01
Jan
Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JAN. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY
January
01
Saturday

Event Information

Date & Time

Sat, Jan 1st, 2021
(EST)

Location

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

Status

XPX Registration Closed

Price

XPX Members $0.00

Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin H Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Patti Anderson
First Internet Bank
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
Greiner Maltz Co of Long Island
Abimbola Audena
MBA Growth Partners
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey L Bass
Executive Strategies Group LLC
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella M. Bloom
Bloom & Bloom, LLC
Matthew D Bradbury
Business Acquisition & Merger Associates
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Brody and Associates, LLC
Todd Callen of AcSellerate Sales Advisors, LLC is a member of XPX Atlanta
Todd Callen
AcSellerate Sales Advisors, LLC
John Carpenter of Expense Reduction Analysts is a member of XPX Tri-State
John J Carpenter
Expense Reduction Analysts
Anthony Citrolo of The NYBB Group is a member of XPX Connecticut,Fairfield County,Hartford,Long Island,New Jersey,New York,Tri-State
Anthony J Citrolo
The NYBB Group
Michael Clear of Wiggin and Dana is a member of XPX Connecticut
Michael T. Clear
Wiggin and Dana
Robert Cohen of Tributum CPA Group,LLC is a member of XPX DC Metro
Robert N. Cohen
Cohen CPA Strategies, LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven F. Collins
XML Financial Group
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Robert Crapsey
Trivest Partners
Linda Crothers
Monroe Credit Advisors
Steven C Crowley
CFO Consulting Partners, LLC
Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia
Diane DeCesare
Drucker & Scaccetti
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
michael Edwards of Precision Bookkeeping is a member of XPX Austin
michael Edwards
Precision Bookkeeping
Don Emmett
Murphy Business Sales
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
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy FitzGerald
Coastal Wealth
Jonathan J. Fox
Kelleher + Holland, LLC
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Steven Fultonberg
Steven Fultonberg CPA/CVA, PLLC
Jeffrey L Glashow
Middlesex Savings Bank
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
John A Grzymala
Family Office Advisory Services
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas R Heide
Heide & Company, LLC
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
Tony Hill
Trivest Partners
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
TARA HODGENS HODGENS
Advanced Corporate Solutions
Jeff Hornstein of The Hornstein Law Office, P.C. is a member of XPX Chicago
Jeff Hornstein
The Hornstein Law Office, P.C.
Marc Horowitz of C-Suite Impact Deal Makers is a member of XPX South Florida
Marc J Horowitz
C-Suite Impact Deal Makers
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
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
Diane Johnston
UBS Financial Services, Inc.
Nancy Kaplan of Conscient Strategies is a member of XPX DC Metro
Nancy J Kaplan
Conscient Strategies
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew N. Karlen
Law Office of Andrew N. Karlen
Michael Karwic of Simone Zajac Wealth Mgmt Group is a member of XPX Philadelphia
Michael B Karwic
The Zajac Group
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Jonathan King of System & Soul is a member of XPX Dallas
Jonathan King
System & Soul
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Kenneth B Laks
Citrin Cooperman
Clarke Langrall
Forecast Strategic Advisors
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Nicholas LoCoco
Marcum LLP
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
Belden Hill Partners
Brad Mart of Mart Partners is a member of XPX Chicago
Brad Mart
Mart Partners
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby J Megorden
Ennis Legacy Partners
Steve Melton of CCIA, Inc- R3 Risk Management Division is a member of XPX Charlotte
Steve A Melton
CCIA, Inc- R3 Risk Management Division
David Mills
Morgan Stanley
Michael Molder of AILA Limited is a member of XPX Philadelphia
Michael J Molder
AILA Limited
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
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Berk Nowak
Brown Advisory
Michelle Orr of Live Oak Bank is a member of XPX Connecticut
Michelle Orr
Live Oak Bank
Paul Pappageorge of Ashland Capital Advisors LLC is a member of XPX Chicago
Paul Pappageorge
Ashland Capital Advisors LLC
Ryan A Pendleton
Atlantic Capital Bank
Sarah Powell
Insperity
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Ann Richo
Key Bank
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
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
Robert M Rosner
Robert M. Rosner & Associates, Inc.
Nicole Lev Ross
Literal North, LLC
Ira C Rovitz
Newmark Knight Frank
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren J. Rutherford
Rutherford Advisors, Inc.
Michael Schiff of Fiduciary Trust Company International is a member of XPX South Florida
Michael S Schiff
Fiduciary Trust Company International
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
Barry Selvidge of Newport LLC is a member of XPX Atlanta
Barry E Selvidge
Newport LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard L. Silvermintz
Tier 1 Capital of Georgia, LLC
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald J Simon
Simon Financial Company
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Jonathan Smith
Live Oak Bank
Ted Smith
Next Capital Management
Mark Stevens
Steadfast Wealth Strategies
Michael Stier of FocusCFO - Carolinas is a member of XPX Charlotte
Michael Stier
FocusCFO – Carolinas
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
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
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
John Weeks of The Colony Group is a member of XPX Greater Boston
John Weeks
The Colony Group
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Sean C Wieland
Tannhauser Financial
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret E Wilson
Tandem Partners
John Yun of RBC Wealth Management, a division of RBC Capital Markets, LLC is a member of XPX DC Metro
John Yun
Yun Wealth Management Group at RBC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen



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

JANUARY POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS JANUARY 1, 2022

(This is not an event happening on January 1st.)

The 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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