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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
22

XPX San Antonio 2022 Summit (In-Person): Strategies for Business Progression

Details

Date & Time

Thu, Sep 22nd, 2022 ⋅ 8:30am - 1:00pm (CST)

Location

Club at Sonterra, San Antonio, TX

Tickets

A. Individual XPX San Antonio Member
$125.00
B. Individual Other XPX Chapter Member
$135.00
C. Individual Non-Member
$150.00
D. Platinum Sponsorship
$4,500.00
E. Silver Sponsorship
$2,000.00
F. Gold Sponsorship
$2,500.00
G. Bronze Sponsorship
$1,500.00
Guests

Registrants

141 people attended

XPX San Antonio is proud to present our 2022 Summit –Strategies for Business Progression to be held on Thursday, September 22nd at the Club at Sonterra. This half-day, informational summit is just for you, our local businesses.



XPX (Exit Planning Exchange) is a nonprofit organization madeup of advisors for businesses. Membership includes bankers, CPA’s, wealth managers, attorneys, business consultants, and others that support our San Antonio and surrounding area business owners.

Keynote speakers Carolyn Labatt, CEO of Computer Solutions, and Michael Kiolbassa, President of Kiolbassa Smoked Meats, will share their journeys from startup to present. We’re also featuring two panels of advisors, discussing short and long term goals for continued success. Whether your goal is business progression, business succession or business exit, this Summit is for you.


INDIVIDUAL TICKETS ARE NOW AVAILABLE

XPX San Antonio Members - $125.00
Other XPX Chapter Member - $135.00
Non-members - $150.00

Individual Ticket Refund Policy: You may request to cancel your registration for a full refund by Friday, Sept. 16, 2022 at NOON EDT.  After the deadline, tickets are final sale and non-refundable.  We are unable to issue a credit towards another meeting or honor substitutes or transfers.

Sponsorship opportunities are still available!

Platinum Sponsorship  - $4,500.00
2 Tables of 8 Recognition from Stage Signage at Event

Gold Sponsorship  - $2,500.00
1 Table of 8 Recognition from Stage Signage at Event (Featured in the SA Woman magazine ad, plus more).

Silver Sponsorship - $2,000.00
1 Table of 8 Recognition from Stage Signage at Event

Bronze Sponsorship - $1,500.00
Half Table (4 seats) Recognition from Stage Signage at Event

PLEASE NOTE: Sponsorships purchased after July 31st, 2022 will be ineligible for marketing benefits listed under the appropriate sponsorship level due to promotional deadlines.

Click HERE for further information about our Summit Sponsor Benefits, or contact Lisa Mochel, XPX San Antonio Summit Chair at lisa.mochel@lscb.com.

There are no refunds on sponsorships. 

If you prefer to pay by check, please contact Ausie Burns, XPX San Antonio Treasurer at ausie@bankler.com.


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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek Jr
South Highland Ventures LLC
Teresa Villanueva of FranNet is a member of XPX San Antonio
Teri Villanueva
FranNet
KV
Keegan Villa
Truist Bank
JC
Justin Clark
San Antonio Business Journal
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Crpc Cfp Dziuk
Mesquite Wealth Management Group
John Seybold of Employer Flexible is a member of XPX San Antonio
John Seybold
Employer Flexible
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
LR
Leslie Rossmeier
OpTech Staffing
WB
Whitney Blair
PNC
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
PNC
SC
Shermerree Conn
PNC
PD
Priscilla Davila
The Bank of San Antonio (Texas Partners Bank)
BB
Blake Brather
The Bank of San Antonio (Texas Partners Bank)
MB
Maria Breen
The Bank of San Antonio (Texas Partners Bank)
TM
Tina Montoya
LONESTAR Pest Solutions
AW
Adam Wetherell
SWBC
ML
Michael Leos
SWBC
TC
Taylor Cunningham
SWBC
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
M&T Financial Partners
AR
Amie Reynolds
CertaPro Painters
LK
Leanne King
SeeKing HR
Carolyn Labatt of Computer Solutions is a contact of XPX
Carolyn Labatt
Computer Solutions
Michael Kiolbassa of Kiolbassa Smoked Meats is a contact of XPX
Michael Kiolbassa
Kiolbassa Smoked Meats
Alan Kramer of Bank of San Antonio is a contact of XPX
Alan Kramer
Bank of San Antonio
Nathan Rizzo of Rx Technology is a contact of XPX
Nathan Rizzo
Rx Technology
Liz Papagni of Marketing Initiative Worx, Inc. is a member of XPX San Antonio
Liz Papagni
Marketing Initiative Worx, Inc.
Ken Saks of Oliva, Saks, Garcia & Curiel, L.L.P. is a contact of XPX
Ken Saks
Oliva, Saks, Garcia & Curiel, L.L.P.
Christi Rohmer of ATKG is a contact of XPX
Christi Rohmer
ATKG
BW
Brian Wilson
Mueller & Wilson, Inc
OS
Otto Schwethelm
Vaco LLC
Timothy Geppert of Central Texas CFOs LLC is a member of XPX San Antonio
Timothy Geppert
Vaco LLC
BW
Brad Wheeless
Texas Research & Technology Foundation
JG
Jamie Gutierrez
PlainsCapital Bank
MK
Melanie Kirk
ATKG, LLP
TN
Trang Nguyen
NR
Nick Renneker
CH
Charles Houston
Broadway Bank
JM
Jennifer Mansour
Broadway Bank
RM
Ray Mackrell
Broadway Bank
TW
Todd Wnuk
Broadway Bank
TB
Todd Braulick
Bank of America Private Bank
AB
Amanda Batsche
Batsche Law
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
CT
Cari Takao
FHK CPA
CD
Charlie Drago
Monarch Trophy
SS
Scott Stiles
Alamo Printing and Mailing
Robert Latham of IBG Business / Altapraem M&A Advisors is a member of XPX San Antonio
Robert Latham
IBG Business / Altapraem M&A Advisors
AN
Allen Niesinov
Verde Commercial Real Estate Group
SO
Stephen Oliver
Gethsemane Partners
SM
Shelley Mann
Strategic Sales Advisors LLC
Hannah Chalker of MPN Inc. is a member of XPX San Antonio
Hannah Chalker
MPN Inc.
Tom Jordan of EXodus/CompLink LLC is a member of XPX San Antonio
Tom Jordan
EXodus/CompLink LLC
TC
Thomas Culp
Crandall & Associates
LC
Lauren Culp
Crandall & Associates
TG
Trent Garmoe
DigiTech USA
HL
Harry Looknanan
PNC
TH
Todd Healy
C3 Financial Partners
RB
Row Blount
C3 Financial Partners
OB
Otis Baskin
The Family Business Consulting Group
KD
Kris Dybdahl
Bjorn’s Audio Video
BD
Bjorn Dybdahl
Bjorn’s Audio Video
MG
Melanie Geist
Ridout Barrett & Co. PC
SHANN CHAUDHRY of Shann M. Chaudhry ESQ Attorney At Law PLLC is a member of XPX San Antonio
Shann Chaudhry
Shann M. Chaudhry ESQ Attorney At Law PLLC
EC
Elizabeth "liz" Crawford
Sendero Wealth Management
EH
Edward "ed" Hart
Sendero Wealth Management
SM
Scott McMillian
Sendero Wealth Management
ES
Evan Smith
Red Runner Coffee
BW
Brad Wilson
CARR
AC
Alison Canavan
Corporate Wellness Coach
JG
Joe Gonzalez
Leading Strategy Advisers
RL
Ray Luna
Champion Glass
CM
Christine Muzzin
KeyStaff
BH
Bill Hodde
Texas Best Signs
RB
Robert Berry
Bank of America
PM
Patrick Mays
PPM Capital
CA
Carmen Alcala
Central Coast Transport Inc.
CA
Cesar Alcala
Central Coast Transport Inc.
SH
Stephanie Hankins
Leger, Ketchem & Cohoon, PLLC
TY
Ty Young
Clifton Larson Allen LLP
CH
Claudia Hinojosa
Truist Bank
JB
Joe Bieniek
Truist Bank
CC
Chris Comfort
Truist Bank
JL
Joseph Lukowski
Laredo Technical Services, Inc.
GT
Greg Thompson
Stone Oak Wealth
MP
Mar Procyk
Texas Star Fire Alarm Systems
TP
Tiffany Procyk
Texas Star Fire Alarm Systems
NT
Naureen Tejani
Steven Bankler CPA, Ltd
SC
Sanaa Cody
Steven Bankler CPA, Ltd
TF
Tamara Farris
Comerica Bank
RC
Rhonda Calvert
Comerica Bank
WG
Wayne Gordon
Glaucon Capital Partners
BB
Barry Bankler
Gibson Plumbing
IV
Ingrid Valdes
Steven Bankler, CPA, Ltd
JG
Jane Guenther
Steven Bankler
MB
Monica Brady
Steven Bankler CPA, Ltd
SB
Scott Bankler
Elder Bray
DB
David Bandy
D.L. Bandy Constructors, Inc.
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
AB
April Bagley
MGR Accounting Recruiters
PR
Paul Randles
PGR Business Advisors
EP
Ed Patton
Patton Systems
KC
Kyle Courtney
C&C Groundwater Services, LLC
MB
Mitchell Byrum
S. Harris Financial Group, LLC.
MD
Marvin Dziuk
CD
Cheryl Dziuk
DW
David Wynn
RW
Roger Wells
JB
Jeff Burns
NxtLink LLC
LR
Luis Rodriguez
MR
Matt Ryan
JH
Jim Hollerbach
Hollerbach & Associates, Inc.
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Laura Kirby of LLK Consulting LLC is a member of XPX San Antonio
Laura Kirby
LLK Consulting LLC
Angie Shadle of Growin’ Out Loud Darlin’ is a contact of XPX
Angie Shadle
Growin’ Out Loud Darlin’
CL
Candace Lynch
VACO
SH
Steven Hutson
First American Title National Commercial Services
AS
Angel Salinas
Sandler
SA
Simon Andrade
ExitMap, LLC
LC
Lisa Contreras
RSM US LLP
MD
Marvin Dzuik
Dziuk's Meat Market
CD
Cheryl Dzuik
Dziuk's Meat Market
DW
David Winn
Mesquite Wealth Management Group
RW
Roger Wells
Wells Construction
BP
Bob Price
Price Chevy, Dodge
BO
Brad Oxford
Clark Hill
CC
Connie Collins
Connally Law, PLLC
LK
Laurie Kabes
Marketing Initiative Worx
RM
Ryan Mays
Mays Family Enterprises
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Cfp® Francis
Financial Life Advisors
IC
Iliana Cuellar
Rosenblatt Law Firm
EW
Ed White Jr.
Texas Heritage Bank
SP
Samantha Preblich
Rosenblatt Law Firm
Molly Neck of The Rosenblatt Law Firm is a member of XPX San Antonio
Molly Neck
The Rosenblatt Law Firm
SS
Stafford Sadler
Rosenblatt Law Firm
AV
Andrea Vizcarra
Rosenblatt Law Firm
JF
Jorge Franco
Rosenblatt Law Firm
RR
Ryan Reiffert
Law Offices of Ryan Reiffert, PLLC
Kelly Shy of JDSM Enterprises, Inc. is a member of XPX San Antonio
Kelly Shy - Maranca
JDSM Enterprises, Inc.
GW
Gary Weinman
American Business Intermediaries
MY
Macie York
ExitMap, LLC
VH
Victoria Herrera-Dao
Jorge Herrera CPA CIA PC