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  • Exit Planning Exchange
Exit Planning Exchange
Mar
10

XPX Chicago: Show Me the Money: Proven Ways for Companies to Increase Profit

Details

Date & Time

Tue, Mar 10th, 2026 â‹… 7:30am - 9:00am (CDT)

Location

Land & Lake Restaurant - Rosemont | 6600 Mannheim Rd. | Rosemont, IL 60018

Tickets

Chicago XPX Members
$40.00
Chicago XPX Members Same Day Fee
$50.00
Non Members
$70.00
Non Members Same Day Fee
$80.00
XPX Chapter Network Members
$65.00
XPX Chapter Network Members Same Day
$75.00
Guests

Registrants

25 people attended
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Obendorf of Steward Advisors, LLC is a member of XPX Chicago
Virginia McGann of Integrated Back Office Solutions is a member of XPX Chicago
AK
NN
+20

Every company wants ways to increase profits. How do they charge customers the right price for goods and services, while also finding ways to minimize the cost required to do so? Come hear three professionals discuss ways their firms work with companies to: (1) help them profitably price their offerings; (2) find ways to reduce overhead expenses; and (3) incorporate usable technology to improve operations.

Moderator & Panelist:



David Bogetz

Burnham Capital Partners, LLC
Strategic/Operations Consultant

David helps business owners maximize the equity value of their companies by reviewing strategy, culture, operations, and financial performance, and then turning those insights into clear, actionable plans. He guides clients through the changes needed to improve culture, drive results, and prepare for growth and/or a successful exit. Drawing on experience in venture capital, private equity, commercial banking, investment banking, and as an owner-operator, David brings practical, investor-level insight to every engagement.


Panelist:


Brian Berglund

5 Point Solutions
IT Executive

Brian is a seasoned IT executive with over 25 years of experience helping businesses simplify technology and improve performance. As CEO of 5 Point Solutions, a managed service provider, he leads his team in delivering practical, results-oriented solutions that enable clients to focus on their core business—not their IT. Through 5 Point Solutions, Brian continues his mission to help organizations use technology to increase efficiency, gain valuable insights, and scale for growth.


Panelist:


Neil Schwan
Schooley Mitchell

Expense Reduction Consultant

Neil helps businesses increase profits by reducing everyday operating costs with zero risk. His team works on a contingency basis, analyzing bills and vendor contracts to uncover overcharges and secure lower rates across areas like telecom, merchant services, waste, shipping, fuel, and uniforms. Schooley Mitchell makes sure those savings last, giving business owners peace of mind and more time to focus on growth.


Registration Fees:

XPX Chicago Members: $40
XPX Chicago Members Same Day: $50

XPX Chapter Network Members: $65
XPX Chapter Network Members Same Day: $75

Non-Members: $70
Non-Members Same Day: $80

Food and beverages are included.  Pre-registration online is a must for catering planning.

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 or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Tim Obendorf of Steward Advisors, LLC is a member of XPX Chicago
Tim Obendorf
Steward Advisors, LLC
Virginia McGann of Integrated Back Office Solutions is a member of XPX Chicago
Virginia McGann
Integrated Back Office Solutions
AK
Allen Kutchins
Aprio
NN
Nick Niemi
Sebold Capital Management
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
PivotPoint Company
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Transworld Business Advisors
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
BB
Brian Berglund
Armarius Software
NS
Neil Schwan
Schooley Mitchell
CS
Carlos Sava
Clifton & Co.
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
PA
Patti Anderson
First National Bank Small Business Finance
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
SR
Srbo Radisavljevic
Aprio Wealth Management
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert (bob) Happ
5-Point Solutions - Software & IT Services
KH
Kevin Halpin
Newport
RA
Ryan Anderson
Morgan Stanley
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Pete Cooper
B10 Capital and B10 Energy
CW
Carsten Wieske
Kaskov Valuations, Inc.
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
LA
Luis Alba
Huntington National Bank