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Fri, September 19, 2025
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Wed, September 24, 2025

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  • Exit Planning Exchange
Exit Planning Exchange
Sep
01

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS SEPTEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN SEPTEMBER

Details

Date & Time

Thu, Sep 1st, 2022 â‹… 12:00am - 11:00pm (EDT)

Location

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

Tickets

Guests

Registrants

121 people attended
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
ED
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Gabrielle Mills of Sourced. is a member of XPX Atlanta
+116



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

The POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH IN SEPTEMBER

DEADLINE  TO SIGN UP (ONLINE) IS SEPTEMBER 1, 2022

(This is not an event happening on September 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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Daniel Drabinski
Bluecrest FA
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Andrew Louder of Louder Co. is a member of XPX Dallas
Andrew Louder
Louder Co.
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
John DelGrego of Marcum LLP is a member of XPX Hartford
John Delgrego
Marcum LLP
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
IR
Ira Rovitz
Newmark Knight Frank
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
LS
Laura Salpeter
Cassel Salpeter & Co., LLC
RA
Rick Allen
Great Hill Advisors
CM
Christine Malafi
Campolo Middleton and McCormick, LLP
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
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
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
DK
David Krietzberg
Krietzberg Wealth Management
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
MY
Mazal Yehezkely
IDB Bank
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
TS
Tom Sherwin
CEO Resources, Inc.
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
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 Swiggett of VR Business Sales is a member of XPX Fairfield County
Jeff Swiggett
VR Business Sales
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
JG
Jeffrey Glashow
Middlesex Savings Bank
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
JV
Jim Vigna
Live Oak Bank
EP
Ed Pratesi
Valuation & Transition Strategies, LLC
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
JK
Jeffrey Kates
The Founders Group
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Craig Poms of TowneBank is a member of XPX Triangle
Craig Poms
TowneBank
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida
A.j. Krause
Oberon Securities, LLC
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
JG
John Grzymala
Family Office Advisory Services
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Orsolya Herbein of Brand3 Inc is a member of XPX Maryland
Orsolya Herbein
Brand3 Inc
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
TK
Tim Kiernan
360 Consulting
SC
Steven Crowley
CFO Consulting Partners, LLC
CL
Clarke Langrall
Forecast Strategic Advisors
Susan Fennema of Beyond the Chaos, LLC is a member of XPX Dallas
Susan Fennema
Beyond the Chaos, LLC
Daniel Steyn of Sales Xceleration is a member of XPX Triangle
Daniel Steyn
Sales Xceleration
James Rores of Floriss Group is a member of XPX Ohio
James Rores
Floriss Group
NE
Nigel Elkan
ActionCoach of the Triangle
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon
CIC Wealth, LLC
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
Flaster Greenberg PC
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
TR
Tyler Ridley
Weaver
CS
Carlos Sava
ProCFO Partners
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Jeffrey Elder of International Business Exchange is a member of XPX Austin
Jeffrey Elder
International Business Exchange
Mark Crowley of B2BCFO is a member of XPX Southeast Michigan
Mark Crowley
B2B CFO®
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Cfp® Cfa Abmeyer
Abmeyer Wealth Management
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
SS
Scott Stevens
44 Business Capital
ML
Michael Laur
Taxster
DM
Dan Mahoney
Insperity
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
James Patten of Citibank is a member of XPX Long Island
James Patten
Citibank
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida
Jeffrey Hogue
UBS Financial Services Inc.
Darwin Salicrup of DZS Capital LLC is a member of XPX New Jersey
Darwin Salicrup
DZS Capital LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Mike Mausteller of Buckeye Business Performance is a member of XPX Ohio
Mike Mausteller
Buckeye Business Performance
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
GK
Gordon Kimpel
Veritas Financial
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consulting LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
JC
Jimmy Conway
BNY Mellon Wealth Management
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
MW
Mark Wigder
Coats Rose
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
Neri Capital Partners
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Jordan Pence of The Macro Advisors is a member of XPX Dallas
Jordan Pence
The Macro Advisors
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services