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  • Exit Planning Exchange
Exit Planning Exchange
Jun
08

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

Details

Date & Time

Thu, Jun 8th, 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

62 people attended
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
John Jones of John P. Jones, Inc. is a member of XPX Chicago
Chris Zdunich of Engage PEO is a member of XPX Chicago
David Shavzin of The Value Track is a member of XPX Atlanta
+57

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.
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
RF
Ray Fernandez
Cresset Asset Management
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Sarah Jansen of Cultivate Advisors is a member of XPX Triangle
Sarah Jansen
Cultivate Advisors
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
smc data systems
KM
Kerry Meacham
Sales Xceleration
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
Pangea Financial Group
DM
Daniel Morris
Mindracer Consulting
AD
Alexis Dowell
RISCH RESULTS
JH
Jennifer Herbst
Paro
JW
Jennifer Wagner
Grant Thornton LLP
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
DBD Partners Investment Bank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
SS
Scott Stevens
44 Business Capital
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
RS
Rob Smithson
Corporate Investment
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
DR
Daniel Russell
RSM US, LLP
Tom Camp of Camp Corporate Law, LLC is a member of XPX Greater Boston
Tom Camp
Camp Corporate Law, LLC
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Arthur's Always Clean
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
TB
Ted Bachman
Bachman & Associates
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Jensen Law Firm LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
BN
Berk Nowak
Brown Advisory
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
DM
David M Krietzberg
Krietzberg Wealth Management
TN
Tri Nguyen
Tri Nguyen Law Office PC
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
SC
Spencer Collins
Goldman Sachs
DB
David Birnbaum
Morgan Stanley
Jed Hysong of CFO is a member of XPX Triangle
Jed Hysong
B2B CFO
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC