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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
02

All XPX - Member Cross-Chapter Signup deadline for member power networking - September

Details

Date & Time

Thu, Sep 2nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Location

Your Group Leader Will Reach Out to Set a Date / Time

Tickets

Guests

Registrants

105 people attended
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Sonya Howard of ActionCoach is a member of XPX Atlanta
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
+100


THIS IS NOT AN EVENT

Your Group Leader Will Reach Out to Set a Date / Time

SEPTEMBER POWER NETWORKING
THE PROGRAM RUNS ALL MONTH
DEADLINE TO SIGN UP IS SEPTEMBER 01, 2021


XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

Here's how the Power Networking works:

  • We'll match you with a group of around five fellow members of from other XPX Chapters
  • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
  • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
  • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

Let me know if you have any question please email us

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
Junko Horvath
Fujiyama Wealth Management
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Christine Trumbull of Pinnacle Exit Group is a member of XPX Philadelphia
Christine Trumbull
Coaching the Climb
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
TR
Ted Rosen
Akerman LLP
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
MP
Michael Plunkett
Plunkett Law Group
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
Daniel Lyon of Lyon Legal, PLLC is a member of XPX DC Metro
Daniel Lyon
Lyon Legal, PLLC
Bob Carbonella of Sandler Training PEAK Sales Performance is a member of XPX Fairfield County
Bob Carbonella
Sandler Training PEAK Sales Performance
JK
Jeffrey Kates
The Founders Group
EP
Ed Pratesi
Valuation & Transition Strategies, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Ben Cagle of Cagle Consulting Partners is a member of XPX Atlanta
Ben Cagle
Cagle Consulting Partners
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
BCAT Partners
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
SC
Steven Crowley
CFO Consulting Partners, LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland
Michelle Fritsch
Retirement Wellness Strategies
Dan Mahony of Transcendent Sales Soultions, LLC is a member of XPX Atlanta
Dan Mahony
Transcendent Sales Soultions, LLC
JG
John Grzymala
Family Office Advisory Services
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
BL
Beth Lambert
Consultant
GK
Gordon Kimpel
Veritas Financial
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Tributum CPA Group,LLC
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
AR
Ann Richo
Key Bank
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
CP
Christopher Pumo
Skyline Analytics, LLC
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
ND
Nora Debellis
Key Bank
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
Mike Lindert of Strategic Elevation LLC, powered by Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
B2B CFO
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Harbinger Partners, LLC
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
Amerivest Group
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island
Roy Ryniker
Reorganization Alternatives Group. Ltd.
DB
Doug Bloom
DAB VENTURES, INC.
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
DH
Denis Horrigan
Connecticut Wealth Management
AA
Abimbola Audena
MBA Growth Partners
MN
Mark Nuelle
B2B CFO
DS
Daniel Shulman
BNY Mellon Wealth Management
LC
Linda Crothers
Monroe Credit Advisors
HR
Havell Rodrigues
New Majority Capital
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
TB
Ted Bachman
Bachman & Associates
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
JG
John Gross
CFO Consulting Partners
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Fasi
UBS
Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida
Jeffrey Hogue
UBS Financial Services Inc.
BK
Bob Kawabe
Kawabe & Associates, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
DK
David Krietzberg
Krietzberg Wealth Management
TS
Tom Sherwin
CEO Resources, Inc.
David Brazda of AccountingDepartment.com is a member of XPX Tri-State
David Brazda
AccountingDepartment.com
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
LF
Lauren Fernandez
The Fernandez Company
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC