Turbulence Ahead in 2023...
Navigating to a Safe Landing
Location
Grant Thornton LLP
757 Third Avenue, 9th Floor
NY, NY 10017
Date
Thursday, March 16th, 2023
Tri-State Summit 2023
Alan Murray, CEO of FORTUNE MAGAZINE recently wrote:
Every era has its challenges, but the current one seems to pose more than its fair share. On the one hand, businesses face a host of short-term issues—pandemic, war, supply chain problems, inflation, labor shortages, a mental health crisis, dysfunctional government, a disintegrating global order, social unrest, an impending recession—did I miss any? On the other, there are major disruptive changes on the horizon that demand business transformation: a technology revolution, an energy transition, a rethinking of office work, and a redefinition of the purpose of business. So how does a company protect itself against the short-term risks while driving the transformations needed to win the future?
While we can in no way directly address all the existing and impending issues outlined by Murray, we do feel that the agenda we have planned will be able to suggest some actions that companies can take to assure a “Safe Landing”.
We will conclude with a networking reception, ppen bar and light fare.
Space is limited and tickets are selling fast. Register today!
Tickets & Registration
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XPX Tri-State Chapter Members (Expires 3/15) $135.00
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Other Chapter Members (Expires 3/15) $160.00
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Non-Members (Expires 3/15) $199.00
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XPX Tri-State Chapter Members (Day of Event) $160.00
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Other Chapter Members (Day of Event) $185.00
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Non-Members (Day of Event) $224.00
Sponsorship Opportunities
Interested in becoming an Event Sponsor? Find out more about our Sponsorship opportunities.
Summit Committee
Summit Chair
John Weidner – Tri-State Chairman
Summit Committee
Deborah Agrafojo – Hartford President
Carrie DiLauro – Fairfield County Member
Angie Ellis – XPX Global LLC, Association Management Administrator
David Fasi – Hartford Member
Terry Hannafin – Long Island Member
Gail Harris – Fairfield County President
Diane Johnston – Tri-State Director of DEI
Kevin Kettell – New York President
Jo-ann Maude – Tri-State Director of Administration
Steve Pappas – Tri-State Vice President
Nkrumah Pierre – Long Island President
Mike Richmond – New Jersey President
Steve Ronan – Tri-State Member
Rosie Rudd – Tri-State Administrator
Allan Tepper – Tri-State Director at Large
Ken Zinghini – Fairfield County Member
Program Agenda
Registration Open & Networking
Panel on Employees
The pandemic impacted the ‘business as usual’ landscape for many businesses owners on many levels throughout their organizations. Perhaps the most impactful change was the employee mindset as they began to reassess their lives, their goals, and their jobs. The result, “The Great Reflection”, “The Great Resignation”, “Quiet Quitting”, “Work From Home/Anywhere”. Our panel will offer their perspectives on the talent challenges presented over the past three years and discuss what to expect and how to respond as the “New World of Work” continues to evolve in 2023 and beyond.
Refreshment Break
Panel on ESG
Fireside Chat on how ESG can positively impact business Business owners can learn lessons from the world of sustainable investing which will help them understand how environmental, social, and governance (ESG) transparency may affect a business and its exit. Many business owners believe sustainability regulations raise both costs and the risks of doing business. Our chat with Soledad, Amantia and Jim will uncover how sustainability may unlock new opportunities operationally, and protect and enhance value in the event of an eventual business exit.
Break
Fireside Chat on Leadership with Nichole Radzely
Over the past three years leaders have been suffering through the same professional and personal challenges as did their employees while at the same time being forced to consider a whole new approach to Leadership. In a fireside chat with Nichole Radzely, Founder and CEO of Doddle & CO, moderator Kevin Kettell, Managing Director, Appraisal Economics, will explore with Nichole how she was able to navigate her company through the turbulence.
Networking Reception
Moderators & Panelists
Jason Feifer
In addition to his editorial duties, Jason is also a podcast host, book author, keynote speaker, startup advisor, and nonstop optimism machine. His goal is to help you become more resilient and adaptable in a world of constant change — so you can seize new opportunity before anyone else does! Jason is the author of the newly released book Build For Tomorrow and host of three podcasts: Build For Tomorrow (yes, same name as the book), Problem Solvers, and Help Wanted, which he co-hosts with best-selling financial expert Nicole Lapin. LinkedIn named him a “Top Voice in Entrepreneurship” for 2022.
Prior to Entrepreneur, Jason worked as an editor at Men’s Health, Fast Company, Maxim, and Boston magazine, and written about business and technology for the Washington Post, Slate, New York magazine, and others.
Jim Burton
Over Jim’s 34-year career with Grant Thornton He has held several leadership positions in the firm’s Audit practice. Currently Jim oversees the firm’s delivery of ESG & Sustainability services. In this role he develops strategies and reporting solutions to assist companies implement a comprehensive sustainability program. He is the current chair of the Assurance Services Executive Committee, a senior technical committee of the of the American Institute of Certified Public Accountants focusing on advanced matters affecting the accounting profession including sustainability, control reporting, and innovation.
Jim is a frequent speaker on audit and ESG matters and source for journalists seeking input on ESG, internal control, governance, and auditing matters. Jim was one of the primary authors of Guidance on Monitoring Internal Control Systems for COSO.
Terry Hannafin
Terence Hannafin is a Partner at Carter Morse & Goodrich (“CMG”) and has been advising shareholders of closely held and family-owned companies for more than 15 years to help them achieve their ‘once-in-a-lifetime’ transaction. At CMG, Mr. Hannafin is responsible for leading the execution of transactions across a range of industries (with an emphasis on manufacturing, consumer products and business services) and directing business development initiatives. Prior to joining CMG, Mr. Hannafin was a Managing Director with de Visscher & Co. (a family business focused advisory and investment banking firm) and held various positions at American Express and Morgan Stanley.
Diane Johnston
Diane Johnston is a Senior Vice President- Wealth Management and an Institutional Consultant at UBS. As an Institutional Consultant and nearly 30-year veteran of the markets, Diane embraces the why of how a person’s story got them to today before formulating any guidance. She uses a highly personalized discovery process to unearth beliefs, heuristics and interconnectedness to past and future outcomes. Her advice centers on elevating the ethos of a mission or a goal, or both. Whether she is working with an investment committee, entrepreneur or a family, a sound mission becomes her beacon for advice. She lives in Port Washington with her husband and the youngest of four sons. Diane is a proud Navy Mom, avid sailor and serves on two not for profit boards. She holds her BA in economics from The University of the South: Sewanee. Diane is a CIMA® professional and has her certificate in Investment Management Theory & Practice from the Yale School of Management.
Kevin Kettell
Kevin Kettell is a Managing Director of Appraisal Economics Inc., an international full-service valuation firm. He is responsible for supervising valuation and business consulting assignments performed for a wide variety of purposes including: capital raising, mergers and acquisitions, joint ventures, corporate restructuring, litigation, financial reporting, and estate planning. Kevin's clients range from multi-billion dollar publicly traded companies to government agencies to early stage startups. Prior to joining Appraisal Economics, Kevin worked for EY’s Derivative Valuation Center (DVC), JPMorgan Securities, and BlackRock.
David Lewis
David Lewis is the Chief Executive Officer of OperationsInc, one of the largest HR consulting firms in the nation and winner of nine Hearst Media Top Workplace Awards. As a leading and respected voice in the areas of HR, workplace and talent management, business issues, and HR crisis management, David is a go-to subject matter expert and often-quoted source for the media. In 2013, he created a new business entity called The HR Roundtable, a networking and educational group with over 100 HR professionals as members, with chapters in Westchester County, New York City, and Connecticut, along with a fully virtual chapter.
Soledad Matteozzi
Soledad Matteozzi is the co-founder of Thinking Beyond Business; a women-owned, Connecticut based, Sustainability/ ESG advisory firm focused on helping businesses understand, commit, and integrate best practices of sustainability into their business model. She is also a board member at theConscious Capitalism Connecticut Chapter.
Soledad’s background is in law. She is a New York and Argentinean attorney with over twenty years of experience advising various clients in Foreign Investments, Business Law, Cross-border transactions, Compliance, and Corporate Governance.
Rob Michaelis
Rob has approximately 27 years of experience in the tax industry. Currently, he is a partner in the state and local tax practice in Grant Thornton’s Boston office and serves in the lead role nationally for the state and local tax mergers and acquisition team. Prior to joining Grant Thornton, Rob spent approximately ten years with PricewaterhouseCoopers in the state and local tax practice. Additionally, Rob spent over three years with RSM McGladrey, and was a partner and the practice leader of the Great Lakes regional SALT practice. Rob has also spent two years as the vice president of tax for an $18 billion national distributor of grocery products.
- Bachelor of Science degree in Accountancy, Northern Illinois University
- J.D., DePaul University College of Law
Michael Monahan
Mike is the Interim National Managing Principal - People & Community / Chief Human Resources Officer and an advisor to the newly formed firm's Senior Leadership Team. As an experienced CSuite executive and adviser to boards across the globe over the last 30+ years, Mike continues to provide transformational leadership and develop world class teams. Mike's leadership through the global pandemic at Grant Thornton contributed significantly to the firm's successful navigation of the crisis highlighted by the firm's most successful revenue growth in history along with employee engagement scores and attrition rates that reflect the top tiers for all professional services firms around the world. Mike leads from the front and exemplifies the servant leadership style both personally and professionally. He takes risks, takes charge and continues to offer clients and global leaders support through their own most challenging of times and need for transformation.
Amantia Muhedini
Amantia Muhedini is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management. Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania. Amantia holds a BA from Princeton University and a MPA from Columbia University's School of International and Public Affairs.
Nichole Radzely
Nicki Radzely is an award-winning marketer and CEO of Doddle & Co, an innovative line of baby products. A Flint, Michigan native she built a multi-million dollar company in Montclair, NJ. Doddle was a favorite brand at Nordstrom, Pottery Barn, Anthropologie and Buy Buy Baby, plus 2,000+ boutiques and 18 countries. An appearance on Shark Tank and featured in The Wall Street Journal, New York Magazine, Harper’s Bazaar, Business Insider, People Magazine, Daily News, and Bloomberg News, not to mention a favorite among celebrities like Kylie Jenner. Doddle was born to bring smart designs into the world of baby products.
John Weidner
John is Founder and Managing Partner of Cornell Global LLC, a Human Capital Strategy Consulting Firm and Chairman of XPX Tri-State. Working with various sized companies across various industry sectors, John strives to drive increased company valuation through leadership development, talent acquisition and innovative people focused programs and processes. John’s corporate career included progressively responsible positions with Price Waterhouse, Bankers Trust, E. F. Hutton, Chemical Bank and later G.E. Capital. Since leaving corporate, John has founded three management and career coaching consulting firms; Cornell Global LLC, Pierway Associates LLC and Heroes in Transition.
John attained his Masters Degree from Boston University and a Bachelors Degree from Westminster College.
Our Sponsors
Venue Host
Bronze Sponsors
12:00 – 12:30pm Registration Open & Networking
12:30 – 12:40pm Lunch, Welcome Remarks John Weidner, Managing Partner, Cornell Global LLC and Chairman, XPX Tri-State Rob Michaelis, Partner, State and Local Tax Practice Leader – New England Office, State and Local Tax M&A Team National Lead, Grant Thornton
12:40 – 1:40pm Keynote Speaker: Jason Feifer, Editor in Chief, Entrepreneur Magazine
1:45 – 2:45pm Panel on Employees:
The pandemic impacted the ‘business as usual’ landscape for many businesses owners on many levels throughout their organizations. Perhaps the most impactful change was the employee mindset as they began to reassess their lives, their goals, and their jobs. The result, “The Great Reflection”, “The Great Resignation”, “Quiet Quitting”, “Work From Home/Anywhere”. Our panel will offer their perspectives on the talent challenges presented over the past three years and discuss what to expect and how to respond as the “New World of Work” continues to evolve in 2023 and beyond.
Our Panelists:
Moderator: Terrence Hannafin, Partner, Carter, Morse & Goodrich
David Lewis, Founder and CEO, Operations Inc.
Michael Monahan, Interim National Managing Principal – People &Community / Chief Human Resources Officer, Grant Thornton
2:45 – 3:00pm Refreshment Break
3:00 – 4:00pm Panel on ESG:
Fireside Chat on how ESG can positively impact business Business owners can learn lessons from the world of sustainable investing which will help them understand how environmental, social, and governance (ESG) transparency may affect a business and its exit. Many business owners believe sustainability regulations raise both costs and the risks of doing business. Our chat with Soledad, Amantia and Jim will uncover how sustainability may unlock new opportunities operationally, and protect and enhance value in the event of an eventual business exit.
Our Panelists:
Moderator: Diane Johnston, Senior Vice President – Wealth Management – Institutional Consultant, UBS
Jim Burton, Partner, ESG & Sustainability, Grant Thornton
Soledad Matteozzi, Co-Founder and Partner Co-Founder and Partner Thinking Beyond Business
Amantia Muhedini, Director, Sustainable Investing Strategist in the Chief Investment Office, Global Wealth Management, UBS
4:00 – 4:15pm Break
4:15 – 5:15pm Fireside Chat on Leadership with Nichole Radzely:
Over the past three years leaders have been suffering through the same professional and personal challenges as did their employees while at the same time being forced to consider a whole new approach to Leadership. In a fireside chat with Nichole Radzely, Founder and CEO of Doddle & CO, moderator Kevin Kettell, Managing Director, Appraisal Economics, will explore with Nichole how she was able to navigate her company through the turbulence.
5:00 – 6:30pm Networking Reception, open bar and light fare.