XPX Hartford CT: A Postmortem on the Recent Banking Crisis and Effective Strategies for Managing A Company’s Liquidity

The recent events in the banking sector have sent shockwaves throughout the country, leaving many businesses to evaluate the security and effectiveness of their liquidity needs.

Join us on April 26 for an analysis of the events that transpired, along with a thoughtful discussion on strategies and considerations to effectively manage an organization’s liquidity.

Our Speakers:

David Casarella
Associate Director, Deposit Product Specialist
UBS Bank USA

David has over 18 years of experience in the banking and financial services industry, starting his career as a teller in college. David has worked to deliver the best planning and advice for his clients over the years as his career has grown. Prior to joining UBS, he spent nine years as a Private Banker helping high net worth and ultra-high net worth business owners and executives to provide thoughtfully tailored banking strategies and solutions including cash management, customized credit and lending.

Michael Weinstock
Regional President
Hartford – M&T Bank

Michael was recently announced as the Regional President of M&T's Hartford region. Previously, he served as Market President and was responsible for starting up and operating all the Bank’s activities within the State of Connecticut.

Michael began his career at M&T Bank in 1996 and was previously employed by People's United Bank. Michael joined M&T as a Middle Market Relationship Manager, served as Group Manager for Middle Market, and the Group Manager for Commercial Real Estate in Tarrytown. In 2014, Michael assumed the position of Market President in Connecticut, building out the Community Bank and commercial lines of business within the State.

Registration Fees:

Non-members:
$75.00 Early Bird (through 4/23)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 4/23)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.

BRING A FIRST TIME GUEST TO XPX!

XPX CT and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Member (not guest) must 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.