A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

CBIZ Health Care Survey Shows Employers Prioritize Recruiting and Retaining Talent in Hot Job Market Survey also finds employers are prioritizing stemming the rising costs of medical plans and the inclusion of mental healthcare services Business Wire CLEVELAND — March 15, 2023 CBIZ (NYSE: CBZ), a leading national provider of insurance, financial and advisory services,…

The economic rebound has made the competition for skilled, technical professionals more challenging. A May 2021 report from Robert Half stated that 93% of companies are struggling to find skilled staff—meanwhile, current conditions for business growth and transformation can’t be missed. In finance, talent shortages have been no small challenge for today’s CFO. Dynamic companies…

Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…

Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these transactions happen in a more condensed time frame than ever, all parties are rushed to perform proper due diligence. Don’t let a merger or acquisition void your insurance coverage, The following…

When a new leader takes the helm, their decisions and maneuvers can cause a ripple effect that can be felt throughout your organization – especially regarding technological infrastructure. Even the most minute change can affect the delicate balance of technology within your organization and impact your control environment. During a leadership transition, CFOs have an…

Gershon Morgulis – Partner Shelby Jackson – Marketing Associate   Revenue is up! But you have less cash than ever. Why is that? We’ll be covering the top 7 reasons why, like many other businesses, you might have no cash despite revenue being up. Then we’ll discuss important things to consider as you build your…

Cyberattacks are becoming more frequent and sophisticated, making a recovery from them increasingly difficult. Without preparation, a cyberattack can be devastating to your business, having severe operational, financial, legal, and reputational implications. A “set it and forget it” cyber risk management approach is simply not an option. CBIZ-BIZGrowth-Strategies-Fall-2022

USI reduces rising insurance premiums for an NYC middle-market law firm and saves over $250,000 while providing tax-deferred programs for their highly compensated employees. See the overview below.   https://www.linkedin.com/posts/adamjbrier_usi-helps-nyc-law-firm-reduce-premiums-by-activity-6927608012081647616-6Tiu?utm_source=linkedin_share&utm_medium=member_desktop_web

Program produced by XPX Tri-State. The Exit Planning Exchange (“XPX”) Tri-State – covering New York (New York City & Long Island), Connecticut (Fairfield & Hartford), and New Jersey – is holding a regional virtual event from 4-6PM on Wednesday, March 16, 2022 to examine the three main aspects that influence a deal – business environment,…

Take Control of Insurance Pricing Premiums continue to increase for certain commercial insurance lines, while coverage terms have become more restrictive. Companies that take a passive approach — simply responding to quotes from underwriters — frequently receive coverage that’s both inadequate and overpriced. Watch this video to learn how organizations can leverage data to proactively…

The pandemic has altered almost all aspects of the employee experience, changing everything from where people work to how they interact with clients, colleagues, and customers. Considering the size and scope of these changes now is a critical time to determine if your employee value proposition (EVP) is still compelling and if your total rewards strategy…

Scaling Black-Owned Businesses: From Startup To Full Potential Wednesday, February 9 | 12:00 p.m. EST Helping Black entrepreneurs thrive is critical to closing the racial wealth gap. Join us for a conversation on how to eliminate barriers that prevent Black-owned businesses from reaching their full potential. Globe columnist Shirley Leung will moderate the discussion with Visible…

Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 8,000 industry leading professionals across approximately 200 offices…

Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses? Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across…

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

WEST HEMPSTEAD, N.Y. (June 2021) — Imperial Advisory, a fractional CFO and C-suite advisory firm, announced that Robert Doyle has been named partner. In his new role, Doyle will expand his work supporting the firm’s business development and advisory activity, while assuming managerial responsibilities alongside Imperial Founder and Principal Gershon Morgulis.  Since joining Imperial in 2019 as a Portfolio CFO, Doyle has been an amazing resource whose corporate and financial acumen has enhanced the capabilities of Imperial clients across different  sectors. Leveraging…

Program produced by XPX Long Island. Long Island Case Study Part 6: Financing Growth and Liquidity his discussion will focus on third-party capital options for Companies exploring liquidity or growth capital. Our panel of experts (Private Equity and Lenders) will focus on what steps a business should—and should not—take to prepare for and attract lending…

Program produced by XPX Long Island. XPX long island case study part 5: Defining success- what is it you really want from an exit? The owners of HiTech, our case study company, are looking for ways to create additional value in their business in pursuit of a profitable exit. Transforming their operations will be a…

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