Program produced by XPX Fairfield County and XPX Hartford.

XPX CT Virtual Summit Day 1: Business Value Growth

Moderator:  Steve Ronan, Citrin Cooperman

Panelists:

Paul Decelles, YardeZone Inc.

Brian Kerrigan, Whittlesey

Nicole Russo, Microboard Processing, Inc

Program produced by XPX Chicago.

GAINING TRACTION® IN YOUR BUSINESS

If you are the owner or leader of an entrepreneurial organization who wants to see your business consistently run better and grow faster, Beckie Hayes and EOS® can help you and your team clarify, simplify, and achieve your vision. 

Even the most successful entrepreneurs occasionally find running a business more challenging than they expected. Many work longer hours and get less return on their investment of time and money than they would like. Most entrepreneurs regularly grapple with one or more of the following challenges:

• Lack of control - over time, the market, or the company
• People - don’t listen, understand or follow through
• Profit - there's not enough of it
• Growth - is okay, but they just can’t seem to break through to the next level
• Quick Fixes - that come-and-go, bringing little change with continued frustrations

If these problems seem all too familiar, you’re not alone. It doesn’t have to be that way. Beckie’s interactive style and experience-based real-world insight makes this an eye-opening event for growth-oriented business leaders. 

At the conclusion of this complimentary presentation, you will walk away with a set of simple, practical tools that you and your leadership team will use immediately to focus on priorities, get clear on issues and gain traction together, as a healthier leadership team. Don’t let the company run you – get a grip on your business.

Our Speaker:

Beckie Hayes is the founder of Merchab Consulting Group, Inc., and is passionate about helping privately held business owners get more of what they want from their businesses. She uses a proven business management process called Entrepreneurial Operating System® (EOS®) to help them grow faster, become more profitable and eliminate frustrations. Beckie finds fulfillment in helping companies articulate a crystal-clear vision to get everyone on the team rowing in the same direction. She helps leadership teams cultivate focus, discipline, and accountability to effectively execute their vision, and helps build a foundation of trust to create an open, honest, functional, and cohesive team. Additionally, Beckie serves as a Chicago Director for the American Club Association, the Vice Chairman of the Board for Chamber630 and facilitates a Family Business Roundtable for Family Businesses in the Naperville Area Chamber of Commerce.

Program produced by XPX Atlanta.

Learn the powerful missing value driver in most exit planning. Consider the significance of human strengths when they are aligned with business growth and value building. Short-term and longer-term value building must consider both financial capital and human capital to plan for a successful succession outcome. Maria Forbes, Strategic Workforce Planning Consultant; Anne Gildea-Olt, Strategic Human Resources Consultant, and McKenzie Wren, Business Culture Consultant and Facilitator, will reveal what we should be talking about with business owner clients during different stages of succession planning.  Please click here in advance to download the content for the breakout discussions.

Panelists:

Anne Gildea-Olt – Strategic Human Resources Consultant, Strategic HRM Solutions

Anne Gildea-Olt is a seasoned Human Resources executive who has a history of successfully working with business leaders of fast-paced organizations to drive strategic transformation and growth through the development of human resource initiatives aligned with corporate goals.

Anne earned her B.A. in Economics from Bucknell University and her MILR (Master of Industrial and Labor Relations) from Cornell University.

Moderator:

Maria C. Forbes, President SHRBP, Chief Strategy Officer Strategic Workforce Planning FIREPOWER™ Business Catalyst, LLC. Atlanta, Georgia

Maria C. Forbes, President SHRBP, Chief Strategy Officer Strategic Workforce Planning FIREPOWER™ Business Catalyst, LLC. Atlanta, Georgia

Maria’s thirty-year consulting career serves closely held business owners in financial services and related fields across the U.S. Her mission is to integrate financial capital with Human capital in planning for organizational growth and continuity. Maria is a member Human Capital Institute, a Faculty member of The Life Transitions University™, Mentor, Catholic Charities, and Atlanta Georgia Leadership Program Board member Exit Planning Exchange. Find Maria on LinkedIn /mariacforbes Firepowerteams.com

Program produced by XPX Philadelphia

Considerations in investment banking engagement letters
&
Forecasting for 2020 and 2021

David DeMuth of CFO Consulting Partners https://cfoconsultingpartners.com/our-team/david-p-demuth will lead a discussion regarding best practices for financial forecasting and modeling post COVID 19 for 2020 and 2021.

Michael Plunkett of Plunkett Law Group will lead a discussion regarding key terms and considerations of investment banking engagement letters from a client perspective. 

Steve Economou will provide the investment banking perspective to the discussion.

This program was produced by XPX Chicago

Venturing out of the Pandemic:  M&A

Within the M&A space with all companies, industry data points out of whack and credit spreads increasing, access to leverage can become tighter.

• M&A Outlook - History shows as credit spreads increase access to leverage became tighter affecting overall mergers and acquisitions
• Dry Powder- PE firms have money on the sidelines but will need to be more creative to complete transactions

Our Speaker: 

Peter Holton, Managing Director- Caber Hill Advisors

This program was produced by XPX Chicago

Venturing out of the Pandemic:
Financial Challenges

The PPP Forgiveness has been a moving target since inception. With many changes occurring and more on the way learn how to choose the right process to manage the situation.

• PPP - Consider all your alternatives
• PPP - Don’t just focus on the spend, focus on your future

Jim Robbs, Managing Partner - Sassetti

This program was produced by XPX Chicago

Venturing out of the Pandemic:
Human Capital

During this pandemic it is imperative to learn about the human capital side of your business and learn how to navigate it in a COVID talent marketplace:

• Workforce Optimization - Embrace Technology but don’t rely on that alone
• Paid Time Off - Follow the rules, stay current, but document

Christy Lyons, CEO - 4 Point Consulting

Program produced by XPX New England

Business Interruption Insurance and COVID – 19:

• If a business was closed by government order, its losses may be covered.
• Contrary to insurance industry messaging, there can be insurance coverage for losses suffered due to the government shutdown and stay-home orders.
• Virus or pandemic exclusions will generally not apply to most claims for business losses.
• “Civil Authority” and “Dependent Property” coverage is often found in many commercial policies and could provide another path to coverage.
• Recoverable losses typically include net profit or loss before taxes that would have been earned plus continuing expenses including payroll and sometimes “extra expenses”.
• Steps you need to take to determine whether Business Interruption Insurance applies to a business’s losses.

PRESENTERS:

Bill Rodgers. Bill is a founding member of Tarlow Breed Hart and Rodgers, PC. He serves as general counsel for a wide range of the firm's clients in addition to more traditional engagements in the areas of mergers and acquisitions, debt and equity financings, management led buyouts, strategic alliances, joint ventures and shareholder disputes. Bill was named by Best Lawyers as Boston’s 2020 "Lawyer of the Year" for Closely Held and Family Business Law.

Michael Childress. Michael Childress is Of Counsel with Kabateck LLP. Mr. Childress concentrates his practice on protecting and enforcing the rights of insurance policyholders. Since 1981, he has negotiated, handled and prosecuted insurance claims arising in 40 states, successfully coordinating thousands of investigations and working with experts from many fields. He represents national and international policyholders in matters that involve risk management, disaster recovery, and insurance recovery.

Program produced by XPX Atlanta.

A critical pillar in XPX Atlanta’s Vision – “Changing the Trajectory of Exit Planning in the Southeast” - is true collaboration among the advisory team members. This is not collaboration in a vacuum but designed to provide our clients with dramatically better advice than all of us providing guidance individually. Advisors may not consider collaborating with others as an ethical obligation, but it is just that – an ethical obligation to provide the best advice, not MY best advice. Join us and our guest speaker, Edward Queen, for an insightful, thought-provoking discussion – and roundtable exercise - on the ways ethics and collaboration intersect in today’s business world.

Meet Our Speaker:

Edward L. Queen, Director - D. Abbott Turner Program in Ethics & Servant Leadership at Emory University’s Center for Ethics.

Edward Queen directs the D. Abbott Turner Program in Ethics and Servant Leadership at Emory University’s Center for Ethics and helps coordinate the Organizational and Corporate Ethics Program. Queen received his M.A. and Ph.D. degrees from the Divinity School of the University of Chicago, and his J.D. from the Indiana University School of Law-Indianapolis.

Queen’s work focuses on applied and professional ethics and the development and implementation of ethics programs in businesses, nonprofits, and governmental agencies. Queen has trained and advised numerous organizations on management and ethical issues including Belk, AECOM, Ethisphere, Voya, Certus Holdings, Coca Cola, USAID, SunTrust, and MailChimp.