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  • Exit Planning Exchange
Exit Planning Exchange
Dec
13

XPX Hartford CT: Financial Fixes

Details

Date & Time

Wed, Dec 13th, 2023 ⋅ 8:00am - 10:00am (EDT)

Location

The Hartford Club, 46 Prospect St, Hartford, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 12/10)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 12/10)
$55.00
Other XPX Chapter Members Regular Fee
$70.00
Other XPX Chapter Members Same Day/Walk-In Fee
$80.00
Guests

Registrants

31 people attended
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
JM
Jason Correia of CLA is a member of XPX Tri-State
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
+26

Join the XPX Hartford chapter on Wednesday 12/13 to hear from a panel of experts on how companies can improve their financial picture to prepare for an exit, maximize returns, or build a stronger foundation for these uncertain times. The panel will dive into various aspects of a company’s finances that may present challenges for successful outcomes including financial reporting, liquidity management, accounting, banking relationships, equity and debt structures, and more.

Our Speakers:


Jason Correia
, CPA, CFE, MSA
Principal
CLA


Joe Marullo

Senior Vice President and Middle Market Team Leader
Berkshire Bank


Ron Reuter,
CTP, CVA
Principal and Managing Director
Reuter Business Consulting


AGENDA:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking


Registration Fees:

XPX CT & Tri-State Level Members in good standing are FREE. Join our membership today!

Non-members:
$75.00 Early Bird (through 12/10)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 12/10)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.


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.
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
JM
Joseph Marullo
Berkshire Bank
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
Robert Schatz
ESOP Plus®: Schatz Brown Glassman LLP
BF
Brian Fischer
Day Pitney LLP
LH
Lloyd Huie
Liberty Bank
WM
William Murray
MPI
RA
Rick Allen
Great Hill Advisors
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan Powers
Sandler
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
AD
Alicia Duncanson
Berkshire Bank
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
SC
Steven Crowley
CFO Consulting Partners, LLC
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
MM
Michael McGuire
Key Bank
JD
Jessica Dodge
Connecticut Wealth Management
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
RJ
Roy Johnson
Touchstone Advisors
PB
Peter Brechter
Preem Partners LLC
AN
Andreas Novotny
Interpro Group, LLC
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
NC
Nicholas Commisso
UBS
SC
Steven Costa
Berkshire Bank
FC
Frank Coppola
44 Business Capital/Berkshirebank