XPX Greater Boston 2022 Summit Schedule
“Navigating Unprecedented Times”
Nutter McClennen & Fish LLP
155 Seaport Boulevard, Boston Wednesday, March 9th, 2022
Keynote Speaker: Terry Sylvester Charron
Thriving in the Age of Covid
Best Practices in Talent and Organizational Changes
Running an Efficient and Scalable Business
Closing Speaker: Derek Harris
12:30 – 1:00 Register & Network
1:00 – 2:00 Keynote Speaker Terry Sylvester Charron, Senior Director for BNY Mellon Wealth Management’s Family Wealth Investment Advisor group in the New England region
2:00 – 3:00 Panel Thriving in the Age of Covid
Moderator: Shannon Zollo, Nutter McClennen & Fish LLP, Partner, Chair ‑ M&A/PE Practice Group
Panelists: Drew Boyle, Co-President, Boyle Transportation Vice Chair, American Trucking Associations
Patrick Flanagan, CEO, Veristat
Garren Hilow, Chief Business Officer, Abveris (virtual)
Tracey Mullen, CEO, Abveris
3:00 – 4:00 Panel Best Practices in Talent and Organizational Change
Moderator: Gabrielle Jenkins, Co-Founder Waypoint Growth Advisors
Panelists: Amy Higgins, Chief Human Resources Officer at Alert Innovation
Karen Walker Beecher, Strategic Advisor and Fractional COO
Elysa Walk, Chief Business Officer Burton Snowboards
4:00 – 5:00 Panel Running an Efficient and Scalable Business
Moderator: Derek Mohamed, Managing Director, Mohamed-Merola Merrill Lynch
Panelists: Ty Field, Executive Chairman, XanEdu, Inc.
Tim Brown, Former CFO, Motus
Scott Cornell – Founder of SilverCloud Inc.
Eric Crews – President & Founder of Crews Consulting Group, President &
Founder of CE Painting, President & Founder of Collegiate Entrepreneurs Inc.
5:00 – 6:00 Closing Speaker Derek Harris, Managing Director and Head, Global Wealth Management Portfolio and Investment Strategy for Global Research Bank of America
6:00 – 7:00 Networking Reception
In unprecedented times, Customers, Culture and Competition are still the areas for private businesses to focus on, especially in preparation for growth, legacy, and transfer. The many issues of the pandemic including employment, supply chain, inflation, government policy and economic issues contribute to the ever-changing dynamic putting heavy pressure on successful transactions. XPX Greater Boston is here with our annual pinnacle event, Summit 2022, on March 9th at Nutter Law in Boston to provide the guidance needed to navigate these dynamics using the experience of the professionals and, more importantly, the business owners who have and are successfully moving forward through these challenges.
“Our plan at this time is to host a safe, in-person event. This is an ideal way to share the collective knowledge of the exit planning community in Greater Boston. We look forward to a dynamic program that will cover the current challenges in the private business market and provide attendees with information to help them navigate these unprecedented times to move through these challenges, ultimately leading to successful business transitions.”
Registration Fees:
(1) XPX Greater Board/ Committee / Annual Sponsor – $125.00*
***Contact angie@exitplanningexchange.com to get your promo code***
(2) SUMMIT SPONSORS, Contact angie@exitplanningexchange.com to sign up and register your table guest(s), if applicable.
(3) XPX Greater Boston Member in good standing – $150.00
(4) Non-Members – $175.00
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
Contact: Clark Merrill - Email: clark.merrill@dalecarnegie.com
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.
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.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
Conntact: Jae Erdekian, Email: JAErdekian@bdo.com
Annual Sponsors
Gold
Silver
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.
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
A business is planning a significant transition.
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.
Experienced commercial banking professional providing thoughtful senior debt solutions to help business owners and investors enact their growth strategy with a committed partner.
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
Bronze
You or a client needs experienced deal counsel for middle market transactions.
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.