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  • Exit Planning Exchange
Exit Planning Exchange
Apr
24

XPX Philadelphia Bucks & Montgomery County -The Bottom-Line Boost: Mastering Expense Control

Details

Date & Time

Thu, Apr 24th, 2025 ⋅ 7:45am - 9:00am (EDT)

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
Sponsor (CFO)
$0.00
XPX Chapter Network Members
$55.00
XPX Chapter Network Members Walk-In/Same Day Fee
$65.00
XPX Philadelphia Members
$0.00
Guests

Registrants

31 people attended
TR
Wade Rice of Citizens Bank is a member of XPX Philadelphia
DB
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
+26

Join Us for Our Monthly XPX Meeting!

Ready for an Engaging Session on Strategic Cost Management?

At April's XPX meeting, we'll explore powerful strategies that drive business value through innovative cost management. Through interactive case study discussions, discover proven approaches to project cost control systems, workflow optimization, and strategic vendor management that boost profitability without workforce reduction. Our focus: creating sustainable cost improvements that enhance operations, organizational effectiveness, and profitability.

Join your fellow XPX advisors and guests for this dynamic session of collaborative problem-solving and emerge with actionable strategies to enhance your clients' financial and valuation. Bring your challenges and insights as we share proven solutions that create lasting impact.

Click here to read the case study in preparation for the event.


Our Speakers:


Bob Molony

Consulting Partner
The ERA Group

Bob helps identify innovative solutions to cut operating costs without layoffs with direct impact on the bottom line | Expense Reduction | Business Consulting and Systems | Trusted Advisor | Cost Management | Strategy



David DeMuth
Co-Founder & Senior Managing Director
CFO Consulting Partners

David is a seasoned financial executive in the tri-state area. He co-founded CFO Consulting Partners LLC in 2006 and has global responsibility for technology, real estate, manufacturing, healthcare and insurance clients, providing CFO suite services focused on strategic planning, merger/acquisitions and risk management.  Specialties: Certified Public Accountant, Chartered Global Management Accountant.

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!

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

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.
TR
Ty Rohrbach
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
DB
Doug Bloom
DAB VENTURES, INC.
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
PA
Paul Avery
Meridian Bank
Mark Carlton of Compass Point is a member of XPX Philadelphia
Mark Carlton
Compass Point
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
BB
Blake Becker
Engle Hambright & Davies
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners, LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
JP
Jeff Pugh
Fulton Bank
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
ESSA Bank & Trust
MK
Matthew Kelly
RK
Rich Kelly
RC Kelly Law Associates, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Gregory Caruso of Art of Business Valuation / Harvest Business is a member of XPX Philadelphia
Gregory Caruso
Art of Business Valuation / Harvest Business
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
FL
Frederick Larcombe
CFO Consulting Partners
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
David Simon of 1792 Wealth Advisors is a member of XPX Philadelphia
David Simon
1792 Wealth Advisors
TB
Thomas Bayer
The Haverford Trust Company
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
MC
Michael Carpino
FCCB
AS
Andrew Sipe
EHD Insurance