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  • Exit Planning Exchange
Exit Planning Exchange
Oct
12

XPX San Antonio Summit 2021 (Hybrid)

Details

Date & Time

Tue, Oct 12th, 2021 ⋅ 8:00am - 3:00pm (CDT)

Location

San Antonio Colonnade Hotel - 9821 Colonnade Blvd, San Antonio, TX 78230

Tickets

2021-2022 Summit Sponsors (IN-PERSON)
$0.00
2021-2022 Summit Sponsors (VIRTUAL ONLY)
$0.00
Non-Members (IN-PERSON)
$200.00
Non-Members (VIRTUAL ONLY)
$200.00
Other XPX Chapter Members (IN-PERSON)
$150.00
Other XPX Chapter Members (VIRTUAL ONLY)
$150.00
San Antonio XPX Members (IN-PERSON)
$150.00
San Antonio XPX Members (VIRTUAL ONLY)
$150.00
Sponsor Guest (IN-PERSON)
$0.00
Sponsor Guest (VIRTUAL ONLY)
$0.00
Guests

Registrants

66 people attended


FOURTH ANNUAL

XPX BUSINESSPERSON & ADVISOR SUMMIT

HYBRID EVENT

Join us in-person or via zoom!

October 12, 2021
8:00 AM to 3:00 PM CDT
San Antonio Colonnade Hotel
9821 Colonnade Blvd, San Antonio, TX 78230


Program will include a presentation, interactive round table discussions and networking with other attendees. Click here to view and print our summit program.

AGENDA: 

8:15 – 8:50 Registration

8:50 – 9:00 Welcome and announcements from XPX San Antonio President, Steven Bankler

9:00 – 9:40 “All in the Family” Bjorn’s Audio Video Home Theater

9:45 – 10:15 “Deal Caught Covid” Eldridge Electric

10:15 – 10:30 BREAK

10:30 – 11:10 “If At First You Don’t Succeed” Silber & Associates and Highland Commissioning

11:15 – 12:00 “Double ESOP Success” Alterman, Inc.

12:00 – 12:50 LUNCH

12:15 – 12:45 “Dismal D’s” Kimberly Ford, Carolyn Smith, James Rosenblatt and John F. Dini

12:50 – 1:00 BREAK

1:00 – 1:40 “Minority Becomes Majority” Vighter LLC

1:45 – 2:30 “Replacing Yourself” Baker Engineering & Risk Consultants

2:30 – 3:00 Afternoon Networking

Our Summit is in the San Antonio Business Journal!  Click here to view our ad and spread the word! 


Questions?, contact Angie Ellis at angie@exitplanningexchange.com

Registration Fees for In-Person & Hybrid Options:  

2021-2022 Summit Sponsors & Invited Guests are complimentary. CODE required. Email Angie Ellis at angie@exitplanningexchange.com to get your code.


Non-Members – $200.00

XPX Members in good standing – $150.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
Jeremy Calvert of Vighter is a member of XPX
Jeremy Calvert
Vighter
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
OS
Otto Schwethelm
Vaco LLC
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Vaco
BH
Bobby Hines
Eldridge eEectric
JL
Joseph Lukowski
Laredo Technical Services Inc
GT
Greg Thompson
Stone Oak Wealth Management
Rob Rodriguez, CCIM, MBA of Verde Commercial Real Estate Group LLC is a member of XPX San Antonio
Rob Mba Ccim Rodriguez
Verde Commercial Real Estate Group LLC
TH
Todd Healy
C3 Financial Partners
Matthew Delgado of MidFirst Bank is a member of XPX San Antonio
Matthew Delgado
Broadway Bank
Don Maranca of JDSM Enterprises, Inc. is a member of XPX San Antonio
Don Maranca
JDSM Enterprises, Inc.
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly Shy
JDSM Enterprises, Inc.
RM
Ray Mackrell
Broadway Bank
TW
Todd Wnuk
Broadway Bank
JG
Jamie Gutierrez
PlainsCapital Bank
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN incorporated
Amy House of Growin' Out Loud Darlin' LLC is a member of XPX San Antonio
Amy House
Greiner & Attorneys PLLC
EG
Efton Giles
TWC Architectural Mouldings
DM
Don Mooney
NURSES Etc. STAFFING
SK
Scott Klingler
MergeWorks
JG
Jon Greiner
Greiner & Associates
KG
Katrina Greiner
Greiner & Associates
JL
Jack Li
Greiner & Associates
QB
Quentin Baker
BakerRisk
JG
Joel Gunn
C12
LP
Lee Przybyla
Broadway Bank
BK
Brannon Kroll
Frost Bank
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
MG
Mark Goldman
MGR Accounting Recruiters
AB
April Bagley
MGR Accounting Recruiters
DS
Denise Salzman
Aspect Wealth
SO
Stephen Oliver
Gethsemane Partners
MB
Mitchell Byrum
S. Harris Financial Group, LLC.
CT
Chris Thiel
Alterman Inc.
KS
Krysti Seibert
Alterman Inc.
JF
Jeff Froebase
Alterman Inc.
ME
Mark Eichelbaum
Cram Roofing
Carolyn Smith of C3FP is a member of XPX San Antonio
Carolyn Smith
C3FP
RB
Roland Benson
Benson Design
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
RR
Ryan Reiffert
Law Offices of Ryan Reiffert, PLLC
CB
Catherine Byers
Rosenblatt Law Firm
AK
Amir Kamel
BD
Bjorn Dybdahl
Bjorn’s Audio Video Home Theatre
KD
Kris Dybdahl
Bjorn’s Audio Video Home Theatre
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
South Highland Ventures LLC
TM
Travis McLeod
Silber & Associates
MM
Michelle Murdoch
Rosenblatt Law Firm
MM
Mary Lisa Mireles
Rosenblatt Law Firm
SR
Steve Rubin
Josephs Men’s Store
LR
Leslie Rossmeier
OpTechGente
DS
David J. Sweeten Jr.
Business Brokers Of Texas, Inc.
TF
Tamra Farris
Comerica Bank
Hannah Chalker of MPN Inc. is a member of XPX San Antonio
Hannah Chalker
MPN Inc.
JB
Jason Brown
PGP Advisory
AL
Andrea Longoria
Comerica Bank
OB
Otis Phd Baskin
RC
Regina Carl
Chase Bank.
SH
Steven Hutson
First American Title Company
SD
Stephen Dyer
vaco
MP
Matt Palmieri
Mercy Medical Equipment Company
DP
Dennis Palmieri
Mercy Medical Equipment Company
LG
Luann Glowacz Glowacz
SG
Scott Gorton