Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
Showing 11 Members
Membership Chair
Launch Committee
Treasurer
Launch Committee
Founder
Donna Sakony
Tax Principal
BDO USA
Call me when... Tax guidance is needed during any stage of the business life cycle. I can help businesses ensure tax compliance, minimize tax liabilities, avoid surprises, and proactively plan to achieve long-term goals.
Launch Committee
Darlene Campagna
President & Owner
Direct Opinions
Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.
Launch Committee
Founder
Vice President
Sponsor Chair
Membership Committee
Launch Committee
Founder
Eric Wulff
Sr VP- Financial Advisor
Wealth Enhancement
Call me when... your business is at a fork in the road and you are debating whether to grow it further or sell it
Programming Chair
Launch Committee
Founder
Molly Brown
Partner
Hahn Loeser & Parks LLP
Call me when... Attorney Specializing in Liquidity Event Planning, M&A, Securities Transactions, and Entity Formation/Corporate Governance.
Launch Committee
Jennifer Hallos
Attorney
McCarthyLebit Crystal & Liffman
Call me when... you or a client needs guidance on trust and estate planning that is focused on asset protection planning and tax minimization.
Launch Committee
Shawn Ely
Managing Director
Lazear - ESOP Advisory
Call me when... You or your client are exploring Succession Planning / Transition options for your business.
Launch Committee
Membership Committee
Sarah McIntosh
BDO/Realtor/Auctioneer
KIKO Auctioneers & Advisors
Call me when... your clients have liquidity needs.
President
Launch Committee
Founder
Linda Olejko
President and CEO
Cleveland Private Trust Company
Call me when...
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
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Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Cleveland One Sheet.