15
Jul
Virtual access
Tue ⋅ 1:00pm - 4:00pm (EDT)
Virtual, Swapcard login info sent prior to the event
An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.
08
Jul
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
25
Jun
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
03
Jun
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
29
May
Virtual access
Thu ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive Swapcard info to access the program
28
May
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
06
May
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
22
Apr
Virtual access
Tue ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive Swapcard info to access the program
01
Apr
Tue ⋅ 4:30pm - 7:00pm (PDT)
Manatt, Phelps & Phillips, LLP. | One Embarcadero Center | 30th Floor | San Francisco, CA 94111
04
Feb
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
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Chapter Events
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Dylan Malot - Call me when...
A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.

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Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
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You are navigating HR, Employee Benefits, Insurance, Multi-State Compliance, and Talent complexities pre/post-acquisition.

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