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 10 Members
Sponsor Chair
Social Media
Karen Shapiro
Principal
Stein Sperling Bennett De Jong Driscoll PC
Call me when... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Treasurer
Robert Cohen
Managing Member
Cohen CPA Strategies, LLC
Call me when... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
At Large
Todd Feldman
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS
Call me when... you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Membership Chair
Michael Metz
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)
Call me when... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Programming Chair
Corby Megorden
Principal
Ennis Legacy Partners
Call me when... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
Venue Coordinator
Rich Volin
Attorney
Volin Employment Law, PLLC
Call me when... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
Past President
Social Media
Venue Coordinator
Abby Bensimhon
Fractional CFO
Precision Financial Consulting
Call me when... you need a fractional CFO to help business owners
Power Networking
Membership Committee
Liam Mulcahy
Financial Advisor
Raymond James
Call me when... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Power Networking
Andy Schuman
Business Performance Advisor
Insperity
Call me when... your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible
President
Akila Narayanan
Cortland Valuation
Call me when... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
Contact & Connect
Chapter Events
Feb 13, 2025 ⋅ 7:30am - 9:30am (EST)
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