
XPX Members Only Cross-Chapter Power Networking (virtual meeting)
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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)
If you have any questions, please email us.
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Guests

Dan Kaplan
SMC Data Systems
David Hern
Sofer Advisors, LLC
Bob Tankesley
Neri Capital PartnersDavid Gutt
BNY Mellon
Chad Ettmueller
JCR Settlements, LLCBob Kawabe
Kawabe & Associates, LLC
Jeff Schott
Tactegy LLC
Erik Perlman
Merrill LynchRob Smithson
Corporate InvestmentSteven Crowley
CFO Consulting Partners, LLC
Christine Mills
Raymond James
John (j.d.) Heiden
Expense Reduction Analysts
Charles Faron
Ewing Hill Advisors, Inc.
Dallas Cepa® Herold
Edward JonesMark Wigder
Coats RoseDavid Birnbaum
Morgan Stanley
Jason Mancivalano
JP Morgan Private Bank
Zach Lyons
Bank of America Private BankScott Stevens
44 Business Capital
Jamie Waldren
Wells Fargo Advisors
Sean Wieland
Tannhauser Financial
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Jerry Gauthier
Live Oak Bank
Ken Nixon
Expense Reduction Analysts
Alan Schoenberger
Endeavor Financial Planning
Nikki Evans
Ridgeline Coaching