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  • Exit Planning Exchange
Exit Planning Exchange
Oct
06

XPX Long Island: Threads of Hidden Conflict in Family Enterprises

Details

Date & Time

Fri, Oct 6th, 2023 ⋅ 8:30am - 10:30am (EDT)

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 10/3)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (through 10/3)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

35 people attended
AG
JF
NM
Michael Palma of Traverse Capital Management is a member of XPX Long Island
RS
+30

Conflict is just two ideas trying to hold the same space, and how we handle that conflict is usually what makes it productive or not. Families and organizations have hidden loyalties, relationship patterns, hierarchies, remembered hurts, competition, unexpressed expectations, and many other facts that are ripe to become seeds of conflict. We will discuss why these aspects exist, how to support clients in identifying them as well as strategies to resolve them. This interactive session will be most effective if you come with a client challenge in mind.

Our Speaker:


Natalie McVeigh

Managing Director , Center for Family Business Excellence
Eisner Advisory Group LLC

Natalie is an executive and entrepreneurial coach and practitioner in neuroscience, specializing in Conversational Intelligence (C-IQ). She has expertise is in complex conflict resolution, with a certificate in mediation, specializing in interest based negotiation trained at Harvard Law School’s Program on Negotiation. Natalie is on the Faculty and Board of the Family Firm Institute as well as Faculty at the NYBA Trust School specializing in family dynamics. She is a Certified Happiness Trainer and has experience in building and developing cohesive teams through utilizing assessments and creating training curricula.


Registration Fees:

Non-Members Early Bird (through 10/3) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 10/3) – $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!

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.  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.
AG
Alexander Gayer
Meltzer, Lippe, Goldstein & Breitstone, LLP
JF
John Fitzgerald​
Berdon Advisors LLC
NM
Natalie McVeigh
EisnerAmper
Michael Palma of Traverse Capital Management is a member of XPX Long Island
Michael Palma
Traverse Capital Management
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
RL
Robert Ludricks
Brown Brothers Harriman
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
BK
Bill Kelly
CD
Chris Dean
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
JH
Jennifer Herbst
Paro
MG
Meaghan Gambino
BNY Mellon
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
DS
Daniel Shulman
BNY Mellon Wealth Management
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
RC
Ram Capoor
Axion Alpha Advisors
DB
David Birnbaum
Morgan Stanley
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
Stephan Ramerini of COMPEL CEOs is a member of XPX Tri-State
Steve Ramerini
COMPEL CEOs
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
SL
Suzanne Lisanti
PuzzleHR
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Citizens Bank
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America