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  • Exit Planning Exchange
Exit Planning Exchange
Mar
14

XPX Greater Boston 2023 Summit: Turning Headwinds into Tailwinds

Details

Date & Time

Tue, Mar 14th, 2023 â‹… 8:00am - 6:00pm (EDT)

Location

Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210

Tickets

(1) XPX Greater Boston Board/ Committee
$125.00
(3) XPX Greater Boston Members
$150.00
(4) XPX Greater Boston Emerging Professional Members
$125.00
(8) Other XPX Chapter Members
$165.00
(9) Non-Members
$175.00
Guests

Registrants

122 people attended
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Ken Segal of LGA, LLP is a member of XPX Greater Boston
TS
+117

Don't Miss out!

OPENING SPEAKER


CLOSING SPEAKER


The XPX Summit is back in person and for a full day on March 14th at Nutter. The pinnacle event of the year will be packed with amazing keynotes, dynamic panels, and interactive fireside chats with plenty of time for networking in between. As this is a full day event, admission includes breakfast, lunch, and refreshments as well as a cocktail party to conclude and connect.

VIEW SPEAKER BIOS FOR A CLOSER LOOK AT OUR AMAZING LINEUP OF PANELISTS!

AGENDA:

  8:00  -   9:00 am       Registration & Networking Breakfast
  9:00  - 10:00 am       Keynote Speaker
10:00  - 10:30 am       Networking Break
10:30  - 11:30 am       Panel 
11:30  - 11:45 am       Quick Break
11:45  -   1:00 pm       Lunch and Fireside Chat
  1:00  -   1:15 pm       Quick Break
  1:15  -   2:15 pm       Panel
  2:15  -   3:00 pm       Networking Break
  3:00  -   4:00 pm       Closing Speaker
  4:00  -   6:00 pm       Networking Reception

Registration Fees:

XPX Greater Boston Chapter Members in good standing - $150.00
XPX Greater Boston Emerging Professionals in good standing - $125.00
Other XPX Chapter Members - $165.00
Non-Members - $175.00

A $25.00 Same Day/Walk-In Fee Registrations will be applied to the above fees. Please register early.

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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
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
TS
Tom Sherwin
CEO Resources, Inc.
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
DB
Deborah Barry
First Republic Bank
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
SR
Stuart Rose
Mirus Capital Advisors
RM
Rudy Minar
Mirus Capital Advisors, Inc.
EH
Elliot Herman
PRW Wealth Management, LLC
RW
Rick Weed
SES ESOP Strategies
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
MH
Molly Hanson
BayState Business Brokers
HR
Havell Rodrigues
New Majority Capital
CM
Colleen Moore
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
TM
Terri Monjar
Bank of America
RK
Ross Kennedy
UBS Private Wealth
WW
William Wilcoxson
Osage Advisors
JM
Jeff Maslanka
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
RA
Raza Ashfaq
CohnReznick
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Greg Caswell
Caswell Vlachos Group - M&A
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
KD
Kevin Dunn
Dunn Rush & Co. LLC
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
RB
Ryan Bowler
Dunn Rush & Co. LLC
Bennett Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Ben Rush
Dunn Rush & Co. LLC
RA
Robert Arone
Orsi Arone Rothenberg
WA
Walter Abbott
JM
John Martin
RyeField Advisors
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
Janice O'Reilly of AAFCPAs is a member of XPX Greater Boston
Janice O'Reilly
AAFCPAs
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
RO
Richard O'Neil
AAFCPAs
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Pcc Phd Edelman
Edelman & Associates
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
JS
John Jr. Surrette
KLR
SB
Susan Black
Boston Financial Management
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
BK
Brendan Kiernan
Mirus Capital Advisors
SH
Shannon Hagedorn
Mukala Partners
Dan Tyre of HubSpot is a contact of XPX
Dan Tyre
HubSpot
Jack Bradley of Capstone Partners Financial Advisory Services is a contact of XPX
Jack Bradley
Capstone Partners Financial Advisory Services
Bob Delhome of Capstone Partners Financial Advisory Services is a contact of XPX
Bob Delhome
Charter Contracting Company, LLC
JH
James Higgins
Chenmark
AJ
Amanda Jackson
SRS Acquiom
KJ
Katie Johnston
The Boston Globe
Libby Lipinski of Charter Contracting Company, LLC is a contact of XPX
Libby Lipinski
Charter Contracting Company, LLC
Derek Mohamed of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Derek Mohamed
Mohamed-Merola Wealth Management
LS
Lee Senderov
Foundation Partners Group
Vigor Sereda of Wavecrest Growth Partners is a contact of XPX
Vigor Sereda
Wavecrest Growth Partners
Altaf Shaikh of ListEngage is a contact of XPX
Altaf Shaikh
ListEngage
SA
Stacy Allred
First Republic Investment Management
TB
Tony Boschetto
KLR Outsourcing
DB
Derek Brown
KLR Executive Search Group
MG
Matthew Glynn
KLR Wealth Management
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
JE
Joshua England
AAFCPA's Inc.
Richard Breed of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Richard Breed
Tarlow Breed Hart & Rodgers, PC
KM
Kevin McAuliffe
Bernstein Private Wealth Management
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
MD
Mark Diebus
Middlesex Savings Bank
BF
Bob Feldman
INNO4
CD
Caleb Donnelly
93 North Capital
MA
Matthew Allison
ROCG Consulting
AM
Andrew Merken
Burns & Levinson LLP
JC
Joanne Censullo
Risk Strategies Company
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
ER
Erica Rice
Foley Hoag
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
Jennifer Wolfsberg of Centerpoint Advisors is a member of XPX Greater Boston
Jennifer Wolfsberg
Centerpoint Advisors
GD
Gavin Dreyer
MM
Mustafa Mohammadi
St. Francis College
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
JE
Jae Erdekian
BDO
Shannon Zollo of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Shannon Zollo
Nutter McClennen & Fish LLP
Terence Shepherd of Citrin Cooperman is a member of XPX Greater Boston
Terry Shepherd
ROCG Consulting
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Wealth Management
SS
Sam Seekins
Goldman Sachs
Mary Adams of XPX Global is a member of XPX
Mary Adams
XPX Global
TD
Todd Davock
Axiom Commercial Finance
MT
Medhanit Tadesse
Dale Carnegie
CS
Craig Cpwa(r) Slater
Morgan Stanley
MP
Mike Pirolli
KLR
AF
Alan Fullerton
Mirus Capital Advisors
MM
Merrill Mahoney
Waypoint Growth Advisors
DR
David Roache
Exit the Family Business
GS
George Shaw
PKF O'Connor Davies LLP
BC
Brian Cingel
CBIZ
EC
Eric Crews
Crews & co.
RO
Richard O'Neal
SMP
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric Cooper
Commonwealth Financial Group
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Camp Corporate Law, LLC
JO
John O’keeffe
Qubic Labs
MM
Michael Macqueen
CohnReznick
MC
Marcus Coleman
CohnReznick
GW
Greg Wales
Ventoux Industrial Holdings
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Ellie Myers of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Ellie Myers
Nutter McClennen & Fish LLP
DC
Dan Corcoran
MCRC
MK
Meghan Kelly
Nutter McClennen & Fish LLP
JG
Jen Goldman
MyVirtualCOO
KR
Keziah Robinson
Cassia Partners, LLC
JD
Jim Deleo
Gray, Gray & Gray, LLP
TK
Tommy Keyes
Packaging Specialties
JW
Jeffery Winer
S&G LLP
CC
Colby Coobs
Westminster Too
BB
Brian Beneduce
Bernstein Private Wealth Management