12
Oct
XPX ATLANTA: Real Life XPX: Multi-Advisor Value-Building In Motion
October
12
Tuesday

Event Information

Date & Time

Tue, Oct 12th, 2021
11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration.

Status

Registration Now Closed

Price

Atlanta Members $10.00
Non-Members $20.00
XPX Members from other Chapters $15.00

Jeff Armacost of Whole Brain Brands is a member of XPX Atlanta
Jeff Armacost
Whole Brain Brands
Kenny Baer of Baer Wealth is a member of XPX Atlanta
Kenny J Baer
Baer Wealth
Ben Barineau
Cara Barineau
Mark Beal
Baer Wealth
Randy Berger
Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Catherine Cates
Profit Made Simple, LLC
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter C Chatel
The Chatel Consulting Group
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
TERRY “Doc” M DOCKERY
The Resolve Firm
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Ashley Edwards
Insperity
Paul Evans
Paul Evans
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria C Forbes
FIREPOWER Business Catalyst, LLC.
Xernia Fortson
Xernia L. Fortson, Esq.
Tom Fulton of Neri Capital Partners is a member of XPX Atlanta
Tom Fulton
Neri Capital Partners
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
Lisa Henriott
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Matthew J Hudgins
10x Profit Blueprint
James Marosek of WMBO CPA Group is a member of XPX Atlanta
James Marosek
WMBO CPA Group
Bruce McFadden of Carr, Riggs & Ingram is a member of XPX Atlanta
Bruce McFadden
Carr, Riggs & Ingram
Alan Mishkoff
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Ian Platt of Platt Business Law LLC is a member of XPX Atlanta
Ian J. Platt
Platt Business Law LLC
John Ray of Business RadioX® is a member of XPX Atlanta
John Ray
Business RadioX®
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela R Rehkop
Financial Care Providers
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael S Rosenthal
Taylor English Duma
Robert M Rosner
Robert M. Rosner & Associates, Inc.
Melissa Sager of Sage Solution Consulting is a member of XPX Atlanta
Melissa Sager
Sage Solution Consulting
Eric Sharpe
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Donald J Simon
Simon Financial Company
Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
Brent Stromwall
Odigos, LLC
Rob Swartwood of consilium is a member of XPX Atlanta
Rob Swartwood
consilium
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners – Private Equity
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Michael Togneri
Neri Capital Partners
Andrei Tsygankov of Founders Legal | Bekiares Eliezer LLP is a member of XPX Atlanta
Andrei Tsygankov
Founders Legal | Bekiares Eliezer LLP

Real Life XPX: Multi-Advisor Value-Building In Motion

What does a real, collaborative, multi-advisor value-building project look like?


Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team.

An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team

A 2-part series: October 12th and November 9th

  • What’s the owner experience of a project with so many moving parts?
  • How does a 12-advisor team work efficiently together 
  • How did they integrate existing advisors? 
  • How did they adapt to the chaos of COVID? 
  • Where are they now in the value-building process?

Join Cara and Ben Barineau, owners of Blue Marble Video, and their XPX advisors David Shavzin, Maria Forbes and Jeff Armacost as they get really real on the challenges and successes. Mike Rosenthal moderates a fascinating panel demonstrating the core XPX principles in action.


Virtual Event Pricing:

Atlanta Members – $10.00

XPX Members from other Chapters – $15.00

Non-Members – $20.00

Virtual – Connection details sent upon registration.




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