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  • Exit Planning Exchange
Exit Planning Exchange
Apr
06

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

Details

Date & Time

Thu, Apr 6th, 2023 â‹… 9:50am - 11:00am (EDT)

Location

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

Tickets

Guests

Registrants

71 people attended
Joe Mraz of Raymond James is a member of XPX Atlanta
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
ED
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
+66

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.
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Raymond James
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
CP
Christopher Pumo
Skyline Analytics, LLC
AW
Ari Wajnberg
Montevino Advisory Services, LLC
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
JR
Joe Ruzicka
Adams Keegan
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
HK
Harvey Katz
Fox Rothschild
ML
Michael Laur
Taxster
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
Eli Everett of Goldman Sachs is a member of XPX Chicago
Eli Everett
Goldman Sachs
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
ActionCOACH of Central West Houston
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Chris Shepler of Investment Advisor is a member of XPX Greater Boston
Chris Shepler
Fiduciary Trust Company
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
DB
David Birnbaum
Morgan Stanley
JG
John Grzymala
Family office advisory services
AC
Anthony Cook
AB
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
PVM Company, Inc
MS
Michelle Sledz
Insperity
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Consulting
CS
Craig Cpwa(r) Slater
Morgan Stanley
CM
Chris Moreno
Bernstein Private Wealth
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
N/A
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
BK
Bob Kawabe
Kawabe & Associates, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Brandon Miller
Three Twenty-One Capital Partners
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Transworld Business Advisors of Boston
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
BN
Berk Nowak
Brown Advisory
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Dave Patterson of ClinchView Enterprises LLC is a member of XPX Nashville
Dave Patterson
A. Neumann & Associates
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Simple Industries, LLC
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
JC
Jennifer Colby
Bernstein
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Drew Rossi of Oppenheimer is a member of XPX DC Metro
Drew Rossi
Oppenheimer
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank