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GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Hartford Chapter holds events throughout the Greater Hartford area. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

View our full Tri-State Calendar for additional events in Fairfield County CT as well as New York and New Jersey

Upcoming events

    • November 14, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • November 19, 2018
    • 3:00 PM - 8:00 PM
    • Fairfield University | Dolan School of Business, 1073 North Benson Road, Fairfield, CT

         


                              


    KEYNOTE

    James C. Smith is the recently retired Chief Executive Officer and Chairman of Webster Bank. Bio


    PROGRAM

    Panel I: The State of the State

    Moderator:

    Kathryn A. Nantz, Ph.D., Associate Dean, Professor & Chair of the Economics Department, Fairfield University. Bio

    Panelists:

    Philip J. Lane, Ph.D., Associate Professor of Economics, Dolan School of Business, Fairfield University, Bio

    John S. Traynor, Chief Investment Officer, People's United Bank, Bio


    Panel II: Global Economic Trends

    Featured Speaker:

    James Glassman, Managing Director & Head Economist for Commercial Banking, JPMorgan Chase Commercial Banking, Bio

    AGENDA

    3:00pm Check-In | Networking | Light Refreshments
    3:30pm Panel I: The State of the State
    4:30pm Panel II: Global Economic Trends
    5:45pm Keynote: James C. Smith, CT's Fiscal Stability & Economic Growth
    6:30pm Cocktail Reception | Buffet Dinner

    CERTIFICATION

    CTP (Certified Turnaround Professional): 3.6 Credits

    REGISTRATION SCHEDULE

    Registration Closes NOON Friday, 11/16/18
    Early Bird (now -11/2/18): All $100, Students/See note below
    Regular (11/3/18 - 11/16/18 Noon EST): All $130, Students/See note below
    OnSite (if available on 11/19/18): All $160, Students/See note below

    Student Registration Fee:
    $ 0 | Attend the Program ONLY | 3:00-6:30pm | Use Promo Code: SPKR24
    $25 | Attend the Program + Reception | 3:00-8:00pm | Use Promo Code: VIP

    To capture these student registration fees, enter the applicable promo code during the registration process at: Step 2, Mailing Address Information, bottom line of form. Please note all student registrations will be confirmed for eligible student status.

    Fee Payment Options:

    Credit Card: Click the red "Register Now" button listed above
    Check: Mail check (payable to CTTMA) + Business Card to CTTMA, P.O. Box 1034, Weston, CT, 06883. Receipt deadline: Noon, Friday 11/16/18
    CTTMA Bucks: CTTMA Annual Sponsors are invited to register using their CTTMA Bucks by emailing registrant(s) complete contact information to cttma@turnaround.org. Receipt deadline: Noon, Friday 11/16/18

    CANCELLATION | SUBSTITUTION POLICY

    CTTMA, ACG CT, XPX CT uphold a strict no cancellations, no refunds and no application of registration fees to future events policy. However substitutions are welcomed. To send a substitute in your place, simply email the following information for your substitute to cttma@turnaround.org by Noon, Friday 11/16/18: Name, Firm, Business Title, Address, Email and Phone. Thank you.

    QUESTIONS

    Event Questions: CTTMA Chapter Executive, cttma@turnaround.org

    Sponsorship Questions: ACG CT Chapter Executive, jmaude@acg.org


    • December 19, 2018
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    XPX Hartford hosts monthly meeting that are focused on deep learning and networking with fellow advisors to privately-held businesses. Our speakers and attendees are experts who focus on particular aspects of the private company life cycle including business value growth, business value transfer and owner life and legacy.

    At this meeting, you can expect to:

    • Learn how to better serve your clients
    • Meet new contacts in the private company market
    • Get visibility with your existing network of contacts
    • Gain an appreciation of the power of the XPX Advisor Principles

    Hope you'll join us!


    • January 16, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • February 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • March 20, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • April 17, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • May 15, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • June 19, 2019
    • 8:00 AM - 10:00 AM
    • The Hartford Club, 46 Prospect St, Hartford, CT
    Register

    Stay Tuned!


    • July 24, 2019
    • 5:30 PM - 7:30 PM
    • Stony Creek Brewery (The Celebration Room), Branford CT
    Register


    Don’t miss an opportunity to network with Hartford XPX and ACG professionals in this popular joint event at Stoney Creek Brewery.

    Relax away from work and enjoy this state of the art brewery in a laid back environment. Sample a variety of craft beers including IPAs, Lagers, Ales & Stouts and seasonal unique brews.

    Enjoy good food, conversation, and beer.  This event is a unique opportunity to connect with colleagues, create new relationships and celebrate the summer.  Don't forget to bring business cards!


    Attire is summer casual. Registration fee includes food and open bar.

    INVESTMENT

    XPX Members:
    Member of XPX Hartford & Tri-State: $55.00
    Young Member of XPX CT & Tri-State: $45.00
    Member of Other XPX Chapter: $65.00

    ACG Members: Registration code required to get rates below.
    Member of ACG CT: $55.00 - BEER2019
    Young Member of ACG CT: $45.00 - BBQ2019
    Member of Other ACG Chapter: $65.00 - Summer2019


    Non-Members & Guests:
    $75.00 (expires July 22)
    $95.00 (after July 22)



Past events

October 17, 2018 XPX Hartford - Exploring Owner Goals and Objectives with a Transition
September 19, 2018 XPX Hartford - Current State of Capital Markets and Financing Options
July 25, 2018 XPX Hartford & ACG CT - Beer & BBQ Party
June 20, 2018 XPX Hartford - Perspectives from a Private Equity Investor
May 23, 2018 XPX Hartford - Trusts and Estates planning – How can owners keep what they have earned
April 18, 2018 XPX Hartford - Management Review
March 21, 2018 XPX Hartford - Management Review
February 14, 2018 XPX Hartford - Operational Efficiencies
January 17, 2018 XPX Hartford - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 20, 2017 XPX Tri-State: Hartford Valuation - What could the business be worth...and why?
December 06, 2017 XPX Hartford and ACG Hartford Joint Event
November 15, 2017 XPX Tri-State: Hartford Strategic Options Review:
October 18, 2017 XPX Tri-State: Hartford Managing Family Dynamics: The Good, The Bad and The Ugly
September 20, 2017 XPX Tri-State: Hartford Case Introduction
July 27, 2017 XPX Tri-State CT Hartford Year End Party
June 21, 2017 XPX Tri-State CT (Hartford) - Planning for the Exit
June 13, 2017 XPX CT Hartford & ACG CT Event, June 13th - Yard Goats Game - Register Today!
May 17, 2017 XPX Tri-State CT (Hartford) - Good Fences Make Good Neighbors
April 19, 2017 XPX Tri-State CT (Hartford) - Financing Growth
March 15, 2017 XPX Tri-State CT (Hartford) - Financing Growth Part 1
February 15, 2017 XPX Tri-State CT: Using LinkedIn to Grow your business

Chapter Events

CONNECTICUT SPONSORS

We could not have quality programming without our sponsors!

TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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