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  • Exit Planning Exchange
Exit Planning Exchange
May
02

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

Details

Date & Time

Tue, May 2nd, 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

52 people attended
Shelia Darby of BizWorth is a member of XPX Houston
David Shavzin of The Value Track is a member of XPX Atlanta
CP
KO
+47

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-three fellow XPX members (you'll meet a total of around 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.
Shelia Darby of BizWorth is a member of XPX Houston
Shelia Darby
BizWorth
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
CP
Christopher Pumo
Skyline Analytics, LLC
KO
Kevin O'Brien
Bernstein Private Wealth Management
IR
Ira Rovitz
Newmark
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Mike Dowhan of Bedrock Sales Strategy LLC is a member of XPX Houston
Mike Dowhan
Bedrock Sales Strategy LLC
Sal Cocuzza of DBD Investment Bank is a member of XPX New York
Sal Cocuzza
DBD Partners Investment Bank
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
BN
Berk Nowak
Brown Advisory
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
AK
Andrew Koutroumanis
GrantThornton LLP
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
TK
Tim Kiernan
360 Consulting
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
061477464
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
ERA
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
CS
Craig Cpwa(r) Slater
Morgan Stanley
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
DB
Dennis Buck
Grant Point Group
DS
Daniel Shulman
BNY Mellon Wealth Management
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
smc data systems
Dan Bernstein of The Raivax Group is a member of XPX DC Metro
Dan Bernstein
The Raivax Group
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
BB
Brian Beneduce
Bernstein Private Wealth Management
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus