XPX Tri-State Chapters 2023 Summit: Turbulence Ahead in 2023…Navigating to a Safe Landing

March 16, 2023

Grant Thornton LLP
757 Third Avenue, 9th Floor
NY, NY 10017

FOR DETAILED INFORMATION ON THIS EVENT, VISIT OUR TRI-STATE SUMMIT PAGES

Alan Murray, CEO of FORTUNE MAGAZINE recently wrote:

Every era has its challenges, but the current one seems to pose more than its fair share. On the one hand, businesses face a host of short-term issues—pandemic, war, supply chain problems, inflation, labor shortages, a mental health crisis, dysfunctional government, a disintegrating global order, social unrest, an impending recession—did I miss any? On the other, there are major disruptive changes on the horizon that demand business transformation: a technology revolution, an energy transition, a rethinking of office work, and a redefinition of the purpose of business. So how does a company protect itself against the short-term risks while driving the transformations needed to win the future?

While we can in no way directly address all the existing and impending issues outlined by Murray, we do feel that the agenda we have planned will be able to suggest some actions that companies can take to assure a “Safe Landing”.

The first 100 registrants will receive a book of our Keynote Speaker, Jason Feifer, Editor in Chief, Entrepreneur Magazine.

AGENDA

12:00 – 12:30pm       Registration Open & Networking

12:30 – 12:40pm       Lunch, Welcome Remarks
John Weidner, Managing Partner, Cornell Global LLC and Chairman, XPX Tri-State
Rob Michaelis, Partner, State and Local Tax Practice Leader - New England Office, State and Local Tax M&A Team National Lead, Grant Thornton

12:40 – 1:40pm       Keynote Speaker: Jason Feifer, Editor in Chief, Entrepreneur Magazine

1:45 – 2:45pm         Panel on Employees:
The pandemic impacted the ‘business as usual’ landscape for many businesses owners on many levels throughout their organizations. Perhaps the most impactful change was the employee mindset as they began to reassess their lives, their goals, and their jobs. The result, “The Great Reflection”, “The Great Resignation”, “Quiet Quitting”, “Work From Home/Anywhere”. Our panel will offer their perspectives on the talent challenges presented over the past three years and discuss what to expect and how to respond as the “New World of Work” continues to evolve in 2023 and beyond.

Our Panelists:
Moderator: Terrence Hannafin, Partner, Carter, Morse & Goodrich
David Lewis, Founder and CEO, Operations Inc.
Michael Monahan, Interim National Managing Principal - People &Community / Chief Human Resources Officer, Grant Thornton

2:45 – 3:00pm       Refreshment Break

3:00 – 4:00pm       Panel on ESG: 
Fireside Chat on how ESG can positively impact business Business owners can learn lessons from the world of sustainable investing which will help them understand how environmental, social, and governance (ESG) transparency may affect a business and its exit. Many business owners believe sustainability regulations raise both costs and the risks of doing business. Our chat with Soledad, Amantia and Jim will uncover how sustainability may unlock new opportunities operationally, and protect and enhance value in the event of an eventual business exit.

Our Panelists:Moderator: Diane Johnston, Senior Vice President – Wealth Management - Institutional Consultant, UBS
Jim Burton, Partner, ESG & Sustainability,Grant Thornton
Soledad Matteozzi, Co-Founder and Partner Co-Founder and Partner Thinking Beyond Business
Amantia Muhedini, Director, Sustainable Investing Strategist in the Chief Investment Office, Global Wealth Management, UBS

4:00 – 4:15pm       Break

4:15 – 5:15pm       Fireside Chat on Leadership with Nichole Radzely:
Over the past three years leaders have been suffering through the same professional and personal challenges as did their employees while at the same time being forced to consider a whole new approach to Leadership. In a fireside chat with Nichole Radzely, Founder and CEO of Doddle & CO, moderator Kevin Kettell, Managing Director, Appraisal Economics, will explore with Nichole how she was able to navigate her company through the turbulence.

5:00 – 6:30pm       Networking Reception, open bar and light fare.

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

INDIVIDUAL REGISTRATION FEES:

All XPX Tri-State Chapter Members:
Regular Fee: $135.00 (Expires 3/15)
Day of Event: $160.00

Other Chapter Members:
Regular Fee: $160.00 (Expires 3/15)
Day of Event: $185.00

Non-Members:
Regular Fee: $199.00 (Expires 3/15)
Day of Event: $224.00

No refunds or credits will be given for cancellations.

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

THANK YOU TO OUR SUMMIT SPONSORS!

Summit Venue Sponsor:

Summit Bronze Sponsors: