Name: XPX Next 2024
Start: 2024-07-23T12:00:00-04:00
End: 2024-07-23T17:00:00-04:00

Jul

Details

Date & Time

Tue, Jul 23rd, 2024 ⋅ 12:00pm - 5:00pm (EDT)

Location

Virtual, Swapcard login info sent prior to the event

Tickets

Members

$65.00

Non-members

$85.00

XPX Guest

$0.00

XPX Next 2024 Sponsor Guest

$45.00

Guests

Registrants

172 people attended

+167

Get ready to unlock the future of the industry at XPX Next 2024 - our national conference that's set to redefine the game! This half-day virtual program will blend the best of trade shows, networking and informative panel discussions. Featuring both industry leaders and tool providers, you'll leave with insights and resources to help you navigate the complexities of exit planning with confidence and success. Throughout the event, you'll also have the opportunity to connect with fellow advisors at our networking roundtables.

As an added bonus, we're excited to have Trivest as our title sponsor with Jamie Elias and Amir Mirheydar, Managing Partners of the Trivest Growth Investment Fund to kick off the event with a keynote on the state of private equity and M&A.

To enhance our guest experience this year, XPX Next 2024 will be powered by Swapcard (pictured below), a cutting-edge event technology platform that offers a seamless networking experience for fellow attendees before, during and after the event. Networking is amplified between attendees, with connections that can last year-round for XPX members.

XPX NEXT 2024 SCHEDULE (ALL TIMES EDT)

11:45 am - 12:00 pm Open platform and Swapcard tutorial

12:00 - 12:35 pm Networking Roundtables

12:35 pm Welcome and program introduction

12:40 - 1:30 pm Fundamentals of Non-control Private Equity Investment: keynotes, Jamie Elias, Managing Partner and Amir Mirheydar, Partner of Trivest Growth Investment Fund and Laura Liss, Franchise & Corporate Attorney at Liss & Lamar, P.C. (Moderator)

1:30 - 1:35pm 5 Minutes to Connect with Jamie, Amir and Other Attendees on Swapcard

1:35 pm - 2:10 pm Panel discussion on Managing for Value: Tom Bixby, CEO of EvaluSys, Jacob Leise, Senior Director of Marketing at BizEquity, Chris Goade, Founder of 360 Consulting; Stuart Welsh, President of EGT Advisors; and Maria Forbes, President of Firepower Business Catalyst (Moderator)

2:10 - 2:15 pm 5 minutes to Connect with Tom, Jacob, Chris, Stuart and Other Attendees on Swapcard

2:15 - 2:50 pm 5 Approaches to Get an Owner to Talk Exit: Laura Ferguson, Senior VP, Partnerships and Enterprise Sales, The ValueBuilder System and Ray Croff, CEO of Mobius Financial Advisors (Moderator)

2:50 - 2:55 pm 5 minutes to Connect with Laura and Other Attendees on Swapcard

2:55 - 3:30 pm Panel discussion on the State of the Lending Markets: Martin Anderson, Senior VP of Webster Bank; Sean-Tamba Matthews, Attorney at SES ESOP Strategies; Michelle Orr, VP of Live Oak Bank; and David Poulin, Senior VP of RBC Wealth Management (Moderator)

3:30 - 3:35 pm 5 Minutes to Connect with Martin, Michelle, Sean-Tamba and Other Attendees on Swapcard

3:35 - 4:10 pm State of the Exit Planning Industry: John Leonetti, President & CEO, IEPA-International Exit Planning Association and Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors (Moderator)

4:10 - 4:15 pm 5 Minutes to Connect with John and Other Attendees on Swapcard

4:15 - 4:55 pm Networking Roundtables

4:55 pm - 5:00 pm Closing remarks and unveiling of our new XPX Advisor Resource Center - don't miss to learn about this exciting addition to the XPX community!

Stay tuned for special announcements and updates that will make your XPX Next 2024 experience truly unforgettable! In the meantime, mark your calendars, spread the word, and get ready to ignite your passion for innovation and collaboration at XPX Next 2024!

Reserve your spot today and be part of the revolution!

REGISTRATION FEES

XPX Members $65
Non-members $85

Thank you to all of our event sponsors!

TITLE SPONSOR

GOLD SPONSORS

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XPX Next 2024

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