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  • Exit Planning Exchange
Exit Planning Exchange
Nov
07

XPX Dallas: Predictive Index

Details

Date & Time

Tue, Nov 7th, 2023 ⋅ 8:00am - 9:45am (CDT)

Location

Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Tickets

Dallas Members
$0.00
Guests

Registrants

46 people attended
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Paul Whitley of C-Suite Support is a member of XPX Dallas
+41

The PI Behavioral Assessment for Employment: How to Create an A+ Management Team that Attracts Buyers

Developing top talent is a full-time proposition for business owners across the board, and it's best when you have the right people in the right seats that are aligned with your culture and core values. It's what our very own Melanie Shaffer, XPX Dallas Founder and the President of Talent Suite LLC, and Jolene Risch, CEO of Risch Results, focus on and more. Their combined expertise in building talented A+ teams and the right mix of professionals to take your business to the next level is amazing. At this meeting, you’ll learn about the Predictive Index to develop and grow talent across the board, and we all know when exiting your business that your management team and employees are very important regardless of how you transition your business. You’ll learn the secrets of attracting top talent in this competitive world where the war for talent is real. You'll be glad you attended this very popular session.

Moderator:


Malinda Passmore CPA, CM&AA, CVBA

Founder/Owner
Maximum Possibilities LLC

Mindy Passmore has over 35 years’ experience in private and public corporate growth strategy and successful acquisition and divestiture initiatives with dozens of buy and sell transactions. She is a business leader with a strong financial background and has a proven track record of creating action plans that drive value to the bottom line. Passmore is a CPA, attended the Stanford University Executive Program, is a Certified Mergers &Acquisitions Advisor and a Certified Value Builder Advisor. Passmore founded Maximum Possibilities to guide companies through Growth, Fund Raising, Mergers, Acquisitions, and Business Transition processes.


Our Speakers:



Melanie Shaffer
President and Founder
Talent Suite, LLC

Melanie Shaffer is President and Founder of Talent Suite, a talent strategy firm that helps businesses grow by removing the barriers that prevent leaders from getting the most from their people. Her team designs turnkey solutions that provide their clients the ability to consistently hire, develop and retain top talent. She has worked with companies in varied ownership structures and sizes ranging from Fortune 500 to emerging businesses, allowing her to translate best practices from large companies into viable options for the mid-market. Melanie is a Talent Optimization Certified Consultant, Predictive Index Certified Partner, and a Gallup Certified Strengths Coach.




Nicole Stasic

Senior Director
Risch Results

Nicole is the Senior Director of Recruiting at Risch Results, she accompanies clients through the entire hiring and onboarding process by analyzing and understanding their culture, leveraging industry trends, and applying sourcing and recruiting best practices. With nearly three decades of marketing, business, and talent development leadership experience, she offers creative staffing solutions that help clients boost revenue, grow their customer base, and build their brand.

Nicole earned her Bachelor’s in Journalism and Public Relations from the University of Texas at Austin. She held marketing and leadership roles with MarketVoice Group, Sprint and USDATA prior to working for Risch Results.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and a FIRST TIME GUEST. (Member referral is required- members (not guest) must email angie@exitplanningexchange to sign up their guest) 

Registration includes a full buffet breakfast plus coffee and juice.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.

Our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Mark Auten
Plunk Smith, PLLC
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Daniel Drabinski
Bluecrest FA
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Lindsay Kline of Sakline Bookkeeping is a member of XPX Dallas
Lindsay Kline
Sakline Bookkeeping
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
Tom Bronson of Mastery Partners is a member of XPX Dallas
Tom Bronson
Mastery Partners
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas
Melanie Shaffer
Talent Suite LLC
NS
Nicole Stasick
Risch Results
TK
Tim Kiernan
360 Consulting
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Cfp® Cfa Abmeyer
Abmeyer Wealth Management
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
NA
CM
Chris McNeill
Blank Rome LLP
BC
Burt Copeland
New Life CFO Services, LLC.
Annabel Reeves of Goldman Sachs is a member of XPX Dallas
Annabel Reeves
Goldman Sachs
Jeff Sandene, CFP® of Sandene Strategies, LLC is a member of XPX Dallas
Jeff Cfp® Sandene
Sandene Strategies, LLC
JC
Jen Colby
Bernstein
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
SW
Sarah Waterman
Wealthbuilder 1031
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
MW
Mark Wigder
Coats Rose
Jessica Hess of Paycor is a member of XPX Dallas
Jessica Hess
Paycor
Kevin Woltjen of Nelson Mullins is a member of XPX Dallas
Kevin Woltjen
Bradley
Tina O'Banion of TFO SOLUTIONS LLC is a member of XPX Dallas
Tina O'Banion
TFO SOLUTIONS LLC
AD
Alexis Dowell
RISCH RESULTS
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
Advisors Resource Company
RO
Rochelle O'Brien
Venture Opportunities LLC
SR
Shane Reid
Umlaut
GS
Grace Shea-Han
Texas Security Bank
RD
Russell Duckworth
American Bank Dallas
Anna Duncan of Huntington National Bank is a member of XPX Dallas
Anna Duncan
Huntington National Bank
SH
Shelli Howlett
Strategic Scaling - Business Scaling Method
JK
Jonathan King
System & Soul
Nolan Duck of DBG Advisors is a member of XPX Dallas
Nolan Duck
DBG Advisors
JG
Jeffrey Gonzales
Sakline Bookkeeping
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Ryan Gardner
Gardner Firm PLLC
MD
Marie Diaz
CEO CLUBS IMPACT