XPX Northern California: Management Incentive (Members Only)

Join us for an interactive panel discussing their experiences with Management Incentives along with roundtable discussions with peers and cross-industry specialists to capture experiences across their experiences and perspectives.

Our Speakers:

Brit Summerill
Partner
NOW CFO

Brit is a partner at NOW CFO and have worked for the company for more than 13 years providing his clients with CFO and Controller services for many public and private companies. His expertise includes accounting clean up, cash flow, financial analysis, dash boarding, M&A, clean-up, and financial reporting. Prior to working with NOW CFO, Brit was an auditor for a local CPA firm in Utah where he specialized in audits of FHA lenders and publicly traded companies. Brit also has a Masters as well as a Bachelor’s in accountancy from Weber State University.

Stephen Dobrow
Owner and President
Primark Benefits

Stephen Dobrow is the owner and President of Primark Benefits. With a career spanning six decades, Stephen is a respected thought leader in the retirement industry.

He has received numerous industry designations from retirement industry organizations. Stephen was the first-ever retirement practitioner to be licensed as an Enrolled Retirement Plan Agent (ERPA) by the IRS.

He has served as President of ASPPA and as Special Director of the American Academy of Actuaries. Stephen has also regularly testified in front of Congress and officials from the IRS, Department of Labor, and Treasury, advocating for policies that strengthen the retirement system.

Craig Martin
Co-Founder
Pawlawski Martin Leadership

Craig is a Turning Point Advisor and executive team strategist who prepares leadership teams for ownership transitions, private equity investments, and strategic exits. As co-founder, and co-architect of their High Achieving Teams Playbook, he works at the fulcrum of enterprise value, aligning executive teams around culture, clarity, and growth so that management incentives reinforce long-term performance rather than short-term optics.

Craig’s recent work includes preparing the management team of the corporate services arm of a global law firm for sale to an Asian private equity firm, with a specific focus on retaining “A players” through structured career pathways.

Agenda:

4:30 - 5:00 Networking
5:00 - 6:45 Panel and Table Discussions
6:45 - 7:00 Wrap up and Close

Registration Fees:

XPX Northern California Members: $0. There will be drinks and light hors d’oeuvres.

There is no charge for this event but registration is required for catering planning and building access.

This is a Members Only event.  If you are new to XPX and would like to be our guest please contact Adrian Bray: abray@consultstellar.com +1-415-690-9713

Please apply to become a member at:

https://my.exitplanningexchange.com/application/northern-california