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  • Exit Planning Exchange
Exit Planning Exchange
Apr
25

XPX Philadelphia Bucks & Montgomery County Meeting - Spring into Action: Planting Seeds of Success in People Planning

Details

Date & Time

Thu, Apr 25th, 2024 ⋅ 7:45am - 9:15am (EST)

Location

Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street.

Tickets

Non-members
$75.00
Non-Members Same Day/Walk-In
$85.00
Other XPX Chapter Members
$55.00
Other XPX Chapter Members Walk-In/Same Day Fee
$65.00
Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

25 people attended
LQ
JW
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
AF
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
+20

Join us as we continue our case study and examine core human resources issues that come up in selling a business – identifying key personnel, timing the announcement to staff, non-competes, employee retention after the sale, benefits issues, and more.

Our Speakers:



Laura Kellers Queen, Ed. D.

Laura Queen is an accomplished executive with more than 25 years of experience across a variety of disciplines including human resources, mergers and acquisitions and administrative operations. She has quite literally changed the language within these arenas to better reflect and quantify the role and impact of the workforce on corporate performance. Her book, People Economics: Defining and Measuring the True Value of Human Capital is widely regarded as a provocative and essential business resource. She holds an EdD in Human and Organization Learning from George Washington University, and an MSA in HR Administration from West Chester University of Pennsylvania.


Jason A. Wood

Jason has extensive experience in HR technology and solutions and Lean Six Sigma, as well as a deep understanding of business operations across industries and an “anything is possible” mindset. With over 20 years of experience, he has held worked in a broad array of roles–from project management to systems design and implementation, business development and sales, due diligence and functional leadership. He holds graduate accreditation from Lehigh University and a BS from Penn State University.


Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

Other XPX Chapter Members: $55.00
Other XPX Chapter Members Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Registration includes bagels & coffee.


MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your 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.


Thank you to our Venue Host: 
Antheil Maslow & MacMinn


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
LQ
Laura Ed.d. Queen
SolomonEdwards Group
JW
Jason Wood
SolomonEdwards Group
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
AF
Andrew Flogel
JP Morgan Private Bank
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
DB
Doug Bloom
DAB VENTURES, INC.
PA
Paul Avery
Meridian Bank
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
CF
Chris Freddo
Truist
CS
Cheyenne Sweeney
Compass Point Consulting
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Jennifer Young of VisionSpark is a member of XPX Philadelphia
Jennifer Young
VisionSpark
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
TE
Terry Ellis
StrateZone, Inc.
Mark Carlton of Compass Point is a member of XPX Philadelphia
Mark Carlton
Compass Point
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent Business Life Insurance Planner
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Mark Lund of UpLift Profits is a member of XPX New Jersey
Mark Lund
UpLift Profits
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
LV
Liz Vibber
Bee Bergvall & Co CPA's
RB
Ray Babik
Fulton Bank