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  • Exit Planning Exchange
Exit Planning Exchange
Oct
26

XPX Fairfield County CT: Practical ways to use AI in your business to produce real "alpha"

Details

Date & Time

Thu, Oct 26th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Location

The Shore & Country Club - 220 Gregory Blvd., Norwalk, CT

Tickets

Connecticut & Tri-State Members Regular Fee
$49.00
Connecticut & Tri-State Members Same Day/Walk-In Fee
$59.00
Non-Members Early Bird (through 10/23)
$85.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Registration Fee
$105.00
Other XPX Chapter Members Early Bird (through 10/23)
$70.00
Other XPX Chapter Members Regular Fee
$80.00
Other XPX Chapter Same Day/Walk-In Fee
$90.00
Guests

Registrants

26 people attended
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
MR
ND
RJ
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
+21
Getting your business AI-ready involves understanding the potential of AI technologies and implementing practical strategies to leverage them effectively. Our panel will start with a basic understanding of AI and how it works and then dive into how to choose AI tools and platforms that align with your business goals. You will leave the meeting ready to begin your AI learning process by starting small and gradually building your expertise as the market evolves. (PS-this description was written by ChatGPT).


Our Speakers:


Steve Ronan
Partner
Citrin Cooperman Advisors LLC


Marian Howley
CEO
M Howley Consulting


Mark Campbell
Managing Director
Scout Valuations


Registration Fees:

CT & Tri-State Members -$49.00
CT & Tri-State Members Walk-In Fee -$59.00

Non-member Early Bird (through 10/23) -$85.00
Non-member Regular Fee - $95.00
Non-Member Walk-in/Same Day Registration - $105.00

Other XPX Chapter Member Early Bird (through 10/23) - $70.00
Other XPX Chapter Member Regular Fee - $80.00
Other XPX Chapter Member Walk-In Fee - $90.00

Includes food, beer, wine and non-alcoholic drinks.

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, not transferable/substitutes.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
ND
Nora Debellis
Key Bank
RJ
Roy Johnson
Touchstone Advisors
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
BH
Bradley Hardy
Citizens Bank
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
JL
Jason Liu
General Network
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Steve Ronan of Citrin Cooperman is a member of XPX Tri-State
Steve Ronan
Citrin Cooperman
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
JB
John Basile
Citrin Cooperman Advisors
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
SP
Stefan Prins
PKF O'Connor Davies
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin Murray
Business Seller Center
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael Cepa® Cdfa® Cfp® Cima® Cfa Kislin
Morgan Stanley Wealth Management