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  • Exit Planning Exchange
Exit Planning Exchange
Feb
13

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

Details

Date & Time

Mon, Feb 13th, 2023 â‹… 12:55pm - 2:00pm (EST)

Location

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

Tickets

Guests

Registrants

82 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
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
+77


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
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Vaupen Financial Advisors, LLC
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
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
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 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
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Liz Papagni of Marketing Initiative Worx, Inc. is a member of XPX San Antonio
Liz Papagni
Marketing Initiative Worx, Inc./My CMO
NE
Nigel Elkan
ActionCoach of the Triangle
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN Incorporated
JD
Josiah Day
Community Foundation for Northern Virginia
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
JH
Jennifer Herbst
Paro
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises LLC
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
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
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
ER
Ed Rothstein
Newport LLC
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald Jones
Ameriprise Financial LLC
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
BK
Bob Kawabe
Kawabe & Associates, LLC
Jeffrey Brenner of CSuite Impact DealMakers is a member of XPX South Florida
Jeffrey Brenner
CSuite Impact DealMakers
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Evan Bangert of First Horizon Bank is a member of XPX Nashville
Evan Bangert
First Horizon Bank
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
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
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
RY
Raffi Yardemian
Boston Sales Solutions
CM
Chris Moreno
Bernstein Private Wealth
Eli Everett of Goldman Sachs is a member of XPX Chicago
Eli Everett
Goldman Sachs
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
LH
Leonard (ladd) Hirsch
Bradley LP
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Wells Fargo Advisors
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
David Cohn of Epikus Business Consulting is a member of XPX Triangle
David Cohn
Epikus Business Consulting
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
HAZ Advisors LLC.
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
N/A
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.