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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Oct
14

XPX Long Island: You’re Hired! How Business Owners Can Find and Retain Talent in this Market

Details

Date & Time

Fri, Oct 14th, 2022 ⋅ 8:30am - 10:30am (EDT)

Location

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 10/11/2022)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (through 10/11/2022)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

36 people attended
SJ
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
DE
JH
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
+31

“The economy is weakening, big companies from Ford Motor Co. to Facebook are cutting jobs or freezing hiring and inflation is eating into household budgets. Yet, for many middle market business owners, finding workers is as difficult as ever. The challenges are prompting owners to seek more creative ways to fill labor shortages at a time when they might have expected hiring to get easier.” WSJ, 9.27.2022

Join our panel of experts as they explore:

  • What is driving the challenges of finding AND retaining employees
  • Tools available to business owners to navigate these challenges

Panel:



Deb Josephs

Owner
Deb Josephs Consulting, LLC

Deb Josephs has over 30 years’ experience in Human Resources with a focus on high-growth, technology and media companies.

Prior to launching her consulting practice, Deb helped Latch prepare for its IPO in June 2021, had served as the first Chief People Officer at Ampersand, and was the Chief People Officer at IAC Applications.

Previously, Deb was a member of executive teams that led eXelate through its acquisition by Nielsen and DoubleClick through its acquisition by Google.

Deb has a BA in Psychology from Boston University and an MBA in Industrial/Organizational Psychology from Zicklin School of Business.



Jennifer Herbst

Senior Account Executive
Paro.io

Jennifer Herbst is a Senior Account Executive with Paro, a growth platform that offers US-based finance and accounting staff augmentation. She has over 15 years of experience in business development ranging from SaaS & tech to education to financial services.

She’s an active member of the Exit Planning Exchange (XPX), the American Business Association (ABA), the Alliance of Merger & Acquisition Advisors (AM&AA) and the Accounting Resource Group (ARG).

She has a double degree in Business Technology Management with a concentration in Human Resource Management and Psychology from Clarkson University and is an active part of their alumni community.




Amanda Gelsomino
Senior PEO Consultant
PEO Spectrum

Amanda Gelsomino is a Senior Consultant at PEO Spectrum, a firm that helps small to medium size businesses navigate Professional Employer Organizations which essentially sets up Payroll, HR, Workers Compensation and Employee Benefits for business owners.

Professionally, her career started in the Restaurant and Hospitality industry however she transitioned into the PEO space in 2018 and has quickly become an expert in this field. In that short time, she has helped hundreds of small business owners navigate this outsourced solution.



Registration Fees:

Non-Members Early Bird (through 10/11/2022) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 10/11/2022) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island 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, no substitutes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
SJ
Stephen Jahelka
DSJ Advisory Group LLC
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
DE
David Ehrlich
Stagg Wabnik Law Group
JH
Jennifer Herbst
Paro
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
James Patten of Citibank is a member of XPX Long Island
James Patten
Citibank
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Maurice Palagonia of Mercer is a member of XPX Long Island
Maurice Palagonia
Mercer
SK
Shawn Klotsche
The Wealth Alliance
Nicholas Stancu of Pelagic Capital Partners is a member of XPX
Anthony Tomaro
Grassi
DT
Daniel Tisser
The Colony Group
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Max Haspel of The Colony Group is a member of XPX Long Island
Max Haspel
The Colony Group
Nicholas Stancu of Pelagic Capital Partners is a member of XPX
Nicholas Stancu
Pelagic Capital Partners
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
CBIZ
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
DB
David Birnbaum
Morgan Stanley
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Deb Josephs of Deb Josephs Consulting, LLC is a member of XPX Long Island
Deb Josephs
Deb Josephs Consulting, LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
EK
Elaina Kilfoyle
BDO
AC
Andrew Crofton
Klingstein Fields Advisors
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
TG
Todd Gardella
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Marcum, LLP
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
JH
Jennifer Herbst
Paro.io
AG
Amanda Gelsomino
PEO Spectrum
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
JV
Jim Vigna
Live Oak Bank
AV
Alexandra Voskoboynikov