XPX National Calendar

Past Events

This calendar includes all XPX events at all Chapters. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!

Sep

XPX New Jersey: Mid-Year Pulse Check: Middle-Market Deals to Date & the Road Ahead

Wed, Sep 10th, 2025 ⋅ 8:00am - 10:30am (EDT)

Sep

XPX Startup Success Workshop

Tue, Sep 9th, 2025 ⋅ 11:00am - 12:00pm (EDT)

Sep

XPX Atlanta: The Win‑Win of the XPX Collaborative Advisory Approach in Growing Your Practice

Tue, Sep 9th, 2025 ⋅ 11:00am - 1:00pm (EDT)

Sep

XPX Charlotte: Coffee Social

Tue, Sep 9th, 2025 ⋅ 8:30am - 10:00am (EDT)

Sep

XPX Long Island - Maximizing Your Exit Price

Fri, Sep 5th, 2025 ⋅ 8:30am - 10:00am (EDT)

Sep

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Sep 5th, 2025 ⋅ 7:30am - 9:00am (EDT)

Sep

XPX Triangle: 1st Tuesday Social

Tue, Sep 2nd, 2025 ⋅ 4:30pm - 6:30pm (EDT)

Sep

XPX Northern California: Transition Preparation and Planning Roundtables

Tue, Sep 2nd, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Sep

XPX Dallas - Case Introduction: Identifying the Core Issues

Tue, Sep 2nd, 2025 ⋅ 8:00am - 9:45am (CDT)

Aug

Virtual access

XPX Atlanta Signup DEADLINE for Member Power of Five Networking - September

Sun, Aug 31st, 2025 ⋅ 12:00am - 11:30pm (EDT)

Aug

Virtual access

XPX Chicago Signup DEADLINE for member power networking- September

Sun, Aug 31st, 2025 ⋅ 12:00am - 11:30pm (EDT)

Aug

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by What Is My Biz Worth, virtual)

Thu, Aug 28th, 2025 ⋅ 4:55pm - 6:00pm (EDT)

Aug

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Aug 28th, 2025 ⋅ 9:00am - 10:00am (EDT)

Aug

Virtual access

XPX - Making the Most of Your Membership

Wed, Aug 27th, 2025 ⋅ 10:50am - 11:30am (EDT)

Aug

XPX Miami Happy Hour and Networking

Tue, Aug 26th, 2025 ⋅ 6:00pm - 8:30pm (EDT)

Aug

XPX Chicago: Small Group Networking Lunch - Downtown

Tue, Aug 26th, 2025 ⋅ 12:00pm - 1:30pm (CDT)

Aug

XPX Hawaii (XPX HI): Navigating the One Big Beautiful Bill: A CPA’s Guide

Tue, Aug 26th, 2025 ⋅ 11:30am - 1:00pm (HST)

Aug

XPX Houston: Tax Update for Owners: Exploring the Impact of the One Big Beautiful Bill Act

Tue, Aug 26th, 2025 ⋅ 7:30am - 9:00am (CDT)

Aug

XPX Denver Networking Happy Hour

Thu, Aug 21st, 2025 ⋅ 4:30pm - 6:30pm (MDT)

Aug

XPX Atlanta After Hours Connections

Tue, Aug 19th, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Aug

XPX Nashville - "From Sale to Security: Tax & Wealth Planning in the One Big Beautiful Bill Act Era”

Tue, Aug 19th, 2025 ⋅ 11:00am - 1:00pm (CDT)

Aug

XPX San Antonio - Understanding Marketing and Its Impact on Business Performance

Tue, Aug 19th, 2025 ⋅ 7:30am - 9:00am (CDT)

Aug

Virtual access

XPX Denver: An Intro to XPX Denver – What Makes Us Different? (Virtual Event)

Tue, Aug 12th, 2025 ⋅ 12:00pm - 1:00pm (MDT)

Aug

XPX Startup Success Workshop

Tue, Aug 12th, 2025 ⋅ 11:00am - 12:00pm (EDT)

Aug

XPX Chicago: ScaleUP! Grow Revenues. Increase Value. Get Your Life Back

Tue, Aug 12th, 2025 ⋅ 7:30am - 9:00am (CDT)

Aug

XPX Triangle: 1st Tuesday Social

Tue, Aug 5th, 2025 ⋅ 4:30pm - 6:30pm (EDT)

Aug

XPX Northern California: August Casual Social

Tue, Aug 5th, 2025 ⋅ 4:30pm - 6:30pm (PDT)

Aug

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Aug 1st, 2025 ⋅ 7:30am - 8:30am (EDT)

Aug

Virtual access

XPX Chicago Signup DEADLINE for member power networking- August

Fri, Aug 1st, 2025 ⋅ 12:00am - 11:00pm (EDT)

Jul

XPX Chicago Summer Social Event: Chicago Dogs Baseball Game

Thu, Jul 31st, 2025 ⋅ 6:30pm - 8:30pm (CDT)

Jul

XPX Hartford CT- 8th Annual XPX Hartford & ACG CT - Beer & BBQ Party

Thu, Jul 31st, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Jul

Virtual access

XPX Atlanta Power of Five Networking - August

Thu, Jul 31st, 2025 ⋅ 12:00am - 11:00pm (EDT)

Jul

XPX Cleveland - Summer Social

Wed, Jul 30th, 2025 ⋅ 4:30pm - 7:00pm (EDT)

Jul

Virtual access

XPX - Making the Most of Your Membership

Wed, Jul 30th, 2025 ⋅ 10:50am - 11:30am (EDT)

Jul

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jul 24th, 2025 ⋅ 9:00am - 10:00am (EDT)

Jul

XPX Long Island: Summer Cocktail Party

Wed, Jul 23rd, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Jul

XPX Hawaii (XPX HI) - Networking Social

Wed, Jul 23rd, 2025 ⋅ 5:00pm - 7:00pm (HST)

Jul

XPX Nashville Social

Wed, Jul 23rd, 2025 ⋅ 4:00pm - 6:00pm (CDT)

Jul

XPX Charlotte: Coffee Social (CLT Members Only)

Thu, Jul 17th, 2025 ⋅ 8:30am - 10:00am (EDT)

Jul

XPX Fairfield - Navigating a Business Owner’s Exit: Ensuring Well-Being and Success

Thu, Jul 17th, 2025 ⋅ 8:00am - 10:00am (EDT)

Jul

XPX Greater Boston Summer Social

Wed, Jul 16th, 2025 ⋅ 4:30pm - 7:30pm (EDT)

Jul

XPX Atlanta After Hours Connections

Tue, Jul 15th, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Jul

Virtual access

XPX Next 2025

Tue, Jul 15th, 2025 ⋅ 1:00pm - 4:00pm (EDT)

An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.

Jul

XPX Atlanta: JULY Coffee Collab

Fri, Jul 11th, 2025 ⋅ 7:30am - 8:30am (EDT)

Jul

XPX DC Metro: What Makes a Company Valuable?

Thu, Jul 10th, 2025 ⋅ 7:30am - 9:30am (EDT)

Jul

XPX Northern California: Pre & Post-Sale Tax and Estate Planning Strategies

Tue, Jul 8th, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Jul

XPX Startup Success Workshop

Tue, Jul 8th, 2025 ⋅ 11:00am - 12:00pm (EDT)

Jul

XPX Triangle: 1st Tuesday Social

Tue, Jul 1st, 2025 ⋅ 4:30pm - 6:30pm (EDT)

Jun

Virtual access

XPX Chicago Signup DEADLINE for member power networking- July

Mon, Jun 30th, 2025 ⋅ 12:00am - 11:00pm (EDT)

Jun

Virtual access

XPX Atlanta Power of Five Networking - July

Mon, Jun 30th, 2025 ⋅ 12:00am - 11:00pm (EDT)

Jun

XPX Greater Boston: Emerging Professionals – Raise a Glass & Connect

Thu, Jun 26th, 2025 ⋅ 5:00pm - 8:00pm (EDT)

Jun

XPX Denver Networking Happy Hour

Thu, Jun 26th, 2025 ⋅ 4:30pm - 6:30pm (MDT)

Jun

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, Jun 26th, 2025 ⋅ 9:00am - 10:00am (EDT)

Jun

XPX Philadelphia Bucks & Montgomery County: Cracking the High-Growth Valuation Code

Thu, Jun 26th, 2025 ⋅ 7:45am - 9:15am (EDT)

Jun

XPX New Jersey - Summer Networking

Wed, Jun 25th, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Jun

XPX Maryland Emerging Professionals Mixer

Wed, Jun 25th, 2025 ⋅ 4:30pm - 6:30pm (EDT)

Jun

XPX Hawaii (XPX HI): Trends in Exit Planning/Valuing a Business

Wed, Jun 25th, 2025 ⋅ 11:30am - 1:00pm (HST)

Jun

Virtual access

XPX - Making the Most of Your Membership

Wed, Jun 25th, 2025 ⋅ 10:50am - 11:30am (EDT)

Jun

XPX New York: Summer Networking Social

Tue, Jun 24th, 2025 ⋅ 6:00pm - 8:00pm (EDT)

Jun

XPX Houston - Becoming an AI-Ready Organization: Practical Ways to Drive Real Value with AI in Business

Tue, Jun 24th, 2025 ⋅ 7:30am - 9:00am (CDT)

Jun

XPX Charlotte Summer Family Day at Lake Norman (Members & their Families)

Sat, Jun 21st, 2025 ⋅ 11:00am - 8:00pm (EDT)

Jun

XPX Maryland Affinity Group (Members Only): Family Business Transition –“Are we there yet?”

Thu, Jun 19th, 2025 ⋅ 8:00am - 10:00am (EDT)

Jun

XPX Chicago: Alternative Exit Scenarios

Thu, Jun 19th, 2025 ⋅ 7:30am - 9:00am (CDT)

Jun

XPX Nashville Member’s Only Coffee

Wed, Jun 18th, 2025 ⋅ 8:00am - 9:00am (CDT)

Jun

XPX Philadelphia: Cracking the High-Growth Valuation Code

Wed, Jun 18th, 2025 ⋅ 7:45am - 9:15am (EDT)

Jun

XPX Atlanta After Hours Connections

Tue, Jun 17th, 2025 ⋅ 5:30pm - 7:30pm (EDT)

Jun

XPX Greater Boston: The Road to Sale: Addressing Financial Restructuring and Owner Resistance

Tue, Jun 17th, 2025 ⋅ 11:00am - 1:00pm (EDT)

Jun

XPX DC Metro: Helping an Owner Avoid the Regret!

Thu, Jun 12th, 2025 ⋅ 7:30am - 9:30am (EDT)

Jun

XPX Cleveland - Be Prepared: Financial and Tax Planning for Liquidity Events

Tue, Jun 10th, 2025 ⋅ 4:00pm - 6:30pm (EDT)

Jun

XPX Startup Success Workshop

Tue, Jun 10th, 2025 ⋅ 11:00am - 12:00pm (EDT)

Jun

XPX Long Island - Case Study Wrap-Up

Fri, Jun 6th, 2025 ⋅ 8:30am - 10:00am (EDT)

Jun

XPX Atlanta: First Friday COFFEE COLLAB

Fri, Jun 6th, 2025 ⋅ 7:30am - 8:30am (EDT)

Jun

National All-Hands Leadership Collaborative Meeting

Thu, Jun 5th, 2025 ⋅ 4:00pm - 5:30pm (EDT)

Jun

XPX Triangle: Grow Through Acquisition - Workshop & Lunch

Thu, Jun 5th, 2025 ⋅ 10:30am - 2:00pm (EDT)

Jun

XPX Northern California: State of the M&A Market

Tue, Jun 3rd, 2025 ⋅ 4:30pm - 7:00pm (PDT)

Jun

XPX Triangle: 1st Tuesday Social

Tue, Jun 3rd, 2025 ⋅ 4:30pm - 6:30pm (EDT)

Jun

XPX Dallas - Assembling the Dream Team Workshop: Advising Your Clients on Who They Need to Have in Place for a Dream Exit

Tue, Jun 3rd, 2025 ⋅ 8:00am - 9:45am (CDT)

May

Virtual access

XPX Atlanta Power of Five Networking - June

Sat, May 31st, 2025 ⋅ 12:00am - 11:00pm (EDT)

May

Virtual access

XPX Chicago Signup DEADLINE for member power networking- June

Sat, May 31st, 2025 ⋅ 12:00am - 11:00pm (EDT)

May

Virtual access

XPX Members Only Cross-Chapter Power Networking (networking led by The IEPA, virtual)

Thu, May 29th, 2025 ⋅ 4:55pm - 6:00pm (EDT)

May

XPX Denver - Beyond the Multiple: Rethinking Value in M&A

Thu, May 29th, 2025 ⋅ 11:30am - 1:30pm (MDT)

May

Virtual access

XPX - Making the Most of Your Membership

Wed, May 28th, 2025 ⋅ 10:50am - 11:30am (EDT)

May

XPX Houston Social: Pre-Summer Networking Bash

Tue, May 27th, 2025 ⋅ 4:30pm - 7:00pm (CDT)

May

XPX Charlotte: Importance of Human Capital in Driving Business Valuation

Thu, May 22nd, 2025 ⋅ 3:30pm - 5:00pm (EDT)

May

Virtual access

XPX Atlanta: EXPERIENCE XPX FOR GUESTS AND NEW MEMBERS

Thu, May 22nd, 2025 ⋅ 9:00am - 10:00am (EDT)

May

XPX New York - Navigating the Business Owner's Exit: Ensuring Well-Being and Success

Thu, May 22nd, 2025 ⋅ 8:30am - 10:00am (EDT)

May

XPX Philadelphia Bucks & Montgomery County - Sales System Success: From Relationships to Results

Thu, May 22nd, 2025 ⋅ 7:45am - 9:00am (EDT)

May

XPX Philadelphia - Sales System Success: From Relationships to Results

Wed, May 21st, 2025 ⋅ 12:00pm - 1:30pm (EDT)

May

XPX Hawaii (XPX HI) - Exit Ready: Designing Retirement Plans that Maximize Value for Owners Exiting Their Business

Wed, May 21st, 2025 ⋅ 11:30am - 1:00pm (HST)

May

XPX San Antonio - Strategic Income & Estate Tax Planning in a Shifting Landscape

Wed, May 21st, 2025 ⋅ 7:30am - 9:00am (CDT)

May

XPX Atlanta: After Hours Connections

Tue, May 20th, 2025 ⋅ 5:30pm - 7:30pm (EDT)

May

XPX Startup Success Workshop

Tue, May 20th, 2025 ⋅ 11:00am - 12:00pm (EDT)

May

XPX Maryland - Navigating Maryland’s Business Climate

Fri, May 16th, 2025 ⋅ 8:00am - 10:00am (EDT)

May

XPX Triangle Lunch & Learn: Happy Exits

Thu, May 15th, 2025 ⋅ 11:30am - 1:30pm (EDT)

May

XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities

Wed, May 14th, 2025 ⋅ 8:00am - 10:00am (EDT)

May

XPX Long Island - Spring Networking Event

Tue, May 13th, 2025 ⋅ 5:00pm - 7:00pm (EDT)

May

XPX Greater Boston 2025 Summit

Tue, May 13th, 2025 ⋅ 11:30am - 7:00pm (EDT)

May

XPX Atlanta: Deal Team Six - Live! Advisor Collab, In-Action, on an Actual Deal

Tue, May 13th, 2025 ⋅ 11:00am - 1:00pm (EDT)

May

XPX Nashville Member’s Only Coffee @Adams & Reese

Tue, May 13th, 2025 ⋅ 8:00am - 9:00am (CDT)

May

XPX DC Metro: The Resurgence of the C Corp

Thu, May 8th, 2025 ⋅ 7:30am - 9:30am (EDT)

XPX National Calendar

Past Events

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