XPX Long Island: Securing Third Party Capital to Finance Business Objectives: Part 1: Banks Are Open for Business

This event will be on THURSDAY January 12, 8:30 AM - 10:30 AM EST, not the usual Friday date due to scheduling conflicts.

Private companies often need outside capital for growth, partial liquidity and/or for a successful exit.

In the first of two programs focused on locating outside financing, our distinguished panel of lenders will describe the profile of a successful borrower and what steps a business should—and should not—take to attract and qualify for bank loans and other third-party loans.

Moderator:

Richard Strautman
President and Owner
Picus Enterprises, LLC

After spending several decades as a C-Level Executive and Partner with KMPG Consulting, Richard Strautman has provided management consulting services to hundreds of Long Island small and medium sized businesses for the past 20 years. Since 2012 his focus has been on helping business owners prepare for exiting their business through transitioning ownership to family members or employees or positioning their company for sale to a third party. During a twelve-year period, Richard was an advisory board chair with The Alternative Board. Richard is a Certified Exit Planning Advisor with the Exit Planning Institute and a Certified Value Builder.”

Our Speakers:

Cristina Givelechian
City National Bank
Senior Vice President

At City National Bank, Cristina is assisting mid-size companies in obtaining the financing needed to run operations, to expand to new markets, develop new product lines, make acquisitions and acquire real estate and other fixed assets, along with guidance to business owners on various other commercial banking services.

Cristina has been in the banking industry for the past 25 years and held various roles including Sr. Corporate Banking Manager in the Middle Market group and District Credit Officer in Commercial.

Banking at HSBC Bank USA, NA as well as various client facing roles in Commercial Banking at Chase.

Gary J. Occhipinti Jr. MBA
Senior Vice President
Bank of America Merrill Lynch

As a Sr. Relationship Manager with Bank of America’s Global Commercial Banking Group, Gary helps companies find ways to increase access to cash flow, maximize profitability & streamline their day to day banking. He does so by providing financing, to support business acquisition or expansion, real estate & other fixed assets and the management of working capital. He also provides insight and the necessary services required to manage money movement.

Gary has been in the banking industry for upwards of 20 years and has held a number of roles including: Loan Officer, Small Business Banker, Business Banking Area Manager & Sales Performance Executive. Over the course of Gary’s career he’s held these roles at JP Morgan Chase, Capital One & now Bank of America.

Howard Abrahams
President & Loan Advisor
Morewood Funding

Howard Abrahams is the President of Morewood Funding, LLC and a Loan Advisor, arranging financing for businesses when banks can’t or won’t lend.  The solutions that Morewood provides support businesses in a wide variety of scenarios including emerging from bankruptcy, mergers and acquisitions, and general working capital.  Howard is particularly experienced with the impact of change of control issues on credit agreements, financing structures and can help businesses navigate the process.  Loan facility sizes range from $1mm to $25mm across any industry and location.

Howard holds a Bachelors degree from Binghamton University and a Juris Doctorate from Cardozo Law School with over 25 years experience with business financings.

Registration Fees:

This event will be on THURSDAY January 12, 8:30 AM - 10:30 AM EST, not the usual Friday date due to scheduling conflicts.

XPX Long Island and Tri-State Member levels in good standing is complimentary.

Non-Members Early Bird (through 1/9/2023) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 1/9/2023) – $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.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.