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  • Exit Planning Exchange
Exit Planning Exchange
Jun
14

XPX Long Island - The Entrepreneurial Operating System (EOS): How It Can Help Your Clients Drive Growth, Create Value, and Streamline Their Exit Process

Details

Date & Time

Fri, Jun 14th, 2024 ⋅ 8:30am - 10:00am (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 6/11)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
XPX Network Early Bird (through 6/11)
$55.00
XPX Network Regular Fee
$75.00
XPX Network Same Day/Walk-in Fee
$85.00
Guests

Registrants

27 people attended
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
DL
NS
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
MS
+22
We will explore the framework of EOS and how it becomes a catalyst for business owners to strengthen leadership, streamline operations, improve efficiency, and drive growth in small and mid-sized companies … ultimately helping to create enterprise value and set them up for a successful exit.


Our Speakers:

Lara Bass
Chief Operating Officer
EGC Group


Christine Gayron
Northeast Area Director
SAM

Christine Gayron is currently the Northeast Area Director for SAM, the largest surveying and mapping company in the United States. She was previously the owner and President of GdB Geospatial, the largest surveying and mapping company in New York. In March, 2024, Christine and her staff of 100 people joined SAM through a merger. Christine has 24 years of experience. She started at the lowest technical position in the company and 10 years later, she became the majority owner of the business. Under her 13 years of executive leadership, the staff grew by 10x. The revenue and profit grew 20x. She sold the company for 6x EBIDTA and now leads a team of 115 people in the northeast area.

Kenneth F. Wille
President and CEO
KOW Building Consultant

Kenneth F. Wille, is the President and CEO of KOW Building Consultants, a national construction and energy consulting firm based in New York. KOW provides oversight services for real estate developers and financial institutions. Mr. Wille runs the company and performs trainings for banks and lenders and has been published, has been on numerous boards and panels, and he has been involved in helping to write or revise standards and policies pertaining to the building and inspection world. Mr. Wille is a Professional Engineer licensed in NY, as well as numerous other states, and a Building Performance Analyst, LEED AP, Certified Energy Manager, and Green Building Engineer with the Association of Energy Engineers.





Mitchell York

Certified EOS Implementer
EOS Worldwide

Mitchell York is a Certified Implementer of the Entrepreneurial Operating System®, which helps business owners get everything they want from their businesses. He has completed over 400 full-day sessions with owners and their leadership teams to align them on vision, accountability, execution, and team health. Earlier in his career, Mitch was president of LendingTree, and was a senior executive at CMP Media on Long Island for 17 years. He created the first tech website with paid advertising, which was valued in nine-figures at the time of the company’s sale. Mitch graduated from Northwestern University and Columbia Business School.



Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 6/11) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 6/11) – $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.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.




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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
DL
Doug Lancey
Tamarix Capital
NS
Nicole Stefanakos
Citizens Bank
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
MS
Michael Smith
STS Capital
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Onshore Funding
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
SK
Shawn Klotsche
The Wealth Alliance
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino, LLP
MY
Mitchell York
EOS Worldwide
DS
Dan Singer
EOS Worldwide / Phase Line Business Coaching LLC
NM
Nicole Maldonado
JPM CHASE & CO
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
GW
Greg Wozniak
Marcum LLP
OP
Orley Pacheco
Family Offices
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
AW
Adam Wood
Merrill Lynch
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
SR
Stephen Rupolo
Imperial Advisory