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  • Exit Planning Exchange
Exit Planning Exchange
Mar
13

XPX Members Only Cross-Chapter Power Networking (virtual meeting)

Details

Date & Time

Mon, Mar 13th, 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

64 people attended
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Dan Kaplan of SMC Data Systems is a member of XPX New York
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
DG
+59

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

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.
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
DG
David Gutt
BNY Mellon
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
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
BK
Bob Kawabe
Kawabe & Associates, LLC
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Jeff Schott of Tactegy LLC is a member of XPX South Florida
Jeff Schott
Tactegy LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik Perlman
Merrill Lynch
David Wilson of Sincerus Advisory is a member of XPX New York
David Cepa Cfa Cfp Wilson
Sincerus Advisory
RS
Rob Smithson
Corporate Investment
WC
William Cornelius
M&T Bank
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
N/A
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
MS
Michael Schodrof
UBS
JG
John Grzymala
Family office advisory services
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
SC
Steven Crowley
CFO Consulting Partners, LLC
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Raymond James
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles Faron
Ewing Hill Advisors, Inc.
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
MW
Mark Wigder
Coats Rose
DB
David Birnbaum
Morgan Stanley
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Zach Lyons of Bank of America Private Bank is a member of XPX Fairfield County
Zach Lyons
Bank of America Private Bank
SS
Scott Stevens
44 Business Capital
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Wells Fargo Advisors
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
Texas
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
WW
William Wilcoxson
Osage Advisors
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
Sal Cocuzza of DBD Investment Bank is a member of XPX New York
Salvatore Cocuzza
DBD Partners LLC
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
Ridgeline Coaching
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
HAZ Advisors LLC.