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  • Exit Planning Exchange
Exit Planning Exchange
May
15

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

Details

Date & Time

Wed, May 15th, 2024 â‹… 5:30pm - 7:30pm (EDT)

Location

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

Tickets

Connecticut & Tri-State Members Early Bird (through 5/12)
$49.00
Connecticut & Tri-State Members Regular Fee
$59.00
Connecticut & Tri-State Members Same Day/Walk-In Fee
$69.00
Non-Members Early Bird (through 5/12)
$85.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Registration Fee
$105.00
Other XPX Chapter Members Early Bird (through 5/12)
$70.00
Other XPX Chapter Members Regular Fee
$80.00
Other XPX Chapter Same Day/Walk-In Fee
$90.00
Guests

Registrants

38 people attended
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
BH
DB
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
CK
+33

Please join our panelist as they 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. Our panelists are seasoned leaders who have successfully implemented EOS and will share their war stories and insights on how EOS created enterprise value and set them up for a successful exit.


Moderator:


Dan Bubniak

Implementer
EOS Worldwide

Speakers:


Ramsey Goodrich

Managing Partner
Carter Morse & Goodrich


Stefani Calvano-Schwartz

Former Director of Operations Greenwich Medical Spa
EOS Implementer


Raj Kaji

Former CEO
Akademos acquired by VitalSource


Registration Fees:

CT & Tri-State Members Early Bird (through 5/12) -$49.00 
CT & Tri-State Members -$59.00
CT & Tri-State Members Walk-In Fee -$69.00

Non-member Early Bird (through 5/12) -$85.00
Non-member Regular Fee - $95.00
Non-Member Walk-in/Same Day Registration - $105.00

Other XPX Chapter Member Early Bird (through 5/12) - $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.  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.
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
BH
Bradley Hardy
Citizens Bank
DB
Dan Bubniak
EOS Implementer
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
CK
Chris Kinner
Osprey Equity
RJ
Roy Johnson
Touchstone Advisors
MP
Monika Piascik
Monika Bookkeeping Services LLC
ND
Nora Debellis
Key Bank
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino, LLP
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
LR
Larry Reinharz
Woodbridge International
JM
Jason Micalizzi
Woodbridge International
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
WM
William Murray
MPI
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
DL
Darlene Lee
ConnexMarkets
JL
Jason Liu
General Network
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
JC
Josh Carter
The Erdmann Group - Merrill Lynch
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
TN
Taylor Nissi
Pleasant Street Wealth Advisors
JD
John Dunn
JP Morgan Private Bank
SB
Steve Busby
Slate Point Partners
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
NC
Nathan Collins
Raymond James
DK
Donald Krier
Woodbridge International
DA
Dave Altman
Bernstein Global Wealth Management
ML
Mitch Lasky
Marcum Technology
BS
Barry Schwimmer
Petros CT Fund
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino, LLP
TI
Tom Iacono
Vision Search Partners
BB
Bill Bardini
Vision Search Partners
SC
Stefani Calvano-Schwartz
EOS Implementer
RK
Raj Kaji
JK
James Krouse
CliftonLarsonAllen