XPX Next 2023 Virtual Conference
Date & Time
Location
Tickets
Registrants
![Michelle Orr](https://www.exitplanningexchange.com/wp-content/uploads/2021/11/headshot-updated-150x150.jpg)
![Alexander Valderrey](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/VALDERREY-MAY-2021-11-150x150.jpg)
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
Make XPX Part of Your Business Plans
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Guests
Martha Post
Growth Catalystics![Peter Colgan](https://www.exitplanningexchange.com/wp-content/uploads/2023/07/Peter-Colgan-Proposal-pic-150x150.png)
Peter Colgan
https://www.citrincooperman.com/Scott Stevens
44 Business Capital![Diana Murphy](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Diana-murphy-coaching-brand-shoot-v1-109-150x150.jpeg)
Diana Murphy
Diana Murphy Coaching, LLCChris Moreno
Bernstein Private WealthSam Mendelsohn
Value BuilderMichael Brady
MausAaron Stine
MausZach Broyles
CapitalizLisa Fannin
BEIKen Bero
Quist ValuationKeziah Robinson
Cassia Partners, LLCRoss Haymes
Transworld Business Advisors of ColoradoCraig West
Capitaliz![Jerry Gauthier](https://www.exitplanningexchange.com/wp-content/uploads/2022/06/headshot-3-1-150x150.jpg)
Jerry Gauthier
Live Oak Bank![Ramy Abutaleb](https://www.exitplanningexchange.com/wp-content/uploads/2023/06/ProPic-150x150.jpg)
Ramy Abutaleb
TriNet![Dallas Cepa® Herold](https://www.exitplanningexchange.com/wp-content/uploads/2022/12/1651984-150x150.jpg)
Dallas Cepa® Herold
Edward Jones![Jason Mancivalano](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/Jason-Picture-150x150.jpg)
Jason Mancivalano
JP Morgan Private BankWendy Ghormley
wendy ghormleyDaya Naef
The Success PartnerSuniti Ponkshe
Newport, LLCDaniel Bishop
BSAAlfredo Ulloa
Sofer AdvisorsDaniel Morris
Mindracer Consulting![Sarah Jansen](https://www.exitplanningexchange.com/wp-content/uploads/2023/04/IMG_0076-150x150.jpeg)
Sarah Jansen
Cultivate Advisors + 1 guestsBrandon Green
vcfoJon Lazarow
FocalPoint Business Coaching of Missouri and KansasLaura Moruzzi
Twelve Points Business AdvisorsHolly Forche
Capitaliz![Peter Kelsch](https://www.exitplanningexchange.com/wp-content/uploads/2024/03/peter-kelsch-headshot-circle-1-150x150.png)
Peter Kelsch
MausStacy Kuxhausen
IGX Integrated Growth and Exit PlanningMaryann Lewis
Citizens BankJack Steele
Hinckley, Allen & Snyder LLPDuane Toney
Carson WealthChuck Budd
Avidia BankTommy Battle
Financial DesignsSteve Hopkins
Charter BTA, LLC![Joseph Farach](https://www.exitplanningexchange.com/wp-content/uploads/2021/09/Picture3-150x150.jpg)