System Notice: Our system is currently experiencing issues.Learn more
Loading...

We are currently working on improvements to loading speeds and overall site appearance. You may notice temporary changes as we roll out updates, but these adjustments are intended to enhance your experience.
Fri, September 19, 2025
If you experience any difficulties registering for an event, please contact us right away so we can assist you with a manual registration. Contact our Chapter Operations Lead
Wed, September 24, 2025

  • Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Fairfield County
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2025 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Feb
09

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Details

Date & Time

Thu, Feb 9th, 2023 â‹… 10:00am - 11:00am (EDT)

Location

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Tickets

Guests

Registrants

78 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Frank Brigante of CIBC is a member of XPX New York
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
+73


Due to member feedback, we're introducing a NEW FORMAT to our monthly program!

Beginning in February, we are going to test drive a new format for our Cross-Chapter Power Networking session: two virtual meetings each month open to all members (registration required--you are welcome at one or both).

 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:

  • Join the Zoom session promptly (the groups get formed right on the hour!)
  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two fellow XPX members (you'll meet up to a total of six new people in each hour)
Power Networking 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!

If you have any questions, please email us.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2025 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
KO
Kevin O'Brien
Bernstein Private Wealth Management
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
IR
Ira Rovitz
Newmark
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
BK
Bob Kawabe
Kawabe & Associates, LLC
SS
Scott Stevens
44 Business Capital
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
NE
Nigel Elkan
ActionCoach of the Triangle
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
RJ
Roy Johnson
Touchstone Advisors
Zach Lyons of Bank of America Private Bank is a member of XPX Fairfield County
Zach Lyons
Bank of America Private Bank
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
AK
Ali King
Carter Morse Goodrich
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
CBIZ
L.A. Perkins of Perkins Law is a member of XPX Miami
L.a. Perkins
Perkins Law
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
George Mayfield of Frameworks Consortium is a member of XPX Dallas
George Mayfield
Frameworks Consortium
RA
Raimundo Archibold Jr.
Schwartz Heslin Group
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Nicole Ross of Literal North, LLC is a member of XPX Chicago
Nicole Ross
Literal North, LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
David Pierce of Founders Legal is a member of XPX Atlanta
David Pierce
Founders Legal
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
TK
Tim Kiernan
360 Consulting
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
MH
Marian Howley
M Howley Consulting
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
DK
David Krietzberg
Krietzberg Wealth Management
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
David Cohn of Epikus Business Consulting is a member of XPX Triangle
David Cohn
Epikus Business Consulting
Mike Reiner of Comerica Bank is a member of XPX Austin
Mike Reiner
Comerica Bank
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
HAZ Advisors LLC.
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
JW
Jennifer Wagner
Grant Thornton LLP
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
BIP Wealth
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank