Steven Gerard, CEO of CBIZ, Inc. to speak at Exit Planning Exchange (XPX) 2015 Summit

WALTHAM, Mass. - Jan. 22, 2015 - PRLog -- The Exit Planning Exchange (XPX) Boston announces that Steven Gerard, CEO and Chairman of the Board at CBIZ, Inc. will be a featured speaker at the XPX Boston annual Summit on March 19^th, 2015 at The Conference Center at Waltham Woods.

“The Progression of Succession” is the theme of the 2015 Summit. Well known owners and advisors, such as Gerard, will share their practical knowledge and experience on preparing for and successfully executing business succession. Gerard is one of the keynote speakers and will focus on “The Insights of a Seasoned Business Acquirer.”  Other topics in this year’s Summit include growth capital, ESOP’s, internal ownership transition, management and leadership succession and sale. The Summit will run from 8:00 AM-4:00 PM with a reception afterwards.

Over the past 15 years, Gerard has led the transformation and growth of CBIZ into one of the nation’s leading financial and employee services firms.  Prior to joining CBIZ in the year 2000, Gerard was Chairman and CEO of Great Point Capital, Inc., a provider of operational and advisory services.  His impressive career also includes 16 years with Citibank, N.A. in various senior corporate finance and banking positions and seven years with the American Stock Exchange.

In addition to featured speakers, the summit will include panelists and a fireside chat.  The highly interactive format will allow business owners and advisors to share personal lessons learned, tips and tricks, and stories regarding the requirements for successful management transition and exit.

Terry Phinney, Principal at Blackstone Management and Consulting, is the chair of the 2015 Summit.

About Exit Planning Exchange (XPX) Boston
XPX is committed to improving the process of planning for, positioning, and executing management succession and business exits. Founded in 2008, The Exit Planning Exchange (XPX) has chapters in Boston, Hartford, Philadelphia, DC Metro, Tampa Bay and Baltimore.

The Exit Planning Exchange (XPX) Boston offers an unparalleled opportunity for members to expand their professional networks and develop their skills in the field of exit planning. XPX members have access to a broad network of specialists in diverse fields, including accounting, merger and acquisition, business consulting, legal and human systems consulting. To learn more about the Exit Planning Exchange (XPX) Boston or to join, please contact Donna Powell, Administrator, at 978-392-7929, or donna@exitplanningexchange.com.