNeill
Blank Rome LLP
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
SM
Stuart Moss
Cordatus Capital
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
MW
Mark Wigder
Coats Rose
RM
Rob Murphy
B2B CFO®
BA
Bill Ashbaugh
STRAIGHT PATH GROWTH ADVISORS
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suites
Lindsay Kline of Sakline Bookkeeping is a member of XPX Dallas
Lindsay Kline
Great Bookkeepers Wanted
JR
Joe Ruzicka
Adams Keegan
JC
Jimmy Conway
BNY Mellon Wealth Management
Jolene Risch of Risch Results is a member of XPX Dallas
Jolene Risch
Risch Results
JL
Jill Louis
Perkins Coie
TR
Travis Richards
Catco
CY
Chin Yu
Calvetti Ferguson
Justin Turner of Baker Tilly US is a member of XPX Dallas
Justin Turner
Baker Tilly US