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  • Exit Planning Exchange
Exit Planning Exchange
Dec
02

Cross-Chapter (All XPX Members) Signup deadline for member power networking - December

Details

Date & Time

Thu, Dec 2nd, 2021 â‹… 12:00am - 10:00am (EDT)

Location

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

Tickets

Guests

Registrants

94 people attended
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
ED
+89



YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

DECEMBER POWER NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS DECEMBER 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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
RS
Rob Schneider
Stancil
Jeff Swiggett of VR Business Sales is a member of XPX Fairfield County
Jeff Swiggett
VR Business Sales
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
JG
John Grzymala
Family Office Advisory Services
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
James Ferrara of Anchin Block & Anchin LLP is a member of XPX New York
James Ferrara
Anchin Block & Anchin LLP
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
SC
Steven Crowley
CFO Consulting Partners, LLC
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
TH
Tony Hill
Trivest Partners
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
IR
Ira Rovitz
Newmark
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
Morgan Stanley
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
TR
Ted Rosen
Akerman LLP
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
JG
Jeffrey Glashow
Middlesex Savings Bank
LC
Linda Crothers
Monroe Credit Advisors
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Outsourced CFOs and Advisors
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Angela Rehkop
Financial Care Providers
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Paul Pappageorge of Ashland Capital Advisors LLC is a member of XPX Chicago
Paul Pappageorge
Ashland Capital Advisors LLC
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
TR
Tyler Ridley
Weaver
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
JP
Jerome Pasichow
Integrated Financial Concepts
EC
Elizabeth Cahill
Bank of America Private Bank
Nicole Ross of Literal North, LLC is a member of XPX Chicago
Nicole Ross
Literal North, LLC
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
BCAT Partners
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
GK
Gordon Kimpel
Veritas Financial
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
Donni Engelhart of Tucker & Meltzer is a member of XPX Maryland
Donni Engelhart
Tucker & Meltzer
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
AR
Andre Rogers
E3Insights
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Bridge Corporate Finance LLC
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Nancy Kaplan of Conscient Strategies is a member of XPX DC Metro
Nancy Kaplan
Conscient Strategies
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony Macaluso
Belden Hill Partners
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
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
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC