XPX Greater Boston 2023 Summit
XPX Greater Boston 2023 Summit
“Turning Headwinds into Tailwinds”
Nutter, the Seaport
March 14, 2023
Register & Network
8:00 – 9:00 am
9:00 – 10:00 am Keynote Speaker – Creating Business value During Economic Uncertainty
Dan Tyre, Executive, HubSpot
10:00 – 10:30 am Networking Break
10:30 – 11:30 am Keeping Your Money After the Deal Is Done: Planning for Post-Closing Disputes
- Moderated by Josh French, Partner | Nutter McClennen & Fish, LLP
- Panelists Include:
- Aaron Naisbitt, Managing Director | Dunn Rush & Co.
- Amanda Jackson, Managing Director, U.S. Eastern Region / Europe, Business Development | SRS Acquiom
- Igor Sereda, General Manager | Tempo Software
- Jack Bradley, Managing Director | Capstone Partners Financial Advisory Services
11:30 – 11:45 am Quick Break
11:45- 1:00 pm Lunch and Workplace Culture – A Tailwind for Growth
- Moderated by Bill Rodgers, Attorney at Law | Tarlow, Breed, Hart & Rodgers, P.C.
- Panelists Include:
- Bob Delhome, Founder & President | Charter Contracting Company, LLC
- Katie Johnston, Write & Editor | Boston Globe
- Libby Linpinsk, Vice President, Human Resources | Charter Contracting Company, LLC
1:00 – 1:15 pm Quick Break
1:15 – 2:15 pm Onward and Upward: From Surviving to Thriving in Challenging Times
- Moderated by Derek Mohamed, Managing Director, Wealth Manager | First Republic Private Wealth Management
- Panelists Include:
- Altaf Shaikh, Founder and CEO | ListEngage
- Lee Senderov, Chief Marketing & Digital Officer| Foundation Partners Group
- James Higgins, Founding Partner | Chenmark
2:15 – 3:00 pm Networking Break
3:00 – 4:00 pm Closing Speaker – Skillfully Navigating Wealth Pre & Post Liquidity Events
Stacy Allred, Senior Managing Director & Head of Family Engagement | First Republic Investment Management
4:00 – 6:00 pm Networking Reception
REGISTRATION FEES:
(1) XPX Greater Boston Board/ Committee / Annual Sponsor – $125.00*
***Contact angie@exitplanningexchange.com to get your promo code***
(2) SUMMIT SPONSORS & Table Patrons, Contact angie@exitplanningexchange.com to sign up and register your table guest(s), if applicable.
(3) XPX Greater Boston Chapter Members in good standing – $150.00
(4) XPX Greater Boston Emerging Professionals in good standing – $125.00
(5) Other XPX Chapter Members – $165.00
(6) Non-Members – $175.00
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early.Skillfully Navigating Wealth Pre & Post Liquidity Eventst
Tuesday
14
Register & Network
Keynote Speaker – Creating Business value During Economic Uncertainty
Dan Tyre, Executive, HubSpot
Networking Break
Keeping Your Money After the Deal Is Done: Planning for Post-Closing Disputes
Moderated by:
Josh French, Partner | Nutter McClennen & Fish, LLP
Panelists Include:
Aaron Naisbitt, Managing Director | Dunn Rush & Co.
Amanda Jackson, Managing Director, U.S. Eastern Region / Europe, Business Development | SRS Acquiom
Igor Sereda, General Manager | Tempo Software
Jack Bradley, Managing Director | Capstone Partners Financial Advisory Services
Quick Break
Lunch and Workplace Culture – A Tailwind for Growth
Moderated by:
Bill Rodgers, Attorney at Law | Tarlow, Breed, Hart & Rodgers, P.C.
Panelists Include:
Bob Delhome, Founder & President | Charter Contracting Company, LLC
Katie Johnston, Write & Editor | Boston Globe
Libby Linpinsk, Vice President, Human Resources | Charter Contracting Company, LLC
Quick Break
Onward and Upward: From Surviving to Thriving in Challenging Times
Moderated by:
Derek Mohamed, Managing Director, Wealth Manager | First Republic Private Wealth Management
Panelists Include:
Altaf Shaikh, Founder and CEO | ListEngage
Lee Senderov, Chief Marketing & Digital Officer| Foundation Partners Group
James Higgins, Founding Partner | Chenmark LLC
Networking Break
Closing Speaker – Skillfully Navigating Wealth Pre & Post Liquidity Events
Stacy Allred, Senior Managing Director & Head of Family Engagement | First Republic Investment Management
Networking Reception
Tickets & Registration
-
XPX Greater Boston Board/ Committee / Annual Sponsor * $125.00
Contact angie@exitplanningexchange.com to get your promo code
-
Summit Sponsors & Table Patrons Contact
Contact angie@exitplanningexchange.com to sign up and register your table guest(s), if applicable.
-
XPX Greater Boston Chapter Members $150.00
Members in good standing.
-
XPX Greater Boston Emerging Professionals $125.00
Members in good standing.
-
Other XPX Chapter Members $165.00
-
Non-members $175.00
*Contact angie@exitplanningexchange.com to get your promo code.
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early. Skillfully Navigating Wealth Pre & Post Liquidity Events
Summit Venue Host

You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
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Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com



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