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  • Exit Planning Exchange
Exit Planning Exchange
Jun
13

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

Details

Date & Time

Tue, Jun 13th, 2023 â‹… 4:50pm - 6:00pm (EDT)

Location

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

Tickets

Guests

Registrants

52 people attended
Barbara Stewart of Accelus Partners LLC is a member of XPX Houston
Tim Templeton of Trivest Partners - Private Equity 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
+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.
Barbara Stewart of Accelus Partners LLC is a member of XPX Houston
Barbara Stewart
Accelus Partners LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
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
JW
Jennifer Wright
Execuwright
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
KM
Kerry Meacham
Bush Hog
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
smc data systems
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Sal Cocuzza of DBD Investment Bank is a member of XPX New York
Sal Cocuzza
DBD Partners Investment Bank
Eric Schwarz of Wells Fargo is a member of XPX Dallas
Eric Schwarz
Wells Fargo
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
JG
John Grzymala
Family office advisory services
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
RF
Ray Fernandez
Cresset Asset Management
AW
Ari Wajnberg
Montevino Advisory Services, 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
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Rusty Smith of EOS Worldwide is a member of XPX Houston
Evie Smith
EOS Worldwide
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
RC
Rick Clemon
Solaris
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
BN
Berk Nowak
Brown Advisory
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley Dempsey
Sofer Advisors
MS
Michael Schodrof
UBS
Colleen Migl of Quadros Migl & Crosby PLLC is a member of XPX Houston
Colleen Migl
Quadros Migl & Crosby PLLC
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
DG
David Gutt
BNY Mellon
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
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
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Daniel Trudo of Peapack Gladstone Bank is a member of XPX Fairfield County
Daniel Trudo
Peapack Gladstone Bank
AD
Alexis Dowell
RISCH RESULTS
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC