01
Feb
Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS FEB. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN FEBRUARY
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Event Information

Date & Time

Tue, Feb 1st, 2022
(EDT)

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
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Brooke Bellamy
Gross Mendelsohn
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
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.
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward A Bortnick
skmb,p.a.(Cpa’s & Business Valuators)
Matthew D Bradbury
Business Acquisition & Merger Associates
Jill Braunstein
Moritt Hock & Hamroff LLP
Adam Brier of USI Insurance is a member of XPX Long Island
Adam Brier
USI Insurance
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
John Carpenter of Expense Reduction Analysts is a member of XPX Tri-State
John J Carpenter
Expense Reduction Analysts
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony J Citrolo
The NYBB Group
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher A. Coates
SES ESOP Strategies
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven F. Collins
XML Financial Group
John Czajkowski of Czajkowski Dumpel & Associates, Inc. is a member of XPX Atlanta
John Czajkowski
Czajkowski Dumpel & Associates, Inc.
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
Van Daughtry
Van Daughtry Consulting, LLC
John DelGrego of Marcum LLP is a member of XPX Hartford
John DelGrego
Marcum LLP
John Dini of MPN incorporated is a member of XPX San Antonio
John F Dini
MPN incorporated
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Ashley Edwards of Insperity is a member of XPX Atlanta
Ashley Edwards
Insperity
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
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria C Forbes
FIREPOWER Business Catalyst, LLC.
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Rana Gorzeck of Ward Damon, PL is a member of XPX South Florida
Rana M Gorzeck
Ward Damon, PL
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.)
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos F Guevara
VR Business Brokers San Antonio TX
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut
Gail M Harris
Wealthspire Advisors
Tom Harris of CapFlow Funding Group is a member of XPX Chicago
Tom Harris
CapFlow Funding Group
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
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
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
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
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island
Diane Johnston
UBS Financial Services, Inc.
James Junker of Pilot Hill Advisors is a member of XPX Chicago
James Junker
Pilot Hill Advisors
Michael Karwic of The Zajac Group is a member of XPX Philadelphia
Michael B Karwic
The Zajac Group
Bob Kawabe
Kawabe & Associates, LLC
Gordon M. Kimpel
Veritas Financial
Bonnie D. Kumiega
Updike, Kelly & Spellacy, P.C.
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Beth Lambert
Consultant
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
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
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John F Malone
Business Improvement Group, LLC
Peter Manzi
City National Bank
John Marsh of Bristol Group is a member of XPX Atlanta
John Marsh
Bristol Group
Brad Mart of Mart Partners is a member of XPX Chicago
Brad Mart
Mart Partners
Jim Massengale
Expense Reduction Analysts
Brad Mayer of Comercia Private Wealth Management is a member of XPX Austin
Brad Mayer
Comercia Private Wealth Management
Brian McGettigan of Morgan Stanley is a member of XPX Maryland
Brian McGettigan
Morgan Stanley
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
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory – Fractional CFOs and Advisors
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Aaron Naisbitt
Dunn Rush & Co. LLC
Sterling Neblett of Centurion Wealth Management LLC is a member of XPX DC Metro
Sterling Neblett
Centurion Wealth Management LLC
Berk Nowak
Brown Advisory
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary J Occhipinti
Bank of America
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
South Highland Ventures LLC
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
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Stefan A Prins
PKF O’Connor Davies
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
William Blair
Anabel Quintero
MV Financial
John Ray of Business RadioX® is a member of XPX Atlanta
John Ray
Business RadioX®
Matthew Raymon
Third Arch Investments
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, 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
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James D. Rosenblatt
Rosenblatt Law Firm
Edward Rothstein
Newport 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
Paul Schmid
Arent Fox LLP
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
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
Tom Sherwin
CEO Resources, Inc.
Daniel Shulman
BNY Mellon Wealth Management
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald J Simon
Simon Financial Company
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John P Simonetta
Simonetta Consulting
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
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 of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
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
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
John Vanderslice of Sandler Training/Strategic Solutions Group is a member of XPX Philadelphia
John Vanderslice
Sandler Training/Strategic Solutions Group
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
CFO Consulting Partners
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John B Weber
Sage Intermediaries LLC
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
Carlton White
Visionary Business Brokerage, LLC
Sean C Wieland
Tannhauser Financial
William Wilcoxson
Osage Advisors
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP



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

FEBRUARY POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS FEBRUARY 1, 2022

(This is not an event happening on February 1st.)
Please read the description below.

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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