Upcoming Appearances
Upcoming appearances by Mary Adams (links provided for public events): Association for Consulting Excellence - The Intangible Drivers of Future Performance and Value: Understanding the intangible infrastructure of your business, April 20 Turnaround Management Association - Panel discussion Never Underestimate the Power of a Brand, April 24 The Conference Board - Innovation Council, May 9 CEO Club of Boston, May 17 American [...]
The Conference Board hosting webinar by Trek principals
Trek is very proud to announce that our principals, Mary Adams and Michael Oleksak, have been invited to deliver a webinar for The Conference Board called The Future Drivers of Performance and Value: Understanding the intangible infrastructure of your business The Conference Board has done great macroeconomic research on intangibles and we are excited to [...]
Trek principals to be featured on “How to Grow a Service Business”
Trek principals Mike Oleksak and Mary Adams will be featured guest on a webinar by the Exit Planning Institute: “ASK THE EXPERTS – INTERVIEWS WITH VETERANS OF THE EXIT PLANNING PROCESS” Topic: “How to Grow a Service Business” When: Thursday, January 12, 2012, from 11:00 a.m. – 12:00 p.m. CST (Chicago time) Featured Guests: Mike [...]
Excellent resource – small business lending – Pepperdine U.
Check out this report. (You’ll have to register, but it’s free.) Lots of good data about which types of institutions are lending how much to business.
XPX-DC Metro event – October 20 – Potomac, MD
Thursday morning, October 20, Potomac, MD XPX – D.C. Metro will present Jack Moore, a fourth-generation family member and former board director of Benjamin Moore & Co., a publicly-owned manufacturer of industrial maintenance coatings. Mr. Moore will tell the story of how this fourth generation, family owned business founded in 1883 streamlined its operations and doubled its [...]
XPX – Connecticut Sept. 13 evening networking, Greenwich Harbor
Join your colleagues for an evening of networking outside on the Withers Bergman dock on Greenwich Harbor. The evening will include public speaking coach Debbie Fay who debunks the myths and illuminates the realities of what makes confident compelling change-making presenters and presentations, the kind who deliver presentations that get results. Debbie Fay is the [...]
XPX – Boston evening networking event along the Charles 8/18
Thursday, August 18 at the Newton Mariott, Newton, MA XPX Boston will host a pleasant evening outdoors for professionals in the exit planning space and others working with closely-held businesses. The evening will include 30 minutes of speed networking, facilitated by Ted Gorski, Chief Effectiveness Officer at Get Your Edge, LLC and Host of “The [...]
XPX – Washington D.C. Metro event – June 15
XPX friend Mario Ricciardelli will speak on “From dorm room to public company buyout: Lessons learned along the way to a successful exit”. Mario will enlighten the audience with his first-hand experiences around building his successful business, his ownership transfer through a sale, and the role of advisors throughout. He will also speak about the owners whose companies he acquired for the UK company that acquired his own firm six years ago. This is the inaugural event for the Washington D.C. Metro chapter of XPX!
XPX – Connecticut event – May 25
The session will also outline strategies for business owners, CEO’s and CFOs to mitigate risks to business continuity and effectively manage a business succession due to a planned transition or a sudden loss
XPX – Philadelphia event – June 1
Wednesday, June 1 at the Pyramid Club, Philadelphia XPX – Philadelphia will have a breakfast meeting on “The Next Generation in Family Business”. Panelists Frederick Lipman and Nancy Drozdow will discuss their experiences with family business exit planning involving the next generation.
