Event Information

Date & Time

Thu, Jan 26th, 2023 ⋅ 8:00am - 10:00am (EST)


The Offices of RSM - 151 W 42nd St 19th floor, New York, NY 10036


XPX Registration Closed


New York & Tri-State Members
Non-Members Early Bird (through 1/23)
Non-Members Regular Rate
Non-Members Same Day Fee
Other XPX Chapter Members Early Bird (Through 1/23)
Other XPX Chapter Members Regular Rate
Other XPX Chapter Members Same Day/Walk-In Rate


47 people attended
Sharon Bender of Webster Bank is a member of XPX Tri-State
Winston Bragg of Levitt-Fuirst Associates, Ltd. is a member of XPX Fairfield County
Frank Brigante of CIBC is a member of XPX New York

Key pitfalls to avoid for any M&A transaction.

Allan Tepper

CFO Consulting Partners LLC,

Allan heads the firm’s Business Services practice. While with CFO Consulting Partners, he has served as interim CFO for private companies; provided sell-side M&A guidance and implementation services; prepared pre-audit financial statements for public and private companies; provided turnaround/restructuring services, advised companies on growth and capital raising strategies; provided GAAP, bank regulatory and compliance guidance; and provided many other services in the Transaction/M&A and Private Equity practice areas. Allan has experience in the commercial banking, technology, apparel, and many service-oriented industries.

Allan is a current Board Member of the XPX Tri-State Executive Committee and the Past President of the XPX New York Chapter.

Event Pricing:


Same Day Registration/Walk-In Fee: $100.00
$90.00 Regular Fee
$75.00 Early Bird (through 1/22)

Other XPX Chapter Members:

Same Day Registration/Walk-In Fee: $85.00
$75.00 Regular Fee
$55.00 Early Bird (through 1/22)

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Pre-registration online is a must for catering planning.

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/transfers.