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  • Exit Planning Exchange
Exit Planning Exchange
Apr
30

XPX Philadelphia - The Bottom-Line Boost: Mastering Expense Control

Details

Date & Time

Wed, Apr 30th, 2025 ⋅ 7:45am - 9:00am (EDT)

Location

BNY Wealth 1735 Market Street, 9th Floor, Philadelphia, PA 19103

Tickets

Non-members
$75.00
Non-Members Same Day/Walk-In
$85.00
Sponsor (CFO)
$0.00
XPX Chapter Network Member
$55.00
XPX Chapter Network Member Walk-In/Same Day Fee
$65.00
XPX Philadelphia Members
$0.00
Guests

Registrants

33 people attended
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
DD
WC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
+28

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

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

Coffee and bagels will be provided.


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 event host sponsor:


========================================


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
DD
David Demuth
CFO Consulting Partners, LLC
WC
William Cornelius
M&T Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
AF
Andrew Flogel
Northern Trust
Rocco Perate of Meridian Bank is a member of XPX Philadelphia
Rocco Perate
Meridian Bank
TP
Theodore Passyn
BNY Mellon
Mark Standring of Wells Fargo is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
JC
John Cooney
Centri Business Consulting, LLC
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Mike Creighton
Evolution Financial Group
AK
Ardita Koka
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
HJ
Heather Johnston
Maximus Partners, LLC
RP
Ryan Pierce
Blue Highway Growth Capital
GS
Greg Smith
Attolon Partners
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
JR
Jr Raebiger
Key Private Bank
RT
Rahwa Teklai
Key Private Bank
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
DW
David Wietlisbach
Haverford Trust Company
RB
Robert Bermon
MK
Matthew Kantor
Stout
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
FL
Frederick Larcombe
CFO Consulting Partners
JS
Jeremy Schafer
Riverview Capital Group
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
DM
Dominic Mesko
Armanino Advisory LLC
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
IK
Ish Khan
Monarch Professional Services Group