Schedule
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
Summit Venue Host
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.
Summit Sponsors



You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.






Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com



You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Annual Sponsors
Gold



Silver



A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.



A business is planning a significant transition.



You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.



When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.



When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition



You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
Bronze



We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.



Your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.






You or a client needs experienced deal counsel for middle market transactions.


