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  • Exit Planning Exchange
Exit Planning Exchange
Nov
07

XPX Greater Boston: “Game Changing Resources CEO’s Can’t Afford to Miss”

Details

Date & Time

Mon, Nov 7th, 2022 ⋅ 4:00pm - 6:30pm (EDT)

Location

Sullivan & Worcester, 1 Post Office Square, Boston, MA 02109

Tickets

Greater Boston Members
$0.00
Non-Members
$95.00
Other XPX Chapter members
$65.00
Guests

Registrants

45 people attended
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
GS
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
RY
+40

This event will be on MONDAY, NOVEMBER 7, not the usual Tuesday date due to scheduling conflicts.


Come learn from industry leaders what CEO’s are implementing within their companies and within their lives that are setting them apart from the rest.

Our Panel:

Rana el Kaliouby
Ph.D. – Deputy CEO
Smart Eye; Co-founder & CEO - Affectiva

Rana is a thought leader on artificial intelligence and is co-founder of AI powerhouse, Affectiva and is also Deputy CEO of the Swedish Public company, Smart Eye. She is also a Fortune Magazine 40 under 40 recipient and serves as an executive fellow at the Harvard Business School where she co-teaches about AI and startups. In addition, she is best-selling author of the book, Girl Decoded: A Scientist’s Quest to Reclaim Our Humanity by Bringing Emotional Intelligence to Technology.

Anthony Tivnan
Co-founder & President
Magellan Jets

Anthony Co-Founded Magellan Jets in 2002 and has helped lead the company to becoming one of the leading jet brokers in the country. They have been featured on Inc. 5,000’s Fastest Growing Companies in America list two years in a row. Anthony has served as a board member for the Entrepreneurs’ Organization and has appeared on Fox News & CBS and was named one of the 10 Boston Men of the Moment by Boston Common Magazine.


Eric Crews
Founder & CEO
Crews and Company

Eric has guided 100+ organizations to increased and sustainable profitability while simultaneously optimizing their operations and instituting elevated quality of life for their leadership teams.

Eric’s bold approach has converted multiple unorganized, underperforming ventures into streamlined, revenue-generating enterprises. His clients represent a diverse range of industries, including technology, finance, marketing, manufacturing, education, and construction. 

Building on decades of successful entrepreneurship and eight years as a Certified EOS Implementer®, Eric led Crews & co.’s 2021 launch of the Growth Method℠, a proprietary business operating system designed to propel companies to increased revenue, profit, and salable value.


Derek Mohamed
Managing Director
Mohamed-Merola Wealth Management

As a Managing Director and Wealth Management Advisor, Derek Mohamed helps a select group of successful individuals, families, and their businesses understand and answer the great questions of their financial lives. Among other areas of focus, Derek has extensive experience working with business leaders, owners and CEOs to help navigate the complexities of illiquidity, M&A transactions, preparing for life-changing liquidity events, and other unique challenges.  

Derek holds numerous designations including CPWA®, CEPA®, CRPC®, AAMS® and in 2018, 2019, 2020 and 2021 Derek was named to the prestigious Forbes “Best-in-State Wealth Advisors” list.


Justin Merola
Senior Vice President
Mohamed-Merola Wealth Management

Justin has been in the financial services industry since 2005 and is a Senior Vice President and founding member of Mohamed-Merola Wealth Management. He works diligently with successful families and their businesses to understand and help them achieve all of the unique needs in their financial lives, including preserving wealth, mitigating taxes, taking care of heirs, helping to ensure assets are not unjustly taken, and charitable giving.

Justin holds the Certified Exit Plan Specialist (CEPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist SM (CRPS®) designation and is a graduate of Northeastern University where he earned his Bachelor of Science degree with a dual concentration in Finance and Management.  He resides in Southborough, MA with his wife Kristina and their sons Oliver and Theo.

Registration Fees:

XPX Greater Boston Members in good standing– complimentary

Other XPX Members - $65.00
Other XPX Members Same Day/Walk-In Registration- $75.00

Non-Members - $95.00
Non-Members Same Day/Walk-In Registration - $105.00


First Time Guest:  Complimentary pass to a first XPX event.  Greater Boston member referral is required. Member must email angie@exitplanningexchange.com to register a FIRST TIME guest.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
GS
Gil Schipani
Tempus Fugit Law
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
RY
Raffi Yardemian
Boston Sales Solutions
PK
Paul Kelly
Berkshire Bank
DR
David Roache
Ingram Advisory Group
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
CS
Craig Cpwa(r) Slater
Morgan Stanley
RH
Rachel Holbrook
CI Eaton Private Wealth
MN
Matthew Naumec
WINGED KEEL GROUP
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed-Merola Wealth Management
AO
Alex Olson
KLR Wealth Management
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
TS
Tom Sherwin
CEO Resources, Inc.
Laura Kevghas of Alliance Private Wealth is a member of XPX
Laura Kevghas
Alliance Private Wealth
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
RB
Ryan Bowler
Dunn Rush & Co.
BK
Brendan Kiernan
Mirus Capital Advisors
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Greg Caswell
Caswell Vlachos Group - M&A
Flo Servan of APM is a member of XPX
Flo Servan
APM
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
EC
Eric Crews
Crews and Company
SS
Sam Seekins
AT
Anthony Tivnan
Magellan Jets
RE
Rana El Kaliouby
Smart Eye; Co-founder & CEO – Affectiva
JM
John McGourty
CFG / MassMutual
OD
Oleg Denishenko
New Vision Business Advisors
BC
Brian Cingel
CBIZ
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
JS
John Jr. Surrette
KLR
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
RA
Robert Arone
Orsi Arone Rothenberg
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
MH
Mark Haley
Marcum Accountants/Advisors
JD
John Dwyer
TD Bank
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
AK
Armen Krmzian
Bank of America
MM
Milton Manousaridis
Cambridge Trust
JS
John Schnauck
Broadreach Executive Search
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
Lew Segall
Sullivan & Worcester LLP
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services