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  • Exit Planning Exchange
Exit Planning Exchange
May
05

XPX Long Island: A Long Island Success Story: EisnerAmper’s combination with LI-based Raich Ende Malter & Co. LLP

Details

Date & Time

Fri, May 5th, 2023 ⋅ 8:30am - 10:30am (EST)

Location

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 5/2)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (through 5/2)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

36 people attended
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
PD
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
JH
JH
+31
Join us for an insightful networking event as we delve into the “anatomy of a deal”. Our esteemed panel will include representatives from both EisnerAmper and Raich Ende Malter, who will share their unique perspectives on the journey. Gain valuable insights into the key factors that drove the combination's success and discover what life is like after the transaction. Don't miss this opportunity to learn from the experts and network with like-minded professionals.


Panelists:


Christopher Loiacono
Vice Chair
Eisner Advisory Group LLC

Christopher Loiacono is the Vice Chair – Services, responsible for the growth and quality of all the firm’s service offerings, including the oversight of the firm’s required skill sets, capabilities, capacity, training, and quality control procedures. He is also a leader in the Tax Services Group, a member of the firm's Executive Committee, and was previously the Managing Partner of Services.

As a leader in the profession, Chris is the firm’s representative to the American Institute of Certified Public Accountants Major Firms Group, one of the most forward-thinking committees within the accounting profession.

Chris has been with the firm for nearly 30 years. 



Michael T. Joy

Partner, Eisner Advisory Group LLC
Partner, EisnerAmper LLP
(formerly Partner with Raich Ende Malter)

Michael Joy is the Partner-in-Charge of the firm's Melville office and specializes in providing audit, review, and compilation services for closely held and not-for-profit companies in commercial and residential real estate, not-for-profit, distribution and wholesale, health care, and technology industries.

Prior to joining the firm, Mike was Partner-in-Charge of the Real Estate Practice and a member of the Executive Committee at Raich Ende Malter & Co. LLP (REM), a leading full-service accounting and auditing firm providing a wide variety of accounting, tax, and business advisory services to organizations of all sizes, emerging businesses, and high net worth individuals.

Before REM, Mike spent over three years as the Chief Financial Officer of a closely held health care provider, approximately one year at a large regional accounting firm, and five years at a small regional accounting firm, servicing both for-profit and not-for-profit entities, mostly in the health care industry.


Moderator:


Nkrumah Pierre

Managing Director, Business Development & Head of Friends of the Firm Program
Eisner Advisory Group LLC

Nkrumah Pierre is a Managing Director of Business Development and Head of the Friends of the Firm program (FoF). He provides support to clients seeking to hire accounting, finance and human resources executives. In addition, through the FoF program, Nkrumah will offer a unique support experience for FoF members by providing job search support, job opportunity referrals, networking assistance and coaching.

Prior to joining the firm, Nkrumah was the founder and CEO of Pierre Lee Group, a boutique consulting firm that offered executive business development and strategy guidance, thought leadership event curation, diversity and inclusion advisory, and career coaching consulting. He has worked for national executive search firms and built an expertise in matching qualified candidates with hiring organizations. 


Registration Fees:

Non-Members Early Bird (through 5/2) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 5/2) – $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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
PD
Philip Danisi
DANISI LAW
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
JH
Jennifer Herbst
Paro
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
SK
Shawn Klotsche
The Wealth Alliance
Michael Palma of Traverse Capital Management is a member of XPX Long Island
Michael Palma
Traverse Capital Management
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
SJ
Stephen Jahelka
DSJ Advisory Group LLC
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Marcum, LLP
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
DS
Daniel Shulman
BNY Mellon Wealth Management
PS
Patrisha Storch
Storch Consulting Services, Inc.
MA
Mike Appollo
SOURCEPASS
DB
David Birnbaum
Morgan Stanley
SR
Stephen Rupolo
Imperial Advisory
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
LB
Larry Bloom
BloomSchon CPAS LLC
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
CL
Christopher Loiacono
Eisner Advisory Group LLC
MJ
Michael Joy
Eisner Advisory Group LLC
AC
Andrew Crofton
Klingstein Fields Advisors
BW
Becky Wuest Creavin
Capital Group
PJ
Patti Janco Tupper
Capital Group