• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
17

XPX Philadelphia - Building the Financial Foundation: From Good to GAAP

Details

Date & Time

Wed, Sep 17th, 2025 ⋅ 12:00pm - 1:15pm (EST)

Location

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

Tickets

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

Registrants

24 people attended
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
HJ
DW
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
+19

This program guides participants through the exciting transformation from current financial reporting practices to full GAAP compliance. It provides hands-on insight into implementing robust systems and internal controls, equipping you with the tools and confidence to navigate regulatory requirements, streamline reporting, and elevate financial transparency.

Our Speaker:


Steve Staugaitis

Director, Small Business Advisory
Kreischer Miller

Steve is the Director-In-Charge of Kreischer Miller’s Small Business Advisory practice, which provides integrated accounting, tax, and advisory services to privately-held companies. He also leads the firm’s Family Business practice. Steve’s wide range of experience providing accounting, tax, and business advisory services, enables him to serve as a key advisor to his clients. He works in a variety of industries representative of the greater Philadelphia region. As a trusted advisor, Steve helps companies analyze their financial position, assist with acquisition opportunities, evaluate and structure transition plans, completes business valuations, and provides insight into company buy-sell agreements. 


Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for building security access and 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

Food and beverages 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.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.



Thank you to our event host sponsor:


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


Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
HJ
Heather Johnston
Maximus Partners, LLC
DW
David Wietlisbach
Haverford Trust Company
Mike Creighton of Evolution Financial Group is a member of XPX Philadelphia
Mike Creighton
Evolution Financial Group
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
CS
Connor Sands
Open Road Capital Advisors
JP
Jacob Peifer
Open Road Capital Advisors
SS
Steve Staugaitis
Kreischer Miller
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
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
TP
Theodore Passyn
BNY Mellon
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
DD
David Demuth
CFO Consulting Partners LLC
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
GS
Greg Smith
Attolon Partners
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
MC
Mitch Codkind
FocusCFO
DG
David Gaynor
Marshall & Stevens Incorporated
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
AW
Ashleigh Wilson
CLM Advisors
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life