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  • Exit Planning Exchange
Exit Planning Exchange
Mar
15

XPX Philadelphia: Bank Lending and Capital Markets Update

Details

Date & Time

Wed, Mar 15th, 2023 ⋅ 7:45am - 9:00am (EDT)

Location

The Offices of M&T Bank One Commerce Square 2005 Market Street, 14th Floor Philadelphia, PA 19103

Tickets

Non-members
$75.00
Non-members Same Day/Walk-In Fee
$85.00
Other XPX Chapter Members
$55.00
Other XPX Chapter Members Walk-In/Same Day Fee
$65.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

21 people attended
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
+16

We will discuss current lending environment, areas of interest and concerns, rates, terms, and outlook.

Our Speaker:


Bill Cornelius

Senior Vice President
M&T Bank

Bill is a senior commercial lender and relationship officer with 25 years of banking and credit experience in the Philadelphia and South Jersey region.

AGENDA

          7:45 am Doors Open
8:00 - 9:00 am Program
9:00 – 9:30 am Networking

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount and building security purposes. Join our membership today and enjoy the benefits!

Other XPX Chapter Members: $55.00
Other XPX Chapter Members Same Day/Walk-In Fee: $65.00

Non-Members: $75.00
Non-Members Same Day/Walk-In Fee: $85.00

Registration includes light breakfast & coffee.

First Time Guest:  Complimentary pass to a first XPX event.  XPX Philadelphia member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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. 



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Orlando Rivera of ASPIRA Business Brokers & Advisors is a member of XPX Philadelphia
Orlando Rivera
ASPIRA Business Brokers & Advisors
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
SES ESOP Strategies, a Stevens & Lee/Griffin Company
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Partners LLC
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
DB
Doug Bloom
DAB VENTURES, INC.
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
RW
Ryan Winchester
Meridian Bank
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
BR
Benjamin Rosengard
R4 Risk & Wealth Solutions
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb Fineburg
Offit Kurman, P.A.
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
JS
John Schrumpf
Withum
FM
Francis Marcucci Jr
Corporate Valuation Advisors, Inc.