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  • Exit Planning Exchange
Exit Planning Exchange
Jul
18

XPX Next 2023 Virtual Conference

Details

Date & Time

Tue, Jul 18th, 2023 ⋅ 2:00pm - 6:00pm (EDT)

Location

Virtual, login info sent prior to the event

Tickets

Free for members who bring a guest from a new geography
$0.00
Members
$45.00
Members - Early Bird
$35.00
Non-members
$65.00
Non-Members - Early Bird
$55.00
Sponsor Guests
$45.00
Guests

Registrants

107 people attended
MC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
MP
RL
ALEXANDER VALDERREY of Stride Strategic Group, LTD is a member of XPX Dallas
+102



Our first national XPX conference featuring:

Next Level Tools and Collaborations


Join us for a highly-interactive virtual meeting designed to jumpstart greater collaboration among our community and providers of the great tools now available for advisors to privately-held businesses and their owners.

2:00 Keynote: Building Greater Social Capital

Dr. Froswa’ Booker-Drew will share her research on the development of social capital. She’ll share how to build and leverage your network for greater collaboration and success. View Dr. Booker-Drew's full bio here. 

Includes interactive breakouts to kickstart your next XPX collaboration.

3:00 Panel: Tools to Start Long-Term Discussions

Hear from advisors who use tools to focus the conversation about their client companies’ long-term prospects.

Includes time in our virtual networking floor

3:50 Panel: Tools to Build Long-Term Value

Hear from advisors who use tools to help their clients build realizable value.

Includes time in our virtual networking floor

4:40 Collaboration Roundtable

Hear from long-time XPX leaders about their experience with collaboration at XPX

5:00-6:00 Networking Time


Platinum Sponsors






GOLD SPONSORS






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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MC
Mike Cammarata
Tide Creek Financial Group
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
MP
Martha Post
Growth Catalystics
RL
Robert Ludricks
Brown Brothers Harriman
ALEXANDER VALDERREY of Stride Strategic Group, LTD is a member of XPX Dallas
Alexander Valderrey
Stride Strategic Group, LTD
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
SS
Scott Stevens
44 Business Capital
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
Barbara Stewart of Accelus Partners LLC is a member of XPX Houston
Barbara Stewart
Accelus Partners LLC
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Larry Gard of Done With Work Retirement Coaching and Consulting is a member of XPX Chicago
Larry Gard
Hamilton-Chase Consulting
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
PNC Bank
Dominick Wallace of Wallace Capital Funding is a member of XPX Atlanta
Dominick Wallace
Wallace Capital Funding, LLC
KM
Kerry Meacham
Sales Xceleration
CM
Chris Moreno
Bernstein Private Wealth
SM
Sam Mendelsohn
Value Builder
MB
Michael Brady
Maus
AS
Aaron Stine
Maus
ZB
Zach Broyles
Capitaliz
LF
Lisa Fannin
BEI
KB
Ken Bero
Quist Valuation
Michael Oleksak is a member of XPX
Michael Oleksak
Mary Adams of XPX Global is a member of XPX
Mary Adams
XPX Global
KR
Keziah Robinson
Cassia Partners, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Cheryl Centeno of XPX Global is a member of XPX
Cheryl Centeno
XPX Global
RH
Ross Haymes
Transworld Business Advisors of Colorado
AT
Adam Cfp ®️ Tolliver
Artisan Financial Strategies
CW
Craig West
Capitaliz
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Ramy Abutaleb of TriNet is a member of XPX New York
Ramy Abutaleb
TriNet
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
WG
Wendy Ghormley
wendy ghormley
Daya Naef of The Success Partner is a member of XPX DC Metro
Daya Naef
The Success Partner
SP
Suniti Ponkshe
Newport, LLC
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
DB
Daniel Bishop
BSA
AU
Alfredo Ulloa
Sofer Advisors
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Scott J Medeiros of Rosewood Family of Companies is a member of XPX Triangle
Scott J Medeiros
Rosewood Family of Companies
MM
Michael McEntee
A. Neumann & Associates
Steven Lustig of Lustig Global Consulting is a member of XPX Atlanta
Steven Lustig
Lustig Global Consulting
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
DM
Daniel Morris
Mindracer Consulting
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
Loki Group, Inc.
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Cultivate Advisors
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Worldwide
BG
Brandon Green
vcfo
SH
Shelli Howlett
SUMMi7 | Business Scaling - Purpose Driven Company
JL
Jon Lazarow
FocalPoint Business Coaching of Missouri and Kansas
LM
Laura Moruzzi
Twelve Points Business Advisors
HF
Holly Forche
Capitaliz
Peter Kelsch of Maus is a member of XPX Tool Providers
Peter Kelsch
Maus
SK
Stacy Kuxhausen
IGX Integrated Growth and Exit Planning
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Lane Rhodes of FirstBank is a member of XPX Nashville
Lane Rhodes
Live Oak Bank
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
ML
Maryann Lewis
Citizens Bank
JS
Jack Steele
Hinckley, Allen & Snyder LLP
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
CS
Carlos Sava
ProCFO Partners
BC
Burt Copeland
New Life CFO Services, LLC.
Paul Decelles of YardeZone Inc. is a member of XPX Hartford
Paul Decelles
YardeZone Inc.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
DT
Duane Toney
Carson Wealth
CB
Chuck Budd
Avidia Bank
TB
Tommy Battle
Financial Designs
SH
Steve Hopkins
Charter BTA, LLC
TA
Tom Anderson
Ferguson Alliance
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
Neri Capital Partners
BC
Brian Chow
The Value Builder System
CD
Chris Davis
BEI
TD
Tommy Delello
IEPA
Shannon Zollo of Morgan Lewis & Bockius LLP is a member of XPX Greater Boston
Shannon Zollo
Nutter McClennen & Fish LLP
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
FB
Froswa Booker-Drew
Soulstice Consultancy
MM
Miguel Magallon
MENS Consultores
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
SP
Sandeep Purewal
New Life CFO
John Leonetti of International Exit Planning Association is a member of XPX
John Leonetti
International Exit Planning Association
JH
Jenifer Hamilton
IEPA
Angie Ellis is a member of XPX
Angie Ellis
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard Miller
Leonard J. Miller & Associates, Chartered
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
BayState Business Brokers