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  • 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.

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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 My Biz Worth is a member of XPX
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