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  • Exit Planning Exchange
Exit Planning Exchange
Sep
12

XPX DC Metro -Conscious, Capable, and Ready to Contribute: How Employee Development Can Become the Highest Form of Social Contribution

Details

Date & Time

Thu, Sep 12th, 2024 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club 7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
XPX Chapter Network Member
$45.00
XPX Chapter Network Member Same Day/Walk-In Fee
$55.00
Guests

Registrants

34 people attended
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Michael Metz of FNB is a member of XPX DC Metro
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
+29

It is often said that people are a company’s most valuable resource……but, in practice, this does not always seem to be reality……. What if companies made developing their people's capabilities core to their mission? And what if equipping people with the intellectual, emotional, and social capabilities they need to thrive and contribute in the world was a recognized and incentivized form of social contribution? Leadership experts Ed Offterdinger and Catherine Allen, co-founders of AO People Partners, know from years of professional experience that higher profits, happy, engaged, and productive employees, better relationships away from work, and a better world are a result when companies put development at the center of their strategy.

Please join us as Ed and Catherine share with us how to transform a company’s culture andyour workforce into a happy and highly productive group ready to make huge contributions to your organization, community, and the world.

Speakers:


Catherine Allen

Co-Founder & Chief Impact Officer
AO People Partners

Catherine Allen is Co-founder and Chief Impact Officer of AO People Partners, a Leadership Development and Culture Transformation firm dedicated to inspiring and supporting the conscious practice of people development in the workplace. Catherine specializes in helping executive leaders and teams Own, Model and Drive business and people development integration in their organizations. Skilled in conflict resolution, communications, business strategy and change management, Catherine has a 30-year track record in organizational leadership and management consulting helping executive leaders and their teams design strategies and work through the messy human realities of organizational life. Catherine holds an M.S. in Conflict Analysis and Resolution from George Mason University and is a board- certified professional coach.


Ed Offterdinger

Co-Founder and Chairman
AO People Partners

Ed Offterdinger is passionate about helping CEOs, executives and leadership teams shift their mindsets, perspectives, and practices to do what’s best for their people, their businesses and society. Ed is a purpose-driven, trusted confidant and thinking partner with a calm and supportive demeanor. Ed’s work is rooted in data and inspired by stories. He draws on his many years of business and leadership experience in corporate and non-profit settings to help clients improve their leadership skills and plan for their futures. His roles have included Executive Managing Partner of Baker Tilly Virchow Krause, LLP and CEO of Beers & Cutler. Ed is the co-author of a book with Catherine Allen titled, Conscious, Capable, and Ready to Contribute: A Fable–How Employee Development Can Become the Highest Form of Social Contribution.

AGENDA: 

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

REGISTRATION FEES:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC 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.  

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
BS
Bonnie Sewell
Dakota Wealth Management
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
BM
Broderick Mullins
Dakota Wealth Management
EO
Ed Offterdinger
AO People Partners
CA
Catherine Allen
AO People Partners
BC
Brent Chism
Traction Insights
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
AAB Consulting Services LLC
SB
Steve Barber
Supporting Strategies
RC
Ryan Cooley
Lyceum Insurance
MW
Matt Whitaker
Quantive Financial Advisors
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
CV
Claire Voorhees
Chevy Chase Trust
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
CF
Carlos Fuentes
Value Assist Capital
CG
Charles Goodrich
Goodrich & Associates, LLC
Daya Naef of The Success Partner is a member of XPX DC Metro
Daya Naef
The Success Partner
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
HP
Hans Ploeg
Epic Brokers
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
SG
Stephanie Gumm
Horizon Advisory Group
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
PP
Paulina Proper
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
TM
Tara Marino
CohnReznick
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James