XPX San Antonio Summit 2021 (Hybrid)

Event Information

Date & Time

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


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


XPX Registration Closed


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

April Bagley
MGR Accounting Recruiters
Quentin Baker
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Otis Baskin, PhD
Roland Benson
Benson Design
Jason Brown
PGP Advisory
Catherine Byers
Rosenblatt Law Firm
Mitchell Byrum
S. Harris Financial Group, LLC.
Jeremy Calvert of Vighter is a member of XPX
Jeremy Calvert
Regina Carl
Chase Bank.
Matthew Delgado of Broadway Bank is a member of XPX San Antonio
Matthew Delgado
Broadway Bank
John Dini of MPN incorporated is a member of XPX San Antonio
John F Dini
MPN incorporated
Bjorn Dybdahl
Bjorn’s Audio Video Home Theatre
Kris Dybdahl
Bjorn’s Audio Video Home Theatre
Stephen Dyer
Mark Eichelbaum
Cram Roofing
Tamra N Farris
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
Jeff Froebase
Alterman Inc.
Efton Giles
LuAnn Glowacz Glowacz
Mark J Goldman
MGR Accounting Recruiters
Scott Gorton
Jon Greiner
Greiner & Associates
Katrina Greiner
Greiner & Associates
Joel Gunn
Jamie Gutierrez
PlainsCapital Bank
Todd S Healy
C3 Financial Partners
Bobby Hines
Eldridge eEectric
Amy L House
Greiner & Attorneys PLLC
Steven Hutson
First American Title Company
Amir Kamel
Scott Klingler
Brannon Kroll
Jack Li
Greiner & Associates
Andrea Longoria
Comerica Bank
Don Maranca of JDSM Enterprises, Inc. is a member of XPX San Antonio
Don Maranca
JDSM Enterprises, Inc.
Travis McLeod
Silber & Associates
Mary Lisa Mireles
Rosenblatt Law Firm
Lisa Mochel
Lone Star Capital Bank
Don Mooney
Michelle Murdoch
Rosenblatt Law Firm
Stephen Oliver
Ron Ondechek
South Highland Ventures LLC
Dennis Palmieri
Matt Palmieri
Lee Przybyla
Ryan G Reiffert
Law Offices of Ryan Reiffert, PLLC
Rob Rodriguez, CCIM, MBA
Verde Commercial Real Estate Group LLC
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James D. Rosenblatt
Rosenblatt Law Firm
Leslie Rossmeier
Steve Rubin
Denise Salzman
Aspect Wealth
Otto Schwethelm
Vaco LLC
Krysti Seibert
John Seybold of Employer Flexible is a member of XPX San Antonio.
John C Seybold
Employer Flexible
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly A Shy
JDSM Enterprises, Inc.
David J. Sweeten Jr.
Chris Thiel
Greg Thompson
Todd Wnuk




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.


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 complimentaryCODE 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.