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Upcoming Appearances

Mary Adams — Wed, 18 Apr 2012 11:16:55 +0000

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 Society for Information Security - Webinar on Safeguarding the Intangible Drivers of Corporate Value, May 23
The Conference Board – Brand Council, June 7

The Conference Board hosting webinar by Trek principals

Michael Oleksak — Thu, 19 Jan 2012 22:17:47 +0000

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 talk with their members about the huge opportunities in intangible capital management. More information

Trek principals to be featured on “How to Grow a Service Business”

Michael Oleksak — Tue, 20 Dec 2011 21:46:13 +0000

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 Oleksak and Mary Adams

Key Learning Objectives include:

How to identify current value of tangible assets
How to establish a game plan for growth
How to measure progress towards stated goals
How to prepare for the owner’s exit

Price: This webinar is complimentary

Visit EPI for more information and to register.

Excellent resource – small business lending – Pepperdine U.

Michael Oleksak — Wed, 09 Nov 2011 23:02:11 +0000

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

Michael Oleksak — Thu, 13 Oct 2011 20:03:30 +0000

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 profits from $40M to $80M in the late 1990s culminating in the company’s sale to Berkshire Hathaway in an all-cash transaction in January 2001.

XPX – Connecticut Sept. 13 evening networking, Greenwich Harbor

Michael Oleksak — Sun, 21 Aug 2011 16:37:21 +0000

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 founder of bespeak™ presentation solutions, llc which provides public speaking coaching, corporate training, and presentation development. Described as “hilarious and inspiring” Debbie promises you will leave with solid new tools and knowledge to be a speaker who gets heard and gets results.

For more information about Debbie Fay and bespeak™, go to:www.bespeakpresentations.com

Please join us at this beautiful setting and invite a colleague that would benefit from networking with others in the area of Exit Planning.

XPX – Boston evening networking event along the Charles 8/18

Michael Oleksak — Tue, 09 Aug 2011 19:56:49 +0000

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 Business Advantage” Radio Show at WKXL 1450AM.

XPX – Washington D.C. Metro event – June 15

Michael Oleksak — Tue, 10 May 2011 20:02:41 +0000

XPX – DC Metro – June 15 evening event at Snyder Cohn, CPA, N. Bethesda, MD – 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

Michael Oleksak — Tue, 10 May 2011 20:00:28 +0000

Wednesday, May 25, Hartford Club, Hartford, CT

Succession Planning for Business Continuity – This breakfast event will look at the business succession and continuity planning opportunities presented in the current tax climate. 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

Michael Oleksak — Tue, 10 May 2011 19:58:33 +0000

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.