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

Managing Member
Cohen CPA Strategies, LLC
Leadership Role
Treasurer
Principal
Stein Sperling Bennett De Jong Driscoll PC
Leadership Role
Past President, Communications & Sponsor Chair
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS
Leadership Role
Programming Committee
Principal
Ennis Legacy Partners
Leadership Role
Programming Chair
Cortland Valuation
Leadership Role
Membership Chair
Chief Operating Officer
Employee Benefit Research Institute
Leadership Role
President
Founder
Maura Fredericks, LLC
Leadership Role
Power Networking Chair, Communications
Member
The Business and Legal Advisors, LLC
Leadership Role
Emerging Professionals Chair

Gold Sponsors

Silver Sponsors

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