02
Sep
All XPX - Member Cross-Chapter Signup deadline for member power networking - September
September
02
Thursday

Event Information

Date & Time

Thu, Sep 2nd, 2021
(EDT)

Location

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

Status

XPX Registration Closed

Price

XPX Members $0.00

Abimbola Audena
MBA Growth Partners
Ted A Bachman
Bachman & Associates
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
DOUG BLOOM
DAB VENTURES, INC.
Winston Bragg of Levitt-Fuirst Associates, Ltd. is a member of XPX Fairfield County
Winston S Bragg
Levitt-Fuirst Associates, Ltd.
David Brazda of AccountingDepartment.com is a member of XPX Connecticut,Fairfield County,Hartford,Long Island,New Jersey,New York,Tri-State
David Brazda
AccountingDepartment.com
Ben Cagle of Cagle Consulting Partners is a member of XPX Atlanta
Ben Cagle
Cagle Consulting Partners
Bob Carbonella of Sandler Training PEAK Sales Performance is a member of XPX Fairfield County
Bob Carbonella
Sandler Training PEAK Sales Performance
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
Robert Cohen of Tributum CPA Group,LLC is a member of XPX DC Metro
Robert N. Cohen
Tributum CPA Group,LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven F. Collins
XML Financial Group
Jason Correia of blumshapiro is a member of XPX Connecticut
Jason F Correia
blumshapiro
Linda Crothers
Monroe Credit Advisors
Steven C Crowley
CFO Consulting Partners, LLC
Stephen K Davis
Safe Harbor Asset Management
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd M Feldman
OBSIDIAN PLANNING SOLUTIONS
Lauren Fernandez
The Fernandez Company
Andrew Finkle of Marcum LLP is a member of XPX Philadelphia
Andrew E Finkle
Marcum LLP
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland
Michelle Fritsch
Retirement Wellness Strategies
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
John S Gross
CFO Consulting Partners
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
John A Grzymala
Family Office Advisory Services
Matthew Haskin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Doug Havas
Pinnacle Sales Advisors
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas R Heide
Heide & Company, LLC
John (J.D.) Heiden
Expense Reduction Analysts
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida
Jeffrey L. Hogue
UBS Financial Services Inc.
Marc J Horowitz
Amerivest Group
Denis M Horrigan
Connecticut Wealth Management
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta.
Junko I Horvath
Fujiyama Wealth Management
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya C Howard
ActionCoach
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin H. Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Mark Iorio
BCAT Partners
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle B Jenkins
Waypoint Growth Advisors
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia.
Fred M Kaplan
Stony Hill Advisors
Jeffrey Kates
The Founders Group
Bob Kawabe
Kawabe & Associates, LLC
Gordon M. Kimpel
Veritas Financial
David M. Krietzberg
Krietzberg Wealth Management
Bonnie D. Kumiega
Updike, Kelly & Spellacy, P.C.
Beth Lambert
Consultant
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
Robert Leonard of BerryDunn is a member of XPX New England.
Robert Leonard
BerryDunn
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Daniel Lyon of Lyon Legal, PLLC is a member of XPX DC Metro.
Daniel Lyon
Lyon Legal, PLLC
Dan Mahony of Transcendent Sales Soultions, LLC is a member of XPX Atlanta
Dan Mahony
Transcendent Sales Soultions, LLC
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John F Malone
Business Improvement Group, LLC
Brad Mart of Mart Partners is a member of XPX Chicago
Brad Mart
Mart Partners
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
BNY Mellon Wealth Management
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Steve Melton of CCIA, Inc- R3 Risk Management Division is a member of XPX Charlotte
Steve A Melton
CCIA, Inc- R3 Risk Management Division
Bob A Molony
Expense Reduction Analysts
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Michelle Orr
Live Oak Bank
Nkrumah Pierre of EisnerAmper is a member of XPX Long Island.
Nkrumah Pierre
EisnerAmper
Michael E. Plunkett
Plunkett Law Group
Ed E Pratesi
Valuation & Transition Strategies, LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
William Blair
Christopher Thomas Pumo
Skyline Analytics, LLC
Ann Richo
Key Bank
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Havell Rodrigues
New Majority Capital
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry C Rollins
Twenty Four Wealth
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Ted Rosen
Akerman LLP
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James D. Rosenblatt
Rosenblatt Law Firm
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island.
Roy Ryniker
Reorganization Alternatives Group. Ltd.
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter J Seelaus
Sherpa Financial, Seelaus Financial
Barry Selvidge of Newport LLC is a member of XPX Atlanta
Barry E Selvidge
Newport LLC
Tom Sherwin
CEO Resources, Inc.
Daniel Shulman
BNY Mellon Wealth Management
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York.
Jonathan Sirota
Sirota Law Firm, PC
Roxann Smithers of Smithers + Ume-Nwagbo, LLC is a member of XPX Atlanta
Roxann S Smithers
Smithers + Ume-Nwagbo, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners – Private Equity
Rick Tkaczyk of  is a member of XPX
Rick Tkaczyk
Century Sales Solutions, LLC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Christine Trumbull of Coaching the Climb is a member of XPX Philadelphia
Christine Trumbull
Coaching the Climb
Paul Visokey of Stony Hill Advisors is a member of XPX Fairfield County
Paul Visokey
Stony Hill Advisors
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
David Walsh of Harbinger Partners, LLC is a member of XPX Greater Boston
David Walsh
Harbinger Partners, LLC
John Weeks of The Colony Group is a member of XPX Greater Boston
John Weeks
The Colony Group
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Sean C Wieland
Tannhauser Financial
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret E Wilson
Tandem Partners


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

Menu