XPX Atlanta - The Real Deal on Risk Management

The Real Deal on Risk Management
Understanding and addressing key issues that can tank a business sale

Heads up, Trusted Advisors. Tough times ahead for our private business owner clients, especially those heading toward an exit in the next few years. One key issue you simply cannot commit an unforced error on is risk management.

Join us at XPX Atlanta's August program, as we go deep on this critical exit-focused subject.

We'll present and discuss important, fundamental risk management learning for trusted advisors:

• Commercial insurance - The many different angles of insurance - from commercial insurance to the pros and pitfalls of Captive Insurance
• Cybersecurity - What are simplest cybersecurity measures every owner should do?
• Legal contracts and IP protection - What are the most common failures related to legal contracts due to improper planning

MODERATOR

Peter Stewart
Director
BNY Mellon

Peter Stewart is a Director for BNY Wealth. In this role, he works directly with business owner clients to address their investment, banking, and overall lending needs. He has been with the firm for 17 years in a variety of capacities.

Peter received his MBA with a concentration in finance from Georgia State University, completed the University of Georgia’s CFP program and has his bachelor’s from the University of Vermont. In his free time, he enjoys spending time with his family, golfing, fishing, hiking, and just about any activity outdoors. He and his wife Catherine have 3 kids under 8.

PANELISTS

Joseph M. English
Partner
Taylor English Duma, LLP

Joe works with his clients to provide practical and cost-effective business solutions to employment law issues. Joe has earned a reputation as a trusted counselor, providing day-to-day advice on general employment-related matters, including risk management and preventative practices. He is an effective advocate for management, regularly defending employers in employment litigation and arbitration cases.  Joe enjoys working with early-stage and fast-growth companies helping entrepreneurs grow their businesses while developing best practices and legal safeguards in employment and related areas. He regularly partners with and assists more established employers to remain legally compliant despite the ever-changing laws and regulations.

Dmitriy Teplinskiy
Managing Partner
AlphaCIS - Atlanta IT Consulting & Managed Services

Dmitriy has worked in IT for 15 years, consulting with business owners across diverse industries including accounting and finance, manufacturing, automotive and boating, retail, and many others. He has deep expertise in Networking and Cybersecurity, with a focus on empowering small businesses to leverage technology effectively to achieve their business goals.  AlphaCIS provides managed IT services to businesses looking for a technology partner to help them streamline their business and increase security.

Caleb Greene
Principal Owner
Evergreen Insurance Solutions

Caleb has been in the insurance world since 2014 and has learned from some of the greatest mentors in the business. He started Evergreen Insurance Solutions in 2020, because he wanted to create an agency that works on behalf of its clients but is also a place for agents to feel a part of a larger family with the support needed to be successful.  Evergreen Insurance Solutions is a full-service Insurance Agency built on the foundation of customer loyalty and trust. The goal is to develop long-term relationships with their clients to provide support and guidance throughout their life.

AGENDA:

11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program

REGISTRATION FEES:  

Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00 
Sponsor Guest $0.00
Drawing winner $0.00

Non-Member $50.00  
Non-Member Same Day Registration Fee - $60.00
Other Chapter XPX Member - $40.00  
Other Chapter XPX Member Same Day Registration Fee - $50.00

TiE Member: $40.00 
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)

Guests may self-park or valet, either way it is included in the fee.

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.

Other upcoming events, click on the link below for information and to sign up.

• https://www.exitplanningexchange.com/atlanta/events/