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