01
Apr
Tue ⋅ 4:30pm - 7:00pm (PDT)
Manatt, Phelps & Phillips, LLP. | One Embarcadero Center | 30th Floor | San Francisco, CA 94111
04
Mar
Tue ⋅ 4:30pm - 6:30pm (PDT)
Harlan Records 18 Harlan Place, San Francisco, CA 94108
04
Feb
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
28
Jan
Virtual access
Tue ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive Swapcard info to access the program
Contact & Connect
Chapter Events
May 6, 2025 ⋅ 4:30pm - 7:00pm (PDT)
Jun 3, 2025 ⋅ 4:30pm - 7:00pm (PDT)
Jul 1, 2025 ⋅ 4:30pm - 7:00pm (PDT)
Aug 5, 2025 ⋅ 4:30pm - 6:30pm (PDT)
Founding Platinum Sponsors

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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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Brit Summerill - Call me when...
Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
Founding Diamond Sponsors

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Jenny Souksavath - Call me when...
You are navigating HR, Employee Benefits, Insurance, Multi-State Compliance, and Talent complexities pre/post-acquisition.
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Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.
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