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  • Exit Planning Exchange
Exit Planning Exchange
Mar
06

XPX Long Island - AI Empowerment Vs. Replacement

Details

Date & Time

Fri, Mar 6th, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

CBIZ | 68 South Service Road | Suite 300 | Melville, NY 11747

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 3/3)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 3/3)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

38 people attended
SB
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
JH
DB
MS
+33

Join us for a conversation on the evolution from ‘Artificial’ Intelligence to Automated and Augmented Intelligence - where human judgment and machine precision come together to reshape the M&A and exit planning landscape.

Our Panel:


Daniel Beer

CEO
Trusted.Associates

Daniel Beer is the founder of Trusted.Associates, an ecosystem built on the belief that technology should strengthen people, not just systems. A business technology executive with 30 years of international experience, Daniel has led platform builds, cybersecurity programs, ERP and CRM transformations, and operational redesign across mid-market organizations. He works at the intersection of strategy, infrastructure, and human alignment — helping leaders gain clarity, reduce risk, and build resilient foundations for growth. Guided by the W-5 principle that everybody involved should feel they’re benefiting, Daniel focuses on long-term partnerships that create measurable business outcomes while advancing collective progress.



Jennifer Herbst

Head of BD and Partnerships
Trusted.Associates

Jennifer Herbst is the Head of Business Development and Partnerships at Freeman Clarke, a Trusted.Associates company. They provide experienced fractional CIOs, CTOs, and CISOs who help mid-market organizations use technology as a strategic driver of growth, security, and innovation. Jennifer focuses on building strategic partnerships and connecting business leaders with the right expertise to navigate digital transformation and operational complexity. She also supports companies and investors through M&A, from technical due diligence to post-transaction integration. Through the broader Trusted.Associates ecosystem, we bring together complementary capabilities to help companies scale, manage risk, and unlock measurable value through stronger technology leadership.



Michael Silva

Founder and CEO
Emely AI

Michael J. Silva is a Cybersecurity, IT, and AI expert with 24+ years of experience. Currently, he is Founder and CEO of the vCISO firm ArchonOne (2010) and the Ultra-Secure Artificial Intelligence firm Emely AI (2023). He holds a B.S. from RPI and an M.S. in Cybersecurity (4.0 GPA, Summa Cum Laude) from Northeastern University. A recognized Top Cisco Instructor, he built two Cisco Networking Academies and taught over 1,100 students across 50+ university courses as an Adjunct Professor at NYIT. Michael is a CISSP, TEDx speaker, Eagle Scout, 3rd Dan TaeKwonDo Black Belt, and father of five boys.



Rachel Sinensky

PHR
The HR Desk

Rachel Sinensky is an HR leader with over 20 years of experience across big law, private equity, and supply chain logistics. She currently provides fractional HR support in her role as Sr. HR Consultant at The HR Desk. She has built HR and payroll departments from the ground up, implementing HRIS, payroll, ATS, and performance management systems for organizations from 100 to 3,000+ employees. Rachel brings hands-on M&A experience, leading HR due diligence and post-acquisition employee integration. She specializes in compliance, employee engagement, retention, and benefits strategy. Rachel is PHR certified and holds a Human Capital Management Certificate (SPS) from NYU.

Registration Fees:

Long Island & Tri-State Members in good standing are complimentary.  Registration is required for venue security access and so we have an accurate headcount for catering planning.

 XPX Chapter Network Members Early Bird (through 3/3) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 3/3) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

Breakfast will be served.


BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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:

CBIZ


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


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
SB
Scott Berfas
Newmark
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
William Gartland
Bond, Schoeneck & King, PLLC
JH
Jennifer Herbst
Trusted Associates
DB
Daniel Beer
Trusted Associates
MS
Michael Silva
Emely AI
RS
Rachel Sinensky
The HR Desk
DO
Dan Oliver
NEWMARK
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Av Sinensky
Falcon Rappaport & Berkman LLP
BF
Brigitte Ferrada
STETSON DEVELOPMENT LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
GK
Gary Kane
Corporate Fuel
JG
Jeffrey Gallo
Bradley & Parker
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
SM
Shupto Mahbub
MatrixMindz Financial Consultants
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
Louis Bernardi
BritePath aka Group Planners Inc
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
MB
Mark Basile
Exit Factor
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
GW
Greg Wozniak
CBIZ Advisors
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
CS
Christopher Santoli
JPMorgan
PS
Patricia Santoli
JP Morgan
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
AC
Allan Cohen
Nixon Peabody
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
NS
Nayeem Sayed
ERA Group
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors