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  • Exit Planning Exchange
Exit Planning Exchange
Jul
25

XPX Philadelphia: Launch of XPX Philadelphia Membership Engagement Initiative (Join in Person or on Zoom)

Details

Date & Time

Tue, Jul 25th, 2023 ⋅ 8:00am - 9:30am (EST)

Location

Antheil Maslow & MacMinn, LLP (and Zoom), 131 W. State Street Doylestown, PA 18901

Tickets

Philadelphia Members (In-Person)
$0.00
Philadelphia Members (Zoom)
$0.00
Philadelphia Sponsor (In-Person)
$0.00
Philadelphia Sponsor (Zoom)
$0.00
Guests

Registrants

23 people attended
Christian Sivel of Withum is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
BA
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
WC
+18

Join us to Make Things Happen (Members’ Only Event)

This meeting will be Live and ZOOM! The focus of this Membership Engagement Initiative is to actively foster and facilitate engagement among the members of XPX. The primary goal is to create a sense of belonging, encourage participation, and enhance the overall experience and value for the members.

To optimize involvement, we will have a hybrid meeting with onsite and Zoom capability. There is a lot of work to be done and we would like to have as many current members as possible participate in this Initiative.

Online Meeting directions will be sent a day before the meeting to registered participants only.

Doug Bloom, of DAB Ventures will facilitate what we hope to be a lively session! 


Registration Fees 
for In-person or Zoom

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes.

Zoom instructions will be sent prior to meeting.

For Live Attendees: Coffee and Bagels provided.

Click here for directions. Please park in the Doylestown Borough lot across from the office on Clinton Street or on the street. If there is inclement weather, we will follow the CB school district. If they delay or cancel school the XPX meeting will also be cancel.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Christian Sivel of Withum is a member of XPX Philadelphia
Christian Sivel
Withum
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
BA
Bob Arnold
SeatonHill Partners
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
WC
William Cornelius
M&T Bank
SS
Scott Stevens
44 Business Capital
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
TP
Theodore Passyn
BNY Mellon
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
AF
Andrew Flogel
JP Morgan Private Bank
DB
Doug Bloom
DAB VENTURES, INC.
Gary O'Brien of Stony Hill Advisors is a member of XPX Philadelphia
Gary O'Brien
Stony Hill Advisors
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
AO
Andrew O'Brien
Vantage Real estate
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
OB
Omar Brown
Young America Capital